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
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.75K+ 0.7% |
$219K - $273K
|
540K
$40M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.72K+ 10.28% |
$217K - $271K
|
39.9K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.65KNew |
$213K - $265K
|
3.65K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.55K+ 6.2% |
$207K - $258K
|
60.8K
$4.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.43KNew |
$200K - $249K
|
3.43K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.41K+ 5.08% |
$199K - $248K
|
70.5K
$5.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29K+ 100.0% |
$192K - $239K
|
6.57K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.28K+ 12.37% |
$192K - $239K
|
29.8K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.27K+ 48.7% |
$191K - $237K
|
9.97K
$738K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.24KNew |
$189K - $235K
|
3.24K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.17K+ 3.21% |
$185K - $230K
|
102K
$7.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.09K+ 7.19% |
$180K - $224K
|
46K
$3.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
2.98KNew |
$174K - $217K
|
2.98K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.93K+ 1.74% |
$171K - $213K
|
172K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.93KNew |
$171K - $213K
|
2.93K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9KNew |
$169K - $211K
|
2.9K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.81KNew |
$164K - $204K
|
2.81K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77KNew |
$162K - $201K
|
2.77K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.74K+ 10.6% |
$160K - $199K
|
28.5K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.66K+ 27.08% |
$156K - $194K
|
12.5K
$925K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.66K+ 82.12% |
$156K - $194K
|
5.91K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.58K+ 5.72% |
$150K - $187K
|
47.6K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.47K+ 6.34% |
$144K - $179K
|
41.4K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.43K+ 2.74% |
$142K - $177K
|
91.1K
$6.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.38K+ 4.14% |
$139K - $173K
|
59.7K
$4.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.29K+ 22.67% |
$134K - $166K
|
12.4K
$916K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.18K+ 2.49% |
$127K - $159K
|
89.7K
$6.64M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.17K+ 0.78% |
$127K - $158K
|
279K
$20.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.95K+ 54.6% |
$114K - $142K
|
5.53K
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 82.15% |
$102K - $127K
|
3.89K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.71K+ 6.38% |
$99.9K - $124K
|
28.5K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 1.44% |
$97.8K - $122K
|
118K
$8.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1.54K+ 3.84% |
$89.7K - $112K
|
41.5K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 14.58% |
$88K - $110K
|
11.8K
$876K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.46K+ 29.25% |
$85.5K - $106K
|
6.47K
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.45K+ 15.15% |
$84.5K - $105K
|
11K
$813K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.43K+ 14.83% |
$83.3K - $104K
|
11K
$817K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.42K+ 1.13% |
$82.7K - $103K
|
126K
$9.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.41K+ 75.66% |
$82.1K - $102K
|
3.26K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.37K+ 15.17% |
$79.8K - $99.3K
|
10.4K
$767K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.32K+ 12.43% |
$77K - $95.8K
|
11.9K
$882K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.3K+ 6.78% |
$75.8K - $94.3K
|
20.4K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.29K+ 21.54% |
$75.5K - $93.9K
|
7.29K
$539K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.26KNew |
$73.4K - $91.3K
|
1.26K
$92.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.17K+ 18.28% |
$68.3K - $85K
|
7.57K
$560K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.12K+ 4.15% |
$65.5K - $81.5K
|
28.1K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.09K+ 3.57% |
$63.4K - $78.9K
|
31.5K
$2.33M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 4.28% |
$62K - $77.1K
|
25.9K
$1.91M
|