Purchases and Sales Made in Q2 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 Q2 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 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-251- 0.97% |
$14.6K - $16.2K
|
25.6K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-256- 58.05% |
$14.9K - $16.5K
|
185
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-279- 0.93% |
$16.2K - $18K
|
29.8K
$2.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-289- 2.67% |
$16.8K - $18.6K
|
10.5K
$748K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-301- 1.26% |
$17.5K - $19.4K
|
23.5K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-301- 53.46% |
$17.5K - $19.4K
|
262
$18.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-314- 0.31% |
$18.3K - $20.3K
|
102K
$7.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-316- 3.59% |
$18.4K - $20.4K
|
8.48K
$602K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-320- 0.91% |
$18.6K - $20.6K
|
34.9K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-322- 7.19% |
$18.8K - $20.8K
|
4.16K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-338- 3.39% |
$19.7K - $21.8K
|
9.62K
$683K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-339- 3.57% |
$19.7K - $21.9K
|
9.16K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-344- 0.73% |
$20K - $22.2K
|
46.7K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-345- 6.15% |
$20.1K - $22.3K
|
5.27K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-347- 8.92% |
$20.2K - $22.4K
|
3.54K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-373- 2.28% |
$21.7K - $24.1K
|
16K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-375- 1.27% |
$21.8K - $24.2K
|
29K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-382- 1.58% |
$22.2K - $24.6K
|
23.7K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-386- 2.45% |
$22.5K - $24.9K
|
15.4K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-390- 4.58% |
$22.7K - $25.2K
|
8.12K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-399- 3.71% |
$23.2K - $25.7K
|
10.4K
$735K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-408- 7.08% |
$23.8K - $26.3K
|
5.36K
$380K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-413- 1.97% |
$24.1K - $26.6K
|
20.5K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-424- 3.05% |
$24.7K - $27.4K
|
13.5K
$957K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-440- 1.03% |
$25.6K - $28.4K
|
42.4K
$3M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-445- 1.44% |
$25.9K - $28.7K
|
30.4K
$2.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-448- 1.39% |
$26.1K - $28.9K
|
31.8K
$2.26M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-464- 11.18% |
$27K - $29.9K
|
3.69K
$262K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-474- 3.3% |
$27.6K - $30.6K
|
13.9K
$986K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-478- 7.77% |
$27.8K - $30.8K
|
5.67K
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-487- 15.61% |
$28.4K - $31.4K
|
2.63K
$187K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-490- 4.02% |
$28.5K - $31.6K
|
11.7K
$829K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-497- 0.93% |
$28.9K - $32.1K
|
53.2K
$3.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 16.39% |
$29.1K - $32.3K
|
2.55K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-520- 1.83% |
$30.3K - $33.5K
|
27.8K
$1.98M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-538- 1.59% |
$31.3K - $34.7K
|
33.3K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-572- 2.02% |
$33.3K - $36.9K
|
27.7K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-580- 0.18% |
$33.8K - $37.4K
|
330K
$23.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-584- 1.83% |
$34K - $37.7K
|
31.3K
$2.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-599- 1.24% |
$34.9K - $38.6K
|
47.6K
$3.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-604- 2.33% |
$35.2K - $39K
|
25.3K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-662- 14.6% |
$38.6K - $42.7K
|
3.87K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-678- 0.75% |
$39.5K - $43.7K
|
89.9K
$6.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-691- 2.99% |
$40.2K - $44.6K
|
22.4K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-702- 1.05% |
$40.9K - $45.3K
|
66.2K
$4.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-711- 2.46% |
$41.4K - $45.9K
|
28.2K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-717- 16.43% |
$41.8K - $46.3K
|
3.65K
$259K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-729- 0.35% |
$42.5K - $47K
|
207K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-791- 1.83% |
$46.1K - $51K
|
42.5K
$3.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-797- 8.45% |
$46.4K - $51.4K
|
8.63K
$613K
|