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 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
65+ 1.61% |
$4.22K - $4.69K
|
4.1K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
63+ 0.33% |
$4.09K - $4.54K
|
19K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
60+ 1200.0% |
$3.89K - $4.33K
|
65
$5.03K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
58+ 0.3% |
$3.76K - $4.18K
|
19.1K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
57+ 0.05% |
$3.7K - $4.11K
|
126K
$9.78M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
52+ 0.75% |
$3.37K - $3.75K
|
6.94K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
51+ 0.21% |
$3.31K - $3.68K
|
24.4K
$1.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48New |
$3.11K - $3.46K
|
48
$3.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
48+ 0.56% |
$3.11K - $3.46K
|
8.62K
$667K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
45New |
$2.92K - $3.24K
|
45
$3.48K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
43+ 44.33% |
$2.79K - $3.1K
|
140
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
38New |
$2.47K - $2.74K
|
38
$2.94K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
36New |
$2.34K - $2.6K
|
36
$2.78K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
33+ 0.28% |
$2.14K - $2.38K
|
11.8K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
31New |
$2.01K - $2.24K
|
31
$2.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 176.47% |
$1.95K - $2.16K
|
47
$3.64K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
30New |
$1.95K - $2.16K
|
30
$2.32K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$1.88K - $2.09K
|
7.55K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28+ 0.57% |
$1.82K - $2.02K
|
4.95K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.82K - $2.02K
|
28
$2.17K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.41% |
$1.75K - $1.95K
|
6.66K
$515K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 0.94% |
$1.69K - $1.87K
|
2.81K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
25+ 0.34% |
$1.62K - $1.8K
|
7.46K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
24+ 0.34% |
$1.56K - $1.73K
|
7.04K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.05% |
$1.56K - $1.73K
|
45.8K
$3.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
23New |
$1.49K - $1.66K
|
23
$1.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.33% |
$1.36K - $1.51K
|
6.46K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
21+ 1.68% |
$1.36K - $1.51K
|
1.27K
$98.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20+ 0.12% |
$1.3K - $1.44K
|
16.9K
$1.3M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
20+ 1.53% |
$1.3K - $1.44K
|
1.33K
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
18+ 0.23% |
$1.17K - $1.3K
|
7.68K
$594K
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
17+ 0.03% |
$1.1K - $1.23K
|
50.4K
$3.9M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
17+ 0.18% |
$1.1K - $1.23K
|
9.51K
$736K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15+ 0.27% |
$973 - $1.08K
|
5.58K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.47% |
$973 - $1.08K
|
3.24K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.16K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$973 - $1.08K
|
15
$1.16K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
14+ 0.11% |
$908 - $1.01K
|
12.6K
$972K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
14+ 0.35% |
$908 - $1.01K
|
4.06K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14+ 0.02% |
$908 - $1.01K
|
60.9K
$4.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 0.39% |
$843 - $937
|
3.36K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.3% |
$843 - $937
|
4.32K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.25% |
$843 - $937
|
5.24K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
11+ 0.34% |
$714 - $793
|
3.24K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8+ 0.02% |
$519 - $577
|
32.6K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8+ 0.18% |
$519 - $577
|
4.52K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8+ 0.07% |
$519 - $577
|
11.9K
$921K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8New |
$519 - $577
|
8
$619
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
7+ 0.03% |
$454 - $505
|
27.9K
$2.16M
|