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 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-32.6K- 77.0% |
$1.98M - $2.2M
|
9.73K
$690K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-33.1K- 82.73% |
$2.02M - $2.24M
|
6.92K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-33.7K- 12.17% |
$2.05M - $2.28M
|
243K
$17.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-33.7K- 38.46% |
$2.05M - $2.28M
|
54K
$3.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-34.5K- 30.47% |
$2.1M - $2.33M
|
78.7K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-36.1K- 13.47% |
$2.19M - $2.43M
|
232K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.5K- 8.9% |
$2.22M - $2.46M
|
374K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37.3K- 25.93% |
$2.27M - $2.52M
|
107K
$7.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.7K- 1.38% |
$2.29M - $2.55M
|
2.69M
$191M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38.2K- 57.13% |
$2.32M - $2.58M
|
28.7K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39.9K- 21.56% |
$2.42M - $2.69M
|
145K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41.9K- 11.38% |
$2.55M - $2.83M
|
326K
$23.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-43K- 5.65% |
$2.62M - $2.9M
|
718K
$50.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.1K- 88.26% |
$2.68M - $2.98M
|
5.86K
$416K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.1K- 88.26% |
$2.68M - $2.98M
|
5.86K
$416K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-52.8K- 19.02% |
$3.21M - $3.56M
|
225K
$16M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-54.2K- 21.2% |
$3.3M - $3.66M
|
202K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-55.2K- 5.86% |
$3.36M - $3.73M
|
887K
$62.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-56.9K- 55.98% |
$3.46M - $3.84M
|
44.7K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-60.8K- 12.13% |
$3.7M - $4.1M
|
440K
$31.2M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61.9K- 12.44% |
$3.77M - $4.18M
|
436K
$30.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-62.2K- 6.4% |
$3.78M - $4.2M
|
910K
$64.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-64.3K- 17.21% |
$3.91M - $4.34M
|
309K
$22M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-64.4K- 8.94% |
$3.92M - $4.35M
|
656K
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-65.6K- 19.85% |
$3.99M - $4.43M
|
265K
$18.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-70.6K- 32.08% |
$4.3M - $4.77M
|
150K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.2K- 4.95% |
$4.52M - $5.01M
|
1.43M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-76.9K- 73.53% |
$4.68M - $5.19M
|
27.7K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-81K- 16.63% |
$4.93M - $5.47M
|
406K
$28.8M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86.1K- 9.14% |
$5.24M - $5.81M
|
856K
$60.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-88.1K- 8.86% |
$5.36M - $5.95M
|
907K
$64.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-89.5K- 18.68% |
$5.45M - $6.04M
|
390K
$27.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-96.6K- 10.52% |
$5.88M - $6.52M
|
821K
$58.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-97.9K- 3.94% |
$5.96M - $6.61M
|
2.39M
$169M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-107K- 22.68% |
$6.53M - $7.25M
|
366K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-107K- 68.01% |
$6.53M - $7.25M
|
50.5K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-108K- 82.68% |
$6.56M - $7.27M
|
22.6K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-108K- 11.51% |
$6.58M - $7.3M
|
832K
$59M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-109K- 17.05% |
$6.61M - $7.33M
|
528K
$37.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-111K- 20.18% |
$6.76M - $7.51M
|
440K
$31.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119K- 8.6% |
$7.26M - $8.06M
|
1.27M
$90M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-121K- 51.92% |
$7.38M - $8.19M
|
112K
$7.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-136K- 10.96% |
$8.26M - $9.17M
|
1.1M
$78.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-136K- 99.82% |
$8.27M - $9.17M
|
250
$17.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-138K- 19.03% |
$8.38M - $9.3M
|
586K
$41.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-161K- 20.4% |
$9.8M - $10.9M
|
629K
$44.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-175K- 11.6% |
$10.6M - $11.8M
|
1.33M
$94.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-191KClosed |
$11.6M - $12.9M
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-199K- 14.1% |
$12.1M - $13.5M
|
1.21M
$86.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-227K- 38.68% |
$13.8M - $15.3M
|
360K
$25.6M
|