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
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.6KNew |
$1.31M - $1.4M
|
19.6K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.3K+ 0.39% |
$1.29M - $1.38M
|
5.01M
$348M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
19.3K+ 19.43% |
$1.29M - $1.38M
|
119K
$8.22M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
19.2K+ 6.38% |
$1.28M - $1.37M
|
320K
$22.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
19.2K+ 4890.82% |
$1.28M - $1.37M
|
19.6K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18.8K+ 3.67% |
$1.26M - $1.35M
|
531K
$36.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.5K+ 208.94% |
$1.23M - $1.32M
|
27.3K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
18.5KNew |
$1.23M - $1.32M
|
18.5K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$1.23M - $1.32M
|
18.5K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.4K+ 41.45% |
$1.23M - $1.32M
|
62.8K
$4.35M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
18.4KNew |
$1.23M - $1.32M
|
18.4K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 6.55% |
$1.22M - $1.31M
|
298K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18.2K+ 37.41% |
$1.22M - $1.3M
|
67K
$4.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
18.2K+ 10.98% |
$1.22M - $1.3M
|
184K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
18.1KNew |
$1.21M - $1.3M
|
18.1K
$1.26M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
18.1K+ 13.93% |
$1.21M - $1.3M
|
148K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17.5K+ 41.36% |
$1.17M - $1.25M
|
59.7K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
17.3K+ 58.84% |
$1.15M - $1.24M
|
46.7K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
17.1K+ 19.84% |
$1.14M - $1.22M
|
103K
$7.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
17K+ 23.86% |
$1.14M - $1.22M
|
88.3K
$6.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
17K+ 39.73% |
$1.13M - $1.21M
|
59.6K
$4.13M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16.7K+ 48.31% |
$1.12M - $1.2M
|
51.3K
$3.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
16.7KNew |
$1.12M - $1.19M
|
16.7K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16.2K+ 22.53% |
$1.08M - $1.16M
|
88.2K
$6.12M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.1K+ 36.93% |
$1.08M - $1.15M
|
59.8K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.3KNew |
$1.02M - $1.09M
|
15.3K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 12.29% |
$1.02M - $1.09M
|
139K
$9.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
15.1K+ 7.43% |
$1.01M - $1.08M
|
218K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$995K - $1.07M
|
14.9K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
14.9KNew |
$994K - $1.06M
|
14.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.7K+ 9.17% |
$983K - $1.05M
|
175K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
14.6K+ 140.35% |
$976K - $1.05M
|
25K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.6K+ 3.8% |
$974K - $1.04M
|
398K
$27.6M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.4KNew |
$961K - $1.03M
|
14.4K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.3K+ 138.1% |
$954K - $1.02M
|
24.6K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
14.2K+ 5.81% |
$948K - $1.02M
|
258K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
13.6KNew |
$911K - $976K
|
13.6K
$946K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
13.5KNew |
$901K - $965K
|
13.5K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.4K+ 2.04% |
$893K - $956K
|
670K
$46.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.2K+ 2.28% |
$880K - $943K
|
592K
$41.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
12.9K+ 1.79% |
$861K - $922K
|
733K
$50.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
12.6K+ 374.3% |
$843K - $903K
|
16K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
12.4KNew |
$830K - $890K
|
12.4K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.4K+ 71.13% |
$827K - $886K
|
29.8K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12.4K+ 7.94% |
$825K - $884K
|
168K
$11.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
12.4KNew |
$825K - $883K
|
12.4K
$856K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.3K+ 19.74% |
$818K - $877K
|
74.3K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.3KNew |
$818K - $876K
|
12.3K
$850K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
12.2K+ 188.95% |
$813K - $871K
|
18.6K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.1K+ 27.86% |
$811K - $868K
|
55.7K
$3.86M
|