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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-503- 44.67% |
$33.6K - $36K
|
623
$43.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-511- 2.46% |
$34.1K - $36.5K
|
20.3K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-515- 13.92% |
$34.4K - $36.8K
|
3.19K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-518- 4.47% |
$34.6K - $37K
|
11.1K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-536- 2.68% |
$35.8K - $38.3K
|
19.4K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-538- 6.0% |
$35.9K - $38.5K
|
8.43K
$584K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-540- 3.04% |
$36.1K - $38.6K
|
17.2K
$1.19M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-541- 2.42% |
$36.1K - $38.7K
|
21.8K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-559- 3.19% |
$37.3K - $40K
|
16.9K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-561- 1.58% |
$37.5K - $40.1K
|
35K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-574- 1.81% |
$38.3K - $41.1K
|
31.1K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-579- 1.57% |
$38.7K - $41.4K
|
36.3K
$2.52M
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-588- 4.58% |
$39.3K - $42.1K
|
12.3K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-592- 3.61% |
$39.5K - $42.3K
|
15.8K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-593- 2.85% |
$39.6K - $42.4K
|
20.2K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-595- 5.17% |
$39.7K - $42.6K
|
10.9K
$756K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-600- 1.82% |
$40.1K - $42.9K
|
32.3K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-606- 15.33% |
$40.5K - $43.3K
|
3.35K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-619- 5.37% |
$41.3K - $44.3K
|
10.9K
$756K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-629- 2.8% |
$42K - $45K
|
21.8K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-642- 5.38% |
$42.9K - $45.9K
|
11.3K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-651- 7.37% |
$43.5K - $46.6K
|
8.18K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-659- 4.08% |
$44K - $47.1K
|
15.5K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-677- 4.48% |
$45.2K - $48.4K
|
14.4K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-692- 15.32% |
$46.2K - $49.5K
|
3.83K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-698- 2.44% |
$46.6K - $49.9K
|
28K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-716- 16.16% |
$47.8K - $51.2K
|
3.72K
$258K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-721- 1.31% |
$48.1K - $51.6K
|
54.3K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-737- 2.66% |
$49.2K - $52.7K
|
27K
$1.87M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-747- 8.55% |
$49.9K - $53.4K
|
7.99K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-756- 19.68% |
$50.5K - $54.1K
|
3.09K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-758- 0.61% |
$50.6K - $54.2K
|
123K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-773- 0.27% |
$51.6K - $55.3K
|
280K
$19.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-775- 35.23% |
$51.7K - $55.4K
|
1.43K
$98.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-789- 0.9% |
$52.7K - $56.4K
|
87.2K
$6.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-800- 8.42% |
$53.4K - $57.2K
|
8.7K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-800- 3.09% |
$53.4K - $57.2K
|
25.1K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-810- 4.91% |
$54.1K - $57.9K
|
15.7K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-810- 4.65% |
$54.1K - $57.9K
|
16.6K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-830- 1.74% |
$55.4K - $59.4K
|
46.8K
$3.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-843- 20.26% |
$56.3K - $60.3K
|
3.32K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-845- 5.44% |
$56.4K - $60.4K
|
14.7K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-870- 8.74% |
$58.1K - $62.2K
|
9.09K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-891- 2.84% |
$59.5K - $63.7K
|
30.5K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-894- 3.3% |
$59.7K - $63.9K
|
26.2K
$1.82M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-969- 2.38% |
$64.7K - $69.3K
|
39.7K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 10.49% |
$67.8K - $72.7K
|
8.67K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.02K- 1.37% |
$68.2K - $73K
|
73.3K
$5.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 18.04% |
$69.7K - $74.7K
|
4.74K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.07K- 3.0% |
$71.4K - $76.5K
|
34.6K
$2.4M
|