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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-454- 1.5% |
$29.5K - $32.7K
|
29.8K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-455- 1.82% |
$29.5K - $32.8K
|
24.6K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-455- 8.64% |
$29.5K - $32.8K
|
4.81K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-469- 4.98% |
$30.4K - $33.8K
|
8.94K
$620K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-493- 0.97% |
$32K - $35.5K
|
50.5K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-545- 25.09% |
$35.4K - $39.3K
|
1.63K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 29.77% |
$36.3K - $40.4K
|
1.32K
$91.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-569- 10.16% |
$36.9K - $41K
|
5.03K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-574- 4.52% |
$37.2K - $41.4K
|
12.1K
$841K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-596- 99.83% |
$38.7K - $43K
|
1
$69.3
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-612- 16.47% |
$39.7K - $44.1K
|
3.1K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-631- 2.56% |
$40.9K - $45.5K
|
24K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-633- 14.89% |
$41.1K - $45.6K
|
3.62K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-635- 33.83% |
$41.2K - $45.8K
|
1.24K
$86.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-660- 5.85% |
$42.8K - $47.6K
|
10.6K
$737K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-691- 1.48% |
$44.8K - $49.8K
|
45.9K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-702- 3.46% |
$45.5K - $50.6K
|
19.6K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-703- 3.22% |
$45.6K - $50.7K
|
21.1K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-704- 76.36% |
$45.7K - $50.8K
|
218
$15.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 5.07% |
$46.1K - $51.3K
|
13.3K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-749- 7.36% |
$48.6K - $54K
|
9.43K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-797- 0.66% |
$51.7K - $57.5K
|
120K
$8.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-801- 3.58% |
$52K - $57.8K
|
21.6K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-816- 3.79% |
$52.9K - $58.8K
|
20.7K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-820- 7.28% |
$53.2K - $59.1K
|
10.4K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-820- 2.92% |
$53.2K - $59.1K
|
27.3K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-838- 0.94% |
$54.4K - $60.4K
|
88.7K
$6.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-849- 10.9% |
$55.1K - $61.2K
|
6.94K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-868- 0.61% |
$56.3K - $62.6K
|
142K
$9.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-886- 7.9% |
$57.5K - $63.9K
|
10.3K
$716K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-889- 1.39% |
$57.7K - $64.1K
|
63K
$4.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-929- 5.96% |
$60.3K - $67K
|
14.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-940- 19.97% |
$61K - $67.8K
|
3.77K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-972- 0.84% |
$63.1K - $70.1K
|
114K
$7.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-988- 4.6% |
$64.1K - $71.2K
|
20.5K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.01K- 10.53% |
$65.6K - $72.9K
|
8.59K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 18.3% |
$66.4K - $73.8K
|
4.57K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.05K- 11.81% |
$68.1K - $75.6K
|
7.84K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.07K- 3.91% |
$69.4K - $77.1K
|
26.3K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.07K- 12.76% |
$69.6K - $77.3K
|
7.33K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.09K- 1.05% |
$70.6K - $78.4K
|
102K
$7.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.1K- 21.9% |
$71.1K - $79K
|
3.91K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 3.63% |
$72.2K - $80.2K
|
29.5K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 0.8% |
$73.3K - $81.5K
|
140K
$9.69M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.13K- 2.75% |
$73.5K - $81.7K
|
40.1K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.17K- 13.49% |
$75.6K - $84K
|
7.47K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 1.43% |
$78.2K - $86.9K
|
83.3K
$5.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.23K- 0.56% |
$79.5K - $88.3K
|
219K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.25K- 0.39% |
$81K - $90.1K
|
318K
$22.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.26K- 26.05% |
$81.9K - $91.1K
|
3.59K
$249K
|