Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
34+ 0.31% |
$2.07K - $2.3K
|
11.1K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 0.14% |
$2.07K - $2.3K
|
24.3K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31+ 7.85% |
$1.89K - $2.09K
|
426
$29.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30+ 0.13% |
$1.83K - $2.03K
|
24K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24New |
$1.46K - $1.62K
|
24
$1.67K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
22+ 0.32% |
$1.34K - $1.49K
|
6.98K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.28K - $1.42K
|
6.42K
$446K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20New |
$1.22K - $1.35K
|
20
$1.39K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19+ 0.43% |
$1.16K - $1.28K
|
4.42K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
18+ 0.08% |
$1.1K - $1.22K
|
22.5K
$1.56M
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
16+ 0.16% |
$973 - $1.08K
|
9.79K
$680K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.3% |
$791 - $878
|
4.29K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
13+ 0.32% |
$791 - $878
|
4.07K
$283K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
13+ 0.12% |
$791 - $878
|
10.6K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
12+ 0.16% |
$730 - $810
|
7.65K
$531K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
11+ 0.32% |
$669 - $743
|
3.5K
$243K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11+ 0.33% |
$669 - $743
|
3.32K
$231K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.03% |
$608 - $675
|
30.8K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
10+ 0.07% |
$608 - $675
|
14.9K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7+ 0.06% |
$426 - $473
|
11.9K
$826K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7+ 0.02% |
$426 - $473
|
42.2K
$2.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$365 - $405
|
3.89K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.03% |
$304 - $338
|
19.6K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.17% |
$243 - $270
|
2.35K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4+ 0.01% |
$243 - $270
|
41K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$243 - $270
|
3.78K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$183 - $203
|
931
$64.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.01% |
$122 - $135
|
16.8K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.3% |
$122 - $135
|
672
$46.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$60.8 - $67.5
|
1.81K
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.14% |
$60.8 - $67.5
|
705
$49K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$60.8 - $67.5
|
12K
$834K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$60.8 - $67.5
|
4.88K
$339K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$60.8 - $67.5
|
1
$69.4
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-6- 0.19% |
$365 - $405
|
3.22K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 35.0% |
$426 - $473
|
13
$903
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-10- 0.08% |
$608 - $675
|
12.7K
$879K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-12- 2.32% |
$730 - $810
|
505
$35.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13- 11.71% |
$791 - $878
|
98
$6.81K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-15- 0.02% |
$913 - $1.01K
|
61.9K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-16- 0.15% |
$973 - $1.08K
|
10.5K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20- 0.45% |
$1.22K - $1.35K
|
4.39K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-23- 0.28% |
$1.4K - $1.55K
|
8.13K
$564K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-24- 60.0% |
$1.46K - $1.62K
|
16
$1.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-25- 0.02% |
$1.52K - $1.69K
|
153K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-26- 0.1% |
$1.58K - $1.76K
|
27K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-29- 0.69% |
$1.76K - $1.96K
|
4.16K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-30- 0.4% |
$1.83K - $2.03K
|
7.5K
$521K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-30- 27.27% |
$1.83K - $2.03K
|
80
$5.56K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-30- 0.13% |
$1.83K - $2.03K
|
23.7K
$1.65M
|