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 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.11K+ 5.93% |
$74.4K - $79.7K
|
19.9K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08K+ 16.49% |
$72K - $77.1K
|
7.61K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.08K+ 97.73% |
$71.8K - $76.9K
|
2.18K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.07K+ 4.24% |
$71.6K - $76.7K
|
26.4K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 0.9% |
$71.6K - $76.7K
|
121K
$8.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04K+ 25.98% |
$69.4K - $74.3K
|
5.04K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.01K+ 30.51% |
$67.6K - $72.4K
|
4.33K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1K+ 570.45% |
$67K - $71.8K
|
1.18K
$81.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1K+ 5.53% |
$67K - $71.7K
|
19.1K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
993+ 3.82% |
$66.3K - $71K
|
27K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
982+ 6.04% |
$65.6K - $70.2K
|
17.2K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
955+ 4.24% |
$63.8K - $68.3K
|
23.5K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
948+ 11.14% |
$63.3K - $67.8K
|
9.46K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
933+ 0.23% |
$62.3K - $66.7K
|
409K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
933New |
$62.3K - $66.7K
|
933
$64.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
920+ 6.9% |
$61.4K - $65.8K
|
14.3K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
906+ 1.76% |
$60.5K - $64.8K
|
52.4K
$3.63M
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
866+ 1.93% |
$57.8K - $61.9K
|
45.8K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
864+ 53.2% |
$57.7K - $61.8K
|
2.49K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
853+ 1.41% |
$57K - $61K
|
61.3K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
851+ 20.9% |
$56.8K - $60.9K
|
4.92K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
841+ 15.0% |
$56.2K - $60.1K
|
6.45K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
832+ 2.62% |
$55.6K - $59.5K
|
32.5K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
824New |
$55K - $58.9K
|
824
$57.1K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
808+ 7.47% |
$54K - $57.8K
|
11.6K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
783+ 0.84% |
$52.3K - $56K
|
94.6K
$6.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
782+ 1.3% |
$52.2K - $55.9K
|
60.9K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
777+ 6.47% |
$51.9K - $55.6K
|
12.8K
$887K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
757New |
$50.5K - $54.1K
|
757
$52.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
729+ 16.49% |
$48.7K - $52.1K
|
5.15K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
729New |
$48.7K - $52.1K
|
729
$50.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
714+ 7.05% |
$47.7K - $51.1K
|
10.8K
$751K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
713+ 2.16% |
$47.6K - $51K
|
33.7K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
702+ 14.25% |
$46.9K - $50.2K
|
5.63K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
700New |
$46.7K - $50.1K
|
700
$48.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
699+ 7.46% |
$46.7K - $50K
|
10.1K
$698K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
688+ 0.6% |
$45.9K - $49.2K
|
116K
$8.01M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
676+ 8.87% |
$45.1K - $48.3K
|
8.29K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
662+ 10.24% |
$44.2K - $47.3K
|
7.13K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
659+ 0.48% |
$44K - $47.1K
|
139K
$9.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
656+ 3.51% |
$43.8K - $46.9K
|
19.3K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
636+ 2.24% |
$42.5K - $45.5K
|
29K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
631New |
$42.1K - $45.1K
|
631
$43.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
630+ 0.44% |
$42.1K - $45.1K
|
143K
$9.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
621+ 4.01% |
$41.5K - $44.4K
|
16.1K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
613New |
$40.9K - $43.8K
|
613
$42.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
612+ 3.07% |
$40.9K - $43.8K
|
20.5K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
598+ 16.88% |
$39.9K - $42.8K
|
4.14K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
597New |
$39.9K - $42.7K
|
597
$41.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
597+ 9.35% |
$39.9K - $42.7K
|
6.98K
$484K
|