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 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-140- 73.68% |
$9.08K - $10.1K
|
50
$3.47K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-141- 22.35% |
$9.15K - $10.2K
|
490
$34K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-146- 64.32% |
$9.47K - $10.5K
|
81
$5.62K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 20.58% |
$9.73K - $10.8K
|
579
$40.1K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-173- 2.69% |
$11.2K - $12.5K
|
6.27K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-175- 1.03% |
$11.4K - $12.6K
|
16.8K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-180- 0.19% |
$11.7K - $13K
|
96.4K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-185- 0.09% |
$12K - $13.3K
|
201K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-193- 1.88% |
$12.5K - $13.9K
|
10.1K
$700K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-193- 14.15% |
$12.5K - $13.9K
|
1.17K
$81.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 14.04% |
$13K - $14.4K
|
1.23K
$84.9K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 4.47% |
$13K - $14.4K
|
4.28K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-207- 2.58% |
$13.4K - $14.9K
|
7.83K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-213- 57.26% |
$13.8K - $15.4K
|
159
$11K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-215- 1.76% |
$13.9K - $15.5K
|
12K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-215- 30.71% |
$13.9K - $15.5K
|
485
$33.6K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-223- 0.38% |
$14.5K - $16.1K
|
58.4K
$4.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-224- 0.56% |
$14.5K - $16.2K
|
39.6K
$2.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-225- 25.8% |
$14.6K - $16.2K
|
647
$44.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-231- 1.26% |
$15K - $16.7K
|
18.1K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-235- 6.14% |
$15.2K - $16.9K
|
3.59K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-235- 3.12% |
$15.2K - $16.9K
|
7.3K
$506K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-240- 0.96% |
$15.6K - $17.3K
|
24.9K
$1.72M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-245- 14.04% |
$15.9K - $17.7K
|
1.5K
$104K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-246- 2.05% |
$16K - $17.7K
|
11.7K
$814K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-246- 1.6% |
$16K - $17.7K
|
15.1K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-247- 1.09% |
$16K - $17.8K
|
22.5K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-251- 2.98% |
$16.3K - $18.1K
|
8.18K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-267- 6.17% |
$17.3K - $19.3K
|
4.06K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-270- 1.81% |
$17.5K - $19.5K
|
14.6K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-279- 3.2% |
$18.1K - $20.1K
|
8.44K
$585K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-290- 3.67% |
$18.8K - $20.9K
|
7.62K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-290- 2.66% |
$18.8K - $20.9K
|
10.6K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-291- 0.36% |
$18.9K - $21K
|
81.5K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-308- 0.55% |
$20K - $22.2K
|
56.1K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-313- 1.43% |
$20.3K - $22.6K
|
21.5K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-319- 2.17% |
$20.7K - $23K
|
14.4K
$999K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-319- 3.74% |
$20.7K - $23K
|
8.21K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-326- 8.25% |
$21.2K - $23.5K
|
3.63K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-334- 2.85% |
$21.7K - $24.1K
|
11.4K
$789K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-337- 4.73% |
$21.9K - $24.3K
|
6.79K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-346- 0.95% |
$22.4K - $24.9K
|
36K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-350- 4.28% |
$22.7K - $25.2K
|
7.83K
$543K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-355- 3.21% |
$23K - $25.6K
|
10.7K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-367- 1.4% |
$23.8K - $26.5K
|
25.9K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-388- 2.5% |
$25.2K - $28K
|
15.1K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-388- 0.78% |
$25.2K - $28K
|
49.6K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-407- 1.96% |
$26.4K - $29.3K
|
20.3K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-440- 23.72% |
$28.5K - $31.7K
|
1.42K
$98.1K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-448- 4.11% |
$29.1K - $32.3K
|
10.5K
$725K
|