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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36.5K- 0.73% |
$2.37M - $2.63M
|
4.98M
$345M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-37.5K- 92.16% |
$2.43M - $2.7M
|
3.19K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-38.4K- 27.04% |
$2.49M - $2.77M
|
104K
$7.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-39.2K- 79.52% |
$2.54M - $2.82M
|
10.1K
$700K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-40.5K- 51.03% |
$2.63M - $2.92M
|
38.9K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-40.6K- 67.82% |
$2.63M - $2.92M
|
19.2K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-42.9K- 45.01% |
$2.78M - $3.09M
|
52.4K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-44.2K- 11.25% |
$2.87M - $3.18M
|
348K
$24.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-47.8K- 8.99% |
$3.1M - $3.45M
|
484K
$33.6M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-48.5K- 23.16% |
$3.15M - $3.5M
|
161K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-51.3K- 12.21% |
$3.33M - $3.7M
|
369K
$25.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-51.6K- 18.98% |
$3.35M - $3.72M
|
221K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52.6K- 34.22% |
$3.41M - $3.79M
|
101K
$7.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-53.1K- 13.3% |
$3.44M - $3.83M
|
346K
$24M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-55K- 7.51% |
$3.57M - $3.97M
|
678K
$47M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-55.7K- 29.42% |
$3.61M - $4.02M
|
134K
$9.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-56.3K- 34.39% |
$3.65M - $4.06M
|
107K
$7.45M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-57.7K- 7.1% |
$3.75M - $4.16M
|
755K
$52.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.9K- 13.58% |
$3.82M - $4.24M
|
375K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59K- 16.0% |
$3.83M - $4.25M
|
310K
$21.5M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-59.5K- 6.86% |
$3.86M - $4.29M
|
807K
$56M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-59.7K- 7.47% |
$3.87M - $4.3M
|
739K
$51.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-59.8K- 9.11% |
$3.88M - $4.31M
|
597K
$41.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-60.9K- 8.39% |
$3.95M - $4.39M
|
665K
$46.1M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-61.2K- 11.01% |
$3.97M - $4.41M
|
495K
$34.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-64.4K- 15.74% |
$4.18M - $4.65M
|
345K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-68.4K- 7.97% |
$4.44M - $4.93M
|
790K
$54.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68.7K- 3.82% |
$4.46M - $4.95M
|
1.73M
$120M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-70.2K- 47.01% |
$4.55M - $5.06M
|
79.1K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-74.1K- 92.29% |
$4.81M - $5.34M
|
6.19K
$429K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-75K- 88.37% |
$4.87M - $5.41M
|
9.87K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-76.7K- 4.86% |
$4.98M - $5.53M
|
1.5M
$104M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77K- 10.15% |
$5M - $5.55M
|
682K
$47.3M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-90K- 22.84% |
$5.84M - $6.49M
|
304K
$21.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-93.5K- 58.74% |
$6.06M - $6.74M
|
65.6K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-97.3K- 33.13% |
$6.32M - $7.02M
|
196K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-100K- 2.13% |
$6.5M - $7.23M
|
4.6M
$319M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-102K- 99.76% |
$6.6M - $7.34M
|
249
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-104K- 72.05% |
$6.74M - $7.49M
|
40.3K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105K- 48.79% |
$6.81M - $7.57M
|
110K
$7.63M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-105K- 9.61% |
$6.83M - $7.59M
|
990K
$68.6M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-106K- 15.51% |
$6.85M - $7.61M
|
575K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-109K- 5.19% |
$7.07M - $7.85M
|
1.99M
$138M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-115K- 4.87% |
$7.48M - $8.32M
|
2.25M
$156M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-119K- 83.01% |
$7.72M - $8.58M
|
24.4K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-126K- 14.13% |
$8.2M - $9.12M
|
768K
$53.3M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-132K- 78.76% |
$8.57M - $9.52M
|
35.6K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142K- 11.93% |
$9.2M - $10.2M
|
1.05M
$72.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-142K- 5.99% |
$9.21M - $10.2M
|
2.23M
$154M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-150K- 92.81% |
$9.75M - $10.8M
|
11.6K
$807K
|