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
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.3K- 1.41% |
$889K - $952K
|
930K
$72M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-13.4K- 11.81% |
$893K - $956K
|
99.8K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14K- 8.81% |
$938K - $1M
|
145K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14K- 6.38% |
$938K - $1M
|
206K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.2K- 63.68% |
$948K - $1.02M
|
8.1K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.4K- 0.94% |
$959K - $1.03M
|
1.52M
$117M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.6K- 2.4% |
$977K - $1.05M
|
596K
$46.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-14.6K- 78.2% |
$978K - $1.05M
|
4.08K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.9K- 18.12% |
$996K - $1.07M
|
67.4K
$5.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-15.2K- 3.44% |
$1.01M - $1.08M
|
425K
$32.9M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.2K- 1.72% |
$1.02M - $1.09M
|
869K
$67.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.4K- 3.17% |
$1.03M - $1.1M
|
471K
$36.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.8K- 35.52% |
$1.06M - $1.13M
|
28.8K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-15.9K- 13.22% |
$1.06M - $1.13M
|
104K
$8.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.1K- 99.89% |
$1.08M - $1.15M
|
18
$1.39K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-16.6K- 1.88% |
$1.11M - $1.19M
|
867K
$67.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-17K- 7.3% |
$1.14M - $1.22M
|
216K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.1K- 85.26% |
$1.21M - $1.3M
|
3.13K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-19.1K- 16.96% |
$1.27M - $1.36M
|
93.4K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 0.81% |
$1.3M - $1.39M
|
2.37M
$183M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-19.8K- 4.5% |
$1.32M - $1.42M
|
420K
$32.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-20.4K- 6.78% |
$1.36M - $1.46M
|
280K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.4K- 15.38% |
$1.36M - $1.46M
|
112K
$8.69M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-20.9K- 38.82% |
$1.4M - $1.5M
|
33K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-21.5K- 48.07% |
$1.43M - $1.54M
|
23.2K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.8K- 14.1% |
$1.46M - $1.56M
|
133K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22K- 47.39% |
$1.47M - $1.57M
|
24.4K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-22.5K- 2.74% |
$1.5M - $1.61M
|
799K
$61.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23K- 3.66% |
$1.54M - $1.65M
|
606K
$46.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24K- 5.32% |
$1.61M - $1.72M
|
428K
$33.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-24.1K- 1.26% |
$1.61M - $1.73M
|
1.89M
$146M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.4K- 4.45% |
$1.63M - $1.74M
|
523K
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25.1K- 10.56% |
$1.67M - $1.79M
|
212K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-25.9K- 6.55% |
$1.73M - $1.86M
|
370K
$28.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-26.8K- 44.41% |
$1.79M - $1.92M
|
33.5K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26.9K- 9.32% |
$1.8M - $1.92M
|
262K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.1K- 4.25% |
$1.88M - $2.01M
|
634K
$49.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-29.4K- 44.15% |
$1.96M - $2.1M
|
37.2K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.7K- 2.18% |
$1.98M - $2.12M
|
1.33M
$103M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-29.9K- 7.66% |
$1.99M - $2.14M
|
360K
$27.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 23.41% |
$2.12M - $2.28M
|
104K
$8.05M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-31.8K- 8.79% |
$2.13M - $2.28M
|
330K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.2K- 8.66% |
$2.22M - $2.37M
|
350K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34.4K- 49.25% |
$2.3M - $2.46M
|
35.4K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-34.9K- 40.05% |
$2.33M - $2.5M
|
52.2K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 1.45% |
$2.33M - $2.5M
|
2.37M
$183M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-39.8K- 3.15% |
$2.66M - $2.84M
|
1.22M
$94.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39.8K- 50.55% |
$2.66M - $2.85M
|
38.9K
$3.01M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-40K- 3.87% |
$2.67M - $2.86M
|
993K
$76.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-40.1K- 17.57% |
$2.67M - $2.86M
|
188K
$14.5M
|