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 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.62KNew |
$642K - $688K
|
9.62K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.48K+ 0.27% |
$633K - $678K
|
3.54M
$250M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
9.36K+ 4.91% |
$625K - $669K
|
200K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.36K+ 96.33% |
$625K - $669K
|
19.1K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9.26K+ 0.56% |
$618K - $662K
|
1.66M
$117M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.1K+ 17.96% |
$608K - $651K
|
59.8K
$4.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.99K+ 1.15% |
$600K - $643K
|
788K
$55.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.87K+ 19.41% |
$592K - $635K
|
54.6K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.86K+ 108.94% |
$591K - $633K
|
17K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.8KNew |
$588K - $629K
|
8.8K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
8.65KNew |
$578K - $619K
|
8.65K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.6K+ 1.03% |
$574K - $615K
|
840K
$59.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8.55KNew |
$571K - $611K
|
8.55K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.45K+ 7.12% |
$564K - $605K
|
127K
$8.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
8.41K+ 16.74% |
$562K - $602K
|
58.7K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.32K+ 1.99% |
$555K - $595K
|
425K
$30M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.23KNew |
$549K - $588K
|
8.23K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.17K+ 3.63% |
$545K - $584K
|
233K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.97K+ 55.3% |
$532K - $570K
|
22.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
7.94KNew |
$530K - $568K
|
7.94K
$560K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.93KNew |
$530K - $567K
|
7.93K
$560K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.87KNew |
$525K - $563K
|
7.87K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.87K+ 1.72% |
$525K - $563K
|
464K
$32.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7.8K+ 1.67% |
$521K - $558K
|
475K
$33.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.67K+ 60.62% |
$512K - $549K
|
20.3K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7.6K+ 1.68% |
$507K - $543K
|
459K
$32.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.58K+ 1.06% |
$506K - $542K
|
726K
$51.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.5KNew |
$501K - $536K
|
7.5K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.44K+ 1.61% |
$497K - $532K
|
470K
$33.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
7.43KNew |
$496K - $531K
|
7.43K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.37KNew |
$492K - $527K
|
7.37K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.34KNew |
$490K - $525K
|
7.34K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.18K+ 6.79% |
$480K - $514K
|
113K
$7.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.09K+ 1.58% |
$474K - $507K
|
456K
$32.2M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
7.06K+ 9.41% |
$471K - $505K
|
82.1K
$5.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.97K+ 60.25% |
$465K - $498K
|
18.5K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.96K+ 27.19% |
$465K - $498K
|
32.5K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.96K+ 8.03% |
$464K - $497K
|
93.5K
$6.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.92KNew |
$462K - $495K
|
6.92K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.9KNew |
$461K - $493K
|
6.9K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.87KNew |
$459K - $491K
|
6.87K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.67K+ 12.83% |
$445K - $477K
|
58.7K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.52K+ 34.46% |
$435K - $466K
|
25.4K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
6.49K+ 10.48% |
$433K - $464K
|
68.4K
$4.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.45K+ 2.01% |
$431K - $461K
|
327K
$23.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.33KNew |
$423K - $453K
|
6.33K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.29K+ 9.38% |
$420K - $450K
|
73.4K
$5.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.2KNew |
$414K - $443K
|
6.2K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.2K+ 2.59% |
$414K - $443K
|
246K
$17.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.17KNew |
$412K - $441K
|
6.17K
$436K
|