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 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23+ 0.32% |
$1.34K - $1.67K
|
7.21K
$533K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
22+ 0.7% |
$1.29K - $1.6K
|
3.15K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
20+ 0.19% |
$1.17K - $1.45K
|
10.5K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 0.29% |
$1.11K - $1.38K
|
6.48K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
19+ 0.17% |
$1.11K - $1.38K
|
11K
$812K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18+ 0.11% |
$1.05K - $1.31K
|
16.9K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
12New |
$701 - $872
|
12
$888
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9+ 450.0% |
$526 - $654
|
11
$814
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8+ 0.06% |
$467 - $582
|
13.1K
$970K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$409 - $509
|
7
$518
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
6New |
$350 - $436
|
6
$444
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5+ 0.05% |
$292 - $363
|
10.8K
$799K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3+ 0.06% |
$175 - $218
|
5.04K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$117 - $145
|
4.94K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.35% |
$117 - $145
|
581
$43K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$58.4 - $72.7
|
7.98K
$590K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.27% |
$58.4 - $72.7
|
376
$27.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3- 0.01% |
$175 - $218
|
24.4K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3- 0.4% |
$175 - $218
|
756
$55.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4- 1.76% |
$234 - $291
|
223
$16.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-14- 0.34% |
$818 - $1.02K
|
4.08K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43- 51.81% |
$2.51K - $3.13K
|
40
$2.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 21.56% |
$2.75K - $3.42K
|
171
$12.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-47- 1.25% |
$2.75K - $3.42K
|
3.72K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-64- 1.66% |
$3.74K - $4.65K
|
3.78K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-68- 0.33% |
$3.97K - $4.94K
|
20.3K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-74- 0.63% |
$4.32K - $5.38K
|
11.6K
$860K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80- 0.54% |
$4.67K - $5.82K
|
14.8K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-91- 2.33% |
$5.32K - $6.61K
|
3.82K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-94- 2.94% |
$5.49K - $6.83K
|
3.1K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-101- 1.71% |
$5.9K - $7.34K
|
5.81K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-101- 0.76% |
$5.9K - $7.34K
|
13.1K
$970K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106- 1.78% |
$6.19K - $7.71K
|
5.86K
$434K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-109- 1.15% |
$6.37K - $7.92K
|
9.39K
$694K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-113- 0.22% |
$6.6K - $8.21K
|
50.2K
$3.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-117- 1.19% |
$6.83K - $8.5K
|
9.71K
$718K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 2.08% |
$7.3K - $9.09K
|
5.88K
$435K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-161- 0.85% |
$9.4K - $11.7K
|
18.9K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 5.64% |
$10.2K - $12.7K
|
2.93K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-195- 0.39% |
$11.4K - $14.2K
|
50.3K
$3.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-208- 0.58% |
$12.1K - $15.1K
|
35.8K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-211- 6.79% |
$12.3K - $15.3K
|
2.9K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 4.21% |
$12.4K - $15.4K
|
4.82K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-237- 1.57% |
$13.8K - $17.2K
|
14.9K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-241- 13.16% |
$14.1K - $17.5K
|
1.59K
$118K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-285- 4.18% |
$16.6K - $20.7K
|
6.53K
$483K
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-347- 5.22% |
$20.3K - $25.2K
|
6.3K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-355- 0.42% |
$20.7K - $25.8K
|
84.1K
$6.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 1.07% |
$23.4K - $29.1K
|
37K
$2.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 57.14% |
$23.4K - $29.1K
|
300
$22.2K
|