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
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
28.4K+ 4.11% |
$1.9M - $2.03M
|
720K
$44.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28.1K+ 69.52% |
$1.88M - $2.01M
|
68.6K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28K+ 41.41% |
$1.87M - $2.01M
|
95.8K
$5.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
28K+ 9.79% |
$1.87M - $2M
|
314K
$19.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
27.9K+ 199.31% |
$1.86M - $1.99M
|
41.9K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
27.6K+ 32.2% |
$1.85M - $1.98M
|
113K
$7.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
27.6K+ 37.06% |
$1.84M - $1.97M
|
102K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
27.5K+ 3.15% |
$1.84M - $1.97M
|
900K
$55.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
27.4K+ 26.0% |
$1.83M - $1.96M
|
133K
$8.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27.4K+ 5.04% |
$1.83M - $1.96M
|
571K
$35.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27.1K+ 28.12% |
$1.81M - $1.94M
|
123K
$7.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 87.85% |
$1.79M - $1.92M
|
57.4K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
26.4K+ 418.55% |
$1.76M - $1.89M
|
32.7K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.3K+ 9.75% |
$1.75M - $1.88M
|
296K
$18.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
26.3KNew |
$1.75M - $1.88M
|
26.3K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
26.1K+ 77.49% |
$1.74M - $1.87M
|
59.8K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
25.7K+ 10.12% |
$1.71M - $1.84M
|
279K
$17.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25.6K+ 53.87% |
$1.71M - $1.83M
|
73.1K
$4.53M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.7M - $1.83M
|
25.5K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
25.4K+ 15.27% |
$1.7M - $1.82M
|
192K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
25K+ 2.09% |
$1.67M - $1.78M
|
1.22M
$75.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.8K+ 3.78% |
$1.66M - $1.77M
|
681K
$42.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
23.9KNew |
$1.6M - $1.71M
|
23.9K
$1.48M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
23.9KNew |
$1.59M - $1.71M
|
23.9K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.8K+ 12.34% |
$1.59M - $1.7M
|
217K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.6K+ 2.38% |
$1.57M - $1.68M
|
1.01M
$62.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23.1KNew |
$1.54M - $1.65M
|
23.1K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23K+ 31.04% |
$1.54M - $1.65M
|
97.3K
$6.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
23K+ 19.36% |
$1.54M - $1.65M
|
142K
$8.79M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
22.2KNew |
$1.48M - $1.59M
|
22.2K
$1.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
22.2K+ 125.4% |
$1.48M - $1.58M
|
39.8K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22.1KNew |
$1.48M - $1.58M
|
22.1K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
22KNew |
$1.47M - $1.58M
|
22K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
22KNew |
$1.47M - $1.57M
|
22K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22K+ 4.88% |
$1.47M - $1.57M
|
472K
$29.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$1.46M - $1.56M
|
21.8K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.7K+ 8.13% |
$1.45M - $1.55M
|
289K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21.6K+ 102.78% |
$1.44M - $1.54M
|
42.5K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.4K+ 6.55% |
$1.43M - $1.53M
|
348K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
21.2K+ 189.22% |
$1.41M - $1.51M
|
32.3K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
20.8K+ 3.47% |
$1.39M - $1.49M
|
622K
$38.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20K+ 29.55% |
$1.34M - $1.43M
|
87.9K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
19.7KNew |
$1.32M - $1.41M
|
19.7K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 5.47% |
$1.32M - $1.41M
|
380K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.6KNew |
$1.31M - $1.4M
|
19.6K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.3K+ 0.39% |
$1.29M - $1.38M
|
5.01M
$311M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
19.3K+ 19.43% |
$1.29M - $1.38M
|
119K
$7.35M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
19.2K+ 6.38% |
$1.28M - $1.37M
|
320K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
19.2K+ 4890.82% |
$1.28M - $1.37M
|
19.6K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18.8K+ 3.67% |
$1.26M - $1.35M
|
531K
$32.9M
|