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 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-219- 1.73% |
$14.6K - $15.7K
|
12.5K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-222- 2.73% |
$14.8K - $15.9K
|
7.91K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-245- 1.57% |
$16.4K - $17.5K
|
15.4K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-249- 1.86% |
$16.6K - $17.8K
|
13.1K
$929K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-253- 3.15% |
$16.9K - $18.1K
|
7.79K
$551K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-275- 0.49% |
$18.4K - $19.7K
|
55.9K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-276- 7.75% |
$18.4K - $19.7K
|
3.28K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-280- 0.99% |
$18.7K - $20K
|
28K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-292- 2.98% |
$19.5K - $20.9K
|
9.49K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-294- 12.95% |
$19.6K - $21K
|
1.98K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-301- 8.13% |
$20.1K - $21.5K
|
3.4K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-330- 19.71% |
$22K - $23.6K
|
1.34K
$95.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-337- 4.97% |
$22.5K - $24.1K
|
6.44K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-418- 3.08% |
$27.9K - $29.9K
|
13.1K
$931K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-430- 0.85% |
$28.7K - $30.8K
|
50.4K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-444- 0.06% |
$29.6K - $31.8K
|
720K
$51M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-463- 5.32% |
$30.9K - $33.1K
|
8.25K
$584K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-464- 5.1% |
$31K - $33.2K
|
8.63K
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-475- 84.37% |
$31.7K - $34K
|
88
$6.23K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-487- 2.22% |
$32.5K - $34.8K
|
21.5K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-499- 21.2% |
$33.3K - $35.7K
|
1.86K
$131K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-503- 1.87% |
$33.6K - $36K
|
26.5K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-536- 2.68% |
$35.8K - $38.3K
|
19.4K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-538- 6.0% |
$35.9K - $38.5K
|
8.43K
$597K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-540- 3.04% |
$36.1K - $38.6K
|
17.2K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-559- 3.19% |
$37.3K - $40K
|
16.9K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-561- 1.58% |
$37.5K - $40.1K
|
35K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-574- 1.81% |
$38.3K - $41.1K
|
31.1K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-592- 3.61% |
$39.5K - $42.3K
|
15.8K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-606- 15.33% |
$40.5K - $43.3K
|
3.35K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-642- 5.38% |
$42.9K - $45.9K
|
11.3K
$799K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-651- 7.37% |
$43.5K - $46.6K
|
8.18K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-677- 4.48% |
$45.2K - $48.4K
|
14.4K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-698- 2.44% |
$46.6K - $49.9K
|
28K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-716- 16.16% |
$47.8K - $51.2K
|
3.72K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-737- 2.66% |
$49.2K - $52.7K
|
27K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-756- 19.68% |
$50.5K - $54.1K
|
3.09K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-775- 35.23% |
$51.7K - $55.4K
|
1.43K
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-800- 8.42% |
$53.4K - $57.2K
|
8.7K
$616K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-810- 4.91% |
$54.1K - $57.9K
|
15.7K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-830- 1.74% |
$55.4K - $59.4K
|
46.8K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-843- 20.26% |
$56.3K - $60.3K
|
3.32K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-845- 5.44% |
$56.4K - $60.4K
|
14.7K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-870- 8.74% |
$58.1K - $62.2K
|
9.09K
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-891- 2.84% |
$59.5K - $63.7K
|
30.5K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 18.04% |
$69.7K - $74.7K
|
4.74K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.07K- 3.0% |
$71.4K - $76.5K
|
34.6K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.12K- 5.1% |
$74.4K - $79.7K
|
20.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.15K- 1.64% |
$76.7K - $82.2K
|
69.1K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.17K- 1.04% |
$78.1K - $83.6K
|
111K
$7.87M
|