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 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
69.1K+ 12.98% |
$4.49M - $4.99M
|
602K
$41.7M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
64K+ 107.24% |
$4.15M - $4.61M
|
124K
$8.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
63.1K+ 16.61% |
$4.09M - $4.55M
|
443K
$30.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
63.1KNew |
$4.09M - $4.55M
|
63.1K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
61.5K+ 52.82% |
$3.99M - $4.44M
|
178K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
60.6K+ 12.9% |
$3.93M - $4.37M
|
530K
$36.8M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
60.1K+ 25.79% |
$3.9M - $4.33M
|
293K
$20.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
59.4K+ 15.26% |
$3.86M - $4.28M
|
449K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
59.1K+ 72.85% |
$3.84M - $4.26M
|
140K
$9.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
58.6K+ 10.63% |
$3.8M - $4.22M
|
609K
$42.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
57.6K+ 438.79% |
$3.74M - $4.15M
|
70.7K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
57.2K+ 39.81% |
$3.71M - $4.12M
|
201K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
55.3KNew |
$3.59M - $3.98M
|
55.3K
$3.83M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
54.9KNew |
$3.56M - $3.96M
|
54.9K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54.9K+ 25.33% |
$3.56M - $3.96M
|
271K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
54.4K+ 33.34% |
$3.53M - $3.92M
|
217K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
53K+ 13.05% |
$3.44M - $3.82M
|
459K
$31.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
52.4K+ 5.75% |
$3.4M - $3.78M
|
964K
$66.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
51KNew |
$3.31M - $3.68M
|
51K
$3.54M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
50.9KNew |
$3.3M - $3.67M
|
50.9K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
50.6K+ 114.14% |
$3.29M - $3.65M
|
95K
$6.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
50.5K+ 4.58% |
$3.28M - $3.64M
|
1.15M
$80M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
50KNew |
$3.24M - $3.6M
|
50K
$3.47M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
48.9K+ 97.62% |
$3.17M - $3.53M
|
99K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
48.3KNew |
$3.13M - $3.48M
|
48.3K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
47.6K+ 113.71% |
$3.09M - $3.43M
|
89.5K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
47.4K+ 14.61% |
$3.08M - $3.42M
|
372K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.7K+ 257.95% |
$3.03M - $3.37M
|
64.8K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
46.3K+ 48.32% |
$3M - $3.34M
|
142K
$9.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
46.2K+ 11.56% |
$3M - $3.33M
|
446K
$30.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
46.2K+ 5.73% |
$3M - $3.33M
|
853K
$59.1M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
46K+ 2.77% |
$2.98M - $3.32M
|
1.71M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
45.9K+ 87.84% |
$2.98M - $3.31M
|
98.1K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
45.6KNew |
$2.96M - $3.29M
|
45.6K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
45KNew |
$2.92M - $3.25M
|
45K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.8K+ 8.78% |
$2.91M - $3.23M
|
556K
$38.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
44.5KNew |
$2.89M - $3.21M
|
44.5K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
44.2K+ 128.71% |
$2.87M - $3.19M
|
78.6K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
43.5K+ 21.7% |
$2.82M - $3.14M
|
244K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
41.6K+ 8.26% |
$2.7M - $3M
|
546K
$37.8M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
41.1KNew |
$2.66M - $2.96M
|
41.1K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
40.3K+ 203.94% |
$2.61M - $2.9M
|
60K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
39.9K+ 66.88% |
$2.59M - $2.88M
|
99.5K
$6.9M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
39.8K+ 4.01% |
$2.58M - $2.87M
|
1.03M
$71.6M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
37.7K+ 374.43% |
$2.45M - $2.72M
|
47.8K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
37.2K+ 4.72% |
$2.41M - $2.68M
|
825K
$57.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36.2K+ 4.8% |
$2.35M - $2.61M
|
792K
$54.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
35K+ 2.63% |
$2.27M - $2.52M
|
1.36M
$94.6M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35KNew |
$2.27M - $2.52M
|
35K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
34.1KNew |
$2.22M - $2.46M
|
34.1K
$2.37M
|