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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
363K+ 20.92% |
$24.3M - $26M
|
2.1M
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
343K+ 3.61% |
$22.9M - $24.6M
|
9.85M
$656M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342K+ 24.08% |
$22.9M - $24.5M
|
1.76M
$117M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
331KNew |
$22.1M - $23.7M
|
331K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
318K+ 24.93% |
$21.3M - $22.8M
|
1.6M
$106M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
300KNew |
$20M - $21.4M
|
300K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
291K+ 12.26% |
$19.4M - $20.8M
|
2.66M
$177M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
283KNew |
$18.9M - $20.2M
|
283K
$18.8M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
282KNew |
$18.8M - $20.2M
|
282K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
282K+ 7520.0% |
$18.8M - $20.2M
|
286K
$19M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
271KNew |
$18.1M - $19.4M
|
271K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
259KNew |
$17.3M - $18.5M
|
259K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
257K+ 3.29% |
$17.1M - $18.4M
|
8.05M
$536M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
251K+ 282.9% |
$16.7M - $17.9M
|
339K
$22.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
242K+ 89.6% |
$16.1M - $17.3M
|
511K
$34M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
239K+ 585.68% |
$16M - $17.1M
|
280K
$18.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
220KNew |
$14.7M - $15.7M
|
220K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
214K+ 4.76% |
$14.3M - $15.3M
|
4.7M
$313M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
213KNew |
$14.2M - $15.2M
|
213K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
212KNew |
$14.2M - $15.2M
|
212K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
211KNew |
$14.1M - $15.1M
|
211K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
210K+ 6.18% |
$14M - $15M
|
3.61M
$240M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
195K+ 58.97% |
$13M - $13.9M
|
524K
$34.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
191KNew |
$12.7M - $13.6M
|
191K
$12.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
189KNew |
$12.6M - $13.5M
|
189K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
188K+ 18.8% |
$12.6M - $13.4M
|
1.19M
$79.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
182K+ 12.99% |
$12.1M - $13M
|
1.58M
$105M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
176K+ 165.14% |
$11.8M - $12.6M
|
283K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
175K+ 20.66% |
$11.7M - $12.5M
|
1.02M
$68.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
173K+ 4.46% |
$11.6M - $12.4M
|
4.06M
$270M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
168KNew |
$11.2M - $12M
|
168K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
163KNew |
$10.9M - $11.7M
|
163K
$10.9M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
163KNew |
$10.9M - $11.7M
|
163K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159K+ 9.71% |
$10.6M - $11.4M
|
1.8M
$120M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 6.05% |
$10.3M - $11.1M
|
2.72M
$181M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$10.2M - $11M
|
153K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
152K+ 1540.97% |
$10.2M - $10.9M
|
162K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
148K+ 59282.0% |
$9.9M - $10.6M
|
148K
$9.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
145KNew |
$9.7M - $10.4M
|
145K
$9.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
144KNew |
$9.63M - $10.3M
|
144K
$9.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
143KNew |
$9.57M - $10.2M
|
143K
$9.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
140K+ 2107.13% |
$9.33M - $9.99M
|
146K
$9.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
137K+ 3944.53% |
$9.18M - $9.83M
|
141K
$9.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
135KNew |
$9M - $9.64M
|
135K
$8.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 14.17% |
$8.69M - $9.31M
|
1.05M
$69.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
129K+ 349.98% |
$8.59M - $9.2M
|
165K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
127KNew |
$8.5M - $9.1M
|
127K
$8.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
120KNew |
$8.02M - $8.59M
|
120K
$7.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
112K+ 21.11% |
$7.45M - $7.98M
|
640K
$42.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
111K+ 14.53% |
$7.43M - $7.96M
|
877K
$58.4M
|