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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.95K- 40.1% |
$321K - $357K
|
7.4K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-5.08K- 4.14% |
$329K - $366K
|
118K
$8.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-5.11K- 27.66% |
$331K - $368K
|
13.4K
$926K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.41K- 5.2% |
$351K - $390K
|
98.6K
$6.84M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-5.43K- 11.96% |
$352K - $392K
|
40K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.46K- 9.16% |
$354K - $394K
|
54.2K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.49K- 15.49% |
$356K - $396K
|
30K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5.74K- 12.07% |
$372K - $414K
|
41.8K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-5.84K- 2.74% |
$379K - $421K
|
207K
$14.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-5.97K- 9.9% |
$387K - $430K
|
54.3K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-5.98K- 0.83% |
$388K - $431K
|
715K
$49.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-6.02K- 61.12% |
$390K - $434K
|
3.83K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-6.16K- 0.7% |
$400K - $444K
|
874K
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.19K- 2.21% |
$402K - $446K
|
274K
$19M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.56K- 12.02% |
$426K - $473K
|
48K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.57K- 15.78% |
$426K - $474K
|
35.1K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6.6K- 9.65% |
$428K - $476K
|
61.8K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-6.64K- 26.01% |
$431K - $479K
|
18.9K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.66K- 2.48% |
$432K - $480K
|
262K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.84K- 4.7% |
$444K - $493K
|
139K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.91K- 2.26% |
$448K - $498K
|
298K
$20.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.93K- 4.88% |
$450K - $500K
|
135K
$9.36M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.13K- 7.83% |
$463K - $514K
|
84K
$5.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.39K- 36.52% |
$479K - $533K
|
12.8K
$890K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7.45K- 5.49% |
$483K - $537K
|
128K
$8.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.7K- 91.15% |
$499K - $555K
|
747
$51.8K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-7.7K- 64.75% |
$500K - $555K
|
4.19K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-7.81K- 2.32% |
$507K - $563K
|
329K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.35K- 6.26% |
$541K - $602K
|
125K
$8.66M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.35K- 7.51% |
$542K - $602K
|
103K
$7.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-8.44K- 6.16% |
$548K - $609K
|
129K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-8.55K- 66.85% |
$555K - $616K
|
4.24K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.6K- 56.2% |
$558K - $620K
|
6.71K
$465K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-8.62K- 23.95% |
$559K - $621K
|
27.4K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.71K- 0.55% |
$565K - $628K
|
1.57M
$109M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-8.71K- 52.12% |
$565K - $628K
|
8K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.89K- 6.12% |
$577K - $641K
|
136K
$9.46M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.93K- 5.09% |
$580K - $644K
|
166K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.31K- 1.48% |
$604K - $671K
|
620K
$43M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.49K- 6.16% |
$616K - $684K
|
144K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.93K- 11.08% |
$644K - $716K
|
79.6K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10K- 2.34% |
$650K - $722K
|
418K
$29M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-10K- 1.08% |
$650K - $723K
|
920K
$63.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10.1K- 68.71% |
$655K - $728K
|
4.6K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 0.97% |
$696K - $773K
|
1.1M
$76.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.8K- 3.1% |
$699K - $777K
|
337K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.8K- 8.45% |
$700K - $778K
|
117K
$8.1M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11K- 14.8% |
$714K - $794K
|
63.3K
$4.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-11.5K- 19.36% |
$744K - $826K
|
47.7K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 6.17% |
$753K - $836K
|
176K
$12.2M
|