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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-282- 2.27% |
$17.2K - $19K
|
12.2K
$844K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-287- 0.93% |
$17.5K - $19.4K
|
30.5K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-292- 2.42% |
$17.8K - $19.7K
|
11.8K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-300- 75.76% |
$18.3K - $20.3K
|
96
$6.67K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-313- 8.08% |
$19K - $21.1K
|
3.56K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-314- 1.55% |
$19.1K - $21.2K
|
19.9K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-320- 2.16% |
$19.5K - $21.6K
|
14.5K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-338- 2.43% |
$20.6K - $22.8K
|
13.6K
$942K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-350- 13.73% |
$21.3K - $23.6K
|
2.2K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-355- 4.18% |
$21.6K - $24K
|
8.13K
$564K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-385- 5.38% |
$23.4K - $26K
|
6.78K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-399- 9.54% |
$24.3K - $26.9K
|
3.78K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-421- 9.19% |
$25.6K - $28.4K
|
4.16K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-422- 3.28% |
$25.7K - $28.5K
|
12.4K
$863K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-422- 1.33% |
$25.7K - $28.5K
|
31.4K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-422- 3.09% |
$25.7K - $28.5K
|
13.2K
$919K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-439- 8.86% |
$26.7K - $29.6K
|
4.52K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-439- 3.7% |
$26.7K - $29.6K
|
11.4K
$794K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-471- 2.1% |
$28.7K - $31.8K
|
22K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-483- 0.94% |
$29.4K - $32.6K
|
50.7K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-513- 9.83% |
$31.2K - $34.6K
|
4.71K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-521- 1.0% |
$31.7K - $35.2K
|
51.6K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-538- 1.22% |
$32.7K - $36.3K
|
43.6K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-540- 0.46% |
$32.9K - $36.5K
|
118K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-553- 2.03% |
$33.6K - $37.3K
|
26.8K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-554- 1.4% |
$33.7K - $37.4K
|
39.1K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-555- 2.7% |
$33.8K - $37.5K
|
20K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-590- 93.21% |
$35.9K - $39.8K
|
43
$2.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-590- 2.13% |
$35.9K - $39.8K
|
27.1K
$1.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-593- 6.87% |
$36.1K - $40K
|
8.04K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-595- 7.59% |
$36.2K - $40.2K
|
7.24K
$503K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-600- 6.24% |
$36.5K - $40.5K
|
9.02K
$627K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-631- 23.76% |
$38.4K - $42.6K
|
2.03K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-636- 4.97% |
$38.7K - $42.9K
|
12.1K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-636- 2.23% |
$38.7K - $42.9K
|
27.9K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-649- 4.33% |
$39.5K - $43.8K
|
14.3K
$995K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-649- 13.65% |
$39.5K - $43.8K
|
4.1K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-653- 2.11% |
$39.7K - $44.1K
|
30.3K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-664- 1.04% |
$40.4K - $44.8K
|
63K
$4.37M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-664- 1.06% |
$40.4K - $44.8K
|
62.1K
$4.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-666- 1.55% |
$40.5K - $45K
|
42.3K
$2.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-670- 1.64% |
$40.8K - $45.2K
|
40.3K
$2.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-671- 16.15% |
$40.8K - $45.3K
|
3.49K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-684- 0.69% |
$41.6K - $46.2K
|
98.3K
$6.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-685- 2.36% |
$41.7K - $46.2K
|
28.4K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-690- 4.92% |
$42K - $46.6K
|
13.3K
$926K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-712- 8.73% |
$43.3K - $48.1K
|
7.44K
$517K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-723- 0.81% |
$44K - $48.8K
|
88.6K
$6.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-727- 0.58% |
$44.2K - $49.1K
|
125K
$8.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-728- 2.19% |
$44.3K - $49.1K
|
32.6K
$2.26M
|