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
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-4.3K- 26.52% |
$251K - $313K
|
11.9K
$882K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.48K- 14.94% |
$261K - $325K
|
25.5K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.56K- 3.07% |
$267K - $332K
|
144K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.75K- 9.36% |
$277K - $345K
|
45.9K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-5.56K- 53.23% |
$325K - $404K
|
4.88K
$361K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.58K- 3.17% |
$326K - $406K
|
170K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.72K- 64.02% |
$334K - $416K
|
3.22K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.91K- 10.79% |
$345K - $429K
|
48.8K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.01K- 3.87% |
$351K - $437K
|
149K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.03K- 38.15% |
$352K - $438K
|
9.77K
$723K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.39K- 16.45% |
$373K - $465K
|
32.5K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.98K- 21.38% |
$408K - $507K
|
25.7K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.49K- 19.62% |
$438K - $545K
|
30.7K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-7.76K- 1.12% |
$453K - $564K
|
683K
$50.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.91K- 1.71% |
$462K - $575K
|
454K
$33.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.12K- 9.3% |
$533K - $663K
|
89K
$6.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11.6K- 10.59% |
$675K - $840K
|
97.6K
$7.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 35.81% |
$685K - $853K
|
21K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.9K- 6.4% |
$697K - $868K
|
175K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-12.4K- 3.06% |
$723K - $899K
|
393K
$29M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13K- 32.36% |
$759K - $944K
|
27.1K
$2.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13.4K- 3.86% |
$780K - $971K
|
333K
$24.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-13.8K- 6.3% |
$806K - $1M
|
205K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14K- 22.4% |
$818K - $1.02M
|
48.5K
$3.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15.9K- 22.93% |
$927K - $1.15M
|
53.3K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-18.4K- 10.94% |
$1.08M - $1.34M
|
150K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.2K- 8.25% |
$1.12M - $1.39M
|
213K
$15.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-20.1K- 86.91% |
$1.17M - $1.46M
|
3.03K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.5K- 34.64% |
$1.31M - $1.63M
|
42.4K
$3.13M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-23K- 55.0% |
$1.34M - $1.67M
|
18.8K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-27K- 21.02% |
$1.58M - $1.96M
|
101K
$7.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-27.6K- 4.58% |
$1.61M - $2M
|
574K
$42.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.2K- 24.57% |
$1.71M - $2.12M
|
89.7K
$6.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-29.8K- 21.81% |
$1.74M - $2.17M
|
107K
$7.91M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-33.9K- 4.2% |
$1.98M - $2.46M
|
774K
$57.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-38.5K- 28.56% |
$2.25M - $2.8M
|
96.4K
$7.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-39K- 64.97% |
$2.28M - $2.83M
|
21K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-46.6K- 45.37% |
$2.72M - $3.39M
|
56.2K
$4.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-46.8K- 39.85% |
$2.74M - $3.41M
|
70.7K
$5.23M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-51.8K- 5.91% |
$3.03M - $3.77M
|
826K
$61.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-59.7K- 84.46% |
$3.49M - $4.34M
|
11K
$813K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-86.4K- 6.33% |
$5.04M - $6.28M
|
1.28M
$94.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-86.6K- 9.91% |
$5.06M - $6.3M
|
788K
$58.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-102K- 60.02% |
$5.96M - $7.41M
|
67.9K
$5.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105K- 31.15% |
$6.13M - $7.63M
|
232K
$17.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-111K- 86.63% |
$6.49M - $8.08M
|
17.1K
$1.27M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-125K- 96.26% |
$7.3M - $9.09M
|
4.85K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-142K- 64.46% |
$8.3M - $10.3M
|
78.4K
$5.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-143K- 29.42% |
$8.32M - $10.4M
|
342K
$25.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-156K- 33.65% |
$9.09M - $11.3M
|
307K
$22.7M
|