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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45.3K- 26.44% |
$2.49M - $2.79M
|
126K
$8.48M
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-45.9K- 4.09% |
$2.52M - $2.82M
|
1.08M
$72.3M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-46.2K- 12.98% |
$2.54M - $2.84M
|
310K
$20.8M
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-46.3KClosed |
$2.55M - $2.85M
|
0
$0
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47K- 32.43% |
$2.59M - $2.89M
|
98K
$6.59M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.4K- 3.07% |
$2.6M - $2.91M
|
1.5M
$101M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-50.8K- 53.86% |
$2.79M - $3.13M
|
43.5K
$2.92M
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-51.2K- 8.62% |
$2.81M - $3.15M
|
542K
$36.4M
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-54.2K- 15.1% |
$2.98M - $3.34M
|
305K
$20.5M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55K- 26.47% |
$3.02M - $3.39M
|
153K
$10.3M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-60.3K- 14.58% |
$3.31M - $3.71M
|
353K
$23.7M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-61.7K- 32.77% |
$3.39M - $3.8M
|
127K
$8.51M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-63.4K- 24.64% |
$3.48M - $3.9M
|
194K
$13M
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-64.7K- 10.95% |
$3.56M - $3.98M
|
526K
$35.4M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-67.7K- 4.08% |
$3.72M - $4.16M
|
1.59M
$107M
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-68.7K- 16.44% |
$3.77M - $4.23M
|
349K
$23.5M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-69.4K- 6.99% |
$3.81M - $4.27M
|
923K
$62M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-75.3K- 10.8% |
$4.14M - $4.63M
|
622K
$41.8M
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-78.7K- 93.88% |
$4.33M - $4.84M
|
5.13K
$345K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-82.8K- 9.11% |
$4.55M - $5.1M
|
827K
$55.6M
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-84K- 65.0% |
$4.62M - $5.17M
|
45.3K
$3.04M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-86.9K- 7.63% |
$4.78M - $5.35M
|
1.05M
$70.7M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-89.2K- 11.57% |
$4.9M - $5.49M
|
682K
$45.8M
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-91.8K- 55.8% |
$5.05M - $5.65M
|
72.7K
$4.89M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-92.1K- 22.95% |
$5.06M - $5.66M
|
309K
$20.8M
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-93.5K- 17.18% |
$5.14M - $5.75M
|
451K
$30.3M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-113K- 7.48% |
$6.21M - $6.95M
|
1.4M
$93.9M
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-113K- 53.28% |
$6.21M - $6.95M
|
99K
$6.66M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 1.59% |
$6.4M - $7.16M
|
7.23M
$486M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-120K- 85.67% |
$6.59M - $7.37M
|
20K
$1.35M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-136K- 3.63% |
$7.5M - $8.39M
|
3.62M
$243M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-139K- 9.86% |
$7.65M - $8.57M
|
1.27M
$85.5M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-156K- 3.04% |
$8.59M - $9.61M
|
4.99M
$336M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-160K- 46.94% |
$8.8M - $9.85M
|
181K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-165K- 28.56% |
$9.09M - $10.2M
|
414K
$27.8M
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-188K- 18.0% |
$10.3M - $11.6M
|
856K
$57.5M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-192K- 24.0% |
$10.5M - $11.8M
|
608K
$40.8M
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-229K- 98.29% |
$12.6M - $14.1M
|
4K
$269K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-232K- 18.46% |
$12.8M - $14.3M
|
1.03M
$68.9M
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-239K- 14.84% |
$13.2M - $14.7M
|
1.37M
$92.3M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-249K- 5.87% |
$13.7M - $15.3M
|
4M
$269M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-261K- 49.94% |
$14.3M - $16.1M
|
262K
$17.6M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-292K- 24.93% |
$16.1M - $18M
|
881K
$59.2M
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-329K- 22.41% |
$18.1M - $20.2M
|
1.14M
$76.6M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-364K- 15.36% |
$20M - $22.4M
|
2.01M
$135M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-397K- 23.08% |
$21.8M - $24.4M
|
1.32M
$88.9M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-437K- 15.99% |
$24M - $26.9M
|
2.29M
$154M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-437K- 81.76% |
$24M - $26.9M
|
97.4K
$6.55M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-447K- 24.4% |
$24.6M - $27.5M
|
1.39M
$93.1M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-457K- 98.12% |
$25.1M - $28.1M
|
8.75K
$588K
|