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
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
323+ 7.77% |
$21.6K - $23.1K
|
4.48K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
321+ 1.37% |
$21.4K - $23K
|
23.7K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
320+ 5.72% |
$21.4K - $22.9K
|
5.92K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
317+ 1.34% |
$21.2K - $22.7K
|
23.9K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
313New |
$20.9K - $22.4K
|
313
$24.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
309+ 5.94% |
$20.6K - $22.1K
|
5.51K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
305+ 4.82% |
$20.4K - $21.8K
|
6.64K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$23.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
300New |
$20K - $21.5K
|
300
$23.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
297+ 2.82% |
$19.8K - $21.2K
|
10.8K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
289+ 0.69% |
$19.3K - $20.7K
|
42.2K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
285+ 1.41% |
$19K - $20.4K
|
20.5K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
285+ 10.82% |
$19K - $20.4K
|
2.92K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
280+ 6.59% |
$18.7K - $20K
|
4.53K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
270New |
$18K - $19.3K
|
270
$20.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
264New |
$17.6K - $18.9K
|
264
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
264+ 4.34% |
$17.6K - $18.9K
|
6.35K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
256+ 6.07% |
$17.1K - $18.3K
|
4.48K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
255+ 4.57% |
$17K - $18.2K
|
5.84K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
242+ 2.52% |
$16.2K - $17.3K
|
9.84K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
237New |
$15.8K - $17K
|
237
$18.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
233New |
$15.6K - $16.7K
|
233
$18K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
227New |
$15.2K - $16.2K
|
227
$17.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 2.4% |
$15K - $16.1K
|
9.61K
$743K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
225+ 0.78% |
$15K - $16.1K
|
28.9K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
215+ 8.05% |
$14.4K - $15.4K
|
2.89K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
210+ 4.22% |
$14K - $15K
|
5.19K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
205+ 0.3% |
$13.7K - $14.7K
|
68.7K
$5.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
203+ 1.51% |
$13.6K - $14.5K
|
13.7K
$1.06M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
196+ 1.56% |
$13.1K - $14K
|
12.8K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
195+ 1.0% |
$13K - $13.9K
|
19.7K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
188+ 8.52% |
$12.6K - $13.4K
|
2.4K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
185+ 1.52% |
$12.4K - $13.2K
|
12.3K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
183+ 1.83% |
$12.2K - $13.1K
|
10.2K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
180+ 1.44% |
$12K - $12.9K
|
12.7K
$984K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
179+ 9.17% |
$12K - $12.8K
|
2.13K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
163+ 1.87% |
$10.9K - $11.7K
|
8.88K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
153+ 19.9% |
$10.2K - $10.9K
|
922
$71.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
152New |
$10.1K - $10.9K
|
152
$11.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
148+ 3.27% |
$9.88K - $10.6K
|
4.67K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
146+ 1.58% |
$9.75K - $10.4K
|
9.41K
$728K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
146+ 1.2% |
$9.75K - $10.4K
|
12.3K
$954K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
145+ 0.51% |
$9.68K - $10.4K
|
28.7K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
145+ 100.0% |
$9.68K - $10.4K
|
290
$22.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
144+ 0.29% |
$9.61K - $10.3K
|
49.3K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
142+ 1.95% |
$9.48K - $10.2K
|
7.42K
$574K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
141+ 1.88% |
$9.41K - $10.1K
|
7.65K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
140New |
$9.35K - $10K
|
140
$10.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
139+ 0.73% |
$9.28K - $9.94K
|
19.1K
$1.48M
|