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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
460+ 9.9% |
$29.8K - $33.2K
|
5.11K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
458+ 1.92% |
$29.7K - $33K
|
24.4K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
446+ 0.93% |
$28.9K - $32.2K
|
48.5K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
442+ 3.61% |
$28.7K - $31.9K
|
12.7K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
421+ 4.21% |
$27.3K - $30.4K
|
10.4K
$723K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
420+ 1200.0% |
$27.2K - $30.3K
|
455
$31.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
415+ 3.04% |
$26.9K - $29.9K
|
14.1K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
410+ 9.36% |
$26.6K - $29.6K
|
4.79K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
407+ 0.32% |
$26.4K - $29.3K
|
128K
$8.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
397New |
$25.8K - $28.6K
|
397
$27.5K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
395+ 1.5% |
$25.6K - $28.5K
|
26.7K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
373+ 4.88% |
$24.2K - $26.9K
|
8.02K
$556K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
367+ 9.59% |
$23.8K - $26.5K
|
4.19K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
366+ 7.18% |
$23.7K - $26.4K
|
5.46K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
364+ 1.41% |
$23.6K - $26.2K
|
26.3K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
359New |
$23.3K - $25.9K
|
359
$24.9K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
359+ 5.67% |
$23.3K - $25.9K
|
6.69K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
357+ 1.01% |
$23.2K - $25.7K
|
35.8K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
352New |
$22.8K - $25.4K
|
352
$24.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
348New |
$22.6K - $25.1K
|
348
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
345+ 7.41% |
$22.4K - $24.9K
|
5K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
337+ 1.96% |
$21.9K - $24.3K
|
17.6K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
321+ 0.59% |
$20.8K - $23.1K
|
55K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
320+ 6.73% |
$20.8K - $23.1K
|
5.07K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
317+ 0.94% |
$20.6K - $22.9K
|
34K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
305+ 1.65% |
$19.8K - $22K
|
18.7K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
305+ 6100.0% |
$19.8K - $22K
|
310
$21.5K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
303+ 8.12% |
$19.7K - $21.8K
|
4.04K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
302+ 23.97% |
$19.6K - $21.8K
|
1.56K
$108K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
302+ 6.47% |
$19.6K - $21.8K
|
4.97K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
302+ 5.33% |
$19.6K - $21.8K
|
5.97K
$414K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
301+ 0.6% |
$19.5K - $21.7K
|
50.7K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
300+ 8.18% |
$19.5K - $21.6K
|
3.97K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
289+ 0.11% |
$18.8K - $20.8K
|
274K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
282+ 1.74% |
$18.3K - $20.3K
|
16.5K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
273+ 3.59% |
$17.7K - $19.7K
|
7.89K
$547K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269+ 2.11% |
$17.5K - $19.4K
|
13K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
251+ 4.02% |
$16.3K - $18.1K
|
6.49K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
250+ 4.37% |
$16.2K - $18K
|
5.98K
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
239+ 7.16% |
$15.5K - $17.2K
|
3.58K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
237+ 0.17% |
$15.4K - $17.1K
|
142K
$9.87M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
231+ 3.07% |
$15K - $16.7K
|
7.75K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
227New |
$14.7K - $16.4K
|
227
$15.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
216+ 6.51% |
$14K - $15.6K
|
3.53K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
212+ 0.68% |
$13.8K - $15.3K
|
31.3K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
208+ 6.74% |
$13.5K - $15K
|
3.29K
$228K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
201+ 2.96% |
$13K - $14.5K
|
7K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
198+ 0.64% |
$12.8K - $14.3K
|
31K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
190+ 0.66% |
$12.3K - $13.7K
|
29.1K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
183New |
$11.9K - $13.2K
|
183
$12.7K
|