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 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 57.14% |
$23.4K - $29.1K
|
300
$22.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-424- 11.08% |
$24.8K - $30.8K
|
3.4K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-474- 3.29% |
$27.7K - $34.5K
|
13.9K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-477- 8.57% |
$27.9K - $34.7K
|
5.09K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-538- 2.87% |
$31.4K - $39.1K
|
18.2K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-571- 5.57% |
$33.4K - $41.5K
|
9.67K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-583- 1.07% |
$34.1K - $42.4K
|
53.9K
$3.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-590- 15.09% |
$34.5K - $42.9K
|
3.32K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-678- 5.64% |
$39.6K - $49.3K
|
11.3K
$839K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-696- 9.06% |
$40.7K - $50.6K
|
6.98K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-700- 4.44% |
$40.9K - $50.9K
|
15.1K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-735- 2.74% |
$42.9K - $53.4K
|
26.1K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-756- 4.18% |
$44.2K - $55K
|
17.3K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-779- 6.34% |
$45.5K - $56.6K
|
11.5K
$851K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-806- 20.72% |
$47.1K - $58.6K
|
3.08K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-862- 11.65% |
$50.3K - $62.7K
|
6.54K
$484K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-923- 0.64% |
$53.9K - $67.1K
|
144K
$10.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-996- 3.38% |
$58.2K - $72.4K
|
28.5K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.1% |
$60.9K - $75.7K
|
13.6K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.17K- 3.34% |
$68.3K - $85K
|
33.9K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.21K- 1.52% |
$70.7K - $88K
|
78.6K
$5.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.24K- 10.44% |
$72.1K - $89.8K
|
10.6K
$784K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.24K- 12.45% |
$72.5K - $90.3K
|
8.73K
$646K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.25K- 5.12% |
$73.2K - $91.2K
|
23.3K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.27K- 73.97% |
$74.2K - $92.3K
|
447
$33.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.3K- 6.76% |
$75.7K - $94.2K
|
17.9K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 4.88% |
$77.5K - $96.4K
|
25.8K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.35K- 19.41% |
$78.7K - $97.9K
|
5.59K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.45K- 1.51% |
$84.8K - $106K
|
94.7K
$7.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.46K- 16.88% |
$85.3K - $106K
|
7.19K
$532K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.58K- 2.51% |
$92.5K - $115K
|
61.5K
$4.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.68K- 77.01% |
$97.8K - $122K
|
500
$37K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.73K- 14.88% |
$101K - $126K
|
9.91K
$733K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.83K- 12.99% |
$107K - $133K
|
12.2K
$904K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.88K- 0.42% |
$110K - $136K
|
444K
$32.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.89K- 3.37% |
$110K - $137K
|
54K
$4M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.99K- 1.35% |
$116K - $145K
|
146K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.22K- 35.88% |
$129K - $161K
|
3.96K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.36K- 8.93% |
$138K - $172K
|
24.1K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-2.45K- 5.08% |
$143K - $178K
|
45.9K
$3.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.75K- 25.13% |
$160K - $200K
|
8.19K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.86K- 11.51% |
$167K - $208K
|
22K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2.99K- 15.52% |
$175K - $218K
|
16.3K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.25K- 0.48% |
$190K - $236K
|
668K
$49.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-3.29K- 3.41% |
$192K - $239K
|
93.1K
$6.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.58K- 5.19% |
$209K - $260K
|
65.4K
$4.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-3.6K- 1.26% |
$210K - $262K
|
283K
$20.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.63K- 29.2% |
$212K - $264K
|
8.79K
$650K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-3.89K- 12.78% |
$227K - $283K
|
26.6K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.3K- 1.66% |
$251K - $312K
|
255K
$18.9M
|