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 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.61K- 0.77% |
$281K - $311K
|
592K
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.66K- 19.76% |
$283K - $314K
|
18.9K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4.82K- 61.83% |
$293K - $325K
|
2.98K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.89K- 12.04% |
$297K - $330K
|
35.7K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.91K- 5.69% |
$299K - $331K
|
81.3K
$5.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-4.96K- 21.52% |
$302K - $335K
|
18.1K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.02K- 4.06% |
$306K - $339K
|
119K
$8.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.06K- 3.55% |
$308K - $342K
|
137K
$9.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.34K- 26.87% |
$325K - $360K
|
14.5K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-5.52K- 10.78% |
$336K - $373K
|
45.7K
$3.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-5.56K- 16.95% |
$338K - $375K
|
27.2K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.61K- 1.26% |
$341K - $379K
|
440K
$30.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.81K- 62.06% |
$353K - $392K
|
3.55K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.88K- 6.69% |
$358K - $397K
|
82.1K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.92K- 11.78% |
$360K - $399K
|
44.3K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.16K- 5.01% |
$374K - $416K
|
117K
$8.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.34K- 9.75% |
$386K - $428K
|
58.7K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 9.71% |
$391K - $434K
|
59.8K
$4.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 1.05% |
$394K - $437K
|
611K
$42.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.66K- 15.0% |
$405K - $449K
|
37.7K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.89K- 2.37% |
$419K - $465K
|
284K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.92K- 4.44% |
$421K - $467K
|
149K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.01K- 4.29% |
$426K - $473K
|
156K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-7.27K- 3.09% |
$442K - $491K
|
228K
$16M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.69K- 5.12% |
$468K - $519K
|
142K
$9.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.88K- 2.33% |
$479K - $532K
|
330K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.89K- 4.68% |
$480K - $533K
|
161K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-8.1K- 3.99% |
$493K - $547K
|
195K
$13.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.31K- 40.7% |
$506K - $561K
|
12.1K
$848K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-8.37K- 0.86% |
$509K - $565K
|
966K
$67.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 35.86% |
$510K - $566K
|
15K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-8.97K- 62.89% |
$545K - $605K
|
5.29K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.09K- 6.98% |
$553K - $614K
|
121K
$8.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.11K- 2.87% |
$554K - $615K
|
308K
$21.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.38K- 25.22% |
$570K - $633K
|
27.8K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9.91K- 39.0% |
$603K - $669K
|
15.5K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10.6K- 3.62% |
$647K - $718K
|
283K
$19.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-11.4K- 15.89% |
$695K - $771K
|
60.5K
$4.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-11.5K- 64.03% |
$698K - $774K
|
6.44K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 3.41% |
$711K - $789K
|
331K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-12K- 9.14% |
$732K - $812K
|
120K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.1K- 35.2% |
$737K - $818K
|
22.3K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.1K- 8.09% |
$738K - $819K
|
138K
$9.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.4K- 11.3% |
$753K - $836K
|
97.2K
$6.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 7.59% |
$755K - $838K
|
151K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-12.8K- 59.23% |
$781K - $867K
|
8.84K
$619K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.2K- 0.98% |
$800K - $888K
|
1.33M
$93.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.3K- 3.08% |
$806K - $895K
|
417K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 11.98% |
$843K - $936K
|
102K
$7.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-13.9K- 49.78% |
$846K - $939K
|
14K
$983K
|