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 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3.47KNew |
$231K - $248K
|
3.47K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.46K+ 14.21% |
$231K - $247K
|
27.8K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.45K+ 3.7% |
$230K - $246K
|
96.5K
$7.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$228K - $245K
|
3.42K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$227K - $243K
|
3.4K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.35K+ 1.38% |
$224K - $240K
|
247K
$18M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.35K+ 0.57% |
$224K - $240K
|
589K
$42.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$223K - $239K
|
3.34K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.31K+ 0.62% |
$221K - $237K
|
539K
$39.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.3K+ 108.39% |
$220K - $236K
|
6.34K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.23K+ 9.72% |
$216K - $231K
|
36.5K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
3.23KNew |
$216K - $231K
|
3.23K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.22KNew |
$215K - $230K
|
3.22K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.19KNew |
$213K - $228K
|
3.19K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.18KNew |
$212K - $227K
|
3.18K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 4887.69% |
$212K - $227K
|
3.24K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.17KNew |
$212K - $227K
|
3.17K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 6.38% |
$209K - $223K
|
52.1K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.11K+ 9.23% |
$208K - $223K
|
36.8K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
3.11K+ 9.44% |
$208K - $222K
|
36K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.09K+ 3.28% |
$207K - $221K
|
97.4K
$7.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
3.06KNew |
$204K - $219K
|
3.06K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.02K+ 6.51% |
$202K - $216K
|
49.4K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.01KNew |
$201K - $215K
|
3.01K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3KNew |
$200K - $215K
|
3K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.97KNew |
$198K - $212K
|
2.97K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.95K+ 10.68% |
$197K - $211K
|
30.6K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.94K+ 0.88% |
$196K - $210K
|
337K
$24.5M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.94KNew |
$196K - $210K
|
2.94K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.93KNew |
$196K - $209K
|
2.93K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.91K+ 10.89% |
$195K - $208K
|
29.7K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.91KNew |
$194K - $208K
|
2.91K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.89K+ 16.06% |
$193K - $207K
|
20.9K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.86K+ 1.22% |
$191K - $205K
|
237K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.83K+ 22.91% |
$189K - $203K
|
15.2K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.8K+ 1.35% |
$187K - $200K
|
209K
$15.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.78KNew |
$186K - $199K
|
2.78K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.71K+ 45.79% |
$181K - $194K
|
8.62K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.69KNew |
$180K - $192K
|
2.69K
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.67K+ 3.77% |
$178K - $191K
|
73.4K
$5.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.64K+ 23.74% |
$176K - $189K
|
13.8K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.62K+ 2.7% |
$175K - $187K
|
99.8K
$7.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 16.84% |
$174K - $187K
|
18.1K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.58K+ 85.78% |
$172K - $185K
|
5.59K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.58K+ 61.12% |
$172K - $184K
|
6.8K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.57K+ 19.4% |
$171K - $184K
|
15.8K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 9.51% |
$170K - $182K
|
29.3K
$2.13M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54K+ 2.64% |
$169K - $182K
|
98.8K
$7.19M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 0.29% |
$166K - $178K
|
858K
$62.4M
|