Latest Institutional Sells of Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 ETF (Ma (SPLG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.27K- 78.02% |
$77.1K - $85.5K
|
357
$26K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.03K- 22.03% |
$62.7K - $69.6K
|
3.65K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-781- 11.29% |
$47.5K - $52.7K
|
6.13K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-631- 23.76% |
$38.4K - $42.6K
|
2.03K
$147K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-600- 6.24% |
$36.5K - $40.5K
|
9.02K
$657K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
PUT |
-400- 10.81% |
$24.3K - $27K
|
3.3K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-300- 75.76% |
$18.3K - $20.3K
|
96
$6.99K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-222- 2.09% |
$13.5K - $15K
|
10.4K
$756K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-220- 4.52% |
$13.4K - $14.9K
|
4.65K
$338K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-192- 40.94% |
$11.7K - $13K
|
277
$20.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-172- 29.6% |
$10.5K - $11.6K
|
409
$29.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-116- 0.06% |
$7.06K - $7.83K
|
188K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 35.0% |
$426 - $473
|
13
$946
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-770K- 61.05% |
$44.9M - $49.7M
|
491K
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-78.7K- 86.39% |
$4.58M - $5.08M
|
12.4K
$902K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.3K- 79.8% |
$657K - $728K
|
2.86K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.99K- 7.88% |
$407K - $451K
|
81.7K
$5.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.22K- 13.79% |
$188K - $208K
|
20.1K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.31K- 36.57% |
$135K - $149K
|
4.01K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 3.3% |
$70.5K - $78.1K
|
35.4K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.17K- 12.22% |
$68K - $75.3K
|
8.39K
$610K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-838- 4.89% |
$48.8K - $54.1K
|
16.3K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-717- 16.43% |
$41.8K - $46.3K
|
3.65K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-408- 7.08% |
$23.8K - $26.3K
|
5.36K
$390K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-301- 1.26% |
$17.5K - $19.4K
|
23.5K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-256- 58.05% |
$14.9K - $16.5K
|
185
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-200- 2.17% |
$11.6K - $12.9K
|
9.01K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-141- 8.4% |
$8.21K - $9.1K
|
1.54K
$112K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-108- 10.13% |
$6.29K - $6.97K
|
958
$69.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-80- 1.58% |
$4.66K - $5.16K
|
4.98K
$363K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 0.27% |
$116 - $129
|
745
$54.2K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-78.7K- 93.88% |
$4.33M - $4.84M
|
5.13K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
PUT |
-77K- 56.2% |
$4.23M - $4.74M
|
60K
$4.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-13.8K- 97.73% |
$760K - $850K
|
321
$23.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-10.7K- 81.68% |
$588K - $658K
|
2.4K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 2.93% |
$355K - $397K
|
214K
$15.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-6.24K- 50.28% |
$343K - $384K
|
6.17K
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.66K- 45.24% |
$256K - $287K
|
5.64K
$410K
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-4.4K- 1.47% |
$242K - $270K
|
294K
$21.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.87K- 33.56% |
$103K - $115K
|
3.7K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.82K- 93.57% |
$100K - $112K
|
125
$9.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.4K- 27.04% |
$76.8K - $86K
|
3.77K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.18K- 26.25% |
$64.9K - $72.6K
|
3.32K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-356- 6.22% |
$19.6K - $21.9K
|
5.37K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-185- 49.73% |
$10.2K - $11.4K
|
187
$13.6K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-39Closed |
$2.14K - $2.4K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-28.5K- 9.18% |
$1.37M - $1.6M
|
281K
$20.5M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-5.17K- 58.74% |
$250K - $290K
|
3.63K
$264K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.68K- 4.46% |
$226K - $263K
|
100K
$7.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-4.32K- 37.52% |
$208K - $242K
|
7.19K
$523K
|
|