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 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.34KNew |
$490K - $525K
|
7.34K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.18K+ 6.79% |
$480K - $514K
|
113K
$7M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.09K+ 1.58% |
$474K - $507K
|
456K
$28.3M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
7.06K+ 9.41% |
$471K - $505K
|
82.1K
$5.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.97K+ 60.25% |
$465K - $498K
|
18.5K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.96K+ 27.19% |
$465K - $498K
|
32.5K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.96K+ 8.03% |
$464K - $497K
|
93.5K
$5.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.92KNew |
$462K - $495K
|
6.92K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.9KNew |
$461K - $493K
|
6.9K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.87KNew |
$459K - $491K
|
6.87K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.67K+ 12.83% |
$445K - $477K
|
58.7K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.52K+ 34.46% |
$435K - $466K
|
25.4K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
6.49K+ 10.48% |
$433K - $464K
|
68.4K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.45K+ 2.01% |
$431K - $461K
|
327K
$20.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.33KNew |
$423K - $453K
|
6.33K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
6.29K+ 9.38% |
$420K - $450K
|
73.4K
$4.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.2KNew |
$414K - $443K
|
6.2K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.2K+ 2.59% |
$414K - $443K
|
246K
$15.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.17KNew |
$412K - $441K
|
6.17K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
6.02KNew |
$402K - $431K
|
6.02K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
5.98KNew |
$399K - $427K
|
5.98K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.94KNew |
$397K - $425K
|
5.94K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.87K+ 4.81% |
$392K - $420K
|
128K
$7.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
5.73KNew |
$382K - $409K
|
5.73K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.67KNew |
$378K - $405K
|
5.67K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.56KNew |
$371K - $398K
|
5.56K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.33K+ 4.57% |
$356K - $381K
|
122K
$7.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.32K+ 49.47% |
$355K - $380K
|
16.1K
$996K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.31K+ 5.35% |
$354K - $380K
|
105K
$6.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
5.3K+ 28.98% |
$354K - $379K
|
23.6K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5.26K+ 12.1% |
$351K - $376K
|
48.7K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.24KNew |
$350K - $375K
|
5.24K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.04K+ 5.31% |
$337K - $361K
|
100K
$6.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
5KNew |
$334K - $358K
|
5K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5K+ 4.08% |
$334K - $358K
|
128K
$7.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.95KNew |
$330K - $354K
|
4.95K
$307K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
4.82KNew |
$322K - $345K
|
4.82K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.8K+ 28.36% |
$320K - $343K
|
21.7K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.77KNew |
$319K - $341K
|
4.77K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.72K+ 1.43% |
$315K - $338K
|
335K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.68K+ 5.27% |
$312K - $334K
|
93.3K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
4.61K+ 9.38% |
$307K - $329K
|
53.7K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.53K+ 121.22% |
$302K - $324K
|
8.27K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.52KNew |
$302K - $323K
|
4.52K
$280K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.51KNew |
$301K - $322K
|
4.51K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.47K+ 1.28% |
$299K - $320K
|
353K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.45KNew |
$297K - $318K
|
4.45K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.44KNew |
$296K - $317K
|
4.44K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.42K+ 20.29% |
$295K - $316K
|
26.2K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.33K+ 6.04% |
$289K - $310K
|
76.1K
$4.72M
|