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 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-800- 8.42% |
$53.4K - $57.2K
|
8.7K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-800- 3.09% |
$53.4K - $57.2K
|
25.1K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-810- 4.91% |
$54.1K - $57.9K
|
15.7K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-810- 4.65% |
$54.1K - $57.9K
|
16.6K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-830- 1.74% |
$55.4K - $59.4K
|
46.8K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-843- 20.26% |
$56.3K - $60.3K
|
3.32K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-845- 5.44% |
$56.4K - $60.4K
|
14.7K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-870- 8.74% |
$58.1K - $62.2K
|
9.09K
$703K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-891- 2.84% |
$59.5K - $63.7K
|
30.5K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-894- 3.3% |
$59.7K - $63.9K
|
26.2K
$2.03M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-969- 2.38% |
$64.7K - $69.3K
|
39.7K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 10.49% |
$67.8K - $72.7K
|
8.67K
$671K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.02K- 1.37% |
$68.2K - $73K
|
73.3K
$5.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 18.04% |
$69.7K - $74.7K
|
4.74K
$367K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.07K- 3.0% |
$71.4K - $76.5K
|
34.6K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.1K- 11.35% |
$73.3K - $78.5K
|
8.57K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.11K- 11.0% |
$73.9K - $79.2K
|
8.96K
$693K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.12K- 5.1% |
$74.4K - $79.7K
|
20.7K
$1.6M
|
|
|
Jul 15, 2025
Q4 2024
|
Signal Tree Financial Partners LLC
Copley, OH |
SELL
|
- |
-1.13K- 10.57% |
$75.2K - $80.5K
|
9.53K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.15K- 1.64% |
$76.7K - $82.2K
|
69.1K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.15K- 19.66% |
$76.9K - $82.4K
|
4.71K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.16K- 3.82% |
$77.1K - $82.6K
|
29K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.17K- 0.8% |
$77.9K - $83.5K
|
144K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.17K- 1.04% |
$78.1K - $83.6K
|
111K
$8.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.17K- 28.69% |
$78.3K - $83.9K
|
2.92K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.19K- 10.09% |
$79.6K - $85.3K
|
10.6K
$821K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.19K- 8.22% |
$79.7K - $85.4K
|
13.3K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.21K- 9.74% |
$80.9K - $86.6K
|
11.2K
$868K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.23K- 1.22% |
$82.3K - $88.1K
|
100K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.29K- 31.31% |
$85.8K - $91.9K
|
2.82K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.32K- 6.78% |
$87.9K - $94.1K
|
18.1K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.33K- 21.51% |
$88.7K - $95.1K
|
4.85K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-1.33K- 4.82% |
$88.9K - $95.2K
|
26.3K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.38K- 3.16% |
$92.3K - $98.8K
|
42.3K
$3.27M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.44K- 5.27% |
$95.9K - $103K
|
25.8K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.46K- 0.85% |
$97.4K - $104K
|
169K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 7.65% |
$98.8K - $106K
|
17.9K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.49K- 22.54% |
$99.6K - $107K
|
5.13K
$397K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 6.28% |
$102K - $109K
|
22.7K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.53K- 1.11% |
$102K - $109K
|
136K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.54K- 8.33% |
$102K - $110K
|
16.9K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.6K- 2.4% |
$107K - $115K
|
65.2K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.63K- 11.43% |
$109K - $116K
|
12.6K
$975K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.64K- 2.6% |
$109K - $117K
|
61.3K
$4.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.67K- 12.2% |
$111K - $119K
|
12K
$929K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.67K- 3.24% |
$112K - $120K
|
50K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.68K- 2.62% |
$112K - $120K
|
62.2K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.71K- 0.53% |
$114K - $122K
|
320K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.72K- 6.49% |
$115K - $123K
|
24.7K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 22.79% |
$131K - $140K
|
6.62K
$512K
|