Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.19K+ 4.29% |
$77.3K - $85.9K
|
28.9K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.18K+ 2.41% |
$76.6K - $85.2K
|
50.3K
$3.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.16K+ 171.66% |
$75.1K - $83.4K
|
1.83K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 7.51% |
$73.2K - $81.4K
|
16.2K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.1KNew |
$71.2K - $79.2K
|
1.1K
$84.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.08K+ 2.47% |
$70K - $77.8K
|
44.7K
$3.46M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.06KNew |
$68.8K - $76.4K
|
1.06K
$82K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.05K+ 1.96% |
$68.4K - $76K
|
54.8K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.03K+ 0.42% |
$66.9K - $74.3K
|
247K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.03K+ 0.9% |
$66.5K - $73.9K
|
115K
$8.89M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01K+ 145.13% |
$65.7K - $73K
|
1.71K
$132K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.01K+ 2.16% |
$65.7K - $73K
|
47.8K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1K+ 13.48% |
$64.9K - $72.1K
|
8.42K
$651K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
965+ 8.3% |
$62.6K - $69.6K
|
12.6K
$974K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
954+ 6.63% |
$61.9K - $68.8K
|
15.3K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
943+ 10.97% |
$61.2K - $68K
|
9.54K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
932+ 4.54% |
$60.5K - $67.2K
|
21.5K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
924+ 1.64% |
$59.9K - $66.6K
|
57.4K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
924+ 9.61% |
$59.9K - $66.6K
|
10.5K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
920+ 111.65% |
$59.7K - $66.3K
|
1.74K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
902+ 5.24% |
$58.5K - $65K
|
18.1K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
885New |
$57.4K - $63.8K
|
885
$68.5K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
880+ 1.22% |
$57.1K - $63.4K
|
73.3K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
876New |
$56.8K - $63.2K
|
876
$67.8K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
842+ 28.98% |
$54.6K - $60.7K
|
3.75K
$290K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
790+ 7.16% |
$51.3K - $57K
|
11.8K
$915K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
775+ 14.35% |
$50.3K - $55.9K
|
6.18K
$478K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
768+ 0.63% |
$49.8K - $55.4K
|
123K
$9.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
766+ 13.6% |
$49.7K - $55.2K
|
6.4K
$495K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
759New |
$49.2K - $54.7K
|
759
$58.7K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
749New |
$48.6K - $54K
|
749
$57.9K
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
745+ 7.82% |
$48.3K - $53.7K
|
10.3K
$795K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
741+ 0.76% |
$48.1K - $53.4K
|
98.1K
$7.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
730+ 18.77% |
$47.4K - $52.6K
|
4.62K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
716New |
$46.5K - $51.6K
|
716
$55.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
707+ 1.93% |
$45.9K - $51K
|
37.4K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
700New |
$45.4K - $50.5K
|
700
$54.1K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
692+ 3.43% |
$44.9K - $49.9K
|
20.9K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
679+ 0.52% |
$44.1K - $49K
|
131K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
678+ 10.61% |
$44K - $48.9K
|
7.07K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
676+ 0.7% |
$43.9K - $48.7K
|
97.2K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
650+ 0.21% |
$42.2K - $46.9K
|
308K
$23.8M
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
646+ 7.2% |
$41.9K - $46.6K
|
9.61K
$744K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
638+ 2.67% |
$41.4K - $46K
|
24.6K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
633+ 2.4% |
$41.1K - $45.6K
|
27K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
630+ 3.73% |
$40.9K - $45.4K
|
17.5K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
628+ 7.5% |
$40.7K - $45.3K
|
9K
$696K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
628+ 5.58% |
$40.7K - $45.3K
|
11.9K
$919K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
628+ 14.15% |
$40.7K - $45.3K
|
5.07K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
621+ 0.51% |
$40.3K - $44.8K
|
123K
$9.49M
|