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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.2K- 0.44% |
$1.35M - $1.5M
|
5M
$346M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.8K- 53.52% |
$1.39M - $1.54M
|
19.8K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-22.9K- 1.23% |
$1.39M - $1.54M
|
1.84M
$128M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.2K- 2.86% |
$1.41M - $1.57M
|
790K
$54.8M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-23.8K- 78.65% |
$1.45M - $1.6M
|
6.45K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-24K- 7.38% |
$1.46M - $1.62M
|
301K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-24.3K- 2.99% |
$1.48M - $1.64M
|
786K
$54.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.8K- 8.15% |
$1.51M - $1.67M
|
279K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-25.5K- 73.14% |
$1.55M - $1.72M
|
9.38K
$650K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-26.4K- 34.61% |
$1.61M - $1.78M
|
49.9K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.4K- 16.6% |
$1.61M - $1.78M
|
133K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27K- 5.25% |
$1.64M - $1.82M
|
487K
$33.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-27.8K- 83.56% |
$1.69M - $1.87M
|
5.46K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-27.8K- 10.63% |
$1.69M - $1.88M
|
234K
$16.2M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-28.8K- 75.7% |
$1.75M - $1.94M
|
9.24K
$640K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-30.7K- 22.55% |
$1.87M - $2.07M
|
106K
$7.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-31.5K- 9.19% |
$1.92M - $2.13M
|
312K
$21.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 4.2% |
$1.92M - $2.13M
|
720K
$49.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-32K- 76.6% |
$1.95M - $2.16M
|
9.79K
$679K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-32.6K- 77.0% |
$1.98M - $2.2M
|
9.73K
$675K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-33.1K- 82.73% |
$2.02M - $2.24M
|
6.92K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-33.7K- 12.17% |
$2.05M - $2.28M
|
243K
$16.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-33.7K- 38.46% |
$2.05M - $2.28M
|
54K
$3.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-34.5K- 30.47% |
$2.1M - $2.33M
|
78.7K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-36.1K- 13.47% |
$2.19M - $2.43M
|
232K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.5K- 8.9% |
$2.22M - $2.46M
|
374K
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.3K- 25.93% |
$2.27M - $2.52M
|
107K
$7.39M
|
|
|
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
$186M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38.2K- 57.13% |
$2.32M - $2.58M
|
28.7K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39.9K- 21.56% |
$2.42M - $2.69M
|
145K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41.9K- 11.38% |
$2.55M - $2.83M
|
326K
$22.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43K- 5.65% |
$2.62M - $2.9M
|
718K
$49.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.1K- 88.26% |
$2.68M - $2.98M
|
5.86K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.1K- 88.26% |
$2.68M - $2.98M
|
5.86K
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-52.8K- 19.02% |
$3.21M - $3.56M
|
225K
$15.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-54.2K- 21.2% |
$3.3M - $3.66M
|
202K
$14M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-55.2K- 5.86% |
$3.36M - $3.73M
|
887K
$61.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-56.9K- 55.98% |
$3.46M - $3.84M
|
44.7K
$3.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-60.8K- 12.13% |
$3.7M - $4.1M
|
440K
$30.5M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61.9K- 12.44% |
$3.77M - $4.18M
|
436K
$30.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-62.2K- 6.4% |
$3.78M - $4.2M
|
910K
$63.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-64.3K- 17.21% |
$3.91M - $4.34M
|
309K
$21.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-64.4K- 8.94% |
$3.92M - $4.35M
|
656K
$45.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-65.6K- 19.85% |
$3.99M - $4.43M
|
265K
$18.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-70.6K- 32.08% |
$4.3M - $4.77M
|
150K
$10.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.2K- 4.95% |
$4.52M - $5.01M
|
1.43M
$98.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-76.9K- 73.53% |
$4.68M - $5.19M
|
27.7K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-81K- 16.63% |
$4.93M - $5.47M
|
406K
$28.1M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86.1K- 9.14% |
$5.24M - $5.81M
|
856K
$59.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-88.1K- 8.86% |
$5.36M - $5.95M
|
907K
$62.9M
|