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 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-8.48K- 3.0% |
$566K - $606K
|
275K
$19.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.75K- 8.9% |
$584K - $626K
|
89.6K
$6.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9.17K- 6.07% |
$612K - $656K
|
142K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9.57K- 6.7% |
$639K - $684K
|
133K
$9.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 36.77% |
$786K - $842K
|
20.2K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.9K- 10.38% |
$796K - $853K
|
103K
$7.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12.1K- 50.01% |
$810K - $867K
|
12.1K
$858K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13.1K- 1.96% |
$876K - $938K
|
657K
$46.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-13.3K- 1.41% |
$889K - $952K
|
930K
$65.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14K- 6.38% |
$938K - $1M
|
206K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.8K- 35.52% |
$1.06M - $1.13M
|
28.8K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.1K- 99.89% |
$1.08M - $1.15M
|
18
$1.27K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-16.6K- 1.88% |
$1.11M - $1.19M
|
867K
$61.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-20.4K- 6.78% |
$1.36M - $1.46M
|
280K
$19.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-20.9K- 38.82% |
$1.4M - $1.5M
|
33K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-21.5K- 48.07% |
$1.43M - $1.54M
|
23.2K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-21.8K- 14.1% |
$1.46M - $1.56M
|
133K
$9.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22K- 47.39% |
$1.47M - $1.57M
|
24.4K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-22.5K- 2.74% |
$1.5M - $1.61M
|
799K
$56.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-23K- 3.66% |
$1.54M - $1.65M
|
606K
$42.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-24K- 5.32% |
$1.61M - $1.72M
|
428K
$30.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-24.1K- 1.26% |
$1.61M - $1.73M
|
1.89M
$134M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-26.8K- 44.41% |
$1.79M - $1.92M
|
33.5K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-26.9K- 9.32% |
$1.8M - $1.92M
|
262K
$18.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.1K- 4.25% |
$1.88M - $2.01M
|
634K
$44.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-29.7K- 2.18% |
$1.98M - $2.12M
|
1.33M
$94.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 23.41% |
$2.12M - $2.28M
|
104K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-34.9K- 1.45% |
$2.33M - $2.5M
|
2.37M
$168M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-40.4K- 9.19% |
$2.7M - $2.89M
|
399K
$28.3M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-41.5K- 9.53% |
$2.77M - $2.97M
|
394K
$27.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-43.2K- 13.86% |
$2.88M - $3.09M
|
268K
$19M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-51.5K- 91.0% |
$3.44M - $3.69M
|
5.09K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-52.6K- 23.66% |
$3.51M - $3.76M
|
170K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-69.6K- 29.81% |
$4.65M - $4.98M
|
164K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-73.7K- 19.93% |
$4.92M - $5.27M
|
296K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-80.8K- 32.11% |
$5.39M - $5.78M
|
171K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-94.8K- 24.63% |
$6.33M - $6.78M
|
290K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-108K- 95.16% |
$7.23M - $7.74M
|
5.5K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-158K- 16.24% |
$10.5M - $11.3M
|
813K
$57.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-158K- 12.44% |
$10.5M - $11.3M
|
1.11M
$78.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-161K- 13.26% |
$10.8M - $11.5M
|
1.05M
$74.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-185K- 32.75% |
$12.4M - $13.2M
|
380K
$26.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-194K- 21.36% |
$13M - $13.9M
|
716K
$50.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-202K- 19.45% |
$13.5M - $14.4M
|
835K
$59.2M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-258K- 20.81% |
$17.2M - $18.4M
|
980K
$69.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-284K- 17.25% |
$19M - $20.3M
|
1.36M
$96.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-310K- 20.06% |
$20.7M - $22.2M
|
1.24M
$87.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-320K- 2.55% |
$21.4M - $22.9M
|
12.2M
$866M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-750K- 89.87% |
$50M - $53.6M
|
84.5K
$5.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-863K- 87.31% |
$57.6M - $61.7M
|
125K
$8.88M
|