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 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$130 - $144
|
2
$139
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.04% |
$130 - $144
|
5.36K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$64.9 - $72.1
|
7.98K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.36% |
$64.9 - $72.1
|
275
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1New |
$64.9 - $72.1
|
1
$69.3
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$64.9 - $72.1
|
1.8K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.37% |
$64.9 - $72.1
|
268
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.42% |
$64.9 - $72.1
|
238
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.05% |
$64.9 - $72.1
|
1.99K
$138K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3- 20.0% |
$195 - $216
|
12
$832
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.96% |
$389 - $433
|
617
$42.8K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-7- 5.38% |
$454 - $505
|
123
$8.53K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 0.05% |
$714 - $793
|
20.4K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15- 15.31% |
$973 - $1.08K
|
83
$5.75K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-17- 0.13% |
$1.1K - $1.23K
|
12.7K
$879K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-19- 0.03% |
$1.23K - $1.37K
|
72.9K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-21- 0.6% |
$1.36K - $1.51K
|
3.47K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22- 0.23% |
$1.43K - $1.59K
|
9.46K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-22- 0.15% |
$1.43K - $1.59K
|
14.3K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 0.3% |
$1.62K - $1.8K
|
8.24K
$571K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-27- 0.17% |
$1.75K - $1.95K
|
15.9K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39- 0.37% |
$2.53K - $2.81K
|
10.6K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-43- 0.03% |
$2.79K - $3.1K
|
164K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-43- 0.03% |
$2.79K - $3.1K
|
164K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-43- 0.83% |
$2.79K - $3.1K
|
5.11K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-44- 0.46% |
$2.85K - $3.17K
|
9.5K
$658K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-52- 59.09% |
$3.37K - $3.75K
|
36
$2.5K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-58- 1.7% |
$3.76K - $4.18K
|
3.35K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-59- 1.43% |
$3.83K - $4.25K
|
4.08K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-60- 0.2% |
$3.89K - $4.33K
|
30.4K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-72- 0.65% |
$4.67K - $5.19K
|
11K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-73- 2.2% |
$4.74K - $5.26K
|
3.25K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-82- 1.56% |
$5.32K - $5.91K
|
5.16K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-85- 0.78% |
$5.51K - $6.13K
|
10.8K
$745K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-87- 1.52% |
$5.64K - $6.27K
|
5.63K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-88- 1.6% |
$5.71K - $6.34K
|
5.41K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-92- 2.54% |
$5.97K - $6.63K
|
3.53K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.87% |
$6.1K - $6.78K
|
4.94K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-94- 9.22% |
$6.1K - $6.78K
|
925
$64.1K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-94- 0.18% |
$6.1K - $6.78K
|
52.4K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-97- 2.63% |
$6.29K - $6.99K
|
3.59K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-105- 2.66% |
$6.81K - $7.57K
|
3.85K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-111- 0.43% |
$7.2K - $8K
|
25.5K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-118- 0.42% |
$7.66K - $8.51K
|
27.9K
$1.93M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-118- 0.96% |
$7.66K - $8.51K
|
12.2K
$847K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-119- 0.96% |
$7.72K - $8.58K
|
12.3K
$856K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-126- 0.95% |
$8.17K - $9.08K
|
13.2K
$916K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-130- 0.05% |
$8.43K - $9.37K
|
237K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-134- 5.59% |
$8.69K - $9.66K
|
2.26K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-138- 0.2% |
$8.95K - $9.95K
|
69K
$4.78M
|