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 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.8K+ 1.35% |
$187K - $200K
|
209K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.78KNew |
$186K - $199K
|
2.78K
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.71K+ 45.79% |
$181K - $194K
|
8.62K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.69KNew |
$180K - $192K
|
2.69K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.67K+ 3.77% |
$178K - $191K
|
73.4K
$5.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.64K+ 23.74% |
$176K - $189K
|
13.8K
$972K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.62K+ 2.7% |
$175K - $187K
|
99.8K
$7.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 16.84% |
$174K - $187K
|
18.1K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.58K+ 85.78% |
$172K - $185K
|
5.59K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.58K+ 61.12% |
$172K - $184K
|
6.8K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.57K+ 19.4% |
$171K - $184K
|
15.8K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 9.51% |
$170K - $182K
|
29.3K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 0.29% |
$166K - $178K
|
858K
$60.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.44K+ 2.78% |
$163K - $175K
|
90.2K
$6.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.42K+ 7.19% |
$161K - $173K
|
36K
$2.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.36K+ 0.64% |
$158K - $169K
|
368K
$26M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.33KNew |
$156K - $167K
|
2.33K
$164K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.29KNew |
$153K - $164K
|
2.29K
$162K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.28K+ 39.66% |
$152K - $163K
|
8.03K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.24K+ 4.95% |
$150K - $160K
|
47.6K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.17K+ 5.56% |
$145K - $155K
|
41.3K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.11K+ 17.33% |
$141K - $151K
|
14.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.1K+ 39.24% |
$140K - $150K
|
7.45K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.09K+ 21.92% |
$139K - $149K
|
11.6K
$820K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.03K+ 1.99% |
$135K - $145K
|
104K
$7.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2K+ 1.61% |
$134K - $143K
|
126K
$8.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.99KNew |
$133K - $142K
|
1.99K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.99K+ 24.83% |
$133K - $142K
|
9.99K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.96K+ 7.02% |
$131K - $140K
|
29.9K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.95K+ 4.91% |
$130K - $139K
|
41.6K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 11.62% |
$125K - $133K
|
17.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.85K+ 6156.67% |
$123K - $132K
|
1.88K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
1.83K+ 9.27% |
$122K - $131K
|
21.6K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.81K+ 61.12% |
$121K - $130K
|
4.78K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.8K+ 1.11% |
$120K - $128K
|
164K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.8K+ 1.11% |
$120K - $128K
|
164K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.79K+ 2.27% |
$119K - $128K
|
80.6K
$5.69M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.78K+ 22.83% |
$119K - $127K
|
9.57K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.75K+ 21.22% |
$117K - $125K
|
10K
$707K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.74K+ 3.6% |
$116K - $124K
|
49.9K
$3.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.73K+ 5.31% |
$116K - $124K
|
34.3K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.72K+ 13.41% |
$115K - $123K
|
14.5K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 39.72% |
$112K - $120K
|
5.92K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.58K+ 0.92% |
$106K - $113K
|
174K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.52K+ 14.85% |
$101K - $108K
|
11.7K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.48K+ 4.06% |
$99K - $106K
|
38K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.48KNew |
$98.5K - $105K
|
1.48K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 3.44% |
$97K - $104K
|
43.7K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.42K+ 12.93% |
$94.9K - $102K
|
12.4K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.42K+ 47.69% |
$94.5K - $101K
|
4.38K
$309K
|