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 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.1KNew |
$808K - $865K
|
12.1K
$838K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.1K+ 0.16% |
$806K - $864K
|
7.57M
$525M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12K+ 15.83% |
$799K - $856K
|
87.6K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 117.49% |
$799K - $856K
|
22.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.9KNew |
$798K - $854K
|
11.9K
$828K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 1.19% |
$793K - $849K
|
1.01M
$69.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$783K - $839K
|
11.7K
$813K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
11.6K+ 8.79% |
$775K - $830K
|
144K
$9.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11.6K+ 12.98% |
$773K - $828K
|
101K
$6.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
11.5K+ 32.0% |
$770K - $824K
|
47.6K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
11.3K+ 27.78% |
$757K - $811K
|
52.2K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.3KNew |
$755K - $809K
|
11.3K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
11K+ 2.19% |
$731K - $784K
|
511K
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
10.8K+ 1.22% |
$724K - $775K
|
898K
$62.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7K+ 11.16% |
$716K - $767K
|
107K
$7.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 7.32% |
$702K - $752K
|
154K
$10.7M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
10.5KNew |
$701K - $751K
|
10.5K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10.4K+ 23.72% |
$694K - $743K
|
54.2K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
10.4K+ 41.7% |
$691K - $740K
|
35.2K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 3.29% |
$680K - $728K
|
320K
$22.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9.97K+ 9.71% |
$665K - $713K
|
113K
$7.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.96K+ 9.59% |
$665K - $712K
|
114K
$7.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.89KNew |
$660K - $707K
|
9.89K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.85KNew |
$657K - $704K
|
9.85K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
9.7KNew |
$647K - $693K
|
9.7K
$672K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
9.63K+ 9.02% |
$643K - $688K
|
116K
$8.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
9.62KNew |
$642K - $688K
|
9.62K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.48K+ 0.27% |
$633K - $678K
|
3.54M
$245M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
9.36K+ 4.91% |
$625K - $669K
|
200K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.36K+ 96.33% |
$625K - $669K
|
19.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9.26K+ 0.56% |
$618K - $662K
|
1.66M
$115M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.1K+ 17.96% |
$608K - $651K
|
59.8K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.99K+ 1.15% |
$600K - $643K
|
788K
$54.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.87K+ 19.41% |
$592K - $635K
|
54.6K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.86K+ 108.94% |
$591K - $633K
|
17K
$1.18M
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
8.8KNew |
$588K - $630K
|
8.8K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.8KNew |
$588K - $629K
|
8.8K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
8.65KNew |
$578K - $619K
|
8.65K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.6K+ 1.03% |
$574K - $615K
|
840K
$58.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
8.55KNew |
$571K - $611K
|
8.55K
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.45K+ 7.12% |
$564K - $605K
|
127K
$8.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
8.41K+ 16.74% |
$562K - $602K
|
58.7K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.32K+ 1.99% |
$555K - $595K
|
425K
$29.5M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.23KNew |
$549K - $588K
|
8.23K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.17K+ 3.63% |
$545K - $584K
|
233K
$16.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.05KNew |
$538K - $576K
|
8.05K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.97K+ 55.3% |
$532K - $570K
|
22.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
7.94KNew |
$530K - $568K
|
7.94K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.93KNew |
$530K - $567K
|
7.93K
$550K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.87KNew |
$525K - $563K
|
7.87K
$546K
|