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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
33.6K+ 37.2% |
$2.18M - $2.42M
|
124K
$8.59M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.3K+ 6.27% |
$2.16M - $2.4M
|
565K
$39.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
33.2K+ 4.96% |
$2.16M - $2.4M
|
703K
$48.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
33.2K+ 189.1% |
$2.15M - $2.39M
|
50.8K
$3.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$2.14M - $2.38M
|
33.1K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
32.8K+ 9.1% |
$2.13M - $2.36M
|
393K
$27.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.7K+ 15.85% |
$2.12M - $2.36M
|
239K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
32.5K+ 4.5% |
$2.11M - $2.34M
|
754K
$52.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
32.3KNew |
$2.1M - $2.33M
|
32.3K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
32.2K+ 10.9% |
$2.09M - $2.32M
|
328K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.2K+ 54.26% |
$2.02M - $2.25M
|
88.6K
$6.14M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
30.6KNew |
$1.98M - $2.21M
|
30.6K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
30.4K+ 4.22% |
$1.97M - $2.19M
|
750K
$52M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.8K+ 32.27% |
$1.94M - $2.15M
|
122K
$8.48M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29K+ 25.45% |
$1.88M - $2.09M
|
143K
$9.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
28.4K+ 84.8% |
$1.84M - $2.05M
|
61.8K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28.1K+ 101.3% |
$1.83M - $2.03M
|
55.9K
$3.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
28.1K+ 1.49% |
$1.82M - $2.03M
|
1.92M
$133M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27.9K+ 585.03% |
$1.81M - $2.01M
|
32.7K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
27.7K+ 150.82% |
$1.8M - $2M
|
46.1K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
27.7K+ 173.09% |
$1.8M - $2M
|
43.7K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.5K+ 21.54% |
$1.79M - $1.99M
|
155K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
27.1KNew |
$1.76M - $1.96M
|
27.1K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.1K+ 24.12% |
$1.76M - $1.95M
|
139K
$9.67M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
26.8K+ 19.38% |
$1.74M - $1.93M
|
165K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
26.7K+ 7.2% |
$1.73M - $1.92M
|
397K
$27.5M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
26.4K+ 20.51% |
$1.72M - $1.91M
|
155K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
26.2K+ 2.15% |
$1.7M - $1.89M
|
1.25M
$86.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
26.2KNew |
$1.7M - $1.89M
|
26.2K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.1K+ 7.7% |
$1.69M - $1.88M
|
365K
$25.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26K+ 20.77% |
$1.69M - $1.88M
|
151K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
25.9K+ 34.93% |
$1.68M - $1.87M
|
100K
$6.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
25.9K+ 18.89% |
$1.68M - $1.87M
|
163K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.7K+ 92.68% |
$1.67M - $1.85M
|
53.4K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
25.6KNew |
$1.66M - $1.85M
|
25.6K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25.6K+ 35.02% |
$1.66M - $1.85M
|
98.7K
$6.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
25.5KNew |
$1.65M - $1.84M
|
25.5K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
25.3KNew |
$1.64M - $1.83M
|
25.3K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24.6KNew |
$1.59M - $1.77M
|
24.6K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
24.2K+ 11.48% |
$1.57M - $1.75M
|
235K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$1.56M - $1.73M
|
24K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 60.34% |
$1.53M - $1.7M
|
62.6K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
23.5K+ 172.11% |
$1.52M - $1.69M
|
37.1K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.9K+ 3.57% |
$1.48M - $1.65M
|
663K
$45.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.7K+ 23.24% |
$1.47M - $1.64M
|
120K
$8.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
22.6K+ 585.21% |
$1.47M - $1.63M
|
26.5K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22.3K+ 4.22% |
$1.45M - $1.61M
|
551K
$38.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22.2K+ 892.77% |
$1.44M - $1.6M
|
24.7K
$1.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.8K+ 121250.0% |
$1.42M - $1.57M
|
21.8K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
21.7K+ 86.61% |
$1.41M - $1.56M
|
46.7K
$3.24M
|