Purchases and Sales Made in Q3 2024 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 ETF (MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.08K- 0.63% |
$65.7K - $72.9K
|
171K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.1K- 15.95% |
$66.8K - $74.1K
|
5.79K
$405K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.13K- 6.06% |
$68.9K - $76.4K
|
17.6K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.14K- 7.42% |
$69.4K - $77K
|
14.2K
$998K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.14K- 8.26% |
$69.5K - $77.1K
|
12.7K
$888K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 5.68% |
$71.7K - $79.5K
|
19.6K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.18K- 0.59% |
$71.8K - $79.7K
|
200K
$14M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.18K- 1.76% |
$71.9K - $79.7K
|
66.1K
$4.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.2K- 59.92% |
$72.9K - $80.9K
|
802
$56.2K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.23K- 24.66% |
$74.5K - $82.7K
|
3.74K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.24K- 21.87% |
$75.4K - $83.7K
|
4.43K
$310K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.24K- 10.46% |
$75.7K - $84K
|
10.6K
$746K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.25K- 4.19% |
$75.9K - $84.3K
|
28.5K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.25K- 3.58% |
$76K - $84.3K
|
33.6K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.26K- 18.44% |
$76.9K - $85.3K
|
5.59K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.27K- 78.02% |
$77.1K - $85.5K
|
357
$25K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27K- 13.53% |
$77.4K - $85.9K
|
8.13K
$569K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.28K- 0.61% |
$77.8K - $86.3K
|
207K
$14.5M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 5.35% |
$78.5K - $87.1K
|
22.8K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.3K- 2.59% |
$79.3K - $88K
|
49.1K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.35K- 0.94% |
$82.4K - $91.4K
|
143K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.36K- 20.25% |
$82.6K - $91.7K
|
5.35K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.37K- 2.53% |
$83.3K - $92.4K
|
52.8K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 55.01% |
$83.8K - $93K
|
1.13K
$78.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.38K- 9.19% |
$84.2K - $93.4K
|
13.7K
$958K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.43K- 10.03% |
$86.7K - $96.2K
|
12.8K
$896K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.47K- 4.69% |
$89.1K - $98.9K
|
29.8K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.49K- 1.69% |
$90.7K - $101K
|
86.6K
$6.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 0.21% |
$92.1K - $102K
|
719K
$50.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.56K- 10.09% |
$94.8K - $105K
|
13.9K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.59K- 7.13% |
$96.6K - $107K
|
20.7K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.59K- 8.11% |
$96.7K - $107K
|
18K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-1.59K- 14.23% |
$96.9K - $107K
|
9.6K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.64K- 1.71% |
$99.5K - $110K
|
93.8K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.64K- 3.87% |
$99.7K - $111K
|
40.7K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.65K- 7.67% |
$100K - $111K
|
19.9K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.7K- 3.9% |
$104K - $115K
|
41.9K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.72K- 0.84% |
$104K - $116K
|
203K
$14.2M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.73K- 0.84% |
$105K - $117K
|
205K
$14.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 47.09% |
$106K - $117K
|
1.95K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 1.23% |
$108K - $120K
|
143K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.78K- 0.35% |
$108K - $120K
|
500K
$35M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.78K- 7.35% |
$108K - $120K
|
22.4K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.79K- 3.4% |
$109K - $121K
|
50.8K
$3.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.84K- 5.2% |
$112K - $124K
|
33.6K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.85K- 6.05% |
$113K - $125K
|
28.7K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.85K- 1.95% |
$113K - $125K
|
93.3K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.87K- 2.08% |
$114K - $126K
|
88K
$6.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.88K- 13.27% |
$115K - $127K
|
12.3K
$861K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.89K- 13.33% |
$115K - $127K
|
12.3K
$860K
|