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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-145- 0.39% |
$7.97K - $8.92K
|
37.4K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-145- 0.51% |
$7.97K - $8.92K
|
28.3K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-150- 1.6% |
$8.25K - $9.23K
|
9.21K
$613K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 3.67% |
$9.23K - $10.3K
|
4.41K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-168- 1.39% |
$9.23K - $10.3K
|
11.9K
$791K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-169- 1.75% |
$9.29K - $10.4K
|
9.5K
$632K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-170- 0.57% |
$9.34K - $10.5K
|
29.5K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-185- 49.73% |
$10.2K - $11.4K
|
187
$12.4K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-188- 10.45% |
$10.3K - $11.6K
|
1.61K
$107K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-195- 2.74% |
$10.7K - $12K
|
6.93K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-196- 1.04% |
$10.8K - $12.1K
|
18.7K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-204- 1.16% |
$11.2K - $12.6K
|
17.3K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-226- 35.65% |
$12.4K - $13.9K
|
408
$27.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-229- 2.36% |
$12.6K - $14.1K
|
9.45K
$629K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-243- 1.29% |
$13.4K - $15K
|
18.6K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-251- 0.96% |
$13.8K - $15.4K
|
25.8K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-265- 5.89% |
$14.6K - $16.3K
|
4.23K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-275- 1.3% |
$15.1K - $16.9K
|
20.9K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-275- 8.27% |
$15.1K - $16.9K
|
3.05K
$203K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-281- 1.21% |
$15.4K - $17.3K
|
22.9K
$1.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-286- 2.84% |
$15.7K - $17.6K
|
9.8K
$652K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-309- 1.21% |
$17K - $19K
|
25.2K
$1.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-317- 2.38% |
$17.4K - $19.5K
|
13K
$866K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-318- 0.18% |
$17.5K - $19.6K
|
175K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-356- 6.22% |
$19.6K - $21.9K
|
5.37K
$357K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-358- 2.33% |
$19.7K - $22K
|
15K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-367- 1.1% |
$20.2K - $22.6K
|
33K
$2.19M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-373- 6.12% |
$20.5K - $23K
|
5.72K
$381K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-382- 1.21% |
$21K - $23.5K
|
31.2K
$2.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-383- 1.52% |
$21.1K - $23.6K
|
24.8K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-405- 0.29% |
$22.3K - $24.9K
|
141K
$9.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-425- 49.77% |
$23.4K - $26.2K
|
429
$28.6K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-425- 0.23% |
$23.4K - $26.2K
|
183K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-426- 0.6% |
$23.4K - $26.2K
|
70.3K
$4.68M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-443- 2.82% |
$24.4K - $27.3K
|
15.3K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-445- 1.33% |
$24.5K - $27.4K
|
33K
$2.2M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-486- 22.46% |
$26.7K - $29.9K
|
1.68K
$112K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-490- 2.91% |
$26.9K - $30.1K
|
16.4K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-520- 1.46% |
$28.6K - $32K
|
35K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-532- 1.15% |
$29.2K - $32.7K
|
45.6K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-538- 48.08% |
$29.6K - $33.1K
|
581
$38.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-548- 99.46% |
$30.1K - $33.7K
|
3
$200
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-556- 7.81% |
$30.6K - $34.2K
|
6.56K
$437K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-569- 11.26% |
$31.3K - $35K
|
4.49K
$299K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-573- 0.9% |
$31.5K - $35.3K
|
63.4K
$4.22M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-580- 3.81% |
$31.9K - $35.7K
|
14.6K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-581- 5.7% |
$31.9K - $35.7K
|
9.62K
$640K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-584- 3.64% |
$32.1K - $35.9K
|
15.5K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-588- 1.53% |
$32.3K - $36.2K
|
37.9K
$2.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-630- 1.65% |
$34.6K - $38.8K
|
37.5K
$2.5M
|