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
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.41K+ 6.01% |
$93.9K - $101K
|
24.8K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.33K+ 0.24% |
$88.8K - $95.1K
|
552K
$39M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.33K+ 26.17% |
$88.5K - $94.8K
|
6.39K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 24.72% |
$87.9K - $94.2K
|
6.65K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.32K+ 7.3% |
$87.8K - $94K
|
19.3K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.28K+ 17.41% |
$85.1K - $91.2K
|
8.6K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.26K+ 37.09% |
$84.1K - $90.1K
|
4.66K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.26K+ 1162.96% |
$83.9K - $89.8K
|
1.36K
$96.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 9.07% |
$83.4K - $89.3K
|
15K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.24K+ 8.68% |
$83.1K - $89K
|
15.6K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.22K+ 0.77% |
$81.7K - $87.5K
|
161K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 39.53% |
$81.5K - $87.3K
|
4.31K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.2K+ 0.75% |
$80.1K - $85.8K
|
161K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.17K+ 0.83% |
$78.3K - $83.8K
|
143K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.16K+ 2.87% |
$77.2K - $82.7K
|
41.4K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 9.94% |
$76.7K - $82.1K
|
12.7K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.13K+ 4.54% |
$75.1K - $80.5K
|
25.9K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.11K+ 5.93% |
$74.4K - $79.7K
|
19.9K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08K+ 16.49% |
$72K - $77.1K
|
7.61K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.08K+ 97.73% |
$71.8K - $76.9K
|
2.18K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.07K+ 4.24% |
$71.6K - $76.7K
|
26.4K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 0.9% |
$71.6K - $76.7K
|
121K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04K+ 25.98% |
$69.4K - $74.3K
|
5.04K
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.01K+ 30.51% |
$67.6K - $72.4K
|
4.33K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1K+ 570.45% |
$67K - $71.8K
|
1.18K
$83.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1K+ 5.53% |
$67K - $71.7K
|
19.1K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
993+ 3.82% |
$66.3K - $71K
|
27K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
982+ 6.04% |
$65.6K - $70.2K
|
17.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
955+ 4.24% |
$63.8K - $68.3K
|
23.5K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
948+ 11.14% |
$63.3K - $67.8K
|
9.46K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
933+ 0.23% |
$62.3K - $66.7K
|
409K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
933New |
$62.3K - $66.7K
|
933
$65.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
920+ 6.9% |
$61.4K - $65.8K
|
14.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
906+ 1.76% |
$60.5K - $64.8K
|
52.4K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
864+ 53.2% |
$57.7K - $61.8K
|
2.49K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
853+ 1.41% |
$57K - $61K
|
61.3K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
851+ 20.9% |
$56.8K - $60.9K
|
4.92K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
841+ 15.0% |
$56.2K - $60.1K
|
6.45K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
832+ 2.62% |
$55.6K - $59.5K
|
32.5K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
824New |
$55K - $58.9K
|
824
$58.2K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
808+ 7.47% |
$54K - $57.8K
|
11.6K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
783+ 0.84% |
$52.3K - $56K
|
94.6K
$6.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
782+ 1.3% |
$52.2K - $55.9K
|
60.9K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
777+ 6.47% |
$51.9K - $55.6K
|
12.8K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
729+ 16.49% |
$48.7K - $52.1K
|
5.15K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
729New |
$48.7K - $52.1K
|
729
$51.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
714+ 7.05% |
$47.7K - $51.1K
|
10.8K
$765K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
713+ 2.16% |
$47.6K - $51K
|
33.7K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
702+ 14.25% |
$46.9K - $50.2K
|
5.63K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
700New |
$46.7K - $50.1K
|
700
$49.4K
|