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 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 176.47% |
$1.95K - $2.16K
|
47
$3.26K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30New |
$1.95K - $2.16K
|
30
$2.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$1.88K - $2.09K
|
7.55K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 0.57% |
$1.82K - $2.02K
|
4.95K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.82K - $2.02K
|
28
$1.94K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.41% |
$1.75K - $1.95K
|
6.66K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 0.94% |
$1.69K - $1.87K
|
2.81K
$194K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
25+ 0.34% |
$1.62K - $1.8K
|
7.46K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24+ 0.34% |
$1.56K - $1.73K
|
7.04K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.05% |
$1.56K - $1.73K
|
45.8K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
23New |
$1.49K - $1.66K
|
23
$1.59K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.36K - $1.51K
|
6.46K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
21+ 1.68% |
$1.36K - $1.51K
|
1.27K
$87.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20+ 0.12% |
$1.3K - $1.44K
|
16.9K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
18+ 0.23% |
$1.17K - $1.3K
|
7.68K
$533K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
17+ 0.03% |
$1.1K - $1.23K
|
50.4K
$3.49M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
17+ 0.18% |
$1.1K - $1.23K
|
9.51K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15+ 0.27% |
$973 - $1.08K
|
5.58K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.47% |
$973 - $1.08K
|
3.24K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.04K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.04K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
14+ 0.11% |
$908 - $1.01K
|
12.6K
$871K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
14+ 0.35% |
$908 - $1.01K
|
4.06K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14+ 0.02% |
$908 - $1.01K
|
60.9K
$4.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 0.39% |
$843 - $937
|
3.36K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.3% |
$843 - $937
|
4.32K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.25% |
$843 - $937
|
5.24K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
11+ 0.34% |
$714 - $793
|
3.24K
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8+ 0.02% |
$519 - $577
|
32.6K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8+ 0.18% |
$519 - $577
|
4.52K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8+ 0.07% |
$519 - $577
|
11.9K
$826K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
7+ 0.03% |
$454 - $505
|
27.9K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.05% |
$454 - $505
|
14.5K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 0.9% |
$454 - $505
|
787
$54.6K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
6+ 0.12% |
$389 - $433
|
5.2K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5+ 0.04% |
$324 - $361
|
12.3K
$851K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$324 - $361
|
3.79K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.03% |
$324 - $361
|
19.6K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4+ 0.08% |
$260 - $288
|
5.01K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.4% |
$260 - $288
|
996
$69.1K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.19% |
$260 - $288
|
2.14K
$148K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.37% |
$195 - $216
|
808
$56K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.2% |
$195 - $216
|
1.48K
$102K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$195 - $216
|
937
$65K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 2.13% |
$195 - $216
|
144
$9.98K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3New |
$195 - $216
|
3
$208
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3New |
$195 - $216
|
3
$208
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.54% |
$130 - $144
|
375
$26K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2+ 0.02% |
$130 - $144
|
10.9K
$758K
|