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
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.7KNew |
$1.41M - $1.56M
|
21.7K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
21.6K+ 4.58% |
$1.4M - $1.56M
|
494K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21.6K+ 7.51% |
$1.4M - $1.56M
|
310K
$21.5M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
20.7KNew |
$1.34M - $1.49M
|
20.7K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.6K+ 7.51% |
$1.34M - $1.49M
|
295K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
19.6K+ 2.14% |
$1.27M - $1.41M
|
933K
$64.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19.4K+ 65.27% |
$1.26M - $1.4M
|
49.2K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
18.9K+ 2.1% |
$1.22M - $1.36M
|
919K
$63.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.4K+ 11.13% |
$1.19M - $1.33M
|
184K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
18.3K+ 9.96% |
$1.19M - $1.32M
|
203K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 35.87% |
$1.19M - $1.32M
|
69.3K
$4.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
18.3K+ 23.98% |
$1.18M - $1.32M
|
94.4K
$6.54M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
17.8K+ 4.17% |
$1.15M - $1.28M
|
445K
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
17.7K+ 8.4% |
$1.15M - $1.28M
|
228K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
17.5K+ 2.03% |
$1.13M - $1.26M
|
878K
$60.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
17.2K+ 3.71% |
$1.12M - $1.24M
|
481K
$33.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
17K+ 14.65% |
$1.11M - $1.23M
|
133K
$9.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.8K+ 3.71% |
$1.09M - $1.21M
|
470K
$32.6M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
16.6K+ 5.55% |
$1.08M - $1.2M
|
316K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16.6K+ 14.01% |
$1.08M - $1.2M
|
135K
$9.38M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
16.6K+ 12.95% |
$1.08M - $1.2M
|
145K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
16.3KNew |
$1.06M - $1.18M
|
16.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.2K+ 16.67% |
$1.05M - $1.17M
|
114K
$7.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
16.2KNew |
$1.05M - $1.17M
|
16.2K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15.9K+ 18.03% |
$1.03M - $1.15M
|
104K
$7.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
15.8KNew |
$1.02M - $1.14M
|
15.8K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
15.4K+ 15.24% |
$999K - $1.11M
|
116K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 488.25% |
$992K - $1.1M
|
18.4K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
15.1KNew |
$980K - $1.09M
|
15.1K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
14.9K+ 7.43% |
$964K - $1.07M
|
215K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
14.8K+ 16.81% |
$963K - $1.07M
|
103K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
14.8K+ 14.25% |
$962K - $1.07M
|
119K
$8.24M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.7K+ 4.59% |
$954K - $1.06M
|
335K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 10.5% |
$946K - $1.05M
|
153K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.6K+ 1.5% |
$945K - $1.05M
|
984K
$68.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
14.5K+ 168.63% |
$943K - $1.05M
|
23.1K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2K+ 6.68% |
$920K - $1.02M
|
226K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.1K+ 16.06% |
$915K - $1.02M
|
102K
$7.07M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14K+ 1.31% |
$909K - $1.01M
|
1.09M
$75.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14K+ 77.93% |
$907K - $1.01M
|
31.9K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13.9K+ 3.85% |
$901K - $1M
|
375K
$26M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
13.7K+ 13.61% |
$890K - $989K
|
115K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
13.6K+ 36.97% |
$884K - $982K
|
50.5K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.6K+ 3.62% |
$879K - $977K
|
388K
$26.9M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 4.13% |
$876K - $973K
|
340K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
13.3K+ 28.42% |
$861K - $957K
|
60K
$4.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.9K+ 4.48% |
$840K - $933K
|
302K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
12.9KNew |
$834K - $927K
|
12.9K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.8K+ 23.03% |
$832K - $925K
|
68.5K
$4.75M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.7KNew |
$827K - $919K
|
12.7K
$883K
|