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 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1K+ 5.53% |
$67K - $71.7K
|
19.1K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
993+ 3.82% |
$66.3K - $71K
|
27K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
982+ 6.04% |
$65.6K - $70.2K
|
17.2K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
955+ 4.24% |
$63.8K - $68.3K
|
23.5K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
933+ 0.23% |
$62.3K - $66.7K
|
409K
$29M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
853+ 1.41% |
$57K - $61K
|
61.3K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
851+ 20.9% |
$56.8K - $60.9K
|
4.92K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
841+ 15.0% |
$56.2K - $60.1K
|
6.45K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
832+ 2.62% |
$55.6K - $59.5K
|
32.5K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
777+ 6.47% |
$51.9K - $55.6K
|
12.8K
$905K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
729+ 16.49% |
$48.7K - $52.1K
|
5.15K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
714+ 7.05% |
$47.7K - $51.1K
|
10.8K
$767K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
702+ 14.25% |
$46.9K - $50.2K
|
5.63K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
676+ 8.87% |
$45.1K - $48.3K
|
8.29K
$587K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
662+ 10.24% |
$44.2K - $47.3K
|
7.13K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
659+ 0.48% |
$44K - $47.1K
|
139K
$9.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
656+ 3.51% |
$43.8K - $46.9K
|
19.3K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
636+ 2.24% |
$42.5K - $45.5K
|
29K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
631New |
$42.1K - $45.1K
|
631
$44.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
621+ 4.01% |
$41.5K - $44.4K
|
16.1K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
597New |
$39.9K - $42.7K
|
597
$42.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
597+ 9.35% |
$39.9K - $42.7K
|
6.98K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
596+ 0.3% |
$39.8K - $42.6K
|
201K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
592+ 11.82% |
$39.5K - $42.3K
|
5.6K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
572+ 1.02% |
$38.2K - $40.9K
|
56.4K
$4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
560+ 0.19% |
$37.4K - $40.1K
|
300K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
559New |
$37.3K - $40K
|
559
$39.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
558+ 4.88% |
$37.3K - $39.9K
|
12K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533New |
$35.6K - $38.1K
|
533
$37.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
503+ 4.68% |
$33.6K - $36K
|
11.3K
$797K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
482+ 1.07% |
$32.2K - $34.5K
|
45.4K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
469+ 2.05% |
$31.3K - $33.5K
|
23.3K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
455+ 0.28% |
$30.4K - $32.5K
|
161K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
438New |
$29.2K - $31.3K
|
438
$31K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
401+ 5.97% |
$26.8K - $28.7K
|
7.12K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
401+ 9.13% |
$26.8K - $28.7K
|
4.79K
$339K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
394+ 3.7% |
$26.3K - $28.2K
|
11K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
373New |
$24.9K - $26.7K
|
373
$26.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
372+ 6.57% |
$24.8K - $26.6K
|
6.04K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
371+ 0.9% |
$24.8K - $26.5K
|
41.4K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
360+ 1.12% |
$24K - $25.7K
|
32.6K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
357+ 1.47% |
$23.8K - $25.5K
|
24.6K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
354+ 0.84% |
$23.6K - $25.3K
|
42.6K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
349+ 1.93% |
$23.3K - $25K
|
18.4K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
344+ 3.74% |
$23K - $24.6K
|
9.54K
$675K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
326+ 2.74% |
$21.8K - $23.3K
|
12.2K
$867K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
323+ 7.77% |
$21.6K - $23.1K
|
4.48K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
321+ 1.37% |
$21.4K - $23K
|
23.7K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
320+ 5.72% |
$21.4K - $22.9K
|
5.92K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
317+ 1.34% |
$21.2K - $22.7K
|
23.9K
$1.69M
|