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 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.3K- 15.06% |
$84.5K - $93.9K
|
7.35K
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.31K- 3.79% |
$85.2K - $94.7K
|
33.3K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.32K- 2.66% |
$85.6K - $95.1K
|
48.3K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 2.25% |
$85.6K - $95.2K
|
57.4K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.35K- 4.81% |
$87.3K - $97K
|
26.6K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.35K- 6.99% |
$87.7K - $97.4K
|
18K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.38K- 5.93% |
$89.2K - $99.1K
|
21.8K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.4K- 11.69% |
$91.1K - $101K
|
10.6K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 8.89% |
$91.2K - $101K
|
14.4K
$998K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.41K- 9.36% |
$91.4K - $102K
|
13.6K
$945K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.44K- 3.62% |
$93.4K - $104K
|
38.3K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.44K- 18.61% |
$93.6K - $104K
|
6.31K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.45K- 10.99% |
$93.8K - $104K
|
11.7K
$811K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.46K- 11.84% |
$94.7K - $105K
|
10.9K
$754K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.46K- 30.53% |
$94.9K - $105K
|
3.33K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.54K- 45.33% |
$99.9K - $111K
|
1.86K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.57K- 0.78% |
$102K - $113K
|
199K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1.6K- 6.8% |
$104K - $115K
|
21.9K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.62K- 4.88% |
$105K - $117K
|
31.6K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.68K- 1.1% |
$109K - $121K
|
152K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.68K- 2.34% |
$109K - $121K
|
70.1K
$4.86M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.69K- 22.5% |
$110K - $122K
|
5.82K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.78K- 3.41% |
$115K - $128K
|
50.4K
$3.49M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.79K- 0.72% |
$116K - $129K
|
245K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.82K- 30.13% |
$118K - $131K
|
4.22K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.86K- 4.15% |
$120K - $134K
|
42.9K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.88K- 1.34% |
$122K - $136K
|
139K
$9.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.92K- 19.17% |
$124K - $138K
|
8.08K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.92K- 2.35% |
$125K - $139K
|
79.8K
$5.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.92K- 1.39% |
$125K - $139K
|
137K
$9.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.94K- 7.35% |
$126K - $140K
|
24.5K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.98K- 10.71% |
$128K - $142K
|
16.5K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.01K- 0.63% |
$130K - $145K
|
318K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.01K- 4.76% |
$131K - $145K
|
40.3K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.03K- 34.26% |
$132K - $146K
|
3.89K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.05K- 25.47% |
$133K - $148K
|
6K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.06K- 0.75% |
$133K - $148K
|
273K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 0.24% |
$137K - $152K
|
867K
$60.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.18K- 2.33% |
$141K - $157K
|
91.1K
$6.32M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.18K- 27.24% |
$141K - $157K
|
5.81K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.18K- 7.51% |
$141K - $157K
|
26.8K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.22K- 8.25% |
$144K - $160K
|
24.7K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.25K- 9.11% |
$146K - $162K
|
22.4K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.27K- 26.02% |
$147K - $163K
|
6.44K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.27K- 10.6% |
$147K - $164K
|
19.1K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.27K- 25.02% |
$148K - $164K
|
6.81K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 9.03% |
$149K - $166K
|
23.1K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.35K- 8.95% |
$152K - $169K
|
23.8K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.43K- 2.17% |
$157K - $175K
|
109K
$7.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-2.46K- 19.8% |
$160K - $178K
|
9.98K
$692K
|