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 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-14.2K- 23.4% |
$862K - $956K
|
46.4K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15.2K- 14.26% |
$925K - $1.03M
|
91.4K
$6.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.4K- 19.31% |
$937K - $1.04M
|
64.3K
$4.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.6K- 15.96% |
$951K - $1.06M
|
82.3K
$5.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-17.4K- 3.49% |
$1.06M - $1.18M
|
482K
$33.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-17.4K- 66.66% |
$1.06M - $1.18M
|
8.71K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.9K- 0.72% |
$1.09M - $1.21M
|
2.46M
$173M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18K- 17.09% |
$1.1M - $1.22M
|
87.3K
$6.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.6K- 6.07% |
$1.13M - $1.26M
|
289K
$20.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.5K- 3.02% |
$1.19M - $1.32M
|
626K
$43.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.6K- 14.09% |
$1.19M - $1.32M
|
120K
$8.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.6K- 1.95% |
$1.2M - $1.33M
|
988K
$69.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.8K- 65.65% |
$1.2M - $1.33M
|
10.3K
$725K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-20.2K- 11.54% |
$1.23M - $1.36M
|
155K
$10.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-20.4K- 51.44% |
$1.24M - $1.38M
|
19.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-21K- 78.18% |
$1.28M - $1.42M
|
5.86K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 69.05% |
$1.28M - $1.42M
|
9.46K
$663K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-21.2K- 21.81% |
$1.29M - $1.43M
|
76K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3K- 50.04% |
$1.3M - $1.44M
|
21.3K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-21.3K- 19.87% |
$1.3M - $1.44M
|
86.1K
$6.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.9K- 3.83% |
$1.33M - $1.48M
|
551K
$38.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.2K- 0.44% |
$1.35M - $1.5M
|
5M
$350M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.8K- 53.52% |
$1.39M - $1.54M
|
19.8K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-22.9K- 1.23% |
$1.39M - $1.54M
|
1.84M
$129M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.2K- 2.86% |
$1.41M - $1.57M
|
790K
$55.3M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-24K- 7.38% |
$1.46M - $1.62M
|
301K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.3K- 2.99% |
$1.48M - $1.64M
|
786K
$55.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.8K- 8.15% |
$1.51M - $1.67M
|
279K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-25.5K- 73.14% |
$1.55M - $1.72M
|
9.38K
$657K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-26.4K- 34.61% |
$1.61M - $1.78M
|
49.9K
$3.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.4K- 16.6% |
$1.61M - $1.78M
|
133K
$9.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27K- 5.25% |
$1.64M - $1.82M
|
487K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-27.8K- 83.56% |
$1.69M - $1.87M
|
5.46K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-27.8K- 10.63% |
$1.69M - $1.88M
|
234K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-30.7K- 22.55% |
$1.87M - $2.07M
|
106K
$7.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-31.5K- 9.19% |
$1.92M - $2.13M
|
312K
$21.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 4.2% |
$1.92M - $2.13M
|
720K
$50.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-32K- 76.6% |
$1.95M - $2.16M
|
9.79K
$686K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-32.6K- 77.0% |
$1.98M - $2.2M
|
9.73K
$682K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-33.1K- 82.73% |
$2.02M - $2.24M
|
6.92K
$485K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-33.7K- 12.17% |
$2.05M - $2.28M
|
243K
$17M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-33.7K- 38.46% |
$2.05M - $2.28M
|
54K
$3.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-34.5K- 30.47% |
$2.1M - $2.33M
|
78.7K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-36.1K- 13.47% |
$2.19M - $2.43M
|
232K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.5K- 8.9% |
$2.22M - $2.46M
|
374K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.3K- 25.93% |
$2.27M - $2.52M
|
107K
$7.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.7K- 1.38% |
$2.29M - $2.55M
|
2.69M
$188M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38.2K- 57.13% |
$2.32M - $2.58M
|
28.7K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39.9K- 21.56% |
$2.42M - $2.69M
|
145K
$10.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41.9K- 11.38% |
$2.55M - $2.83M
|
326K
$22.9M
|