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
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.33K- 1.97% |
$222K - $238K
|
165K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.34K- 2.09% |
$223K - $239K
|
156K
$9.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 3.03% |
$233K - $250K
|
112K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.54K- 36.21% |
$237K - $253K
|
6.24K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.58K- 35.97% |
$239K - $256K
|
6.38K
$395K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.65K- 2.93% |
$244K - $261K
|
121K
$7.49M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.79K- 4.06% |
$253K - $271K
|
89.5K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.8K- 4.53% |
$253K - $271K
|
80K
$4.95M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-4.01K- 14.0% |
$268K - $287K
|
24.7K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.32K- 13.25% |
$288K - $309K
|
28.3K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.37K- 6.4% |
$292K - $312K
|
63.9K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.37K- 34.21% |
$292K - $313K
|
8.41K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.4K- 2.87% |
$294K - $314K
|
149K
$9.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.4K- 2.45% |
$294K - $314K
|
175K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.43K- 0.6% |
$296K - $317K
|
739K
$45.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-4.55K- 5.91% |
$304K - $325K
|
72.4K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.57K- 25.83% |
$305K - $326K
|
13.1K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.63K- 9.64% |
$309K - $331K
|
43.4K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.71K- 15.79% |
$314K - $337K
|
25.1K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.81K- 13.77% |
$321K - $344K
|
30.1K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.87K- 1.75% |
$325K - $348K
|
274K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-4.95K- 5.4% |
$331K - $354K
|
86.7K
$5.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.98K- 0.35% |
$333K - $356K
|
1.42M
$88.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.08K- 8.5% |
$339K - $363K
|
54.7K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-5.33K- 1.79% |
$356K - $381K
|
293K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.59K- 7.36% |
$373K - $400K
|
70.4K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.59K- 39.58% |
$373K - $400K
|
8.53K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-5.6K- 2.18% |
$374K - $400K
|
251K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.62K- 27.19% |
$375K - $402K
|
15K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.68K- 2.45% |
$379K - $406K
|
226K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.75K- 41.04% |
$384K - $411K
|
8.27K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.8K- 1.34% |
$387K - $415K
|
428K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.81K- 1.6% |
$388K - $416K
|
357K
$22.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.03K- 1.96% |
$402K - $431K
|
302K
$18.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 6.28% |
$407K - $436K
|
91.1K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.25K- 7.3% |
$417K - $447K
|
79.3K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.27K- 13.84% |
$419K - $448K
|
39K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.9K- 10.44% |
$461K - $493K
|
59.2K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.96K- 3.06% |
$465K - $498K
|
221K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-7.42K- 24.52% |
$496K - $531K
|
22.9K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.55K- 39.82% |
$504K - $540K
|
11.4K
$707K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-7.58K- 40.24% |
$506K - $542K
|
11.3K
$698K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.62K- 5.48% |
$509K - $545K
|
131K
$8.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.62K- 1.39% |
$509K - $545K
|
540K
$33.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 13.04% |
$511K - $547K
|
51K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-7.68K- 6.31% |
$512K - $549K
|
114K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-7.82K- 6.01% |
$522K - $559K
|
122K
$7.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.92K- 0.72% |
$529K - $567K
|
1.1M
$67.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.97K- 9.13% |
$532K - $570K
|
79.4K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-8.13K- 2.59% |
$543K - $581K
|
305K
$18.9M
|