Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.1K+ 58.63% |
$136K - $151K
|
5.68K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.1K+ 0.3% |
$136K - $151K
|
691K
$47.9M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.1K+ 10.3% |
$136K - $151K
|
22.4K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.08K+ 21.56% |
$135K - $150K
|
11.7K
$812K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.06K+ 1.45% |
$134K - $149K
|
144K
$9.97M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 9.21% |
$133K - $147K
|
24.3K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
2.03K+ 4.83% |
$132K - $146K
|
44.1K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.02K+ 3.09% |
$131K - $145K
|
67.3K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.99KNew |
$129K - $143K
|
1.99K
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.97K+ 2.48% |
$128K - $142K
|
81.4K
$5.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.96K+ 64.59% |
$127K - $142K
|
5K
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 23.65% |
$127K - $141K
|
10.2K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.91K+ 376.73% |
$124K - $138K
|
2.42K
$168K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.91K+ 2.92% |
$124K - $137K
|
67.1K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.85K+ 5.26% |
$120K - $133K
|
37K
$2.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.83K+ 33.28% |
$119K - $132K
|
7.34K
$509K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.82K+ 8.96% |
$118K - $131K
|
22.1K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.78K+ 6.22% |
$116K - $128K
|
30.4K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.74K+ 0.67% |
$113K - $125K
|
260K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.72K+ 4.91% |
$111K - $124K
|
36.7K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.7K+ 37.94% |
$110K - $122K
|
6.18K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.65K+ 2541.54% |
$107K - $119K
|
1.72K
$119K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.64K+ 1.46% |
$106K - $118K
|
114K
$7.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.63K+ 3.43% |
$106K - $118K
|
49.2K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.62K+ 2.36% |
$105K - $117K
|
70.3K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.61KNew |
$104K - $116K
|
1.61K
$112K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.56K+ 0.52% |
$101K - $113K
|
304K
$21.1M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.55K+ 10.31% |
$100K - $112K
|
16.6K
$1.15M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.51K+ 4.62% |
$98K - $109K
|
34.2K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 6.42% |
$97.1K - $108K
|
24.8K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.49K+ 4.55% |
$96.7K - $108K
|
34.2K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.48K+ 23.91% |
$96.2K - $107K
|
7.68K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.45KNew |
$93.9K - $104K
|
1.45K
$100K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.44K+ 0.94% |
$93.7K - $104K
|
156K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.44K+ 14.36% |
$93.4K - $104K
|
11.5K
$795K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.33K+ 3.58% |
$86.5K - $96.2K
|
38.6K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.28K+ 0.43% |
$82.9K - $92.1K
|
302K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.25K+ 15.24% |
$81.1K - $90.1K
|
9.45K
$655K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.23K+ 4.96% |
$79.8K - $88.7K
|
26.1K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.2KNew |
$78K - $86.7K
|
1.2K
$83.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.19K+ 4.29% |
$77.3K - $85.9K
|
28.9K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.18K+ 2.41% |
$76.6K - $85.2K
|
50.3K
$3.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.16K+ 171.66% |
$75.1K - $83.4K
|
1.83K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 7.51% |
$73.2K - $81.4K
|
16.2K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.1KNew |
$71.2K - $79.2K
|
1.1K
$76.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.08K+ 2.47% |
$70K - $77.8K
|
44.7K
$3.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.05K+ 1.96% |
$68.4K - $76K
|
54.8K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.03K+ 0.42% |
$66.9K - $74.3K
|
247K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.03K+ 0.9% |
$66.5K - $73.9K
|
115K
$7.97M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 145.13% |
$65.7K - $73K
|
1.71K
$119K
|