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 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.46M+ 44.34% |
$97.5M - $104M
|
4.76M
$337M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.42MNew |
$94.5M - $101M
|
1.42M
$100M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.41M+ 18.45% |
$94.1M - $101M
|
9.05M
$641M
|
|
|
Jan 31, 2025
Q4 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
1.4M+ 18.5% |
$93.3M - $100M
|
8.95M
$634M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.01M+ 126.49% |
$67.4M - $72.2M
|
1.81M
$128M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
969KNew |
$64.7M - $69.3M
|
969K
$68.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
818K+ 5007.33% |
$54.6M - $58.5M
|
834K
$59.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
657K+ 9.11% |
$43.9M - $47M
|
7.87M
$557M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
617K+ 863.84% |
$41.2M - $44.1M
|
688K
$48.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
524KNew |
$35M - $37.4M
|
524K
$37.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
453KNew |
$30.3M - $32.4M
|
453K
$32.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
446K+ 84.15% |
$29.8M - $31.9M
|
976K
$69.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
427KNew |
$28.5M - $30.5M
|
427K
$30.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
409KNew |
$27.3M - $29.2M
|
409K
$28.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
408KNew |
$27.3M - $29.2M
|
408K
$28.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
282K+ 7520.0% |
$18.8M - $20.2M
|
286K
$20.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
259KNew |
$17.3M - $18.5M
|
259K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
239K+ 585.68% |
$16M - $17.1M
|
280K
$19.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
220KNew |
$14.7M - $15.7M
|
220K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
214K+ 4.76% |
$14.3M - $15.3M
|
4.7M
$333M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
213KNew |
$14.2M - $15.2M
|
213K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
212KNew |
$14.2M - $15.2M
|
212K
$15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
210K+ 6.18% |
$14M - $15M
|
3.61M
$255M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
173K+ 4.46% |
$11.6M - $12.4M
|
4.06M
$287M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
168KNew |
$11.2M - $12M
|
168K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$10.2M - $11M
|
153K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
152K+ 1540.97% |
$10.2M - $10.9M
|
162K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
148K+ 59282.0% |
$9.9M - $10.6M
|
148K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
143KNew |
$9.57M - $10.2M
|
143K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
137K+ 3944.53% |
$9.18M - $9.83M
|
141K
$9.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
129K+ 349.98% |
$8.59M - $9.2M
|
165K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
127KNew |
$8.5M - $9.1M
|
127K
$9.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
112K+ 21.11% |
$7.45M - $7.98M
|
640K
$45.3M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
105K+ 13.93% |
$7.02M - $7.52M
|
860K
$60.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99.2K+ 1266.49% |
$6.62M - $7.09M
|
107K
$7.58M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
97.7K+ 20.46% |
$6.52M - $6.99M
|
575K
$40.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
95.9K+ 4.27% |
$6.41M - $6.86M
|
2.34M
$166M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.3K+ 13.47% |
$6.36M - $6.81M
|
803K
$56.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
95.3KNew |
$6.36M - $6.81M
|
95.3K
$6.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
94.7K+ 31.09% |
$6.32M - $6.77M
|
399K
$28.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
84.5KNew |
$5.64M - $6.04M
|
84.5K
$5.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
81.7KNew |
$5.46M - $5.85M
|
81.7K
$5.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
77.8K+ 9.89% |
$5.19M - $5.56M
|
864K
$61.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
66.9KNew |
$4.47M - $4.78M
|
66.9K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
66.2K+ 17.3% |
$4.42M - $4.74M
|
449K
$31.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.4K+ 8.25% |
$4.1M - $4.39M
|
806K
$57.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.2K+ 16.11% |
$4.02M - $4.3M
|
434K
$30.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
56.4KNew |
$3.77M - $4.04M
|
56.4K
$4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
56.1K+ 3.69% |
$3.75M - $4.01M
|
1.58M
$112M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
55.7K+ 36.47% |
$3.72M - $3.99M
|
209K
$14.8M
|