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 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
135KNew |
$9M - $9.64M
|
135K
$9.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 14.17% |
$8.69M - $9.31M
|
1.05M
$72.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
129K+ 349.98% |
$8.59M - $9.2M
|
165K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
127KNew |
$8.5M - $9.1M
|
127K
$8.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
120KNew |
$8.02M - $8.59M
|
120K
$8.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
112K+ 21.11% |
$7.45M - $7.98M
|
640K
$44.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
111K+ 14.53% |
$7.43M - $7.96M
|
877K
$60.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110K+ 5.26% |
$7.36M - $7.88M
|
2.2M
$153M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
105K+ 16.23% |
$7.03M - $7.53M
|
755K
$52.3M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
105K+ 13.93% |
$7.02M - $7.52M
|
860K
$59.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
104K+ 53.18% |
$6.91M - $7.41M
|
298K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
101K+ 47.7% |
$6.73M - $7.21M
|
312K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99.2K+ 1266.49% |
$6.62M - $7.09M
|
107K
$7.42M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
97.7K+ 20.46% |
$6.52M - $6.99M
|
575K
$39.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
95.9K+ 4.27% |
$6.41M - $6.86M
|
2.34M
$162M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.3K+ 13.47% |
$6.36M - $6.81M
|
803K
$55.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
95.3KNew |
$6.36M - $6.81M
|
95.3K
$6.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
94.7K+ 31.09% |
$6.32M - $6.77M
|
399K
$27.7M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
92.2KNew |
$6.16M - $6.59M
|
92.2K
$6.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
88.6K+ 37.55% |
$5.92M - $6.34M
|
325K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
88KNew |
$5.88M - $6.3M
|
88K
$6.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
84.5KNew |
$5.64M - $6.04M
|
84.5K
$5.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83.5K+ 12.36% |
$5.57M - $5.97M
|
759K
$52.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
81.7KNew |
$5.46M - $5.85M
|
81.7K
$5.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
81.6K+ 38.45% |
$5.45M - $5.83M
|
294K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
80K+ 27288.74% |
$5.34M - $5.72M
|
80.2K
$5.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
79.9KNew |
$5.34M - $5.72M
|
79.9K
$5.54M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
79.5KNew |
$5.31M - $5.68M
|
79.5K
$5.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
77.8K+ 9.89% |
$5.19M - $5.56M
|
864K
$59.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
76.6K+ 386.87% |
$5.11M - $5.48M
|
96.4K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
75.8K+ 26.59% |
$5.06M - $5.42M
|
361K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.2K+ 201.92% |
$4.95M - $5.31M
|
111K
$7.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72.6K+ 365.39% |
$4.85M - $5.19M
|
92.5K
$6.41M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
72.3K+ 11.14% |
$4.83M - $5.17M
|
721K
$50M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
71.9KNew |
$4.8M - $5.14M
|
71.9K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68.9K+ 238.51% |
$4.6M - $4.93M
|
97.8K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
68.5K+ 142.56% |
$4.57M - $4.9M
|
116K
$8.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
66.9KNew |
$4.47M - $4.78M
|
66.9K
$4.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
66.2K+ 17.3% |
$4.42M - $4.74M
|
449K
$31.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
63.1K+ 60.28% |
$4.21M - $4.51M
|
168K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62.5K+ 7.91% |
$4.17M - $4.47M
|
852K
$59.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.4K+ 8.25% |
$4.1M - $4.39M
|
806K
$55.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
60.7K+ 133.77% |
$4.05M - $4.34M
|
106K
$7.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
60.6K+ 1029.46% |
$4.05M - $4.34M
|
66.5K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
60.3KNew |
$4.02M - $4.31M
|
60.3K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.2K+ 16.11% |
$4.02M - $4.3M
|
434K
$30.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
59.7KNew |
$3.98M - $4.27M
|
59.7K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
59.5K+ 176.6% |
$3.97M - $4.26M
|
93.2K
$6.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
56.4KNew |
$3.77M - $4.04M
|
56.4K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
56.1K+ 3.69% |
$3.75M - $4.01M
|
1.58M
$109M
|