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 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16.2K+ 22.53% |
$1.08M - $1.16M
|
88.2K
$6.23M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.1K+ 36.93% |
$1.08M - $1.15M
|
59.8K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.3KNew |
$1.02M - $1.09M
|
15.3K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 12.29% |
$1.02M - $1.09M
|
139K
$9.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
15.1K+ 7.43% |
$1.01M - $1.08M
|
218K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$995K - $1.07M
|
14.9K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
14.9KNew |
$994K - $1.06M
|
14.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.7K+ 9.17% |
$983K - $1.05M
|
175K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
14.6K+ 140.35% |
$976K - $1.05M
|
25K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.6K+ 3.8% |
$974K - $1.04M
|
398K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.4KNew |
$961K - $1.03M
|
14.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 138.1% |
$954K - $1.02M
|
24.6K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
14.2K+ 5.81% |
$948K - $1.02M
|
258K
$18.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
13.6KNew |
$911K - $976K
|
13.6K
$963K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.5KNew |
$901K - $965K
|
13.5K
$952K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.4K+ 2.04% |
$893K - $956K
|
670K
$47.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.2K+ 2.28% |
$880K - $943K
|
592K
$41.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
12.9K+ 1.79% |
$861K - $922K
|
733K
$51.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
12.6K+ 374.3% |
$843K - $903K
|
16K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
12.4KNew |
$830K - $890K
|
12.4K
$878K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4K+ 71.13% |
$827K - $886K
|
29.8K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12.4K+ 7.94% |
$825K - $884K
|
168K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.3KNew |
$818K - $876K
|
12.3K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
12.2K+ 188.95% |
$813K - $871K
|
18.6K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 27.86% |
$811K - $868K
|
55.7K
$3.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.1KNew |
$808K - $865K
|
12.1K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.1K+ 0.16% |
$806K - $864K
|
7.57M
$534M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12K+ 15.83% |
$799K - $856K
|
87.6K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 117.49% |
$799K - $856K
|
22.1K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$798K - $854K
|
11.9K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 1.19% |
$793K - $849K
|
1.01M
$71.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$783K - $839K
|
11.7K
$828K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11.6K+ 8.79% |
$775K - $830K
|
144K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 12.98% |
$773K - $828K
|
101K
$7.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
11.5K+ 32.0% |
$770K - $824K
|
47.6K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.3K+ 27.78% |
$757K - $811K
|
52.2K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.3KNew |
$755K - $809K
|
11.3K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
11K+ 2.19% |
$731K - $784K
|
511K
$36.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
10.8K+ 1.22% |
$724K - $775K
|
898K
$63.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7K+ 11.16% |
$716K - $767K
|
107K
$7.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 7.32% |
$702K - $752K
|
154K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10.4K+ 23.72% |
$694K - $743K
|
54.2K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10.4K+ 41.7% |
$691K - $740K
|
35.2K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 3.29% |
$680K - $728K
|
320K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9.97K+ 9.71% |
$665K - $713K
|
113K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.96K+ 9.59% |
$665K - $712K
|
114K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.89KNew |
$660K - $707K
|
9.89K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.85KNew |
$657K - $704K
|
9.85K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.7KNew |
$647K - $693K
|
9.7K
$684K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
9.63K+ 9.02% |
$643K - $688K
|
116K
$8.21M
|