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
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.8K- 1.34% |
$387K - $415K
|
428K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.81K- 1.6% |
$388K - $416K
|
357K
$26M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.03K- 1.96% |
$402K - $431K
|
302K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 6.28% |
$407K - $436K
|
91.1K
$6.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.25K- 7.3% |
$417K - $447K
|
79.3K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.27K- 13.84% |
$419K - $448K
|
39K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.9K- 10.44% |
$461K - $493K
|
59.2K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.96K- 3.06% |
$465K - $498K
|
221K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-7.42K- 24.52% |
$496K - $531K
|
22.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.55K- 39.82% |
$504K - $540K
|
11.4K
$831K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-7.58K- 40.24% |
$506K - $542K
|
11.3K
$819K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-7.62K- 5.48% |
$509K - $545K
|
131K
$9.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.62K- 1.39% |
$509K - $545K
|
540K
$39.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.65K- 13.04% |
$511K - $547K
|
51K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-7.68K- 6.31% |
$512K - $549K
|
114K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-7.82K- 6.01% |
$522K - $559K
|
122K
$8.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.92K- 0.72% |
$529K - $567K
|
1.1M
$79.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.97K- 9.13% |
$532K - $570K
|
79.4K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-8.13K- 2.59% |
$543K - $581K
|
305K
$22.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-8.14K- 1.18% |
$543K - $582K
|
679K
$49.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-8.16K- 36.15% |
$545K - $584K
|
14.4K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.46K- 14.98% |
$565K - $605K
|
48K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-8.48K- 3.0% |
$566K - $606K
|
275K
$20M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.75K- 8.9% |
$584K - $626K
|
89.6K
$6.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9.17K- 6.07% |
$612K - $656K
|
142K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.5K- 1.9% |
$634K - $680K
|
491K
$35.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9.57K- 6.7% |
$639K - $684K
|
133K
$9.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.63K- 10.54% |
$643K - $689K
|
81.7K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-9.98K- 1.69% |
$667K - $714K
|
582K
$42.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.3K- 12.51% |
$686K - $735K
|
71.8K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-11.6K- 64.35% |
$775K - $830K
|
6.43K
$468K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.7K- 21.63% |
$780K - $836K
|
42.4K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.8K- 4.44% |
$785K - $841K
|
253K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 36.77% |
$786K - $842K
|
20.2K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.9K- 10.38% |
$796K - $853K
|
103K
$7.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-12K- 8.04% |
$800K - $857K
|
137K
$9.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12.1K- 50.01% |
$810K - $867K
|
12.1K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-12.2K- 1.35% |
$818K - $876K
|
895K
$65.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12.8K- 9.07% |
$857K - $918K
|
129K
$9.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.1K- 1.96% |
$876K - $938K
|
657K
$47.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.3K- 1.41% |
$889K - $952K
|
930K
$67.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13.4K- 11.81% |
$893K - $956K
|
99.8K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14K- 8.81% |
$938K - $1M
|
145K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14K- 6.38% |
$938K - $1M
|
206K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.2K- 63.68% |
$948K - $1.02M
|
8.1K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.4K- 0.94% |
$959K - $1.03M
|
1.52M
$111M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.6K- 2.4% |
$977K - $1.05M
|
596K
$43.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-14.6K- 78.2% |
$978K - $1.05M
|
4.08K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.9K- 18.12% |
$996K - $1.07M
|
67.4K
$4.9M
|