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 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
597+ 9.35% |
$39.9K - $42.7K
|
6.98K
$493K
|
|
|
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
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
560+ 0.19% |
$37.4K - $40.1K
|
300K
$21.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
559New |
$37.3K - $40K
|
559
$39.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
558+ 4.88% |
$37.3K - $39.9K
|
12K
$847K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
548+ 0.24% |
$36.6K - $39.2K
|
233K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533New |
$35.6K - $38.1K
|
533
$37.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
532New |
$35.5K - $38K
|
532
$37.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
503+ 4.68% |
$33.6K - $36K
|
11.3K
$796K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
485+ 11.46% |
$32.4K - $34.7K
|
4.72K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
482+ 1.07% |
$32.2K - $34.5K
|
45.4K
$3.21M
|
|
|
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 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
401+ 9.13% |
$26.8K - $28.7K
|
4.79K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
401+ 5.97% |
$26.8K - $28.7K
|
7.12K
$503K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
394+ 3.7% |
$26.3K - $28.2K
|
11K
$780K
|
|
|
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
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
349+ 1.93% |
$23.3K - $25K
|
18.4K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
348+ 12.93% |
$23.2K - $24.9K
|
3.04K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
344+ 3.74% |
$23K - $24.6K
|
9.54K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
326+ 2.74% |
$21.8K - $23.3K
|
12.2K
$865K
|
|
|
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
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
317+ 1.34% |
$21.2K - $22.7K
|
23.9K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
309+ 5.94% |
$20.6K - $22.1K
|
5.51K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
305+ 4.82% |
$20.4K - $21.8K
|
6.64K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
297+ 2.82% |
$19.8K - $21.2K
|
10.8K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
289+ 0.69% |
$19.3K - $20.7K
|
42.2K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
285+ 10.82% |
$19K - $20.4K
|
2.92K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
285+ 1.41% |
$19K - $20.4K
|
20.5K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
280+ 6.59% |
$18.7K - $20K
|
4.53K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
270New |
$18K - $19.3K
|
270
$19.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
264New |
$17.6K - $18.9K
|
264
$18.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
264+ 4.34% |
$17.6K - $18.9K
|
6.35K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
256+ 6.07% |
$17.1K - $18.3K
|
4.48K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
255+ 4.57% |
$17K - $18.2K
|
5.84K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
242+ 2.52% |
$16.2K - $17.3K
|
9.84K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
237New |
$15.8K - $17K
|
237
$16.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
233New |
$15.6K - $16.7K
|
233
$16.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
227New |
$15.2K - $16.2K
|
227
$16K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 2.4% |
$15K - $16.1K
|
9.61K
$679K
|