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 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.26K+ 1162.96% |
$83.9K - $89.8K
|
1.36K
$106K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 9.07% |
$83.4K - $89.3K
|
15K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.24K+ 8.68% |
$83.1K - $89K
|
15.6K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.22K+ 0.77% |
$81.7K - $87.5K
|
161K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 39.53% |
$81.5K - $87.3K
|
4.31K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.2K+ 0.75% |
$80.1K - $85.8K
|
161K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.17K+ 0.83% |
$78.3K - $83.8K
|
143K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.16K+ 2.87% |
$77.2K - $82.7K
|
41.4K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.15K+ 9.94% |
$76.7K - $82.1K
|
12.7K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.13K+ 4.54% |
$75.1K - $80.5K
|
25.9K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.11K+ 5.93% |
$74.4K - $79.7K
|
19.9K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08K+ 16.49% |
$72K - $77.1K
|
7.61K
$589K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.08K+ 97.73% |
$71.8K - $76.9K
|
2.18K
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.07K+ 4.24% |
$71.6K - $76.7K
|
26.4K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 0.9% |
$71.6K - $76.7K
|
121K
$9.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04K+ 25.98% |
$69.4K - $74.3K
|
5.04K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.01K+ 30.51% |
$67.6K - $72.4K
|
4.33K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1K+ 570.45% |
$67K - $71.8K
|
1.18K
$91.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1K+ 5.53% |
$67K - $71.7K
|
19.1K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
993+ 3.82% |
$66.3K - $71K
|
27K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
982+ 6.04% |
$65.6K - $70.2K
|
17.2K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
955+ 4.24% |
$63.8K - $68.3K
|
23.5K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
948+ 11.14% |
$63.3K - $67.8K
|
9.46K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
933+ 0.23% |
$62.3K - $66.7K
|
409K
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
933New |
$62.3K - $66.7K
|
933
$72.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
920+ 6.9% |
$61.4K - $65.8K
|
14.3K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
906+ 1.76% |
$60.5K - $64.8K
|
52.4K
$4.05M
|
|
|
May 14, 2025
Q4 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
866+ 1.93% |
$57.8K - $61.9K
|
45.8K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
864+ 53.2% |
$57.7K - $61.8K
|
2.49K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
853+ 1.41% |
$57K - $61K
|
61.3K
$4.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
851+ 20.9% |
$56.8K - $60.9K
|
4.92K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
841+ 15.0% |
$56.2K - $60.1K
|
6.45K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
832+ 2.62% |
$55.6K - $59.5K
|
32.5K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
824New |
$55K - $58.9K
|
824
$63.7K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
808+ 7.47% |
$54K - $57.8K
|
11.6K
$899K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
783+ 0.84% |
$52.3K - $56K
|
94.6K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
782+ 1.3% |
$52.2K - $55.9K
|
60.9K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
777+ 6.47% |
$51.9K - $55.6K
|
12.8K
$989K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
757New |
$50.5K - $54.1K
|
757
$58.6K
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
747New |
$49.9K - $53.4K
|
747
$57.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
729+ 16.49% |
$48.7K - $52.1K
|
5.15K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
729New |
$48.7K - $52.1K
|
729
$56.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
714+ 7.05% |
$47.7K - $51.1K
|
10.8K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
713+ 2.16% |
$47.6K - $51K
|
33.7K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
702+ 14.25% |
$46.9K - $50.2K
|
5.63K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
700New |
$46.7K - $50.1K
|
700
$54.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
699+ 7.46% |
$46.7K - $50K
|
10.1K
$779K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
688+ 0.6% |
$45.9K - $49.2K
|
116K
$8.94M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
676+ 8.87% |
$45.1K - $48.3K
|
8.29K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
662+ 10.24% |
$44.2K - $47.3K
|
7.13K
$551K
|