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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$255K - $274K
|
3.83K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.76K+ 45.51% |
$251K - $269K
|
12K
$859K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.63K+ 2.91% |
$242K - $259K
|
128K
$9.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.62KNew |
$242K - $259K
|
3.62K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.61K+ 3.99% |
$241K - $258K
|
94.1K
$6.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.57K+ 3.67% |
$239K - $256K
|
101K
$7.22M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.54K+ 4.76% |
$236K - $253K
|
77.8K
$5.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.46K+ 14.21% |
$231K - $247K
|
27.8K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$228K - $245K
|
3.42K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$227K - $243K
|
3.4K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$223K - $239K
|
3.34K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.31K+ 0.62% |
$221K - $237K
|
539K
$38.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.23K+ 9.72% |
$216K - $231K
|
36.5K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.22KNew |
$215K - $230K
|
3.22K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.17KNew |
$212K - $227K
|
3.17K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 6.38% |
$209K - $223K
|
52.1K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.11K+ 9.23% |
$208K - $223K
|
36.8K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.09K+ 3.28% |
$207K - $221K
|
97.4K
$6.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.95K+ 10.68% |
$197K - $211K
|
30.6K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.93KNew |
$196K - $209K
|
2.93K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2.89K+ 16.06% |
$193K - $207K
|
20.9K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.86K+ 1.22% |
$191K - $205K
|
237K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
2.71K+ 45.79% |
$181K - $194K
|
8.62K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.57K+ 19.4% |
$171K - $184K
|
15.8K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 9.51% |
$170K - $182K
|
29.3K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 0.29% |
$166K - $178K
|
858K
$61.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.44K+ 2.78% |
$163K - $175K
|
90.2K
$6.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.42K+ 7.19% |
$161K - $173K
|
36K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.33KNew |
$156K - $167K
|
2.33K
$167K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.29KNew |
$153K - $164K
|
2.29K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.24K+ 4.95% |
$150K - $160K
|
47.6K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.17K+ 5.56% |
$145K - $155K
|
41.3K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.09K+ 21.92% |
$139K - $149K
|
11.6K
$831K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.03K+ 1.99% |
$135K - $145K
|
104K
$7.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.95K+ 4.91% |
$130K - $139K
|
41.6K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.81K+ 61.12% |
$121K - $130K
|
4.78K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.75K+ 21.22% |
$117K - $125K
|
10K
$717K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.48K+ 4.06% |
$99K - $106K
|
38K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 3.44% |
$97K - $104K
|
43.7K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 24.72% |
$87.9K - $94.2K
|
6.65K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.32K+ 7.3% |
$87.8K - $94K
|
19.3K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.28K+ 17.41% |
$85.1K - $91.2K
|
8.6K
$615K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 9.07% |
$83.4K - $89.3K
|
15K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.22K+ 0.77% |
$81.7K - $87.5K
|
161K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.22K+ 39.53% |
$81.5K - $87.3K
|
4.31K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.11K+ 5.93% |
$74.4K - $79.7K
|
19.9K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.08K+ 97.73% |
$71.8K - $76.9K
|
2.18K
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.07K+ 4.24% |
$71.6K - $76.7K
|
26.4K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.04K+ 25.98% |
$69.4K - $74.3K
|
5.04K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.01K+ 30.51% |
$67.6K - $72.4K
|
4.33K
$310K
|