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 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5- 0.03% |
$334 - $358
|
15.8K
$982K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-5- 0.03% |
$334 - $358
|
16.8K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6Closed |
$401 - $429
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-8- 0.44% |
$534 - $572
|
1.8K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 80.0% |
$534 - $572
|
2
$124
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-9- 6.47% |
$601 - $644
|
130
$8.06K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 9.77% |
$868 - $930
|
120
$7.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-13- 0.37% |
$868 - $930
|
3.49K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-15- 0.4% |
$1K - $1.07K
|
3.77K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-15- 2.21% |
$1K - $1.07K
|
663
$41.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16- 0.13% |
$1.07K - $1.14K
|
12.5K
$773K
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-19- 0.64% |
$1.27K - $1.36K
|
2.95K
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-20- 0.04% |
$1.34K - $1.43K
|
51K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 3.59% |
$1.74K - $1.86K
|
698
$43.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-26- 6.1% |
$1.74K - $1.86K
|
400
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-27- 0.89% |
$1.8K - $1.93K
|
3.01K
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-28- 0.1% |
$1.87K - $2K
|
26.7K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-29- 0.12% |
$1.94K - $2.07K
|
23.9K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-32- 37.65% |
$2.14K - $2.29K
|
53
$3.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-34- 0.94% |
$2.27K - $2.43K
|
3.59K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-42- 8.32% |
$2.8K - $3K
|
463
$28.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-51- 63.75% |
$3.41K - $3.65K
|
29
$1.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-59- 4.47% |
$3.94K - $4.22K
|
1.26K
$78.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-59- 1.65% |
$3.94K - $4.22K
|
3.52K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-65- 1.23% |
$4.34K - $4.65K
|
5.23K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-66- 1.4% |
$4.41K - $4.72K
|
4.64K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-68- 0.31% |
$4.54K - $4.86K
|
22.2K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-80- 0.91% |
$5.34K - $5.72K
|
8.71K
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-86- 1.5% |
$5.74K - $6.15K
|
5.63K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-88- 1.52% |
$5.88K - $6.29K
|
5.72K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-94- 1.23% |
$6.28K - $6.72K
|
7.54K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-102- 0.89% |
$6.81K - $7.3K
|
11.3K
$703K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-103- 1.35% |
$6.88K - $7.37K
|
7.51K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-105- 0.34% |
$7.01K - $7.51K
|
30.8K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-105- 0.42% |
$7.01K - $7.51K
|
24.9K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-107- 22.15% |
$7.14K - $7.65K
|
376
$23.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-114- 0.7% |
$7.61K - $8.15K
|
16.2K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-120- 85.11% |
$8.01K - $8.58K
|
21
$1.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 0.42% |
$8.68K - $9.3K
|
30.6K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-137- 0.71% |
$9.15K - $9.8K
|
19.1K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-139- 0.5% |
$9.28K - $9.94K
|
27.8K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-150- 2.84% |
$10K - $10.7K
|
5.14K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-150- 1.37% |
$10K - $10.7K
|
10.8K
$671K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-162- 1.55% |
$10.8K - $11.6K
|
10.3K
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-168- 0.59% |
$11.2K - $12K
|
28.1K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-174- 0.34% |
$11.6K - $12.4K
|
50.4K
$3.12M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-176- 0.92% |
$11.8K - $12.6K
|
18.9K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-179- 0.64% |
$12K - $12.8K
|
27.7K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-180- 7.77% |
$12K - $12.9K
|
2.14K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-182- 0.12% |
$12.2K - $13K
|
154K
$9.57M
|