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 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
53.7K+ 24.42% |
$3.58M - $3.84M
|
273K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
53.4K+ 451.01% |
$3.57M - $3.82M
|
65.3K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
52.4KNew |
$3.5M - $3.75M
|
52.4K
$3.25M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
51.8K+ 115.9% |
$3.46M - $3.71M
|
96.6K
$5.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
50.5K+ 33.67% |
$3.37M - $3.61M
|
200K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
50.4K+ 934.58% |
$3.37M - $3.61M
|
55.8K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
50.1KNew |
$3.35M - $3.58M
|
50.1K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
48.7K+ 60.74% |
$3.25M - $3.48M
|
129K
$7.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
48.3K+ 20.13% |
$3.22M - $3.45M
|
288K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.8K+ 17.34% |
$3.12M - $3.35M
|
317K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
46.5K+ 31.18% |
$3.1M - $3.32M
|
195K
$12.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
44.8KNew |
$2.99M - $3.21M
|
44.8K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
44.7KNew |
$2.99M - $3.2M
|
44.7K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
43.8KNew |
$2.92M - $3.13M
|
43.8K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
43.2K+ 15.21% |
$2.88M - $3.09M
|
327K
$20.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
43.1K+ 91.38% |
$2.88M - $3.08M
|
90.3K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
43KNew |
$2.87M - $3.08M
|
43K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
43K+ 12.05% |
$2.87M - $3.07M
|
400K
$24.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
42.9K+ 6.31% |
$2.86M - $3.07M
|
723K
$44.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
42.1K+ 44.35% |
$2.81M - $3.01M
|
137K
$8.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
41.3KNew |
$2.76M - $2.95M
|
41.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
40.7KNew |
$2.72M - $2.91M
|
40.7K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
40.3K+ 8.18% |
$2.69M - $2.88M
|
533K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
40.2KNew |
$2.68M - $2.87M
|
40.2K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
38.9KNew |
$2.6M - $2.79M
|
38.9K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
38.5K+ 37.11% |
$2.57M - $2.75M
|
142K
$8.81M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
38KNew |
$2.54M - $2.72M
|
38K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38K+ 31.35% |
$2.54M - $2.72M
|
159K
$9.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
37.2K+ 53.57% |
$2.48M - $2.66M
|
107K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
37KNew |
$2.47M - $2.65M
|
37K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
36.7KNew |
$2.45M - $2.62M
|
36.7K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
36.6K+ 20.97% |
$2.44M - $2.62M
|
211K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36.4K+ 431.74% |
$2.43M - $2.6M
|
44.9K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36.2K+ 5.04% |
$2.42M - $2.59M
|
755K
$46.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
35.5KNew |
$2.37M - $2.54M
|
35.5K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.1K+ 30.68% |
$2.34M - $2.51M
|
149K
$9.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
34.5K+ 67.52% |
$2.3M - $2.47M
|
85.6K
$5.31M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
33.5KNew |
$2.23M - $2.39M
|
33.5K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32.5K+ 3.37% |
$2.17M - $2.33M
|
999K
$61.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
32.1K+ 24.41% |
$2.15M - $2.3M
|
164K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
31.6K+ 6.92% |
$2.11M - $2.26M
|
489K
$30.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
31K+ 492.19% |
$2.07M - $2.22M
|
37.3K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
30.7K+ 853.37% |
$2.05M - $2.2M
|
34.4K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6K+ 60.64% |
$2.05M - $2.19M
|
81.2K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
30.2KNew |
$2.02M - $2.16M
|
30.2K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
29.9K+ 19.98% |
$2M - $2.14M
|
180K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29.8K+ 13.77% |
$1.99M - $2.13M
|
246K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
29.8K+ 184.46% |
$1.99M - $2.13M
|
46K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
29K+ 121.78% |
$1.94M - $2.07M
|
52.8K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
28.5K+ 3.23% |
$1.9M - $2.04M
|
911K
$56.5M
|