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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.85K- 67.67% |
$89.3K - $104K
|
884
$64.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.64K- 6.11% |
$79.3K - $92.1K
|
25.3K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-215- 99.54% |
$10.4K - $12.1K
|
1
$72.8
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-17.7K- 25.9% |
$886K - $952K
|
50.6K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-16.7K- 9.05% |
$837K - $899K
|
168K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 31.4% |
$532K - $571K
|
23.2K
$1.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-9.23K- 8.03% |
$462K - $497K
|
106K
$7.69M
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-28.8K- 5.69% |
$1.37M - $1.5M
|
478K
$34.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-25.1K- 6.39% |
$1.19M - $1.31M
|
367K
$26.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-15.2K- 6.25% |
$723K - $792K
|
228K
$16.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-8.62K- 12.62% |
$410K - $449K
|
59.7K
$4.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.39K- 99.93% |
$66.3K - $72.6K
|
1
$72.8
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-732- 14.73% |
$34.8K - $38.1K
|
4.24K
$308K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.56% |
$11.8K - $12.9K
|
44.1K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 77.78% |
$1.66K - $1.82K
|
10
$728
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25.7K- 99.83% |
$1.15M - $1.26M
|
43
$3.13K
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-9.25K- 83.08% |
$412K - $453K
|
1.88K
$137K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-7.51K- 5.93% |
$335K - $368K
|
119K
$8.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.87K- 1.7% |
$83.5K - $91.7K
|
108K
$7.89M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-800- 54.24% |
$35.7K - $39.2K
|
675
$49.1K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-88- 47.57% |
$3.93K - $4.31K
|
97
$7.06K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-106K- 78.15% |
$4.43M - $5.06M
|
29.5K
$2.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-59.3K- 35.48% |
$2.49M - $2.84M
|
108K
$7.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.3K- 35.44% |
$517K - $590K
|
22.4K
$1.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9.44K- 61.48% |
$396K - $452K
|
5.91K
$430K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8.78K- 29.93% |
$368K - $421K
|
20.6K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-64- 0.62% |
$2.68K - $3.07K
|
10.3K
$752K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-55- 0.64% |
$2.31K - $2.63K
|
8.49K
$618K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-109K- 85.89% |
$4.57M - $5.5M
|
17.9K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-102K- 8.6% |
$4.27M - $5.14M
|
1.08M
$78.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-382- 7.33% |
$16K - $19.3K
|
4.83K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-379- 23.48% |
$15.9K - $19.2K
|
1.24K
$89.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-373- 22.3% |
$15.7K - $18.9K
|
1.3K
$94.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-311- 5.47% |
$13.1K - $15.7K
|
5.38K
$391K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-230- 2.61% |
$9.66K - $11.6K
|
8.6K
$625K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-219- 14.18% |
$9.2K - $11.1K
|
1.33K
$96.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-40- 3.14% |
$1.68K - $2.02K
|
1.24K
$89.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-4- 16.0% |
$168 - $202
|
21
$1.53K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-373KClosed |
$16.1M - $20M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-289KClosed |
$12.5M - $15.5M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-51.7KClosed |
$2.23M - $2.78M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-14.1KClosed |
$609K - $759K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.82KClosed |
$295K - $367K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-6.7K- 4.02% |
$289K - $360K
|
160K
$11.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.36KClosed |
$275K - $342K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-5.57KClosed |
$240K - $299K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.48KClosed |
$193K - $241K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.95KClosed |
$170K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-3.8KClosed |
$164K - $204K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.78KClosed |
$163K - $203K
|
0
$0
|
|