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 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.9K- 7.26% |
$115K - $128K
|
24.2K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.93K- 22.98% |
$117K - $130K
|
6.47K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.97K- 3.69% |
$120K - $133K
|
51.5K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.99K- 7.15% |
$121K - $134K
|
25.9K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.07K- 2.61% |
$126K - $139K
|
77K
$5.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.09K- 17.44% |
$127K - $141K
|
9.87K
$691K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.12K- 5.07% |
$129K - $143K
|
39.7K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.16K- 0.72% |
$132K - $146K
|
298K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.17K- 0.76% |
$132K - $146K
|
281K
$19.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.18K- 89.47% |
$132K - $147K
|
256
$17.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.22K- 5.72% |
$135K - $150K
|
36.5K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.3K- 1.7% |
$140K - $155K
|
133K
$9.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.32K- 19.55% |
$141K - $156K
|
9.53K
$667K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.32K- 0.77% |
$141K - $157K
|
301K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.38K- 5.16% |
$145K - $161K
|
43.7K
$3.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.48K- 19.93% |
$151K - $167K
|
9.96K
$698K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.58K- 19.04% |
$157K - $174K
|
11K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.6K- 0.8% |
$158K - $175K
|
322K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.6K- 4.9% |
$158K - $176K
|
50.6K
$3.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.64K- 41.33% |
$160K - $178K
|
3.74K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.79K- 16.58% |
$169K - $188K
|
14K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.87K- 0.44% |
$175K - $194K
|
649K
$45.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-2.92K- 13.1% |
$177K - $197K
|
19.4K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.97K- 7.61% |
$180K - $200K
|
36K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.98K- 50.0% |
$181K - $201K
|
2.98K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.09K- 1.38% |
$188K - $208K
|
220K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.16K- 0.25% |
$192K - $213K
|
1.24M
$86.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.17K- 14.41% |
$193K - $214K
|
18.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.17K- 36.14% |
$193K - $214K
|
5.61K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.24K- 1.99% |
$197K - $218K
|
160K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.24K- 6.94% |
$197K - $219K
|
43.5K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3.27K- 17.69% |
$199K - $221K
|
15.2K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.57K- 1.48% |
$217K - $241K
|
238K
$16.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.58K- 9.3% |
$218K - $242K
|
34.9K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.65K- 15.25% |
$222K - $247K
|
20.3K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.71K- 6.28% |
$226K - $251K
|
55.4K
$3.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.79K- 19.31% |
$231K - $256K
|
15.8K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.93K- 3.11% |
$239K - $266K
|
123K
$8.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.08K- 91.23% |
$248K - $275K
|
392
$27.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.1K- 95.98% |
$250K - $277K
|
172
$12K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.14K- 28.91% |
$252K - $280K
|
10.2K
$713K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.18K- 1.44% |
$254K - $282K
|
285K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.27K- 15.21% |
$260K - $289K
|
23.8K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.34K- 1.59% |
$264K - $293K
|
270K
$18.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.38K- 5.09% |
$266K - $296K
|
81.6K
$5.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.43K- 17.52% |
$269K - $299K
|
20.8K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.45K- 1.59% |
$271K - $300K
|
275K
$19.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.47K- 3.06% |
$272K - $302K
|
141K
$9.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-4.59K- 2.12% |
$279K - $310K
|
212K
$14.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.61K- 11.05% |
$280K - $311K
|
37.1K
$2.6M
|