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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.16K- 0.25% |
$192K - $213K
|
1.24M
$86M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.17K- 14.41% |
$193K - $214K
|
18.8K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.17K- 36.14% |
$193K - $214K
|
5.61K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.24K- 1.99% |
$197K - $218K
|
160K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.24K- 6.94% |
$197K - $219K
|
43.5K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3.27K- 17.69% |
$199K - $221K
|
15.2K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.57K- 1.48% |
$217K - $241K
|
238K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.58K- 9.3% |
$218K - $242K
|
34.9K
$2.42M
|
|
|
Apr 10, 2025
Q3 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-3.61K- 1.29% |
$219K - $244K
|
275K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.65K- 15.25% |
$222K - $247K
|
20.3K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.71K- 6.28% |
$226K - $251K
|
55.4K
$3.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.79K- 19.31% |
$231K - $256K
|
15.8K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.93K- 3.11% |
$239K - $266K
|
123K
$8.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.08K- 91.23% |
$248K - $275K
|
392
$27.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.1K- 95.98% |
$250K - $277K
|
172
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.14K- 28.91% |
$252K - $280K
|
10.2K
$707K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.18K- 1.44% |
$254K - $282K
|
285K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.27K- 15.21% |
$260K - $289K
|
23.8K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.34K- 1.59% |
$264K - $293K
|
270K
$18.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.38K- 5.09% |
$266K - $296K
|
81.6K
$5.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.43K- 17.52% |
$269K - $299K
|
20.8K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.45K- 1.59% |
$271K - $300K
|
275K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.47K- 3.06% |
$272K - $302K
|
141K
$9.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-4.59K- 2.12% |
$279K - $310K
|
212K
$14.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.61K- 11.05% |
$280K - $311K
|
37.1K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.61K- 0.77% |
$281K - $311K
|
592K
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.66K- 19.76% |
$283K - $314K
|
18.9K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4.82K- 61.83% |
$293K - $325K
|
2.98K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.89K- 12.04% |
$297K - $330K
|
35.7K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.91K- 5.69% |
$299K - $331K
|
81.3K
$5.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-4.96K- 21.52% |
$302K - $335K
|
18.1K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.02K- 4.06% |
$306K - $339K
|
119K
$8.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-5.06K- 3.55% |
$308K - $342K
|
137K
$9.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.34K- 26.87% |
$325K - $360K
|
14.5K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-5.52K- 10.78% |
$336K - $373K
|
45.7K
$3.17M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-5.56K- 16.95% |
$338K - $375K
|
27.2K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.61K- 1.26% |
$341K - $379K
|
440K
$30.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.81K- 62.06% |
$353K - $392K
|
3.55K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.88K- 6.69% |
$358K - $397K
|
82.1K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.92K- 11.78% |
$360K - $399K
|
44.3K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.16K- 5.01% |
$374K - $416K
|
117K
$8.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.34K- 9.75% |
$386K - $428K
|
58.7K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 9.71% |
$391K - $434K
|
59.8K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 1.05% |
$394K - $437K
|
611K
$42.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.66K- 15.0% |
$405K - $449K
|
37.7K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.89K- 2.37% |
$419K - $465K
|
284K
$19.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.92K- 4.44% |
$421K - $467K
|
149K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.01K- 4.29% |
$426K - $473K
|
156K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-7.27K- 3.09% |
$442K - $491K
|
228K
$15.8M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-7.34KClosed |
$447K - $496K
|
0
$0
|