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 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-475- 84.37% |
$31.7K - $34K
|
88
$6.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-487- 2.22% |
$32.5K - $34.8K
|
21.5K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-536- 2.68% |
$35.8K - $38.3K
|
19.4K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-538- 6.0% |
$35.9K - $38.5K
|
8.43K
$603K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-540- 3.04% |
$36.1K - $38.6K
|
17.2K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-561- 1.58% |
$37.5K - $40.1K
|
35K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-574- 1.81% |
$38.3K - $41.1K
|
31.1K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-642- 5.38% |
$42.9K - $45.9K
|
11.3K
$807K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-651- 7.37% |
$43.5K - $46.6K
|
8.18K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-677- 4.48% |
$45.2K - $48.4K
|
14.4K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-737- 2.66% |
$49.2K - $52.7K
|
27K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-756- 19.68% |
$50.5K - $54.1K
|
3.09K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-800- 8.42% |
$53.4K - $57.2K
|
8.7K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-810- 4.91% |
$54.1K - $57.9K
|
15.7K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-845- 5.44% |
$56.4K - $60.4K
|
14.7K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-870- 8.74% |
$58.1K - $62.2K
|
9.09K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-891- 2.84% |
$59.5K - $63.7K
|
30.5K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 18.04% |
$69.7K - $74.7K
|
4.74K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.12K- 5.1% |
$74.4K - $79.7K
|
20.7K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.15K- 1.64% |
$76.7K - $82.2K
|
69.1K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.17K- 1.04% |
$78.1K - $83.6K
|
111K
$7.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.17K- 28.69% |
$78.3K - $83.9K
|
2.92K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.19K- 10.09% |
$79.6K - $85.3K
|
10.6K
$759K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.19K- 8.22% |
$79.7K - $85.4K
|
13.3K
$953K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.23K- 1.22% |
$82.3K - $88.1K
|
100K
$7.16M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.29K- 31.31% |
$85.8K - $91.9K
|
2.82K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.53K- 1.11% |
$102K - $109K
|
136K
$9.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.54K- 8.33% |
$102K - $110K
|
16.9K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.6K- 2.4% |
$107K - $115K
|
65.2K
$4.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.67K- 12.2% |
$111K - $119K
|
12K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.68K- 2.62% |
$112K - $120K
|
62.2K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.25K- 1.12% |
$150K - $161K
|
199K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.5K- 1.75% |
$167K - $179K
|
140K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.56K- 8.4% |
$171K - $183K
|
27.9K
$2M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.74K- 1.55% |
$183K - $196K
|
174K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.75K- 1.7% |
$183K - $196K
|
159K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.82K- 23.29% |
$188K - $202K
|
9.29K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.96K- 2.22% |
$197K - $211K
|
130K
$9.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.99K- 4.65% |
$200K - $214K
|
61.3K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.06K- 1.11% |
$204K - $219K
|
272K
$19.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.3K- 1.61% |
$220K - $236K
|
202K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.33K- 1.97% |
$222K - $238K
|
165K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.79K- 4.06% |
$253K - $271K
|
89.5K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.32K- 13.25% |
$288K - $309K
|
28.3K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.43K- 0.6% |
$296K - $317K
|
739K
$52.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.81K- 13.77% |
$321K - $344K
|
30.1K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.87K- 1.75% |
$325K - $348K
|
274K
$19.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.98K- 0.35% |
$333K - $356K
|
1.42M
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.75K- 41.04% |
$384K - $411K
|
8.27K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.03K- 1.96% |
$402K - $431K
|
302K
$21.6M
|