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 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
136+ 2.19% |
$9.08K - $9.73K
|
6.35K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
135+ 1.66% |
$9.01K - $9.66K
|
8.26K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133New |
$8.88K - $9.51K
|
133
$9.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
127+ 282.22% |
$8.48K - $9.08K
|
172
$12.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 0.9% |
$8.35K - $8.94K
|
14K
$990K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
107New |
$7.14K - $7.65K
|
107
$7.55K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
101+ 0.17% |
$6.74K - $7.22K
|
58.2K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
99+ 0.73% |
$6.61K - $7.08K
|
13.7K
$965K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
94+ 10.16% |
$6.28K - $6.72K
|
1.02K
$71.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.09% |
$5.41K - $5.79K
|
7.52K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
76+ 0.1% |
$5.07K - $5.44K
|
73K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 9.41% |
$5.01K - $5.36K
|
872
$61.6K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
63+ 29.86% |
$4.21K - $4.51K
|
274
$19.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
63+ 0.34% |
$4.21K - $4.51K
|
18.4K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
59+ 0.13% |
$3.94K - $4.22K
|
44.4K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
55+ 1.2% |
$3.67K - $3.93K
|
4.65K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
54+ 0.38% |
$3.61K - $3.86K
|
14.3K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 2.65% |
$3K - $3.22K
|
1.75K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44+ 0.47% |
$2.94K - $3.15K
|
9.48K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43New |
$2.87K - $3.08K
|
43
$3.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40+ 4.39% |
$2.67K - $2.86K
|
952
$67.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 0.34% |
$2.67K - $2.86K
|
11.8K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.25% |
$2.47K - $2.65K
|
15K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
35+ 0.09% |
$2.34K - $2.5K
|
37.1K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35+ 7.42% |
$2.34K - $2.5K
|
507
$35.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
31+ 0.44% |
$2.07K - $2.22K
|
7.01K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
30+ 10.34% |
$2K - $2.15K
|
320
$22.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
29+ 0.26% |
$1.94K - $2.07K
|
11.2K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
28New |
$1.87K - $2K
|
28
$1.98K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27+ 0.39% |
$1.8K - $1.93K
|
6.89K
$487K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
26+ 0.26% |
$1.74K - $1.86K
|
10.1K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26+ 0.06% |
$1.74K - $1.86K
|
45.7K
$3.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22+ 51.16% |
$1.47K - $1.57K
|
65
$4.59K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
22+ 0.34% |
$1.47K - $1.57K
|
6.44K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 0.2% |
$1.47K - $1.57K
|
11K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
20+ 0.26% |
$1.34K - $1.43K
|
7.67K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.35% |
$1K - $1.07K
|
4.3K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
15New |
$1K - $1.07K
|
15
$1.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
14+ 0.13% |
$935 - $1K
|
10.6K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 466.67% |
$935 - $1K
|
17
$1.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
13+ 0.35% |
$868 - $930
|
3.76K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
13+ 0.1% |
$868 - $930
|
12.6K
$886K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12+ 0.04% |
$801 - $858
|
30.8K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
12+ 0.97% |
$801 - $858
|
1.25K
$88K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11+ 45.83% |
$734 - $787
|
35
$2.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
10+ 0.25% |
$668 - $715
|
4.03K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9+ 0.08% |
$601 - $644
|
11.9K
$840K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.06% |
$534 - $572
|
14.5K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$467 - $501
|
3.89K
$275K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7+ 0.17% |
$467 - $501
|
4.05K
$286K
|