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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.38K- 3.16% |
$92.3K - $98.8K
|
42.3K
$2.77M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.44K- 5.27% |
$95.9K - $103K
|
25.8K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1.46K- 0.85% |
$97.4K - $104K
|
169K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 7.65% |
$98.8K - $106K
|
17.9K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.49K- 22.54% |
$99.6K - $107K
|
5.13K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 6.28% |
$102K - $109K
|
22.7K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.53K- 1.11% |
$102K - $109K
|
136K
$8.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.54K- 8.33% |
$102K - $110K
|
16.9K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.6K- 2.4% |
$107K - $115K
|
65.2K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.63K- 11.43% |
$109K - $116K
|
12.6K
$824K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.64K- 2.6% |
$109K - $117K
|
61.3K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.67K- 12.2% |
$111K - $119K
|
12K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.67K- 3.24% |
$112K - $120K
|
50K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.68K- 2.62% |
$112K - $120K
|
62.2K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.71K- 0.53% |
$114K - $122K
|
320K
$20.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.72K- 6.49% |
$115K - $123K
|
24.7K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 22.79% |
$131K - $140K
|
6.62K
$433K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.01K- 30.83% |
$134K - $144K
|
4.52K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.04K- 11.41% |
$136K - $146K
|
15.8K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.08K- 4.26% |
$139K - $149K
|
46.6K
$3.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.11K- 2.59% |
$141K - $151K
|
79.5K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.14K- 1.65% |
$143K - $153K
|
127K
$8.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.17K- 1.84% |
$145K - $155K
|
115K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.19K- 1.43% |
$146K - $157K
|
151K
$9.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.2K- 9.44% |
$147K - $157K
|
21.1K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.24K- 0.42% |
$149K - $160K
|
528K
$34.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.25K- 1.12% |
$150K - $161K
|
199K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.31K- 9.72% |
$154K - $165K
|
21.4K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 1.6% |
$167K - $178K
|
154K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.5K- 1.75% |
$167K - $179K
|
140K
$9.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.56K- 8.4% |
$171K - $183K
|
27.9K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.61K- 0.47% |
$174K - $186K
|
556K
$36.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.61K- 1.76% |
$174K - $187K
|
145K
$9.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.74K- 1.55% |
$183K - $196K
|
174K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.75K- 1.7% |
$183K - $196K
|
159K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.82K- 23.29% |
$188K - $202K
|
9.29K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.83K- 10.17% |
$189K - $202K
|
25K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.87K- 1.98% |
$192K - $206K
|
142K
$9.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.96K- 2.22% |
$197K - $211K
|
130K
$8.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.99K- 4.65% |
$200K - $214K
|
61.3K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.03K- 5.63% |
$202K - $217K
|
50.8K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.06K- 1.11% |
$204K - $219K
|
272K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.1K- 22.1% |
$207K - $222K
|
10.9K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.21K- 1.04% |
$214K - $230K
|
305K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.25K- 2.59% |
$217K - $232K
|
122K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.3K- 1.61% |
$220K - $236K
|
202K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.33K- 1.97% |
$222K - $238K
|
165K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.34K- 2.09% |
$223K - $239K
|
156K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 3.03% |
$233K - $250K
|
112K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.54K- 36.21% |
$237K - $253K
|
6.24K
$408K
|