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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.7K+ 1604.3% |
$822K - $914K
|
13.5K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.6KNew |
$819K - $910K
|
12.6K
$875K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12.4K+ 51.76% |
$803K - $893K
|
36.3K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.3KNew |
$799K - $888K
|
12.3K
$854K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 5.65% |
$766K - $851K
|
221K
$15.3M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11.8K+ 2.47% |
$763K - $847K
|
487K
$33.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6K+ 62.73% |
$754K - $838K
|
30.2K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.6K+ 19.44% |
$754K - $838K
|
71.4K
$4.95M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.5K+ 5.36% |
$745K - $828K
|
226K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$744K - $827K
|
11.5K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.2K+ 30.29% |
$727K - $808K
|
48.2K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.2K+ 41.38% |
$725K - $806K
|
38.2K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
11.1KNew |
$719K - $799K
|
11.1K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.8K+ 13.88% |
$701K - $779K
|
88.6K
$6.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8KNew |
$700K - $778K
|
10.8K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10.8K+ 35.22% |
$699K - $777K
|
41.4K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
10.7K+ 2.62% |
$695K - $773K
|
420K
$29.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
10.7K+ 10.05% |
$695K - $772K
|
117K
$8.13M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.6K+ 4.19% |
$687K - $764K
|
264K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10.6K+ 19.49% |
$686K - $762K
|
64.8K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.5K+ 15.75% |
$683K - $759K
|
77.4K
$5.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9.93K+ 1.94% |
$644K - $716K
|
521K
$36.1M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.93K+ 22.15% |
$644K - $716K
|
54.7K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
9.84KNew |
$638K - $709K
|
9.84K
$682K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.79KNew |
$635K - $706K
|
9.79K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.78K+ 6.47% |
$635K - $705K
|
161K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
$632K - $703K
|
9.75K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.52K+ 120.04% |
$618K - $686K
|
17.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.48K+ 58.99% |
$615K - $683K
|
25.5K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.43K+ 15.78% |
$612K - $680K
|
69.2K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.3K+ 5.53% |
$603K - $670K
|
177K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
9.27K+ 10.28% |
$601K - $668K
|
99.5K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.26K+ 37.59% |
$601K - $667K
|
33.9K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9.21K+ 3.67% |
$597K - $664K
|
260K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.2K+ 7.44% |
$597K - $663K
|
133K
$9.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.2K+ 1.71% |
$597K - $663K
|
548K
$38M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
9.12K+ 3.23% |
$592K - $657K
|
292K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.08K+ 1.85% |
$589K - $654K
|
500K
$34.7M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.01K+ 9.66% |
$584K - $649K
|
102K
$7.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9K+ 8.0% |
$584K - $649K
|
122K
$8.43M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.98K+ 1.54% |
$583K - $648K
|
591K
$40.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8.65K+ 104.67% |
$561K - $624K
|
16.9K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
8.54K+ 36.23% |
$554K - $616K
|
32.1K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
8.49K+ 58.4% |
$551K - $612K
|
23K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.48K+ 200.05% |
$550K - $611K
|
12.7K
$881K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.46K+ 11.52% |
$549K - $610K
|
81.8K
$5.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.43K+ 6.62% |
$547K - $608K
|
136K
$9.41M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.38K+ 38.6% |
$544K - $604K
|
30.1K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.31K+ 100.57% |
$539K - $599K
|
16.6K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.29K+ 4.35% |
$538K - $598K
|
199K
$13.8M
|