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 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.52K- 3.48% |
$322K - $356K
|
153K
$10.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-5.53K- 27.95% |
$322K - $357K
|
14.3K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.62K- 10.57% |
$327K - $363K
|
47.6K
$3.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.68K- 3.84% |
$331K - $366K
|
142K
$10M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.75K- 3.09% |
$335K - $371K
|
180K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.82K- 4.89% |
$339K - $375K
|
113K
$7.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.47K- 6.14% |
$377K - $418K
|
99K
$6.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.7K- 23.34% |
$390K - $432K
|
22K
$1.55M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.84K- 15.71% |
$398K - $441K
|
36.7K
$2.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-6.86K- 34.21% |
$399K - $442K
|
13.2K
$927K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.87K- 37.71% |
$400K - $443K
|
11.3K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.99K- 7.88% |
$407K - $451K
|
81.7K
$5.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7.12K- 9.86% |
$415K - $459K
|
65.1K
$4.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.43K- 25.57% |
$432K - $479K
|
21.6K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7.81K- 19.03% |
$455K - $504K
|
33.2K
$2.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.4K- 7.25% |
$489K - $542K
|
107K
$7.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-9.03K- 4.99% |
$526K - $582K
|
172K
$12.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-9.93K- 1.4% |
$578K - $640K
|
697K
$49M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-10K- 18.78% |
$583K - $646K
|
43.3K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 30.69% |
$608K - $673K
|
23.6K
$1.66M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-10.4K- 20.63% |
$608K - $674K
|
40.2K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.7K- 4.65% |
$625K - $692K
|
220K
$15.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 4.13% |
$630K - $697K
|
251K
$17.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-11.3K- 53.95% |
$657K - $727K
|
9.62K
$676K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.3K- 79.8% |
$657K - $728K
|
2.86K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 8.64% |
$660K - $731K
|
120K
$8.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-11.9K- 1.77% |
$692K - $767K
|
658K
$46.3M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.3K- 6.82% |
$719K - $797K
|
169K
$11.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.5K- 2.3% |
$726K - $805K
|
529K
$37.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.5K- 4.36% |
$728K - $806K
|
274K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.5K- 0.84% |
$729K - $807K
|
1.48M
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 1.64% |
$787K - $872K
|
813K
$57.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-13.6K- 1.93% |
$795K - $880K
|
695K
$48.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.9K- 7.85% |
$811K - $898K
|
163K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14.1K- 4.64% |
$823K - $912K
|
291K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.3K- 23.64% |
$831K - $920K
|
46.1K
$3.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14.4K- 16.19% |
$838K - $928K
|
74.5K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.5K- 2.75% |
$847K - $938K
|
514K
$36.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15.4K- 8.85% |
$899K - $996K
|
159K
$11.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-15.6K- 17.8% |
$907K - $1M
|
71.9K
$5.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-16.6K- 11.22% |
$969K - $1.07M
|
132K
$9.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17.3K- 2.34% |
$1.01M - $1.12M
|
721K
$50.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-17.4K- 17.91% |
$1.01M - $1.12M
|
79.7K
$5.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18.4K- 30.16% |
$1.07M - $1.19M
|
42.6K
$2.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-18.7K- 14.55% |
$1.09M - $1.2M
|
110K
$7.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-19K- 6.97% |
$1.11M - $1.23M
|
254K
$17.9M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-19.1K- 7.5% |
$1.11M - $1.23M
|
235K
$16.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-19.6K- 12.77% |
$1.14M - $1.27M
|
134K
$9.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19.8K- 32.22% |
$1.15M - $1.28M
|
41.7K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-20.1K- 15.86% |
$1.17M - $1.3M
|
107K
$7.49M
|