Purchases and Sales Made in Q1 2025 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)

SPLG Quotes by TradingView

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
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
273
+ 3.59%
$17.7K - $19.7K
7.89K $610K
May 20, 2025 Q1 2025
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
269
+ 2.11%
$17.5K - $19.4K
13K $1M
May 15, 2025 Q1 2025
Prospera Financial Services Inc

BUY
 -
251
+ 4.02%
$16.3K - $18.1K
6.49K $502K
Apr 15, 2025 Q1 2025
Ironwood Financial, LLC

BUY
 -
250
+ 4.37%
$16.2K - $18K
5.98K $462K
Apr 15, 2025 Q1 2025
Orgel Wealth Management, LLC

BUY
 -
239
+ 7.16%
$15.5K - $17.2K
3.58K $277K
May 15, 2025 Q1 2025
Pinnacle Wealth Planning Services, Inc.

BUY
 -
237
+ 0.17%
$15.4K - $17.1K
142K $11M
May 06, 2025 Q1 2025
Aj Advisors, LLC

Nashville, TN
BUY
 -
231
+ 3.07%
$15K - $16.7K
7.75K $599K
Apr 22, 2025 Q1 2025
Inlight Wealth Management, LLC

Atlanta, GA
BUY
 -
227
New
$14.7K - $16.4K
227 $17.6K
Apr 30, 2025 Q1 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
216
+ 6.51%
$14K - $15.6K
3.53K $273K
May 14, 2025 Q1 2025
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
212
+ 0.68%
$13.8K - $15.3K
31.3K $2.42M
May 19, 2025 Q1 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
201
+ 2.96%
$13K - $14.5K
7K $541K
Apr 23, 2025 Q1 2025
My Personal Cfo, LLC

BUY
 -
198
+ 0.64%
$12.8K - $14.3K
31K $2.4M
Apr 23, 2025 Q1 2025
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
190
+ 0.66%
$12.3K - $13.7K
29.1K $2.25M
Apr 22, 2025 Q1 2025
Crewe Advisors LLC

BUY
 -
183
New
$11.9K - $13.2K
183 $14.2K
May 13, 2025 Q1 2025
Cibc World Markets Corp

New York, NY
BUY
 -
183
+ 0.9%
$11.9K - $13.2K
20.4K $1.58M
Apr 22, 2025 Q1 2025
Jfs Wealth Advisors, LLC

BUY
 -
179
+ 4.6%
$11.6K - $12.9K
4.07K $315K
Apr 29, 2025 Q1 2025
Elite Financial, Inc.

Lewiston, ID
BUY
 -
178
New
$11.5K - $12.8K
178 $13.8K
Apr 29, 2025 Q1 2025
Financial Counselors Inc

BUY
 -
175
+ 0.24%
$11.4K - $12.6K
73.3K $5.67M
May 06, 2025 Q1 2025
Trilogy Capital Inc.

BUY
 -
174
+ 1.73%
$11.3K - $12.5K
10.2K $792K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
166
New
$10.8K - $12K
166 $12.8K
May 13, 2025 Q1 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
164
+ 1.39%
$10.6K - $11.8K
12K $926K
May 28, 2025 Q1 2025
Gk Wealth Management LLC

Reno, NV
BUY
 -
163
+ 1.85%
$10.6K - $11.8K
8.97K $694K
Apr 24, 2025 Q1 2025
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
159
+ 2.72%
$10.3K - $11.5K
6K $464K
May 14, 2025 Q1 2025
Patten Group, Inc.

BUY
 -
159
+ 3.37%
$10.3K - $11.5K
4.88K $377K
Apr 17, 2025 Q1 2025
Hanson & Doremus Investment Management

BUY
 -
155
New
$10.1K - $11.2K
155 $12K
May 12, 2025 Q1 2025
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
153
+ 1.62%
$9.93K - $11K
9.61K $744K
May 05, 2025 Q1 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
138
New
$8.95K - $9.95K
138 $10.7K
Apr 30, 2025 Q1 2025
May Hill Capital, LLC

Cohasset, MA
BUY
 -
135
+ 0.61%
$8.76K - $9.73K
22.4K $1.73M
May 08, 2025 Q1 2025
Novus Advisors, LLC

Greenville, SC
BUY
 -
135
+ 0.33%
$8.76K - $9.73K
41.4K $3.21M
Apr 08, 2025 Q1 2025
Private Client Services, LLC

Louisville, KY
BUY
 -
129
+ 3.43%
$8.37K - $9.3K
3.89K $301K
Apr 24, 2025 Q1 2025
Mendel Capital Management LLC

BUY
 -
129
+ 3.72%
$8.37K - $9.3K
3.59K $278K
Apr 16, 2025 Q1 2025
Cogent Blue Wealth Advisors, LLC

Knoxville, TN
BUY
 -
124
+ 4.13%
$8.05K - $8.94K
3.13K $242K
Apr 28, 2025 Q1 2025
Fusion Family Wealth LLC

BUY
 -
119
+ 2.96%
$7.72K - $8.58K
4.14K $320K
Apr 22, 2025 Q1 2025
Garde Capital, Inc.

Seattle, WA
BUY
 -
117
New
$7.59K - $8.44K
117 $9.05K
May 01, 2025 Q1 2025
Trail Ridge Investment Advisors, LLC

BUY
 -
117
+ 1.84%
$7.59K - $8.44K
6.46K $500K
Apr 23, 2025 Q1 2025
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
116
+ 29.0%
$7.53K - $8.36K
516 $39.9K
May 06, 2025 Q1 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
115
+ 3.62%
$7.46K - $8.29K
3.29K $255K
Apr 08, 2025 Q1 2025
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
114
+ 0.43%
$7.4K - $8.22K
26.8K $2.08M
May 05, 2025 Q1 2025
Conservest Capital Advisors, Inc.

BUY
 -
102
+ 3.19%
$6.62K - $7.35K
3.3K $255K
Apr 22, 2025 Q1 2025
Embree Financial Group

Chicago, IL
BUY
 -
99
+ 0.72%
$6.42K - $7.14K
13.8K $1.07M
Apr 23, 2025 Q1 2025
Helen Stephens Group, LLC

BUY
 -
91
+ 0.32%
$5.9K - $6.56K
28.4K $2.19M
May 01, 2025 Q1 2025
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
88
+ 0.49%
$5.71K - $6.34K
18.2K $1.41M
May 07, 2025 Q1 2025
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
79
+ 8.3%
$5.13K - $5.7K
1.03K $79.7K
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
76
New
$4.93K - $5.48K
76 $5.88K
May 15, 2025 Q1 2025
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
73
+ 0.08%
$4.74K - $5.26K
87.3K $6.75M
May 16, 2025 Q1 2025
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
73
+ 0.74%
$4.74K - $5.26K
9.92K $767K
May 13, 2025 Q1 2025
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
72
+ 0.17%
$4.67K - $5.19K
41.5K $3.21M
Apr 14, 2025 Q1 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
71
+ 0.37%
$4.61K - $5.12K
19.2K $1.48M
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
69
+ 26.95%
$4.48K - $4.97K
325 $25.1K

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