Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.15K - $1.29K
|
6.37K
$456K
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
19+ 0.35% |
$1.04K - $1.17K
|
5.5K
$393K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13+ 0.29% |
$715 - $800
|
4.48K
$320K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
12+ 0.11% |
$660 - $738
|
10.6K
$756K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12New |
$660 - $738
|
12
$858
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 1.52% |
$550 - $615
|
670
$47.9K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10New |
$550 - $615
|
10
$715
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.19% |
$440 - $492
|
4.16K
$297K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$330 - $369
|
3.87K
$277K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.34% |
$330 - $369
|
1.75K
$125K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$165 - $185
|
948
$67.8K
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$110 - $123
|
4.95K
$354K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.01% |
$110 - $123
|
16.8K
$1.2M
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$55 - $61.5
|
1
$71.5
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.38% |
$55 - $61.5
|
264
$18.9K
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$55 - $61.5
|
4.02K
$288K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$55 - $61.5
|
3.5K
$251K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.1% |
$55 - $61.5
|
1.05K
$75.2K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$220 - $246
|
3.89K
$278K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 0.04% |
$495 - $554
|
20.6K
$1.48M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15- 0.33% |
$825 - $923
|
4.54K
$325K
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-16- 0.88% |
$880 - $984
|
1.81K
$130K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 7.32% |
$1.15K - $1.29K
|
266
$19K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 10.78% |
$1.37K - $1.54K
|
207
$14.8K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-39- 0.22% |
$2.14K - $2.4K
|
18K
$1.29M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-39Closed |
$2.14K - $2.4K
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-44- 26.04% |
$2.42K - $2.71K
|
125
$8.94K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-49- 0.74% |
$2.69K - $3.01K
|
6.54K
$467K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 4.39% |
$2.69K - $3.01K
|
1.07K
$76.2K
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-50- 0.36% |
$2.75K - $3.08K
|
13.9K
$995K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-52- 0.93% |
$2.86K - $3.2K
|
5.52K
$395K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-70- 0.64% |
$3.85K - $4.31K
|
10.8K
$775K
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-73- 0.4% |
$4.01K - $4.49K
|
18.2K
$1.3M
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-79- 1.77% |
$4.34K - $4.86K
|
4.39K
$314K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-88- 36.67% |
$4.84K - $5.41K
|
152
$10.9K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-89- 0.7% |
$4.89K - $5.48K
|
12.7K
$905K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-93- 1.21% |
$5.11K - $5.72K
|
7.61K
$544K
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-101- 0.33% |
$5.55K - $6.21K
|
30.9K
$2.21M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-103- 40.39% |
$5.66K - $6.34K
|
152
$10.9K
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-105- 0.36% |
$5.77K - $6.46K
|
29K
$2.07M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-105- 0.15% |
$5.77K - $6.46K
|
72K
$5.15M
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-106- 0.21% |
$5.83K - $6.52K
|
49.4K
$3.53M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-113- 1.61% |
$6.21K - $6.95K
|
6.92K
$494K
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-116- 1.9% |
$6.38K - $7.14K
|
5.99K
$429K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-122- 0.57% |
$6.71K - $7.51K
|
21.3K
$1.52M
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-128- 0.53% |
$7.04K - $7.88K
|
23.8K
$1.7M
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-145- 0.39% |
$7.97K - $8.92K
|
37.4K
$2.67M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-145- 0.51% |
$7.97K - $8.92K
|
28.3K
$2.02M
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-150- 1.6% |
$8.25K - $9.23K
|
9.21K
$659K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-168- 3.67% |
$9.23K - $10.3K
|
4.41K
$316K
|