Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-88- 1.52% |
$5.88K - $6.29K
|
5.72K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-94- 1.23% |
$6.28K - $6.72K
|
7.54K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-102- 0.89% |
$6.81K - $7.3K
|
11.3K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-103- 1.35% |
$6.88K - $7.37K
|
7.51K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-105- 0.34% |
$7.01K - $7.51K
|
30.8K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-105- 0.42% |
$7.01K - $7.51K
|
24.9K
$1.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-107- 22.15% |
$7.14K - $7.65K
|
376
$26.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-114- 0.7% |
$7.61K - $8.15K
|
16.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-120- 85.11% |
$8.01K - $8.58K
|
21
$1.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 0.42% |
$8.68K - $9.3K
|
30.6K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-137- 0.71% |
$9.15K - $9.8K
|
19.1K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-139- 0.5% |
$9.28K - $9.94K
|
27.8K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-150- 2.84% |
$10K - $10.7K
|
5.14K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-150- 1.37% |
$10K - $10.7K
|
10.8K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-162- 1.55% |
$10.8K - $11.6K
|
10.3K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-168- 0.59% |
$11.2K - $12K
|
28.1K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-174- 0.34% |
$11.6K - $12.4K
|
50.4K
$3.56M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-176- 0.92% |
$11.8K - $12.6K
|
18.9K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-179- 0.64% |
$12K - $12.8K
|
27.7K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-180- 7.77% |
$12K - $12.9K
|
2.14K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-182- 0.12% |
$12.2K - $13K
|
154K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-187- 1.23% |
$12.5K - $13.4K
|
15K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-194- 4.42% |
$13K - $13.9K
|
4.2K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-198- 4.7% |
$13.2K - $14.2K
|
4.01K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-219- 1.47% |
$14.6K - $15.7K
|
14.7K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-219- 1.73% |
$14.6K - $15.7K
|
12.5K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-222- 2.73% |
$14.8K - $15.9K
|
7.91K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-238- 4.26% |
$15.9K - $17K
|
5.35K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-245- 1.57% |
$16.4K - $17.5K
|
15.4K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-245- 0.33% |
$16.4K - $17.5K
|
73.1K
$5.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-249- 1.86% |
$16.6K - $17.8K
|
13.1K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-253- 3.15% |
$16.9K - $18.1K
|
7.79K
$550K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-275- 0.49% |
$18.4K - $19.7K
|
55.9K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-276- 7.75% |
$18.4K - $19.7K
|
3.28K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-280- 0.99% |
$18.7K - $20K
|
28K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-284- 0.57% |
$19K - $20.3K
|
49.6K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-289- 0.35% |
$19.3K - $20.7K
|
81.8K
$5.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-292- 2.98% |
$19.5K - $20.9K
|
9.49K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-294- 12.95% |
$19.6K - $21K
|
1.98K
$139K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-301- 8.13% |
$20.1K - $21.5K
|
3.4K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-310- 0.3% |
$20.7K - $22.2K
|
103K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-327- 0.62% |
$21.8K - $23.4K
|
52.5K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-328- 7.89% |
$21.9K - $23.5K
|
3.83K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-330- 19.71% |
$22K - $23.6K
|
1.34K
$94.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-337- 4.97% |
$22.5K - $24.1K
|
6.44K
$455K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-344- 1.02% |
$23K - $24.6K
|
33.3K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 1.67% |
$23.6K - $25.2K
|
20.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-401- 3.26% |
$26.8K - $28.7K
|
11.9K
$840K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-409- 1.99% |
$27.3K - $29.3K
|
20.2K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-418- 3.08% |
$27.9K - $29.9K
|
13.1K
$928K
|