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
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
120KNew |
$8.02M - $8.59M
|
120K
$7.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
112K+ 21.11% |
$7.45M - $7.98M
|
640K
$39.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
111K+ 14.53% |
$7.43M - $7.96M
|
877K
$54.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110K+ 5.26% |
$7.36M - $7.88M
|
2.2M
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
105K+ 16.23% |
$7.03M - $7.53M
|
755K
$46.8M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
105K+ 13.93% |
$7.02M - $7.52M
|
860K
$53.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
104K+ 53.18% |
$6.91M - $7.41M
|
298K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
101K+ 47.7% |
$6.73M - $7.21M
|
312K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99.2K+ 1266.49% |
$6.62M - $7.09M
|
107K
$6.63M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
97.7K+ 20.46% |
$6.52M - $6.99M
|
575K
$35.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
95.9K+ 4.27% |
$6.41M - $6.86M
|
2.34M
$145M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95.3K+ 13.47% |
$6.36M - $6.81M
|
803K
$49.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
95.3KNew |
$6.36M - $6.81M
|
95.3K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
94.7K+ 31.09% |
$6.32M - $6.77M
|
399K
$24.7M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
92.2KNew |
$6.16M - $6.59M
|
92.2K
$5.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
88.6K+ 37.55% |
$5.92M - $6.34M
|
325K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
88KNew |
$5.88M - $6.3M
|
88K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
84.5KNew |
$5.64M - $6.04M
|
84.5K
$5.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83.5K+ 12.36% |
$5.57M - $5.97M
|
759K
$47M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
81.7KNew |
$5.46M - $5.85M
|
81.7K
$5.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
81.6K+ 38.45% |
$5.45M - $5.83M
|
294K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
80K+ 27288.74% |
$5.34M - $5.72M
|
80.2K
$4.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
79.9KNew |
$5.34M - $5.72M
|
79.9K
$4.95M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
79.5KNew |
$5.31M - $5.68M
|
79.5K
$4.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
77.8K+ 9.89% |
$5.19M - $5.56M
|
864K
$53.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
76.6K+ 386.87% |
$5.11M - $5.48M
|
96.4K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
75.8K+ 26.59% |
$5.06M - $5.42M
|
361K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.2K+ 201.92% |
$4.95M - $5.31M
|
111K
$6.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
72.6K+ 365.39% |
$4.85M - $5.19M
|
92.5K
$5.73M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
72.3K+ 11.14% |
$4.83M - $5.17M
|
721K
$44.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
71.9KNew |
$4.8M - $5.14M
|
71.9K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68.9K+ 238.51% |
$4.6M - $4.93M
|
97.8K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
68.5K+ 142.56% |
$4.57M - $4.9M
|
116K
$7.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
66.9KNew |
$4.47M - $4.78M
|
66.9K
$4.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
66.2K+ 17.3% |
$4.42M - $4.74M
|
449K
$27.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
63.1K+ 60.28% |
$4.21M - $4.51M
|
168K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62.5K+ 7.91% |
$4.17M - $4.47M
|
852K
$52.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
61.4K+ 8.25% |
$4.1M - $4.39M
|
806K
$50M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
60.7K+ 133.77% |
$4.05M - $4.34M
|
106K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
60.6K+ 1029.46% |
$4.05M - $4.34M
|
66.5K
$4.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
60.3KNew |
$4.02M - $4.31M
|
60.3K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.2K+ 16.11% |
$4.02M - $4.3M
|
434K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
59.7KNew |
$3.98M - $4.27M
|
59.7K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
59.5K+ 176.6% |
$3.97M - $4.26M
|
93.2K
$5.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
56.4KNew |
$3.77M - $4.04M
|
56.4K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
56.1K+ 3.69% |
$3.75M - $4.01M
|
1.58M
$97.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
55.8KNew |
$3.72M - $3.99M
|
55.8K
$3.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
55.7K+ 36.47% |
$3.72M - $3.99M
|
209K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
55.2KNew |
$3.68M - $3.95M
|
55.2K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
54.2KNew |
$3.62M - $3.88M
|
54.2K
$3.36M
|