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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-261K- 49.94% |
$14.3M - $16.1M
|
262K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-292K- 24.93% |
$16.1M - $18M
|
881K
$60.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-329K- 22.41% |
$18.1M - $20.2M
|
1.14M
$78.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-364K- 15.36% |
$20M - $22.4M
|
2.01M
$138M
|
|
|
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
$91.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-437K- 15.99% |
$24M - $26.9M
|
2.29M
$158M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-437K- 81.76% |
$24M - $26.9M
|
97.4K
$6.71M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-447K- 24.4% |
$24.6M - $27.5M
|
1.39M
$95.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-457K- 98.12% |
$25.1M - $28.1M
|
8.75K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-497K- 6.83% |
$27.3M - $30.6M
|
6.78M
$467M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-503K- 28.51% |
$27.7M - $31M
|
1.26M
$86.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-648K- 15.39% |
$35.6M - $39.9M
|
3.56M
$245M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-683K- 8.71% |
$37.5M - $42M
|
7.16M
$493M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-785K- 9.92% |
$43.1M - $48.3M
|
7.13M
$491M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-815K- 57.63% |
$44.8M - $50.2M
|
599K
$41.3M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-990K- 23.84% |
$54.4M - $60.9M
|
3.16M
$218M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.9M- 30.78% |
$159M - $178M
|
6.52M
$449M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.14M- 65.97% |
$283M - $316M
|
2.65M
$183M
|