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 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.11K- 2.87% |
$554K - $615K
|
308K
$20.1M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9.3K- 1.5% |
$566K - $628K
|
612K
$40M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9.3K- 1.5% |
$566K - $628K
|
612K
$40M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.38K- 25.22% |
$570K - $633K
|
27.8K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9.91K- 39.0% |
$603K - $669K
|
15.5K
$1.01M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-10.6K- 7.88% |
$642K - $712K
|
123K
$8.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10.6K- 3.62% |
$647K - $718K
|
283K
$18.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-11.4K- 15.89% |
$695K - $771K
|
60.5K
$3.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-11.5K- 64.03% |
$698K - $774K
|
6.44K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 3.41% |
$711K - $789K
|
331K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-12K- 9.14% |
$732K - $812K
|
120K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.1K- 35.2% |
$737K - $818K
|
22.3K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.1K- 8.09% |
$738K - $819K
|
138K
$9.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.4K- 11.3% |
$753K - $836K
|
97.2K
$6.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 7.59% |
$755K - $838K
|
151K
$9.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-12.8K- 59.23% |
$781K - $867K
|
8.84K
$578K
|
|
|
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
$86.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.3K- 3.08% |
$806K - $895K
|
417K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 11.98% |
$843K - $936K
|
102K
$6.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-13.9K- 49.78% |
$846K - $939K
|
14K
$917K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-14.2K- 23.4% |
$862K - $956K
|
46.4K
$3.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15.2K- 14.26% |
$925K - $1.03M
|
91.4K
$5.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.4K- 19.31% |
$937K - $1.04M
|
64.3K
$4.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.6K- 15.96% |
$951K - $1.06M
|
82.3K
$5.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-17.4K- 3.49% |
$1.06M - $1.18M
|
482K
$31.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-17.4K- 66.66% |
$1.06M - $1.18M
|
8.71K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.9K- 0.72% |
$1.09M - $1.21M
|
2.46M
$161M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18K- 17.09% |
$1.1M - $1.22M
|
87.3K
$5.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18.6K- 6.07% |
$1.13M - $1.26M
|
289K
$18.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.5K- 3.02% |
$1.19M - $1.32M
|
626K
$40.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.6K- 14.09% |
$1.19M - $1.32M
|
120K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.6K- 1.95% |
$1.2M - $1.33M
|
988K
$64.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.8K- 65.65% |
$1.2M - $1.33M
|
10.3K
$676K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-20.2K- 11.54% |
$1.23M - $1.36M
|
155K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-20.4K- 51.44% |
$1.24M - $1.38M
|
19.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-21K- 78.18% |
$1.28M - $1.42M
|
5.86K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-21.1K- 69.05% |
$1.28M - $1.42M
|
9.46K
$618K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-21.2K- 21.81% |
$1.29M - $1.43M
|
76K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.3K- 50.04% |
$1.3M - $1.44M
|
21.3K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-21.3K- 19.87% |
$1.3M - $1.44M
|
86.1K
$5.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.9K- 3.83% |
$1.33M - $1.48M
|
551K
$36M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.2K- 0.44% |
$1.35M - $1.5M
|
5M
$327M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.8K- 53.52% |
$1.39M - $1.54M
|
19.8K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-22.9K- 1.23% |
$1.39M - $1.54M
|
1.84M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.2K- 2.86% |
$1.41M - $1.57M
|
790K
$51.6M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-23.8K- 78.65% |
$1.45M - $1.6M
|
6.45K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-24K- 7.38% |
$1.46M - $1.62M
|
301K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.3K- 2.99% |
$1.48M - $1.64M
|
786K
$51.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.8K- 8.15% |
$1.51M - $1.67M
|
279K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-25.5K- 73.14% |
$1.55M - $1.72M
|
9.38K
$613K
|