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 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.75K- 5.59% |
$316K - $354K
|
97.1K
$6.53M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.77K- 2.61% |
$317K - $355K
|
216K
$14.5M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.98K- 11.21% |
$329K - $368K
|
47.4K
$3.19M
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6.19K- 3.8% |
$340K - $381K
|
157K
$10.5M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-6.24K- 50.28% |
$343K - $384K
|
6.17K
$414K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.46K- 2.93% |
$355K - $397K
|
214K
$14.4M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.5K- 17.7% |
$357K - $400K
|
30.2K
$2.03M
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6.5K- 59.3% |
$357K - $400K
|
4.46K
$300K
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.58K- 39.77% |
$362K - $405K
|
9.96K
$669K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-6.69K- 4.83% |
$368K - $412K
|
132K
$8.86M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6.78K- 8.86% |
$373K - $417K
|
69.8K
$4.69M
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.93K- 8.75% |
$381K - $427K
|
72.3K
$4.86M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.05K- 17.32% |
$387K - $433K
|
33.6K
$2.26M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7.37K- 5.71% |
$405K - $454K
|
122K
$8.18M
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-7.48K- 25.52% |
$411K - $460K
|
21.8K
$1.47M
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-7.5K- 12.94% |
$412K - $461K
|
50.5K
$3.39M
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.89K- 25.88% |
$433K - $485K
|
22.6K
$1.52M
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-8.04K- 5.31% |
$442K - $494K
|
143K
$9.64M
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-8.16K- 7.54% |
$448K - $502K
|
100K
$6.72M
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.27K- 12.61% |
$454K - $509K
|
57.3K
$3.85M
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-8.27K- 2.36% |
$455K - $509K
|
342K
$23M
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.3K- 3.44% |
$456K - $511K
|
233K
$15.6M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.32K- 1.15% |
$457K - $512K
|
716K
$48.1M
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.33K- 15.46% |
$458K - $513K
|
45.6K
$3.06M
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.47K- 1.43% |
$466K - $521K
|
586K
$39.4M
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-8.66K- 17.59% |
$476K - $533K
|
40.6K
$2.73M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.84K- 12.63% |
$486K - $544K
|
61.2K
$4.11M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.04K- 1.65% |
$497K - $556K
|
538K
$36.1M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.36K- 16.77% |
$515K - $576K
|
46.5K
$3.12M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.8K- 70.43% |
$539K - $603K
|
4.12K
$277K
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-9.94K- 7.3% |
$546K - $611K
|
126K
$8.48M
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-10.3K- 37.87% |
$564K - $631K
|
16.8K
$1.13M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-10.9K- 6.81% |
$601K - $673K
|
150K
$10.1M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-11K- 16.77% |
$606K - $679K
|
54.7K
$3.68M
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-11.4K- 6.85% |
$626K - $701K
|
155K
$10.4M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.7K- 7.63% |
$643K - $720K
|
142K
$9.52M
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-11.9K- 5.39% |
$652K - $730K
|
208K
$14M
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-12.3K- 8.27% |
$678K - $759K
|
137K
$9.19M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.4K- 9.66% |
$681K - $763K
|
116K
$7.79M
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 1.47% |
$692K - $775K
|
844K
$56.7M
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-12.6K- 1.85% |
$695K - $778K
|
670K
$45M
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12.8K- 3.91% |
$702K - $785K
|
314K
$21.1M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.9K- 19.1% |
$711K - $796K
|
54.8K
$3.68M
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-13K- 8.66% |
$713K - $798K
|
137K
$9.19M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.2K- 10.45% |
$723K - $809K
|
113K
$7.58M
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.4K- 20.09% |
$736K - $824K
|
53.3K
$3.58M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.6K- 4.07% |
$748K - $838K
|
321K
$21.6M
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-13.8K- 97.73% |
$760K - $850K
|
321
$21.6K
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.3K- 3.1% |
$787K - $881K
|
448K
$30.1M
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-14.5K- 4.86% |
$795K - $890K
|
283K
$19M
|