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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-29.9K- 7.66% |
$1.99M - $2.14M
|
360K
$24M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 23.41% |
$2.12M - $2.28M
|
104K
$6.93M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-31.8K- 8.79% |
$2.13M - $2.28M
|
330K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.2K- 8.66% |
$2.22M - $2.37M
|
350K
$23.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34.4K- 49.25% |
$2.3M - $2.46M
|
35.4K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-34.9K- 40.05% |
$2.33M - $2.5M
|
52.2K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 1.45% |
$2.33M - $2.5M
|
2.37M
$158M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-39.8K- 3.15% |
$2.66M - $2.84M
|
1.22M
$81.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39.8K- 50.55% |
$2.66M - $2.85M
|
38.9K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-40.1K- 17.57% |
$2.67M - $2.86M
|
188K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-40.4K- 9.19% |
$2.7M - $2.89M
|
399K
$26.6M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-41.5K- 9.53% |
$2.77M - $2.97M
|
394K
$26.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-43.2K- 13.86% |
$2.88M - $3.09M
|
268K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-49.3K- 58.17% |
$3.29M - $3.53M
|
35.4K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-49.9K- 12.44% |
$3.33M - $3.57M
|
351K
$23.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-51.5K- 91.0% |
$3.44M - $3.69M
|
5.09K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-52.6K- 23.66% |
$3.51M - $3.76M
|
170K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-59.3K- 13.12% |
$3.96M - $4.24M
|
392K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-61K- 44.82% |
$4.07M - $4.36M
|
75K
$5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-69.6K- 29.81% |
$4.65M - $4.98M
|
164K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-73.7K- 19.93% |
$4.92M - $5.27M
|
296K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.6K- 26.82% |
$5.11M - $5.48M
|
209K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-80.8K- 32.11% |
$5.39M - $5.78M
|
171K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-94.8K- 24.63% |
$6.33M - $6.78M
|
290K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-108K- 95.16% |
$7.23M - $7.74M
|
5.5K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-114K- 93.12% |
$7.6M - $8.14M
|
8.4K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-117K- 72.66% |
$7.84M - $8.39M
|
44.2K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-119K- 4.83% |
$7.94M - $8.5M
|
2.34M
$156M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-129K- 47.48% |
$8.6M - $9.21M
|
142K
$9.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-147K- 46.37% |
$9.8M - $10.5M
|
170K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-158K- 16.24% |
$10.5M - $11.3M
|
813K
$54.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-158K- 12.44% |
$10.5M - $11.3M
|
1.11M
$73.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-158K- 33.91% |
$10.5M - $11.3M
|
308K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-161K- 13.26% |
$10.8M - $11.5M
|
1.05M
$70.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-185K- 32.75% |
$12.4M - $13.2M
|
380K
$25.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-194K- 21.36% |
$13M - $13.9M
|
716K
$47.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-202K- 19.45% |
$13.5M - $14.4M
|
835K
$55.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-214K- 35.5% |
$14.3M - $15.3M
|
389K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-216K- 41.15% |
$14.4M - $15.4M
|
309K
$20.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-229K- 34.16% |
$15.3M - $16.4M
|
441K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-251K- 5.28% |
$16.8M - $18M
|
4.51M
$300M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-258K- 20.81% |
$17.2M - $18.4M
|
980K
$65.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-284K- 17.25% |
$19M - $20.3M
|
1.36M
$90.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-290K- 8.43% |
$19.4M - $20.8M
|
3.15M
$210M
|
|
|
Feb 03, 2025
Q4 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-310K- 20.06% |
$20.7M - $22.2M
|
1.24M
$82.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-312K- 97.36% |
$20.8M - $22.3M
|
8.44K
$562K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-320K- 2.55% |
$21.4M - $22.9M
|
12.2M
$814M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-460K- 59.81% |
$30.7M - $32.9M
|
309K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-463K- 9.73% |
$30.9M - $33.1M
|
4.29M
$286M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-544K- 32.51% |
$36.3M - $38.9M
|
1.13M
$75.1M
|