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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
539+ 8.11% |
$35K - $38.9K
|
7.18K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
519+ 7.84% |
$33.7K - $37.4K
|
7.14K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
515New |
$33.4K - $37.1K
|
515
$37.5K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
513New |
$33.3K - $37K
|
513
$37.3K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
507+ 4.51% |
$32.9K - $36.6K
|
11.8K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
492+ 6.2% |
$31.9K - $35.5K
|
8.43K
$613K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
470+ 9.17% |
$30.5K - $33.9K
|
5.6K
$407K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
468+ 7.34% |
$30.4K - $33.7K
|
6.85K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
463+ 4.37% |
$30K - $33.4K
|
11.1K
$805K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
460+ 9.9% |
$29.8K - $33.2K
|
5.11K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
458+ 1.92% |
$29.7K - $33K
|
24.4K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
446+ 0.93% |
$28.9K - $32.2K
|
48.5K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
442+ 3.61% |
$28.7K - $31.9K
|
12.7K
$924K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
421+ 4.21% |
$27.3K - $30.4K
|
10.4K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
420+ 1200.0% |
$27.2K - $30.3K
|
455
$33.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
415+ 3.04% |
$26.9K - $29.9K
|
14.1K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
410+ 9.36% |
$26.6K - $29.6K
|
4.79K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
407+ 0.32% |
$26.4K - $29.3K
|
128K
$9.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
397New |
$25.8K - $28.6K
|
397
$28.9K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
395+ 1.5% |
$25.6K - $28.5K
|
26.7K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
373+ 4.88% |
$24.2K - $26.9K
|
8.02K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
367+ 9.59% |
$23.8K - $26.5K
|
4.19K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
366+ 7.18% |
$23.7K - $26.4K
|
5.46K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
364+ 1.41% |
$23.6K - $26.2K
|
26.3K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
359New |
$23.3K - $25.9K
|
359
$26.1K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
359+ 5.67% |
$23.3K - $25.9K
|
6.69K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
357+ 1.01% |
$23.2K - $25.7K
|
35.8K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
352New |
$22.8K - $25.4K
|
352
$25.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
348New |
$22.6K - $25.1K
|
348
$25.3K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
345+ 7.41% |
$22.4K - $24.9K
|
5K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
337+ 1.96% |
$21.9K - $24.3K
|
17.6K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
321+ 0.59% |
$20.8K - $23.1K
|
55K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
320+ 6.73% |
$20.8K - $23.1K
|
5.07K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
317+ 0.94% |
$20.6K - $22.9K
|
34K
$2.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
305+ 1.65% |
$19.8K - $22K
|
18.7K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
305+ 6100.0% |
$19.8K - $22K
|
310
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
303+ 8.12% |
$19.7K - $21.8K
|
4.04K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
302+ 23.97% |
$19.6K - $21.8K
|
1.56K
$114K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
302+ 6.47% |
$19.6K - $21.8K
|
4.97K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
302+ 5.33% |
$19.6K - $21.8K
|
5.97K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
301+ 0.6% |
$19.5K - $21.7K
|
50.7K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
300+ 8.18% |
$19.5K - $21.6K
|
3.97K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
289+ 0.11% |
$18.8K - $20.8K
|
274K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
282+ 1.74% |
$18.3K - $20.3K
|
16.5K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
273+ 3.59% |
$17.7K - $19.7K
|
7.89K
$574K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269+ 2.11% |
$17.5K - $19.4K
|
13K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
251+ 4.02% |
$16.3K - $18.1K
|
6.49K
$473K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
250+ 4.37% |
$16.2K - $18K
|
5.98K
$435K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
239+ 7.16% |
$15.5K - $17.2K
|
3.58K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
237+ 0.17% |
$15.4K - $17.1K
|
142K
$10.4M
|