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 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.5M+ 14332.44% |
$1.03B - $1.11B
|
15.6M
$1.12B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.91MNew |
$261M - $280M
|
3.91M
$282M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.82M+ 7.79% |
$255M - $274M
|
52.9M
$3.81B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.69M+ 10.35% |
$246M - $264M
|
39.3M
$2.83B
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.22MNew |
$215M - $230M
|
3.22M
$232M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.92M+ 2019.12% |
$195M - $209M
|
3.07M
$221M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.8M+ 180.9% |
$187M - $201M
|
4.35M
$314M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.25M+ 17.03% |
$150M - $161M
|
15.5M
$1.11B
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.14M+ 164.35% |
$143M - $153M
|
3.44M
$248M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.12M+ 200.36% |
$142M - $152M
|
3.18M
$229M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.08MNew |
$139M - $149M
|
2.08M
$150M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64M+ 14.49% |
$109M - $117M
|
12.9M
$932M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.46M+ 44.34% |
$97.5M - $104M
|
4.76M
$343M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.42MNew |
$94.5M - $101M
|
1.42M
$102M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.41M+ 18.45% |
$94.1M - $101M
|
9.05M
$653M
|
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
1.4M+ 18.5% |
$93.3M - $100M
|
8.95M
$646M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28M+ 57.54% |
$85.5M - $91.6M
|
3.5M
$253M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.27MNew |
$84.9M - $91M
|
1.27M
$91.7M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.07MNew |
$71.5M - $76.6M
|
1.07M
$77.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.01M+ 126.49% |
$67.4M - $72.2M
|
1.81M
$130M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
969KNew |
$64.7M - $69.3M
|
969K
$69.9M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
925KNew |
$61.8M - $66.2M
|
925K
$66.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
921K+ 3.12% |
$61.5M - $65.9M
|
30.4M
$2.19B
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
881KNew |
$58.8M - $63M
|
881K
$63.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
818K+ 5007.33% |
$54.6M - $58.5M
|
834K
$60.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
780K+ 19.92% |
$52.1M - $55.8M
|
4.7M
$339M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
714KNew |
$47.7M - $51M
|
714K
$51.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
689K+ 10.73% |
$46M - $49.3M
|
7.12M
$513M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
657K+ 9.11% |
$43.9M - $47M
|
7.87M
$567M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
657K+ 16.58% |
$43.9M - $47M
|
4.62M
$333M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
622KNew |
$41.5M - $44.5M
|
622K
$44.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
617K+ 863.84% |
$41.2M - $44.1M
|
688K
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
570K+ 16.42% |
$38.1M - $40.8M
|
4.04M
$291M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
548K+ 52.92% |
$36.6M - $39.2M
|
1.58M
$114M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
524KNew |
$35M - $37.4M
|
524K
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
504KNew |
$33.7M - $36.1M
|
504K
$36.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
453KNew |
$30.3M - $32.4M
|
453K
$32.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
446K+ 84.15% |
$29.8M - $31.9M
|
976K
$70.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
432K+ 89.67% |
$28.8M - $30.9M
|
914K
$65.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
427KNew |
$28.5M - $30.5M
|
427K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
423KNew |
$28.3M - $30.3M
|
423K
$30.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
409KNew |
$27.3M - $29.2M
|
409K
$29.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
409K+ 12.75% |
$27.3M - $29.2M
|
3.61M
$261M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
408KNew |
$27.3M - $29.2M
|
408K
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
399K+ 11321.83% |
$26.7M - $28.6M
|
403K
$29M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
396KNew |
$26.4M - $28.3M
|
396K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
380K+ 31.74% |
$25.4M - $27.2M
|
1.58M
$114M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
370KNew |
$24.7M - $26.5M
|
370K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
363K+ 20.92% |
$24.3M - $26M
|
2.1M
$151M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
343K+ 3.61% |
$22.9M - $24.6M
|
9.85M
$710M
|