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 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-107K- 22.68% |
$6.53M - $7.25M
|
366K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-107K- 68.01% |
$6.53M - $7.25M
|
50.5K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-108K- 82.68% |
$6.56M - $7.27M
|
22.6K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-108K- 11.51% |
$6.58M - $7.3M
|
832K
$51.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-109K- 17.05% |
$6.61M - $7.33M
|
528K
$32.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-111K- 20.18% |
$6.76M - $7.51M
|
440K
$27.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119K- 8.6% |
$7.26M - $8.06M
|
1.27M
$78.5M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-121K- 51.92% |
$7.38M - $8.19M
|
112K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-136K- 10.96% |
$8.26M - $9.17M
|
1.1M
$68.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-136K- 99.82% |
$8.27M - $9.17M
|
250
$15.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-138K- 19.03% |
$8.38M - $9.3M
|
586K
$36.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-161K- 20.4% |
$9.8M - $10.9M
|
629K
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-175K- 11.6% |
$10.6M - $11.8M
|
1.33M
$82.6M
|
|
|
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
$75.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-227K- 38.68% |
$13.8M - $15.3M
|
360K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-235K- 8.41% |
$14.3M - $15.9M
|
2.56M
$159M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-243K- 12.91% |
$14.8M - $16.4M
|
1.64M
$102M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-246K- 2.82% |
$15M - $16.6M
|
8.5M
$526M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-253K- 19.61% |
$15.4M - $17.1M
|
1.04M
$64.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-296K- 5.86% |
$18M - $20M
|
4.76M
$295M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-310K- 29.09% |
$18.8M - $20.9M
|
755K
$46.8M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-333K- 47.87% |
$20.2M - $22.5M
|
362K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-375K- 19.63% |
$22.8M - $25.3M
|
1.53M
$94.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-437K- 5.46% |
$26.6M - $29.5M
|
7.56M
$468M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-626K- 89.76% |
$38.1M - $42.3M
|
71.4K
$4.42M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-754K- 18.19% |
$45.9M - $50.9M
|
3.39M
$210M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-790K- 42.72% |
$48M - $53.3M
|
1.06M
$65.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-834K- 39.08% |
$50.7M - $56.3M
|
1.3M
$80.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.02M- 7.54% |
$62.2M - $69.1M
|
12.5M
$777M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.03M- 56.74% |
$62.8M - $69.7M
|
787K
$48.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.11M- 98.55% |
$67.7M - $75.2M
|
16.3K
$1.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.48M- 87.22% |
$89.9M - $99.8M
|
217K
$13.4M
|