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 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-280- 0.99% |
$18.7K - $20K
|
28K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-292- 2.98% |
$19.5K - $20.9K
|
9.49K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-294- 12.95% |
$19.6K - $21K
|
1.98K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-301- 8.13% |
$20.1K - $21.5K
|
3.4K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-310- 0.3% |
$20.7K - $22.2K
|
103K
$7.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-327- 0.62% |
$21.8K - $23.4K
|
52.5K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-328- 7.89% |
$21.9K - $23.5K
|
3.83K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-330- 19.71% |
$22K - $23.6K
|
1.34K
$95.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-337- 4.97% |
$22.5K - $24.1K
|
6.44K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-344- 1.02% |
$23K - $24.6K
|
33.3K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 1.67% |
$23.6K - $25.2K
|
20.7K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-409- 1.99% |
$27.3K - $29.3K
|
20.2K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-418- 3.08% |
$27.9K - $29.9K
|
13.1K
$933K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-430- 0.85% |
$28.7K - $30.8K
|
50.4K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-438- 3.25% |
$29.2K - $31.3K
|
13.1K
$927K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-444- 0.06% |
$29.6K - $31.8K
|
720K
$51.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-463- 5.32% |
$30.9K - $33.1K
|
8.25K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-464- 5.1% |
$31K - $33.2K
|
8.63K
$613K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-475- 84.37% |
$31.7K - $34K
|
88
$6.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-487- 2.22% |
$32.5K - $34.8K
|
21.5K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-499- 21.2% |
$33.3K - $35.7K
|
1.86K
$132K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-503- 1.87% |
$33.6K - $36K
|
26.5K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-503- 44.67% |
$33.6K - $36K
|
623
$44.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-511- 2.46% |
$34.1K - $36.5K
|
20.3K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-515- 13.92% |
$34.4K - $36.8K
|
3.19K
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-518- 4.47% |
$34.6K - $37K
|
11.1K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-536- 2.68% |
$35.8K - $38.3K
|
19.4K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-538- 6.0% |
$35.9K - $38.5K
|
8.43K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-540- 3.04% |
$36.1K - $38.6K
|
17.2K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-559- 3.19% |
$37.3K - $40K
|
16.9K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-561- 1.58% |
$37.5K - $40.1K
|
35K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-574- 1.81% |
$38.3K - $41.1K
|
31.1K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-579- 1.57% |
$38.7K - $41.4K
|
36.3K
$2.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-592- 3.61% |
$39.5K - $42.3K
|
15.8K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-593- 2.85% |
$39.6K - $42.4K
|
20.2K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-595- 5.17% |
$39.7K - $42.6K
|
10.9K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-600- 1.82% |
$40.1K - $42.9K
|
32.3K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-606- 15.33% |
$40.5K - $43.3K
|
3.35K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-619- 5.37% |
$41.3K - $44.3K
|
10.9K
$774K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-629- 2.8% |
$42K - $45K
|
21.8K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-642- 5.38% |
$42.9K - $45.9K
|
11.3K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-651- 7.37% |
$43.5K - $46.6K
|
8.18K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-659- 4.08% |
$44K - $47.1K
|
15.5K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-677- 4.48% |
$45.2K - $48.4K
|
14.4K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-698- 2.44% |
$46.6K - $49.9K
|
28K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-716- 16.16% |
$47.8K - $51.2K
|
3.72K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-737- 2.66% |
$49.2K - $52.7K
|
27K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-756- 19.68% |
$50.5K - $54.1K
|
3.09K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-758- 0.61% |
$50.6K - $54.2K
|
123K
$8.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-775- 35.23% |
$51.7K - $55.4K
|
1.43K
$101K
|