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
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
597New |
$39.9K - $42.7K
|
597
$41.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
596+ 0.3% |
$39.8K - $42.6K
|
201K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
592+ 11.82% |
$39.5K - $42.3K
|
5.6K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
582New |
$38.9K - $41.6K
|
582
$40.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
572+ 1.02% |
$38.2K - $40.9K
|
56.4K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
566+ 3.67% |
$37.8K - $40.5K
|
16K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
560+ 0.19% |
$37.4K - $40.1K
|
300K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
559New |
$37.3K - $40K
|
559
$38.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
558+ 4.88% |
$37.3K - $39.9K
|
12K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
553New |
$36.9K - $39.6K
|
553
$38.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
548+ 0.24% |
$36.6K - $39.2K
|
233K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
541+ 9.9% |
$36.1K - $38.7K
|
6K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533New |
$35.6K - $38.1K
|
533
$37K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
532New |
$35.5K - $38K
|
532
$36.9K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
511+ 7.06% |
$34.1K - $36.5K
|
7.75K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
503+ 4.68% |
$33.6K - $36K
|
11.3K
$780K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
498+ 1.02% |
$33.3K - $35.6K
|
49.1K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
485+ 11.46% |
$32.4K - $34.7K
|
4.72K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
482+ 1.07% |
$32.2K - $34.5K
|
45.4K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
469+ 2.05% |
$31.3K - $33.5K
|
23.3K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
455+ 0.28% |
$30.4K - $32.5K
|
161K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
438New |
$29.2K - $31.3K
|
438
$30.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
401+ 9.13% |
$26.8K - $28.7K
|
4.79K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
401+ 5.97% |
$26.8K - $28.7K
|
7.12K
$494K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
394+ 3.7% |
$26.3K - $28.2K
|
11K
$765K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
373New |
$24.9K - $26.7K
|
373
$25.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
372+ 6.57% |
$24.8K - $26.6K
|
6.04K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
371+ 0.9% |
$24.8K - $26.5K
|
41.4K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
362+ 23.83% |
$24.2K - $25.9K
|
1.88K
$130K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
360+ 1.12% |
$24K - $25.7K
|
32.6K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
357+ 1.47% |
$23.8K - $25.5K
|
24.6K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
354+ 0.84% |
$23.6K - $25.3K
|
42.6K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
350+ 8.71% |
$23.4K - $25K
|
4.37K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
349+ 1.93% |
$23.3K - $25K
|
18.4K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
348+ 12.93% |
$23.2K - $24.9K
|
3.04K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
346New |
$23.1K - $24.7K
|
346
$24K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
344+ 3.74% |
$23K - $24.6K
|
9.54K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
333+ 2.77% |
$22.2K - $23.8K
|
12.4K
$858K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
326+ 2.74% |
$21.8K - $23.3K
|
12.2K
$849K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
323+ 7.77% |
$21.6K - $23.1K
|
4.48K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
321+ 1.37% |
$21.4K - $23K
|
23.7K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
320+ 5.72% |
$21.4K - $22.9K
|
5.92K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
317+ 1.34% |
$21.2K - $22.7K
|
23.9K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
313New |
$20.9K - $22.4K
|
313
$21.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
309+ 5.94% |
$20.6K - $22.1K
|
5.51K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
305+ 4.82% |
$20.4K - $21.8K
|
6.64K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$20.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$20.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
297+ 2.82% |
$19.8K - $21.2K
|
10.8K
$751K
|