Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.34% |
$330 - $369
|
1.75K
$118K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$165 - $185
|
948
$63.7K
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$110 - $123
|
4.95K
$333K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.01% |
$110 - $123
|
16.8K
$1.13M
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.38% |
$55 - $61.5
|
264
$17.7K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$55 - $61.5
|
1
$67.2
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$55 - $61.5
|
3.5K
$236K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.1% |
$55 - $61.5
|
1.05K
$70.6K
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$55 - $61.5
|
4.02K
$270K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$220 - $246
|
3.89K
$261K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 0.04% |
$495 - $554
|
20.6K
$1.39M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15- 0.33% |
$825 - $923
|
4.54K
$305K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-16- 0.88% |
$880 - $984
|
1.81K
$122K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 7.32% |
$1.15K - $1.29K
|
266
$17.9K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 10.78% |
$1.37K - $1.54K
|
207
$13.9K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-39- 0.22% |
$2.14K - $2.4K
|
18K
$1.21M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-39Closed |
$2.14K - $2.4K
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-44- 26.04% |
$2.42K - $2.71K
|
125
$8.4K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-49- 0.74% |
$2.69K - $3.01K
|
6.54K
$439K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 4.39% |
$2.69K - $3.01K
|
1.07K
$71.6K
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-50- 0.36% |
$2.75K - $3.08K
|
13.9K
$935K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-52- 0.93% |
$2.86K - $3.2K
|
5.52K
$371K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-70- 0.64% |
$3.85K - $4.31K
|
10.8K
$728K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-73- 0.4% |
$4.01K - $4.49K
|
18.2K
$1.22M
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-79- 1.77% |
$4.34K - $4.86K
|
4.39K
$295K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 36.67% |
$4.84K - $5.41K
|
152
$10.2K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-89- 0.7% |
$4.89K - $5.48K
|
12.7K
$851K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-93- 1.21% |
$5.11K - $5.72K
|
7.61K
$511K
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-101- 0.33% |
$5.55K - $6.21K
|
30.9K
$2.08M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-103- 40.39% |
$5.66K - $6.34K
|
152
$10.2K
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-105- 0.15% |
$5.77K - $6.46K
|
72K
$4.84M
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-105- 0.36% |
$5.77K - $6.46K
|
29K
$1.95M
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-106- 0.21% |
$5.83K - $6.52K
|
49.4K
$3.32M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-113- 1.61% |
$6.21K - $6.95K
|
6.92K
$465K
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-116- 1.9% |
$6.38K - $7.14K
|
5.99K
$403K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-122- 0.57% |
$6.71K - $7.51K
|
21.3K
$1.43M
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-128- 0.53% |
$7.04K - $7.88K
|
23.8K
$1.6M
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-145- 0.39% |
$7.97K - $8.92K
|
37.4K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-145- 0.51% |
$7.97K - $8.92K
|
28.3K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-150- 1.6% |
$8.25K - $9.23K
|
9.21K
$619K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-168- 1.39% |
$9.23K - $10.3K
|
11.9K
$798K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 3.67% |
$9.23K - $10.3K
|
4.41K
$297K
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-169- 1.75% |
$9.29K - $10.4K
|
9.5K
$638K
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-170- 0.57% |
$9.34K - $10.5K
|
29.5K
$1.98M
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-185- 49.73% |
$10.2K - $11.4K
|
187
$12.6K
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-188- 10.45% |
$10.3K - $11.6K
|
1.61K
$108K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-195- 2.74% |
$10.7K - $12K
|
6.93K
$466K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-196- 1.04% |
$10.8K - $12.1K
|
18.7K
$1.25M
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-204- 1.16% |
$11.2K - $12.6K
|
17.3K
$1.17M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-226- 35.65% |
$12.4K - $13.9K
|
408
$27.4K
|