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 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.77K- 1.23% |
$108K - $120K
|
143K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.78K- 0.35% |
$108K - $120K
|
500K
$35.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.78K- 7.35% |
$108K - $120K
|
22.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.79K- 3.4% |
$109K - $121K
|
50.8K
$3.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1.84K- 5.2% |
$112K - $124K
|
33.6K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.85K- 6.05% |
$113K - $125K
|
28.7K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.85K- 1.95% |
$113K - $125K
|
93.3K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.87K- 2.08% |
$114K - $126K
|
88K
$6.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.88K- 13.27% |
$115K - $127K
|
12.3K
$872K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.89K- 13.33% |
$115K - $127K
|
12.3K
$871K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.9K- 7.26% |
$115K - $128K
|
24.2K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.93K- 22.98% |
$117K - $130K
|
6.47K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.97K- 3.69% |
$120K - $133K
|
51.5K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.99K- 7.15% |
$121K - $134K
|
25.9K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.07K- 2.61% |
$126K - $139K
|
77K
$5.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.09K- 17.44% |
$127K - $141K
|
9.87K
$700K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.12K- 5.07% |
$129K - $143K
|
39.7K
$2.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.16K- 0.72% |
$132K - $146K
|
298K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.17K- 0.76% |
$132K - $146K
|
281K
$19.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.18K- 89.47% |
$132K - $147K
|
256
$18.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.22K- 5.72% |
$135K - $150K
|
36.5K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.3K- 1.7% |
$140K - $155K
|
133K
$9.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.32K- 19.55% |
$141K - $156K
|
9.53K
$676K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.32K- 0.77% |
$141K - $157K
|
301K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.38K- 5.16% |
$145K - $161K
|
43.7K
$3.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.48K- 19.93% |
$151K - $167K
|
9.96K
$707K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.58K- 19.04% |
$157K - $174K
|
11K
$779K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.6K- 0.8% |
$158K - $175K
|
322K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.6K- 4.9% |
$158K - $176K
|
50.6K
$3.59M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.64K- 41.33% |
$160K - $178K
|
3.74K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.79K- 16.58% |
$169K - $188K
|
14K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.87K- 0.44% |
$175K - $194K
|
649K
$46.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-2.92K- 13.1% |
$177K - $197K
|
19.4K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.97K- 7.61% |
$180K - $200K
|
36K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.98K- 50.0% |
$181K - $201K
|
2.98K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.09K- 1.38% |
$188K - $208K
|
220K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.16K- 0.25% |
$192K - $213K
|
1.24M
$87.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.17K- 14.41% |
$193K - $214K
|
18.8K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.17K- 36.14% |
$193K - $214K
|
5.61K
$398K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.24K- 1.99% |
$197K - $218K
|
160K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.24K- 6.94% |
$197K - $219K
|
43.5K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3.27K- 17.69% |
$199K - $221K
|
15.2K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.57K- 1.48% |
$217K - $241K
|
238K
$16.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.58K- 9.3% |
$218K - $242K
|
34.9K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.65K- 15.25% |
$222K - $247K
|
20.3K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.71K- 6.28% |
$226K - $251K
|
55.4K
$3.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.79K- 19.31% |
$231K - $256K
|
15.8K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.93K- 3.11% |
$239K - $266K
|
123K
$8.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.08K- 91.23% |
$248K - $275K
|
392
$27.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.1K- 95.98% |
$250K - $277K
|
172
$12.2K
|