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 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.75K- 41.04% |
$384K - $411K
|
8.27K
$587K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.8K- 1.34% |
$387K - $415K
|
428K
$30.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.03K- 1.96% |
$402K - $431K
|
302K
$21.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 6.28% |
$407K - $436K
|
91.1K
$6.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.25K- 7.3% |
$417K - $447K
|
79.3K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.27K- 13.84% |
$419K - $448K
|
39K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.9K- 10.44% |
$461K - $493K
|
59.2K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.96K- 3.06% |
$465K - $498K
|
221K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.55K- 39.82% |
$504K - $540K
|
11.4K
$810K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-7.58K- 40.24% |
$506K - $542K
|
11.3K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.62K- 5.48% |
$509K - $545K
|
131K
$9.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.62K- 1.39% |
$509K - $545K
|
540K
$38.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 13.04% |
$511K - $547K
|
51K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-7.68K- 6.31% |
$512K - $549K
|
114K
$8.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.92K- 0.72% |
$529K - $567K
|
1.1M
$77.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.97K- 9.13% |
$532K - $570K
|
79.4K
$5.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-8.16K- 36.15% |
$545K - $584K
|
14.4K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.46K- 14.98% |
$565K - $605K
|
48K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-8.48K- 3.0% |
$566K - $606K
|
275K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.75K- 8.9% |
$584K - $626K
|
89.6K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9.17K- 6.07% |
$612K - $656K
|
142K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9.57K- 6.7% |
$639K - $684K
|
133K
$9.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.63K- 10.54% |
$643K - $689K
|
81.7K
$5.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.3K- 12.51% |
$686K - $735K
|
71.8K
$5.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-11.6K- 64.35% |
$775K - $830K
|
6.43K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 36.77% |
$786K - $842K
|
20.2K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.9K- 10.38% |
$796K - $853K
|
103K
$7.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-12K- 8.04% |
$800K - $857K
|
137K
$9.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12.1K- 50.01% |
$810K - $867K
|
12.1K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-12.2K- 1.35% |
$818K - $876K
|
895K
$63.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.1K- 1.96% |
$876K - $938K
|
657K
$46.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.3K- 1.41% |
$889K - $952K
|
930K
$66M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13.4K- 11.81% |
$893K - $956K
|
99.8K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14K- 6.38% |
$938K - $1M
|
206K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.6K- 2.4% |
$977K - $1.05M
|
596K
$42.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.9K- 18.12% |
$996K - $1.07M
|
67.4K
$4.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-15.2K- 3.44% |
$1.01M - $1.08M
|
425K
$30.2M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.2K- 1.72% |
$1.02M - $1.09M
|
869K
$61.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.4K- 3.17% |
$1.03M - $1.1M
|
471K
$33.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.8K- 35.52% |
$1.06M - $1.13M
|
28.8K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-15.9K- 13.22% |
$1.06M - $1.13M
|
104K
$7.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.1K- 99.89% |
$1.08M - $1.15M
|
18
$1.28K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-16.6K- 1.88% |
$1.11M - $1.19M
|
867K
$61.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-19.1K- 16.96% |
$1.27M - $1.36M
|
93.4K
$6.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.8K- 4.5% |
$1.32M - $1.42M
|
420K
$29.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-20.4K- 6.78% |
$1.36M - $1.46M
|
280K
$19.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.4K- 15.38% |
$1.36M - $1.46M
|
112K
$7.97M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-20.9K- 38.82% |
$1.4M - $1.5M
|
33K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-21.5K- 48.07% |
$1.43M - $1.54M
|
23.2K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.8K- 14.1% |
$1.46M - $1.56M
|
133K
$9.44M
|