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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84.1K- 8.2% |
$4.9M - $5.42M
|
942K
$62.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-85K- 15.45% |
$4.95M - $5.48M
|
465K
$31M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-90.8K- 5.71% |
$5.29M - $5.86M
|
1.5M
$99.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-91.3K- 25.87% |
$5.32M - $5.89M
|
262K
$17.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-91.4K- 42.87% |
$5.32M - $5.9M
|
122K
$8.11M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-93.8K- 28.65% |
$5.46M - $6.05M
|
234K
$15.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-94.8K- 11.08% |
$5.52M - $6.11M
|
761K
$50.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-97.9K- 5.03% |
$5.7M - $6.31M
|
1.85M
$123M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-102K- 17.0% |
$5.93M - $6.57M
|
498K
$33.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-102K- 18.97% |
$5.96M - $6.6M
|
437K
$29.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-103K- 25.38% |
$6.02M - $6.67M
|
304K
$20.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-108K- 10.31% |
$6.29M - $6.97M
|
940K
$62.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-109K- 70.2% |
$6.35M - $7.03M
|
46.3K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-112K- 63.93% |
$6.54M - $7.24M
|
63.3K
$4.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-125K- 36.5% |
$7.26M - $8.04M
|
217K
$14.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-126K- 46.46% |
$7.31M - $8.1M
|
145K
$9.63M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-129K- 51.32% |
$7.52M - $8.33M
|
122K
$8.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-136K- 48.51% |
$7.9M - $8.75M
|
144K
$9.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-138K- 6.84% |
$8.04M - $8.91M
|
1.88M
$125M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-143K- 7.11% |
$8.3M - $9.2M
|
1.86M
$124M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-145K- 82.0% |
$8.42M - $9.33M
|
31.7K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-147K- 10.58% |
$8.53M - $9.45M
|
1.24M
$82.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-156K- 52.84% |
$9.09M - $10.1M
|
139K
$9.27M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-157K- 12.37% |
$9.17M - $10.2M
|
1.12M
$74.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-173K- 6.5% |
$10.1M - $11.1M
|
2.48M
$165M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-177K- 15.36% |
$10.3M - $11.4M
|
975K
$64.9M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-180K- 12.64% |
$10.5M - $11.6M
|
1.24M
$82.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-185K- 92.95% |
$10.8M - $11.9M
|
14K
$933K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-199K- 34.28% |
$11.6M - $12.8M
|
382K
$25.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-221K- 19.42% |
$12.9M - $14.3M
|
918K
$61.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-271K- 5.09% |
$15.8M - $17.5M
|
5.05M
$336M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-316K- 29.38% |
$18.4M - $20.4M
|
760K
$50.6M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-368K- 31.97% |
$21.4M - $23.7M
|
783K
$52.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-378K- 10.44% |
$22M - $24.4M
|
3.24M
$216M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-392K- 13.61% |
$22.8M - $25.3M
|
2.49M
$165M
|
|
|
Aug 01, 2024
Q2 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-395K- 20.36% |
$23M - $25.5M
|
1.55M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-398K- 43.1% |
$23.2M - $25.7M
|
525K
$35M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-426K- 30.45% |
$24.8M - $27.5M
|
972K
$64.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-647K- 16.19% |
$37.7M - $41.7M
|
3.35M
$223M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-730K- 99.4% |
$42.5M - $47.1M
|
4.38K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-770K- 61.05% |
$44.9M - $49.7M
|
491K
$32.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.11M- 31.13% |
$123M - $136M
|
4.67M
$311M
|
|
|
Aug 13, 2024
Q2 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-7.55M- 98.44% |
$440M - $487M
|
120K
$7.98M
|