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 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
227New |
$15.2K - $16.2K
|
227
$14.1K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 2.4% |
$15K - $16.1K
|
9.61K
$595K
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
225+ 0.78% |
$15K - $16.1K
|
28.9K
$1.79M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
215+ 8.05% |
$14.4K - $15.4K
|
2.89K
$179K
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
210+ 4.22% |
$14K - $15K
|
5.19K
$322K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
205+ 0.3% |
$13.7K - $14.7K
|
68.7K
$4.26M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
203+ 1.51% |
$13.6K - $14.5K
|
13.7K
$848K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
196+ 1.56% |
$13.1K - $14K
|
12.8K
$793K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
195+ 1.0% |
$13K - $13.9K
|
19.7K
$1.22M
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
188+ 8.52% |
$12.6K - $13.4K
|
2.4K
$148K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
185+ 1.52% |
$12.4K - $13.2K
|
12.3K
$764K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
183+ 1.83% |
$12.2K - $13.1K
|
10.2K
$631K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
180+ 1.44% |
$12K - $12.9K
|
12.7K
$788K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
179+ 9.17% |
$12K - $12.8K
|
2.13K
$132K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
163+ 1.87% |
$10.9K - $11.7K
|
8.88K
$551K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
153+ 19.9% |
$10.2K - $10.9K
|
922
$57.1K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
152New |
$10.1K - $10.9K
|
152
$9.42K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
148+ 3.27% |
$9.88K - $10.6K
|
4.67K
$289K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
146+ 1.58% |
$9.75K - $10.4K
|
9.41K
$583K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
146+ 1.2% |
$9.75K - $10.4K
|
12.3K
$764K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
145+ 0.51% |
$9.68K - $10.4K
|
28.7K
$1.78M
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
145+ 100.0% |
$9.68K - $10.4K
|
290
$18K
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
144+ 0.29% |
$9.61K - $10.3K
|
49.3K
$3.05M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
142+ 1.95% |
$9.48K - $10.2K
|
7.42K
$460K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
141+ 1.88% |
$9.41K - $10.1K
|
7.65K
$474K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
140New |
$9.35K - $10K
|
140
$8.68K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
139+ 0.73% |
$9.28K - $9.94K
|
19.1K
$1.18M
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
136+ 2.19% |
$9.08K - $9.73K
|
6.35K
$393K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
135+ 1.66% |
$9.01K - $9.66K
|
8.26K
$512K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
133New |
$8.88K - $9.51K
|
133
$8.24K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
127+ 282.22% |
$8.48K - $9.08K
|
172
$10.7K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 0.9% |
$8.35K - $8.94K
|
14K
$869K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
107New |
$7.14K - $7.65K
|
107
$6.63K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
101+ 0.17% |
$6.74K - $7.22K
|
58.2K
$3.61M
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
99+ 0.73% |
$6.61K - $7.08K
|
13.7K
$847K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
94+ 10.16% |
$6.28K - $6.72K
|
1.02K
$63.1K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.09% |
$5.41K - $5.79K
|
7.52K
$466K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
76+ 0.1% |
$5.07K - $5.44K
|
73K
$4.52M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
75+ 9.41% |
$5.01K - $5.36K
|
872
$54K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
63+ 29.86% |
$4.21K - $4.51K
|
274
$17K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
63+ 0.34% |
$4.21K - $4.51K
|
18.4K
$1.14M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
59+ 0.13% |
$3.94K - $4.22K
|
44.4K
$2.75M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
55+ 1.2% |
$3.67K - $3.93K
|
4.65K
$288K
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
54+ 0.38% |
$3.61K - $3.86K
|
14.3K
$886K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 2.65% |
$3K - $3.22K
|
1.75K
$108K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44+ 0.47% |
$2.94K - $3.15K
|
9.48K
$588K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
43New |
$2.87K - $3.08K
|
43
$2.66K
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40+ 4.39% |
$2.67K - $2.86K
|
952
$59K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 0.34% |
$2.67K - $2.86K
|
11.8K
$732K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.25% |
$2.47K - $2.65K
|
15K
$932K
|