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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 0.81% |
$1.3M - $1.39M
|
2.37M
$171M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.8K- 4.5% |
$1.32M - $1.42M
|
420K
$30.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-20.4K- 6.78% |
$1.36M - $1.46M
|
280K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.4K- 15.38% |
$1.36M - $1.46M
|
112K
$8.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-20.9K- 38.82% |
$1.4M - $1.5M
|
33K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-21.5K- 48.07% |
$1.43M - $1.54M
|
23.2K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.8K- 14.1% |
$1.46M - $1.56M
|
133K
$9.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22K- 47.39% |
$1.47M - $1.57M
|
24.4K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-22.5K- 2.74% |
$1.5M - $1.61M
|
799K
$57.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23K- 3.66% |
$1.54M - $1.65M
|
606K
$43.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24K- 5.32% |
$1.61M - $1.72M
|
428K
$30.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-24.1K- 1.26% |
$1.61M - $1.73M
|
1.89M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.4K- 4.45% |
$1.63M - $1.74M
|
523K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25.1K- 10.56% |
$1.67M - $1.79M
|
212K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-25.9K- 6.55% |
$1.73M - $1.86M
|
370K
$26.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-26.8K- 44.41% |
$1.79M - $1.92M
|
33.5K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26.9K- 9.32% |
$1.8M - $1.92M
|
262K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.1K- 4.25% |
$1.88M - $2.01M
|
634K
$45.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-29.4K- 44.15% |
$1.96M - $2.1M
|
37.2K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.7K- 2.18% |
$1.98M - $2.12M
|
1.33M
$95.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 23.41% |
$2.12M - $2.28M
|
104K
$7.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.2K- 8.66% |
$2.22M - $2.37M
|
350K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34.4K- 49.25% |
$2.3M - $2.46M
|
35.4K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-34.9K- 40.05% |
$2.33M - $2.5M
|
52.2K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 1.45% |
$2.33M - $2.5M
|
2.37M
$171M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-39.8K- 3.15% |
$2.66M - $2.84M
|
1.22M
$88.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39.8K- 50.55% |
$2.66M - $2.85M
|
38.9K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-40.1K- 17.57% |
$2.67M - $2.86M
|
188K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-40.4K- 9.19% |
$2.7M - $2.89M
|
399K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-41.5K- 9.53% |
$2.77M - $2.97M
|
394K
$28.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-43.2K- 13.86% |
$2.88M - $3.09M
|
268K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-49.3K- 58.17% |
$3.29M - $3.53M
|
35.4K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-49.9K- 12.44% |
$3.33M - $3.57M
|
351K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-51.5K- 91.0% |
$3.44M - $3.69M
|
5.09K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-52.6K- 23.66% |
$3.51M - $3.76M
|
170K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-59.3K- 13.12% |
$3.96M - $4.24M
|
392K
$28.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-61K- 44.82% |
$4.07M - $4.36M
|
75K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-69.6K- 29.81% |
$4.65M - $4.98M
|
164K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-73.7K- 19.93% |
$4.92M - $5.27M
|
296K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.6K- 26.82% |
$5.11M - $5.48M
|
209K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-80.8K- 32.11% |
$5.39M - $5.78M
|
171K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-94.8K- 24.63% |
$6.33M - $6.78M
|
290K
$20.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-108K- 95.16% |
$7.23M - $7.74M
|
5.5K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-114K- 93.12% |
$7.6M - $8.14M
|
8.4K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-117K- 72.66% |
$7.84M - $8.39M
|
44.2K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-119K- 4.83% |
$7.94M - $8.5M
|
2.34M
$169M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-129K- 47.48% |
$8.6M - $9.21M
|
142K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-147K- 46.37% |
$9.8M - $10.5M
|
170K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-158K- 16.24% |
$10.5M - $11.3M
|
813K
$58.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-158K- 12.44% |
$10.5M - $11.3M
|
1.11M
$80M
|