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 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15.4K- 19.31% |
$937K - $1.04M
|
64.3K
$4.56M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15.2K- 14.26% |
$925K - $1.03M
|
91.4K
$6.48M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-14.2K- 23.4% |
$862K - $956K
|
46.4K
$3.29M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-13.9K- 49.78% |
$846K - $939K
|
14K
$995K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 11.98% |
$843K - $936K
|
102K
$7.22M
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.3K- 3.08% |
$806K - $895K
|
417K
$29.6M
|
|
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
$94.3M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-12.8K- 59.23% |
$781K - $867K
|
8.84K
$627K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 7.59% |
$755K - $838K
|
151K
$10.7M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.4K- 11.3% |
$753K - $836K
|
97.2K
$6.9M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.1K- 8.09% |
$738K - $819K
|
138K
$9.79M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.1K- 35.2% |
$737K - $818K
|
22.3K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-12K- 9.14% |
$732K - $812K
|
120K
$8.48M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 3.41% |
$711K - $789K
|
331K
$23.5M
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-11.5K- 64.03% |
$698K - $774K
|
6.44K
$457K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-11.4K- 15.89% |
$695K - $771K
|
60.5K
$4.29M
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10.6K- 3.62% |
$647K - $718K
|
283K
$20.1M
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-10.6K- 7.88% |
$642K - $712K
|
123K
$8.75M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9.91K- 39.0% |
$603K - $669K
|
15.5K
$1.1M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.38K- 25.22% |
$570K - $633K
|
27.8K
$1.97M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.11K- 2.87% |
$554K - $615K
|
308K
$21.9M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.09K- 6.98% |
$553K - $614K
|
121K
$8.59M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-8.97K- 62.89% |
$545K - $605K
|
5.29K
$375K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 35.86% |
$510K - $566K
|
15K
$1.06M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-8.37K- 0.86% |
$509K - $565K
|
966K
$68.6M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.31K- 40.7% |
$506K - $561K
|
12.1K
$859K
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-8.1K- 3.99% |
$493K - $547K
|
195K
$13.8M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.89K- 4.68% |
$480K - $533K
|
161K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.88K- 2.33% |
$479K - $532K
|
330K
$23.4M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.69K- 5.12% |
$468K - $519K
|
142K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-7.27K- 3.09% |
$442K - $491K
|
228K
$16.2M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.01K- 4.29% |
$426K - $473K
|
156K
$11.1M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.92K- 4.44% |
$421K - $467K
|
149K
$10.6M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.89K- 2.37% |
$419K - $465K
|
284K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.66K- 15.0% |
$405K - $449K
|
37.7K
$2.68M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 1.05% |
$394K - $437K
|
611K
$43.3M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 9.71% |
$391K - $434K
|
59.8K
$4.24M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.34K- 9.75% |
$386K - $428K
|
58.7K
$4.17M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.16K- 5.01% |
$374K - $416K
|
117K
$8.28M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.92K- 11.78% |
$360K - $399K
|
44.3K
$3.14M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.88K- 6.69% |
$358K - $397K
|
82.1K
$5.82M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.81K- 62.06% |
$353K - $392K
|
3.55K
$252K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.61K- 1.26% |
$341K - $379K
|
440K
$31.2M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-5.56K- 16.95% |
$338K - $375K
|
27.2K
$1.93M
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-5.52K- 10.78% |
$336K - $373K
|
45.7K
$3.24M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.34K- 26.87% |
$325K - $360K
|
14.5K
$1.03M
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.06K- 3.55% |
$308K - $342K
|
137K
$9.74M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.02K- 4.06% |
$306K - $339K
|
119K
$8.43M
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-4.96K- 21.52% |
$302K - $335K
|
18.1K
$1.28M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.91K- 5.69% |
$299K - $331K
|
81.3K
$5.77M
|