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 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.57KNew |
$361K - $401K
|
5.57K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.56K+ 162.66% |
$361K - $401K
|
8.98K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.56K+ 0.75% |
$360K - $401K
|
744K
$51.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.42K+ 44.27% |
$352K - $391K
|
17.7K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
5.4KNew |
$350K - $389K
|
5.4K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.32K+ 173.88% |
$345K - $383K
|
8.38K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.3K+ 7.22% |
$344K - $382K
|
78.7K
$5.46M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.26K+ 26.86% |
$341K - $379K
|
24.8K
$1.72M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
5.21KNew |
$338K - $376K
|
5.21K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.21K+ 1.78% |
$338K - $376K
|
298K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.2KNew |
$337K - $375K
|
5.2K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.17K+ 6.11% |
$335K - $372K
|
89.7K
$6.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.97KNew |
$323K - $358K
|
4.97K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.95KNew |
$321K - $357K
|
4.95K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
4.9KNew |
$318K - $353K
|
4.9K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4.82K+ 871.61% |
$313K - $348K
|
5.37K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.81K+ 0.84% |
$312K - $347K
|
576K
$39.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.79KNew |
$310K - $345K
|
4.79K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.5K+ 12.33% |
$292K - $324K
|
41K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.49K+ 1.23% |
$291K - $324K
|
369K
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 60.5% |
$288K - $320K
|
11.8K
$816K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.41K+ 35.57% |
$286K - $318K
|
16.8K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.33K+ 17.37% |
$281K - $312K
|
29.3K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.29KNew |
$278K - $309K
|
4.29K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.29KNew |
$278K - $309K
|
4.29K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.28K+ 20.61% |
$277K - $308K
|
25K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.27K+ 13.11% |
$277K - $308K
|
36.8K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4.26KNew |
$277K - $307K
|
4.26K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.22KNew |
$274K - $304K
|
4.22K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.15KNew |
$269K - $299K
|
4.15K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
4.12K+ 22.15% |
$268K - $297K
|
22.7K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.02K+ 5.86% |
$261K - $290K
|
72.6K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4K+ 63.15% |
$260K - $289K
|
10.3K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4K+ 4.0% |
$259K - $288K
|
104K
$7.21M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.99KNew |
$259K - $288K
|
3.99K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.99K+ 10.59% |
$259K - $288K
|
41.7K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.95KNew |
$256K - $285K
|
3.95K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.95K+ 10.13% |
$256K - $285K
|
42.9K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.92K+ 6029.23% |
$254K - $283K
|
3.98K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.91KNew |
$254K - $282K
|
3.91K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.86K+ 11.93% |
$250K - $278K
|
36.2K
$2.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.86K+ 12.91% |
$250K - $278K
|
33.7K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
3.82KNew |
$248K - $275K
|
3.82K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.81K+ 3.86% |
$247K - $275K
|
103K
$7.12M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.81K+ 106.13% |
$247K - $275K
|
7.4K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.79K+ 1.47% |
$246K - $273K
|
262K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.78K+ 58.64% |
$245K - $273K
|
10.2K
$709K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.7K+ 10.78% |
$240K - $267K
|
38K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.69K+ 3.91% |
$240K - $266K
|
98.2K
$6.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.69K+ 1.74% |
$239K - $266K
|
216K
$15M
|