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 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.29K+ 2.87% |
$286K - $307K
|
154K
$9.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.24KNew |
$283K - $303K
|
4.24K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.23K+ 6.04% |
$282K - $302K
|
74.3K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17KNew |
$278K - $298K
|
4.17K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.16K+ 3.48% |
$278K - $298K
|
124K
$7.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.15K+ 0.79% |
$277K - $297K
|
532K
$33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.15K+ 14.98% |
$277K - $297K
|
31.8K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
4.13K+ 22.97% |
$275K - $295K
|
22.1K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.12K+ 17.76% |
$275K - $294K
|
27.3K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
4.08K+ 3.77% |
$272K - $292K
|
112K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.06K+ 68.18% |
$271K - $290K
|
10K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.97K+ 112.39% |
$265K - $284K
|
7.51K
$465K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.95KNew |
$264K - $283K
|
3.95K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.89K+ 0.35% |
$260K - $278K
|
1.1M
$68.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
3.89KNew |
$260K - $278K
|
3.89K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
3.87K+ 10.15% |
$259K - $277K
|
42K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.87K+ 15.53% |
$258K - $277K
|
28.8K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.86KNew |
$258K - $276K
|
3.86K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.85K+ 0.21% |
$257K - $275K
|
1.84M
$114M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.84K+ 43.37% |
$256K - $275K
|
12.7K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.83KNew |
$255K - $274K
|
3.83K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.76K+ 45.51% |
$251K - $269K
|
12K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
3.73KNew |
$249K - $267K
|
3.73K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.73K+ 2.39% |
$249K - $267K
|
160K
$9.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.69K+ 0.59% |
$246K - $264K
|
629K
$39M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.67KNew |
$245K - $262K
|
3.67K
$227K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.63K+ 2.91% |
$242K - $259K
|
128K
$7.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.62KNew |
$242K - $259K
|
3.62K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.61K+ 3.99% |
$241K - $258K
|
94.1K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.58KNew |
$239K - $256K
|
3.58K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.57K+ 3.67% |
$239K - $256K
|
101K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.56K+ 6.42% |
$237K - $254K
|
58.9K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.54K+ 4.76% |
$236K - $253K
|
77.8K
$4.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.53K+ 4.34% |
$235K - $252K
|
84.9K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.5K+ 3.44% |
$234K - $250K
|
105K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3.47KNew |
$231K - $248K
|
3.47K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.46K+ 14.21% |
$231K - $247K
|
27.8K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.45K+ 3.7% |
$230K - $246K
|
96.5K
$5.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$228K - $245K
|
3.42K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$227K - $243K
|
3.4K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.35K+ 1.38% |
$224K - $240K
|
247K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.35K+ 0.57% |
$224K - $240K
|
589K
$36.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$223K - $239K
|
3.34K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.31K+ 0.62% |
$221K - $237K
|
539K
$33.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.3K+ 108.39% |
$220K - $236K
|
6.34K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.23K+ 9.72% |
$216K - $231K
|
36.5K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
3.23KNew |
$216K - $231K
|
3.23K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.22KNew |
$215K - $230K
|
3.22K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.19KNew |
$213K - $228K
|
3.19K
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.18KNew |
$212K - $227K
|
3.18K
$197K
|