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 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.68K+ 5.27% |
$312K - $334K
|
93.3K
$6.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
4.61K+ 9.38% |
$307K - $329K
|
53.7K
$3.72M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$307K - $329K
|
4.6K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.53K+ 121.22% |
$302K - $324K
|
8.27K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.52KNew |
$302K - $323K
|
4.52K
$313K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.51KNew |
$301K - $322K
|
4.51K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.47K+ 1.28% |
$299K - $320K
|
353K
$24.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.45KNew |
$297K - $318K
|
4.45K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.44KNew |
$296K - $317K
|
4.44K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.42K+ 20.29% |
$295K - $316K
|
26.2K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.33K+ 6.04% |
$289K - $310K
|
76.1K
$5.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.29K+ 2.87% |
$286K - $307K
|
154K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.24KNew |
$283K - $303K
|
4.24K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.23K+ 6.04% |
$282K - $302K
|
74.3K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17KNew |
$278K - $298K
|
4.17K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.16K+ 3.48% |
$278K - $298K
|
124K
$8.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.15K+ 0.79% |
$277K - $297K
|
532K
$36.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.15K+ 14.98% |
$277K - $297K
|
31.8K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
4.13K+ 22.97% |
$275K - $295K
|
22.1K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.12K+ 17.76% |
$275K - $294K
|
27.3K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.08K+ 3.77% |
$272K - $292K
|
112K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.06K+ 68.18% |
$271K - $290K
|
10K
$694K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.97K+ 112.39% |
$265K - $284K
|
7.51K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.95KNew |
$264K - $283K
|
3.95K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.89K+ 0.35% |
$260K - $278K
|
1.1M
$76.5M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3.89KNew |
$260K - $278K
|
3.89K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
3.87K+ 10.15% |
$259K - $277K
|
42K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.87K+ 15.53% |
$258K - $277K
|
28.8K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.86KNew |
$258K - $276K
|
3.86K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.85K+ 0.21% |
$257K - $275K
|
1.84M
$128M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.84K+ 43.37% |
$256K - $275K
|
12.7K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$255K - $274K
|
3.83K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.76K+ 45.51% |
$251K - $269K
|
12K
$833K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
3.73KNew |
$249K - $267K
|
3.73K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.73K+ 2.39% |
$249K - $267K
|
160K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.69K+ 0.59% |
$246K - $264K
|
629K
$43.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.67KNew |
$245K - $262K
|
3.67K
$254K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.63K+ 2.91% |
$242K - $259K
|
128K
$8.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.62KNew |
$242K - $259K
|
3.62K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.61K+ 3.99% |
$241K - $258K
|
94.1K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.58KNew |
$239K - $256K
|
3.58K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.57K+ 3.67% |
$239K - $256K
|
101K
$7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.56K+ 6.42% |
$237K - $254K
|
58.9K
$4.09M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.54K+ 4.76% |
$236K - $253K
|
77.8K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.53K+ 4.34% |
$235K - $252K
|
84.9K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.5K+ 3.44% |
$234K - $250K
|
105K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3.47KNew |
$231K - $248K
|
3.47K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.46K+ 14.21% |
$231K - $247K
|
27.8K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.45K+ 3.7% |
$230K - $246K
|
96.5K
$6.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$228K - $245K
|
3.42K
$237K
|