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 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.3K+ 28.13% |
$1.13M - $1.4M
|
87.8K
$6.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6KNew |
$1.09M - $1.35M
|
18.6K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
18.1K+ 10.07% |
$1.06M - $1.31M
|
198K
$14.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
16.4K+ 7.65% |
$960K - $1.19M
|
231K
$17.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
15.8K+ 175.5% |
$921K - $1.15M
|
24.7K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
15.6K+ 3.87% |
$913K - $1.14M
|
420K
$31M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15KNew |
$876K - $1.09M
|
15K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.2K+ 13.61% |
$828K - $1.03M
|
118K
$8.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14K+ 2.88% |
$819K - $1.02M
|
501K
$37.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
13.7K+ 13.73% |
$798K - $993K
|
113K
$8.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 0.57% |
$750K - $933K
|
2.26M
$168M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 5.06% |
$729K - $907K
|
259K
$19.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.4K+ 13.17% |
$726K - $904K
|
107K
$7.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
12.2K+ 19.31% |
$710K - $884K
|
75.1K
$5.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
12K+ 4.6% |
$701K - $872K
|
272K
$20.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.6KNew |
$680K - $846K
|
11.6K
$861K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
10.8K+ 4.98% |
$629K - $782K
|
227K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
10.7KNew |
$622K - $774K
|
10.7K
$788K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.5K+ 10.69% |
$612K - $762K
|
109K
$8.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10.3K+ 243.04% |
$599K - $745K
|
14.5K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.27KNew |
$541K - $673K
|
9.27K
$685K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.08KNew |
$530K - $660K
|
9.08K
$672K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.68KNew |
$507K - $631K
|
8.68K
$642K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
8.41K+ 6.3% |
$491K - $611K
|
142K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.25K+ 2.59% |
$482K - $599K
|
326K
$24.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
8.17K+ 57.99% |
$477K - $594K
|
22.3K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.84K+ 5.77% |
$458K - $570K
|
144K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
7.71KNew |
$450K - $560K
|
7.71K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.61K+ 3.83% |
$445K - $553K
|
207K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.58K+ 1.6% |
$443K - $551K
|
480K
$35.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.09K+ 2.35% |
$414K - $516K
|
309K
$22.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7.08K+ 17.11% |
$413K - $514K
|
48.4K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.02K+ 20.68% |
$410K - $510K
|
41K
$3.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6.8K+ 6.83% |
$397K - $494K
|
106K
$7.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
6.41KNew |
$375K - $466K
|
6.41K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.27K+ 10.73% |
$366K - $456K
|
64.7K
$4.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.09KNew |
$356K - $442K
|
6.09K
$450K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.92K+ 2.64% |
$346K - $430K
|
230K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.58K+ 11.7% |
$326K - $406K
|
53.3K
$3.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.39K+ 21.7% |
$315K - $391K
|
30.2K
$2.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.36KNew |
$313K - $389K
|
5.36K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.17K+ 4.98% |
$302K - $375K
|
109K
$8.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
5.05KNew |
$295K - $367K
|
5.05K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$280K - $349K
|
4.8K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.66K+ 3.17% |
$272K - $338K
|
151K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
4.51K+ 17.22% |
$263K - $328K
|
30.7K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.26K+ 0.88% |
$249K - $310K
|
485K
$35.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.05K+ 2.5% |
$236K - $294K
|
166K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.04K+ 21.14% |
$236K - $294K
|
23.2K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.93K+ 3.45% |
$229K - $286K
|
118K
$8.71M
|