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 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
6.02KNew |
$402K - $431K
|
6.02K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.98KNew |
$399K - $427K
|
5.98K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.94KNew |
$397K - $425K
|
5.94K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.87K+ 4.81% |
$392K - $420K
|
128K
$9.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
5.73KNew |
$382K - $409K
|
5.73K
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.67KNew |
$378K - $405K
|
5.67K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.56KNew |
$371K - $398K
|
5.56K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.33K+ 4.57% |
$356K - $381K
|
122K
$8.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.32K+ 49.47% |
$355K - $380K
|
16.1K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.31K+ 5.35% |
$354K - $380K
|
105K
$7.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
5.3K+ 28.98% |
$354K - $379K
|
23.6K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5.26K+ 12.1% |
$351K - $376K
|
48.7K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.24KNew |
$350K - $375K
|
5.24K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.04K+ 5.31% |
$337K - $361K
|
100K
$7.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
5KNew |
$334K - $358K
|
5K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5K+ 4.08% |
$334K - $358K
|
128K
$9.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.95KNew |
$330K - $354K
|
4.95K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
4.82KNew |
$322K - $345K
|
4.82K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.8K+ 28.36% |
$320K - $343K
|
21.7K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.77KNew |
$319K - $341K
|
4.77K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.72K+ 1.43% |
$315K - $338K
|
335K
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.68K+ 5.27% |
$312K - $334K
|
93.3K
$6.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
4.61K+ 9.38% |
$307K - $329K
|
53.7K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.53K+ 121.22% |
$302K - $324K
|
8.27K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.52KNew |
$302K - $323K
|
4.52K
$319K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.51KNew |
$301K - $322K
|
4.51K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.47K+ 1.28% |
$299K - $320K
|
353K
$24.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.45KNew |
$297K - $318K
|
4.45K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.44KNew |
$296K - $317K
|
4.44K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.42K+ 20.29% |
$295K - $316K
|
26.2K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.33K+ 6.04% |
$289K - $310K
|
76.1K
$5.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.29K+ 2.87% |
$286K - $307K
|
154K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.24KNew |
$283K - $303K
|
4.24K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.23K+ 6.04% |
$282K - $302K
|
74.3K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17KNew |
$278K - $298K
|
4.17K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.16K+ 3.48% |
$278K - $298K
|
124K
$8.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.15K+ 0.79% |
$277K - $297K
|
532K
$37.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.15K+ 14.98% |
$277K - $297K
|
31.8K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
4.13K+ 22.97% |
$275K - $295K
|
22.1K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.12K+ 17.76% |
$275K - $294K
|
27.3K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.08K+ 3.77% |
$272K - $292K
|
112K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.06K+ 68.18% |
$271K - $290K
|
10K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.97K+ 112.39% |
$265K - $284K
|
7.51K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.95KNew |
$264K - $283K
|
3.95K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.89K+ 0.35% |
$260K - $278K
|
1.1M
$77.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
3.87K+ 10.15% |
$259K - $277K
|
42K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.87K+ 15.53% |
$258K - $277K
|
28.8K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.86KNew |
$258K - $276K
|
3.86K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.85K+ 0.21% |
$257K - $275K
|
1.84M
$130M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.84K+ 43.37% |
$256K - $275K
|
12.7K
$896K
|