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
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 0.42% |
$8.68K - $9.3K
|
30.6K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-137- 0.71% |
$9.15K - $9.8K
|
19.1K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-139- 0.5% |
$9.28K - $9.94K
|
27.8K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-150- 2.84% |
$10K - $10.7K
|
5.14K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-150- 1.37% |
$10K - $10.7K
|
10.8K
$751K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-162- 1.55% |
$10.8K - $11.6K
|
10.3K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-168- 0.59% |
$11.2K - $12K
|
28.1K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-174- 0.34% |
$11.6K - $12.4K
|
50.4K
$3.49M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-176- 0.92% |
$11.8K - $12.6K
|
18.9K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-179- 0.64% |
$12K - $12.8K
|
27.7K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-180- 7.77% |
$12K - $12.9K
|
2.14K
$148K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-182- 0.12% |
$12.2K - $13K
|
154K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-187- 1.23% |
$12.5K - $13.4K
|
15K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-194- 4.42% |
$13K - $13.9K
|
4.2K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-198- 4.7% |
$13.2K - $14.2K
|
4.01K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-219- 1.47% |
$14.6K - $15.7K
|
14.7K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-219- 1.73% |
$14.6K - $15.7K
|
12.5K
$864K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-222- 2.73% |
$14.8K - $15.9K
|
7.91K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-238- 4.26% |
$15.9K - $17K
|
5.35K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-245- 1.57% |
$16.4K - $17.5K
|
15.4K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-245- 0.33% |
$16.4K - $17.5K
|
73.1K
$5.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-249- 1.86% |
$16.6K - $17.8K
|
13.1K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-253- 3.15% |
$16.9K - $18.1K
|
7.79K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-275- 0.49% |
$18.4K - $19.7K
|
55.9K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-276- 7.75% |
$18.4K - $19.7K
|
3.28K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-280- 0.99% |
$18.7K - $20K
|
28K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-284- 0.57% |
$19K - $20.3K
|
49.6K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-289- 0.35% |
$19.3K - $20.7K
|
81.8K
$5.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-292- 2.98% |
$19.5K - $20.9K
|
9.49K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-294- 12.95% |
$19.6K - $21K
|
1.98K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-301- 8.13% |
$20.1K - $21.5K
|
3.4K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-310- 0.3% |
$20.7K - $22.2K
|
103K
$7.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-327- 0.62% |
$21.8K - $23.4K
|
52.5K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-328- 7.89% |
$21.9K - $23.5K
|
3.83K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-330- 19.71% |
$22K - $23.6K
|
1.34K
$93.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-337- 4.97% |
$22.5K - $24.1K
|
6.44K
$446K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-344- 1.02% |
$23K - $24.6K
|
33.3K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 1.67% |
$23.6K - $25.2K
|
20.7K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-401- 3.26% |
$26.8K - $28.7K
|
11.9K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-409- 1.99% |
$27.3K - $29.3K
|
20.2K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-418- 3.08% |
$27.9K - $29.9K
|
13.1K
$912K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-430- 0.85% |
$28.7K - $30.8K
|
50.4K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-438- 3.25% |
$29.2K - $31.3K
|
13.1K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-444- 0.06% |
$29.6K - $31.8K
|
720K
$50M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-463- 5.32% |
$30.9K - $33.1K
|
8.25K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-464- 5.1% |
$31K - $33.2K
|
8.63K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-475- 84.37% |
$31.7K - $34K
|
88
$6.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-487- 2.22% |
$32.5K - $34.8K
|
21.5K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-499- 21.2% |
$33.3K - $35.7K
|
1.86K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-503- 1.87% |
$33.6K - $36K
|
26.5K
$1.83M
|