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 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
996+ 0.69% |
$58.2K - $72.4K
|
145K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
973+ 5.37% |
$56.8K - $70.7K
|
19.1K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
946+ 4.11% |
$55.3K - $68.8K
|
24K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
903+ 0.5% |
$52.7K - $65.6K
|
183K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
859New |
$50.2K - $62.4K
|
859
$63.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
859+ 16.65% |
$50.2K - $62.4K
|
6.02K
$445K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
851New |
$49.7K - $61.9K
|
851
$63K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
848+ 21.83% |
$49.5K - $61.6K
|
4.73K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
688+ 16.41% |
$40.2K - $50K
|
4.88K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
580New |
$33.9K - $42.2K
|
580
$42.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
574+ 0.79% |
$33.5K - $41.7K
|
73.5K
$5.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
567+ 1.72% |
$33.1K - $41.2K
|
33.6K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
552+ 0.62% |
$32.2K - $40.1K
|
89.3K
$6.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
532+ 5.01% |
$31.1K - $38.7K
|
11.2K
$825K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
530+ 81.92% |
$31K - $38.5K
|
1.18K
$87.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
485+ 1.21% |
$28.3K - $35.3K
|
40.6K
$3.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
458+ 9.56% |
$26.8K - $33.3K
|
5.25K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
456+ 0.5% |
$26.6K - $33.1K
|
90.9K
$6.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450+ 83.49% |
$26.3K - $32.7K
|
989
$73.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
440New |
$25.7K - $32K
|
440
$32.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
438+ 13.3% |
$25.6K - $31.8K
|
3.73K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
415+ 3.98% |
$24.2K - $30.2K
|
10.8K
$802K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
400+ 1.67% |
$23.4K - $29.1K
|
24.4K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
391New |
$22.8K - $28.4K
|
391
$28.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
346+ 0.63% |
$20.2K - $25.2K
|
55.1K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
335+ 6.74% |
$19.6K - $24.4K
|
5.31K
$393K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
322+ 0.67% |
$18.8K - $23.4K
|
48.1K
$3.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
315+ 0.77% |
$18.4K - $22.9K
|
41.3K
$3.05M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
292New |
$17.1K - $21.2K
|
292
$21.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
276+ 1.26% |
$16.1K - $20.1K
|
22.1K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
262+ 57.58% |
$15.3K - $19K
|
717
$53K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
217+ 3.08% |
$12.7K - $15.8K
|
7.25K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
206+ 2.7% |
$12K - $15K
|
7.82K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
167+ 18.87% |
$9.75K - $12.1K
|
1.05K
$77.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
161+ 1.06% |
$9.4K - $11.7K
|
15.3K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
137+ 2.31% |
$8K - $9.96K
|
6.08K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
120+ 0.24% |
$7.01K - $8.72K
|
49.5K
$3.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
115+ 0.78% |
$6.72K - $8.36K
|
14.8K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
115+ 0.23% |
$6.72K - $8.36K
|
50.6K
$3.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
77+ 1.42% |
$4.5K - $5.6K
|
5.49K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
72New |
$4.21K - $5.23K
|
72
$5.33K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
64+ 0.23% |
$3.74K - $4.65K
|
28.4K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
58+ 0.42% |
$3.39K - $4.22K
|
13.8K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
58+ 0.15% |
$3.39K - $4.22K
|
39.7K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
55+ 1.03% |
$3.21K - $4K
|
5.41K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.39K - $2.98K
|
41
$3.03K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31New |
$1.81K - $2.25K
|
31
$2.29K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
27+ 41.54% |
$1.58K - $1.96K
|
92
$6.81K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 0.4% |
$1.52K - $1.89K
|
6.47K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24+ 0.23% |
$1.4K - $1.74K
|
10.6K
$785K
|