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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.01K- 30.83% |
$134K - $144K
|
4.52K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.04K- 11.41% |
$136K - $146K
|
15.8K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.08K- 4.26% |
$139K - $149K
|
46.6K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.11K- 2.59% |
$141K - $151K
|
79.5K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.14K- 1.65% |
$143K - $153K
|
127K
$9.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 1.84% |
$145K - $155K
|
115K
$8.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.19K- 1.43% |
$146K - $157K
|
151K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.2K- 9.44% |
$147K - $157K
|
21.1K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 0.42% |
$149K - $160K
|
528K
$40.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.25K- 1.12% |
$150K - $161K
|
199K
$15.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.31K- 9.72% |
$154K - $165K
|
21.4K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 1.6% |
$167K - $178K
|
154K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.5K- 1.75% |
$167K - $179K
|
140K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.56K- 8.4% |
$171K - $183K
|
27.9K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.61K- 0.47% |
$174K - $186K
|
556K
$43M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.61K- 1.76% |
$174K - $187K
|
145K
$11.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.74K- 1.55% |
$183K - $196K
|
174K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.75K- 1.7% |
$183K - $196K
|
159K
$12.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.82K- 23.29% |
$188K - $202K
|
9.29K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.83K- 10.17% |
$189K - $202K
|
25K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.87K- 1.98% |
$192K - $206K
|
142K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.96K- 2.22% |
$197K - $211K
|
130K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.99K- 4.65% |
$200K - $214K
|
61.3K
$4.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.03K- 5.63% |
$202K - $217K
|
50.8K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.06K- 1.11% |
$204K - $219K
|
272K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.1K- 22.1% |
$207K - $222K
|
10.9K
$845K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.21K- 1.04% |
$214K - $230K
|
305K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.25K- 2.59% |
$217K - $232K
|
122K
$9.46M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.3K- 1.61% |
$220K - $236K
|
202K
$15.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.33K- 1.97% |
$222K - $238K
|
165K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.34K- 2.09% |
$223K - $239K
|
156K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 3.03% |
$233K - $250K
|
112K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.54K- 36.21% |
$237K - $253K
|
6.24K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.58K- 35.97% |
$239K - $256K
|
6.38K
$493K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.65K- 2.93% |
$244K - $261K
|
121K
$9.35M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.79K- 4.06% |
$253K - $271K
|
89.5K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.8K- 4.53% |
$253K - $271K
|
80K
$6.18M
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-4.01K- 14.0% |
$268K - $287K
|
24.7K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.32K- 13.25% |
$288K - $309K
|
28.3K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4.37K- 6.4% |
$292K - $312K
|
63.9K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.37K- 34.21% |
$292K - $313K
|
8.41K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.4K- 2.87% |
$294K - $314K
|
149K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.4K- 2.45% |
$294K - $314K
|
175K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.43K- 0.6% |
$296K - $317K
|
739K
$57.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-4.55K- 5.91% |
$304K - $325K
|
72.4K
$5.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.57K- 25.83% |
$305K - $326K
|
13.1K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.63K- 9.64% |
$309K - $331K
|
43.4K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.71K- 15.79% |
$314K - $337K
|
25.1K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.81K- 13.77% |
$321K - $344K
|
30.1K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.87K- 1.75% |
$325K - $348K
|
274K
$21.2M
|