Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.4MNew |
$140M - $175M
|
2.4M
$175M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47M+ 75.57% |
$86.1M - $107M
|
3.43M
$249M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
951K+ 68.7% |
$55.5M - $69.1M
|
2.34M
$170M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
913KNew |
$53.3M - $66.4M
|
913K
$66.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
720K+ 79.7% |
$42M - $52.3M
|
1.62M
$118M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
536K+ 14.25% |
$31.3M - $39M
|
4.3M
$313M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500K+ 563.66% |
$29.2M - $36.3M
|
588K
$42.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
338K+ 58.74% |
$19.7M - $24.6M
|
913K
$66.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
309K+ 221.69% |
$18.1M - $22.5M
|
449K
$32.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299K+ 431.11% |
$17.4M - $21.7M
|
368K
$26.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
289K+ 7.18% |
$16.9M - $21M
|
4.31M
$314M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268K+ 1225.54% |
$15.6M - $19.5M
|
290K
$21.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
241K+ 91.95% |
$14.1M - $17.5M
|
503K
$36.6M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
192K+ 3.75% |
$11.2M - $14M
|
5.32M
$387M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
189K+ 76.86% |
$11M - $13.7M
|
434K
$31.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
186KNew |
$10.9M - $13.5M
|
186K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
120K+ 20.37% |
$7.03M - $8.75M
|
711K
$51.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
112K+ 12.19% |
$6.54M - $8.14M
|
1.03M
$75M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
108K+ 3.12% |
$6.28M - $7.82M
|
3.55M
$259M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
100K+ 18.67% |
$5.87M - $7.3M
|
639K
$46.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
92.1K+ 18.65% |
$5.38M - $6.7M
|
586K
$42.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
85K+ 1664.47% |
$4.96M - $6.18M
|
90.1K
$6.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
84.7K+ 24.31% |
$4.95M - $6.16M
|
433K
$31.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.6K+ 7.92% |
$3.95M - $4.91M
|
920K
$67M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
61.7K+ 241.01% |
$3.61M - $4.49M
|
87.4K
$6.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
59.6K+ 99.34% |
$3.48M - $4.33M
|
120K
$8.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
56.8K+ 5.78% |
$3.32M - $4.13M
|
1.04M
$75.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
52.5K+ 40.16% |
$3.07M - $3.82M
|
183K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
49.5K+ 12.61% |
$2.89M - $3.6M
|
442K
$32.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
47.1K+ 204726.09% |
$2.75M - $3.42M
|
47.1K
$3.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
46.4K+ 11.69% |
$2.71M - $3.37M
|
443K
$32.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
44.3K+ 16.31% |
$2.59M - $3.22M
|
316K
$23M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
39.3K+ 32.88% |
$2.3M - $2.86M
|
159K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
38.3K+ 5.45% |
$2.24M - $2.79M
|
741K
$53.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
37.7KNew |
$2.2M - $2.74M
|
37.7K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
37K+ 5.46% |
$2.16M - $2.69M
|
715K
$52M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36.9K+ 149.59% |
$2.16M - $2.69M
|
61.6K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35.1K+ 49.16% |
$2.05M - $2.55M
|
106K
$7.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 23.04% |
$2.04M - $2.54M
|
186K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
31.8K+ 12.14% |
$1.86M - $2.31M
|
294K
$21.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
30.2K+ 8.16% |
$1.76M - $2.19M
|
400K
$29.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24.8K+ 21.69% |
$1.45M - $1.81M
|
139K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.8K+ 13.14% |
$1.45M - $1.8M
|
213K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24.8K+ 170.54% |
$1.45M - $1.8M
|
39.3K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
24.5K+ 129.88% |
$1.43M - $1.78M
|
43.4K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
23.8KNew |
$1.39M - $1.73M
|
23.8K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.5K+ 3.17% |
$1.37M - $1.71M
|
766K
$55.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.4K+ 15.78% |
$1.37M - $1.7M
|
172K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.9K+ 1.99% |
$1.34M - $1.67M
|
1.18M
$85.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.3K+ 28.13% |
$1.13M - $1.4M
|
87.8K
$6.39M
|