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 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-606- 15.33% |
$40.5K - $43.3K
|
3.35K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-619- 5.37% |
$41.3K - $44.3K
|
10.9K
$713K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-629- 2.8% |
$42K - $45K
|
21.8K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-642- 5.38% |
$42.9K - $45.9K
|
11.3K
$738K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-651- 7.37% |
$43.5K - $46.6K
|
8.18K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-659- 4.08% |
$44K - $47.1K
|
15.5K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-677- 4.48% |
$45.2K - $48.4K
|
14.4K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-692- 15.32% |
$46.2K - $49.5K
|
3.83K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-698- 2.44% |
$46.6K - $49.9K
|
28K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-716- 16.16% |
$47.8K - $51.2K
|
3.72K
$243K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-721- 1.31% |
$48.1K - $51.6K
|
54.3K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-737- 2.66% |
$49.2K - $52.7K
|
27K
$1.76M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-747- 8.55% |
$49.9K - $53.4K
|
7.99K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-756- 19.68% |
$50.5K - $54.1K
|
3.09K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-758- 0.61% |
$50.6K - $54.2K
|
123K
$8.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-773- 0.27% |
$51.6K - $55.3K
|
280K
$18.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-775- 35.23% |
$51.7K - $55.4K
|
1.43K
$93.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-789- 0.9% |
$52.7K - $56.4K
|
87.2K
$5.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-800- 8.42% |
$53.4K - $57.2K
|
8.7K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-800- 3.09% |
$53.4K - $57.2K
|
25.1K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-810- 4.91% |
$54.1K - $57.9K
|
15.7K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-810- 4.65% |
$54.1K - $57.9K
|
16.6K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-830- 1.74% |
$55.4K - $59.4K
|
46.8K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-843- 20.26% |
$56.3K - $60.3K
|
3.32K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-845- 5.44% |
$56.4K - $60.4K
|
14.7K
$961K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-870- 8.74% |
$58.1K - $62.2K
|
9.09K
$594K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-891- 2.84% |
$59.5K - $63.7K
|
30.5K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-894- 3.3% |
$59.7K - $63.9K
|
26.2K
$1.71M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-969- 2.38% |
$64.7K - $69.3K
|
39.7K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 10.49% |
$67.8K - $72.7K
|
8.67K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.02K- 1.37% |
$68.2K - $73K
|
73.3K
$4.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.04K- 18.04% |
$69.7K - $74.7K
|
4.74K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.07K- 3.0% |
$71.4K - $76.5K
|
34.6K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.1K- 11.35% |
$73.3K - $78.5K
|
8.57K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.11K- 11.0% |
$73.9K - $79.2K
|
8.96K
$585K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.12K- 5.1% |
$74.4K - $79.7K
|
20.7K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.15K- 1.64% |
$76.7K - $82.2K
|
69.1K
$4.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.15K- 19.66% |
$76.9K - $82.4K
|
4.71K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.16K- 3.82% |
$77.1K - $82.6K
|
29K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.17K- 0.8% |
$77.9K - $83.5K
|
144K
$9.44M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.17K- 1.04% |
$78.1K - $83.6K
|
111K
$7.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.17K- 28.69% |
$78.3K - $83.9K
|
2.92K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.19K- 10.09% |
$79.6K - $85.3K
|
10.6K
$694K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.19K- 8.22% |
$79.7K - $85.4K
|
13.3K
$872K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.21K- 9.74% |
$80.9K - $86.6K
|
11.2K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.23K- 1.22% |
$82.3K - $88.1K
|
100K
$6.54M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.29K- 31.31% |
$85.8K - $91.9K
|
2.82K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.32K- 6.78% |
$87.9K - $94.1K
|
18.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.33K- 21.51% |
$88.7K - $95.1K
|
4.85K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-1.33K- 4.82% |
$88.9K - $95.2K
|
26.3K
$1.72M
|