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 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.72K- 6.49% |
$115K - $123K
|
24.7K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 22.79% |
$131K - $140K
|
6.62K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.04K- 11.41% |
$136K - $146K
|
15.8K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.08K- 4.26% |
$139K - $149K
|
46.6K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.11K- 2.59% |
$141K - $151K
|
79.5K
$5.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 1.84% |
$145K - $155K
|
115K
$8.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.19K- 1.43% |
$146K - $157K
|
151K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 0.42% |
$149K - $160K
|
528K
$37.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.25K- 1.12% |
$150K - $161K
|
199K
$14.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.31K- 9.72% |
$154K - $165K
|
21.4K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 1.6% |
$167K - $178K
|
154K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.5K- 1.75% |
$167K - $179K
|
140K
$9.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.56K- 8.4% |
$171K - $183K
|
27.9K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.61K- 0.47% |
$174K - $186K
|
556K
$39.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.61K- 1.76% |
$174K - $187K
|
145K
$10.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.74K- 1.55% |
$183K - $196K
|
174K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.75K- 1.7% |
$183K - $196K
|
159K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.82K- 23.29% |
$188K - $202K
|
9.29K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.83K- 10.17% |
$189K - $202K
|
25K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.87K- 1.98% |
$192K - $206K
|
142K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.96K- 2.22% |
$197K - $211K
|
130K
$9.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.99K- 4.65% |
$200K - $214K
|
61.3K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.03K- 5.63% |
$202K - $217K
|
50.8K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.06K- 1.11% |
$204K - $219K
|
272K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.1K- 22.1% |
$207K - $222K
|
10.9K
$776K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.21K- 1.04% |
$214K - $230K
|
305K
$21.7M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.3K- 1.61% |
$220K - $236K
|
202K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.33K- 1.97% |
$222K - $238K
|
165K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.34K- 2.09% |
$223K - $239K
|
156K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 3.03% |
$233K - $250K
|
112K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.54K- 36.21% |
$237K - $253K
|
6.24K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.58K- 35.97% |
$239K - $256K
|
6.38K
$453K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.79K- 4.06% |
$253K - $271K
|
89.5K
$6.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.8K- 4.53% |
$253K - $271K
|
80K
$5.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.32K- 13.25% |
$288K - $309K
|
28.3K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.37K- 6.4% |
$292K - $312K
|
63.9K
$4.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.4K- 2.87% |
$294K - $314K
|
149K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.4K- 2.45% |
$294K - $314K
|
175K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.43K- 0.6% |
$296K - $317K
|
739K
$52.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-4.55K- 5.91% |
$304K - $325K
|
72.4K
$5.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.57K- 25.83% |
$305K - $326K
|
13.1K
$930K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.63K- 9.64% |
$309K - $331K
|
43.4K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.81K- 13.77% |
$321K - $344K
|
30.1K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.87K- 1.75% |
$325K - $348K
|
274K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-4.95K- 5.4% |
$331K - $354K
|
86.7K
$6.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.98K- 0.35% |
$333K - $356K
|
1.42M
$101M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-5.33K- 1.79% |
$356K - $381K
|
293K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.59K- 7.36% |
$373K - $400K
|
70.4K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.59K- 39.58% |
$373K - $400K
|
8.53K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.68K- 2.45% |
$379K - $406K
|
226K
$16M
|