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 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.46M+ 44.34% |
$97.5M - $104M
|
4.76M
$341M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.41M+ 18.45% |
$94.1M - $101M
|
9.05M
$649M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
969KNew |
$64.7M - $69.3M
|
969K
$69.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
617K+ 863.84% |
$41.2M - $44.1M
|
688K
$49.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
427KNew |
$28.5M - $30.5M
|
427K
$30.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
282K+ 7520.0% |
$18.8M - $20.2M
|
286K
$20.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
259KNew |
$17.3M - $18.5M
|
259K
$18.6M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
239K+ 585.68% |
$16M - $17.1M
|
280K
$20.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
220KNew |
$14.7M - $15.7M
|
220K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
210K+ 6.18% |
$14M - $15M
|
3.61M
$259M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
153KNew |
$10.2M - $11M
|
153K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
152K+ 1540.97% |
$10.2M - $10.9M
|
162K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
148K+ 59282.0% |
$9.9M - $10.6M
|
148K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
137K+ 3944.53% |
$9.18M - $9.83M
|
141K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
129K+ 349.98% |
$8.59M - $9.2M
|
165K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
95.3KNew |
$6.36M - $6.81M
|
95.3K
$6.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
94.7K+ 31.09% |
$6.32M - $6.77M
|
399K
$28.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
84.5KNew |
$5.64M - $6.04M
|
84.5K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
81.7KNew |
$5.46M - $5.85M
|
81.7K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.4K+ 8.25% |
$4.1M - $4.39M
|
806K
$57.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
51.8K+ 115.9% |
$3.46M - $3.71M
|
96.6K
$6.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
48.7K+ 60.74% |
$3.25M - $3.48M
|
129K
$9.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
46.5K+ 31.18% |
$3.1M - $3.32M
|
195K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
43.2K+ 15.21% |
$2.88M - $3.09M
|
327K
$23.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
43K+ 12.05% |
$2.87M - $3.07M
|
400K
$28.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
42.9K+ 6.31% |
$2.86M - $3.07M
|
723K
$51.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
42.1K+ 44.35% |
$2.81M - $3.01M
|
137K
$9.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
40.3K+ 8.18% |
$2.69M - $2.88M
|
533K
$38.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
37KNew |
$2.47M - $2.65M
|
37K
$2.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
36.6K+ 20.97% |
$2.44M - $2.62M
|
211K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36.4K+ 431.74% |
$2.43M - $2.6M
|
44.9K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
35.5KNew |
$2.37M - $2.54M
|
35.5K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
32.5K+ 3.37% |
$2.17M - $2.33M
|
999K
$71.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
31.6K+ 6.92% |
$2.11M - $2.26M
|
489K
$35.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
28.5K+ 3.23% |
$1.9M - $2.04M
|
911K
$65.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
27.9K+ 199.31% |
$1.86M - $1.99M
|
41.9K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
27.6K+ 37.06% |
$1.84M - $1.97M
|
102K
$7.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
27.5K+ 3.15% |
$1.84M - $1.97M
|
900K
$64.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27.4K+ 5.04% |
$1.83M - $1.96M
|
571K
$40.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27.1K+ 28.12% |
$1.81M - $1.94M
|
123K
$8.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
26.4K+ 418.55% |
$1.76M - $1.89M
|
32.7K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.3K+ 9.75% |
$1.75M - $1.88M
|
296K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.8K+ 12.34% |
$1.59M - $1.7M
|
217K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23K+ 19.36% |
$1.54M - $1.65M
|
142K
$10.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
22.2K+ 125.4% |
$1.48M - $1.58M
|
39.8K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22K+ 4.88% |
$1.47M - $1.57M
|
472K
$33.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21.6K+ 102.78% |
$1.44M - $1.54M
|
42.5K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 5.47% |
$1.32M - $1.41M
|
380K
$27.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
19.3K+ 19.43% |
$1.29M - $1.38M
|
119K
$8.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.3K+ 6.55% |
$1.22M - $1.31M
|
298K
$21.4M
|