Purchases and Sales Made in Q1 2025 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)

SPLG Quotes by TradingView

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 13, 2025 Q1 2025
Cibc World Markets Corp

New York, NY
BUY
 -
183
+ 0.9%
$11.9K - $13.2K
20.4K $1.42M
Apr 22, 2025 Q1 2025
Jfs Wealth Advisors, LLC

BUY
 -
179
+ 4.6%
$11.6K - $12.9K
4.07K $282K
Apr 29, 2025 Q1 2025
Elite Financial, Inc.

Lewiston, ID
BUY
 -
178
New
$11.5K - $12.8K
178 $12.3K
Apr 29, 2025 Q1 2025
Financial Counselors Inc

BUY
 -
175
+ 0.24%
$11.4K - $12.6K
73.3K $5.08M
May 06, 2025 Q1 2025
Trilogy Capital Inc.

BUY
 -
174
+ 1.73%
$11.3K - $12.5K
10.2K $710K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
166
New
$10.8K - $12K
166 $11.5K
May 13, 2025 Q1 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
164
+ 1.39%
$10.6K - $11.8K
12K $830K
May 28, 2025 Q1 2025
Gk Wealth Management LLC

Reno, NV
BUY
 -
163
+ 1.85%
$10.6K - $11.8K
8.97K $622K
Apr 24, 2025 Q1 2025
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
159
+ 2.72%
$10.3K - $11.5K
6K $416K
May 14, 2025 Q1 2025
Patten Group, Inc.

BUY
 -
159
+ 3.37%
$10.3K - $11.5K
4.88K $338K
May 12, 2025 Q1 2025
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
153
+ 1.62%
$9.93K - $11K
9.61K $666K
May 05, 2025 Q1 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
138
New
$8.95K - $9.95K
138 $9.57K
Apr 30, 2025 Q1 2025
May Hill Capital, LLC

Cohasset, MA
BUY
 -
135
+ 0.61%
$8.76K - $9.73K
22.4K $1.55M
May 08, 2025 Q1 2025
Novus Advisors, LLC

Greenville, SC
BUY
 -
135
+ 0.33%
$8.76K - $9.73K
41.4K $2.87M
Apr 08, 2025 Q1 2025
Private Client Services, LLC

Louisville, KY
BUY
 -
129
+ 3.43%
$8.37K - $9.3K
3.89K $269K
Apr 24, 2025 Q1 2025
Mendel Capital Management LLC

BUY
 -
129
+ 3.72%
$8.37K - $9.3K
3.59K $249K
Apr 16, 2025 Q1 2025
Cogent Blue Wealth Advisors, LLC

Knoxville, TN
BUY
 -
124
+ 4.13%
$8.05K - $8.94K
3.13K $217K
Apr 28, 2025 Q1 2025
Fusion Family Wealth LLC

BUY
 -
119
+ 2.96%
$7.72K - $8.58K
4.14K $287K
Apr 22, 2025 Q1 2025
Garde Capital, Inc.

Seattle, WA
BUY
 -
117
New
$7.59K - $8.44K
117 $8.11K
May 01, 2025 Q1 2025
Trail Ridge Investment Advisors, LLC

BUY
 -
117
+ 1.84%
$7.59K - $8.44K
6.46K $448K
Apr 23, 2025 Q1 2025
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
116
+ 29.0%
$7.53K - $8.36K
516 $35.8K
May 06, 2025 Q1 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
115
+ 3.62%
$7.46K - $8.29K
3.29K $228K
Apr 08, 2025 Q1 2025
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
114
+ 0.43%
$7.4K - $8.22K
26.8K $1.86M
May 05, 2025 Q1 2025
Conservest Capital Advisors, Inc.

BUY
 -
102
+ 3.19%
$6.62K - $7.35K
3.3K $228K
Apr 22, 2025 Q1 2025
Embree Financial Group

Chicago, IL
BUY
 -
99
+ 0.72%
$6.42K - $7.14K
13.8K $955K
Apr 23, 2025 Q1 2025
Helen Stephens Group, LLC

BUY
 -
91
+ 0.32%
$5.9K - $6.56K
28.4K $1.97M
May 01, 2025 Q1 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
88
+ 0.49%
$5.71K - $6.34K
18.2K $1.26M
May 07, 2025 Q1 2025
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
79
+ 8.3%
$5.13K - $5.7K
1.03K $71.5K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
76
New
$4.93K - $5.48K
76 $5.27K
May 15, 2025 Q1 2025
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
73
+ 0.08%
$4.74K - $5.26K
87.3K $6.05M
May 16, 2025 Q1 2025
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
73
+ 0.74%
$4.74K - $5.26K
9.92K $687K
May 13, 2025 Q1 2025
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
72
+ 0.17%
$4.67K - $5.19K
41.5K $2.88M
Apr 14, 2025 Q1 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
71
+ 0.37%
$4.61K - $5.12K
19.2K $1.33M
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
69
+ 26.95%
$4.48K - $4.97K
325 $22.5K
Apr 29, 2025 Q1 2025
Schulz Wealth, Ltd.

Mansfield, TX
BUY
 -
65
+ 1.61%
$4.22K - $4.69K
4.1K $284K
May 06, 2025 Q1 2025
Orin Green Financial, LLC

BUY
 -
63
+ 0.33%
$4.09K - $4.54K
19K $1.31M
Apr 25, 2025 Q1 2025
Albion Financial Group

BUY
 -
60
+ 1200.0%
$3.89K - $4.33K
65 $4.51K
Apr 21, 2025 Q1 2025
Evanson Asset Management, LLC

BUY
 -
58
+ 0.3%
$3.76K - $4.18K
19.1K $1.33M
May 05, 2025 Q1 2025
Flynn Zito Capital Management, LLC

BUY
 -
57
+ 0.05%
$3.7K - $4.11K
126K $8.77M
May 13, 2025 Q1 2025
Pfg Private Wealth Management, LLC

BUY
 -
52
+ 0.75%
$3.37K - $3.75K
6.94K $481K
Apr 14, 2025 Q1 2025
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
51
+ 0.21%
$3.31K - $3.68K
24.4K $1.69M
Apr 18, 2025 Q1 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
48
New
$3.11K - $3.46K
48 $3.33K
Apr 21, 2025 Q1 2025
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
48
+ 0.56%
$3.11K - $3.46K
8.62K $598K
May 02, 2025 Q1 2025
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
45
New
$2.92K - $3.24K
45 $3.12K
May 08, 2025 Q1 2025
Eastern Bank

BUY
 -
43
+ 44.33%
$2.79K - $3.1K
140 $9.71K
May 14, 2025 Q1 2025
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
38
New
$2.47K - $2.74K
38 $2.63K
May 09, 2025 Q1 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
36
New
$2.34K - $2.6K
36 $2.5K
May 06, 2025 Q1 2025
Next Level Wealth Planning, LLC

Meridian, ID
BUY
 -
33
+ 0.28%
$2.14K - $2.38K
11.8K $815K
Apr 25, 2025 Q1 2025
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
31
New
$2.01K - $2.24K
31 $2.15K

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