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 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.05% |
$454 - $505
|
14.5K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 0.9% |
$454 - $505
|
787
$60.9K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
6+ 0.12% |
$389 - $433
|
5.2K
$402K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5+ 0.04% |
$324 - $361
|
12.3K
$950K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$324 - $361
|
3.79K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.03% |
$324 - $361
|
19.6K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
4+ 0.08% |
$260 - $288
|
5.01K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.4% |
$260 - $288
|
996
$77K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.19% |
$260 - $288
|
2.14K
$165K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.37% |
$195 - $216
|
808
$62.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 0.2% |
$195 - $216
|
1.48K
$114K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.32% |
$195 - $216
|
937
$72.5K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 2.13% |
$195 - $216
|
144
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3New |
$195 - $216
|
3
$232
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3New |
$195 - $216
|
3
$232
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.54% |
$130 - $144
|
375
$29K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2+ 0.02% |
$130 - $144
|
10.9K
$846K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$130 - $144
|
2
$155
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.04% |
$130 - $144
|
5.36K
$414K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$64.9 - $72.1
|
7.98K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.36% |
$64.9 - $72.1
|
275
$21.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1New |
$64.9 - $72.1
|
1
$77.4
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$64.9 - $72.1
|
1.8K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.37% |
$64.9 - $72.1
|
268
$20.7K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.42% |
$64.9 - $72.1
|
238
$18.4K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.05% |
$64.9 - $72.1
|
1.99K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3- 20.0% |
$195 - $216
|
12
$928
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.96% |
$389 - $433
|
617
$47.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-7- 5.38% |
$454 - $505
|
123
$9.51K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 0.05% |
$714 - $793
|
20.4K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15- 15.31% |
$973 - $1.08K
|
83
$6.42K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-17- 0.13% |
$1.1K - $1.23K
|
12.7K
$981K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-19- 0.03% |
$1.23K - $1.37K
|
72.9K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-21- 0.6% |
$1.36K - $1.51K
|
3.47K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22- 0.23% |
$1.43K - $1.59K
|
9.46K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-22- 0.15% |
$1.43K - $1.59K
|
14.3K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 0.3% |
$1.62K - $1.8K
|
8.24K
$637K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-27- 0.17% |
$1.75K - $1.95K
|
15.9K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39- 0.37% |
$2.53K - $2.81K
|
10.6K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-43- 0.03% |
$2.79K - $3.1K
|
164K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-43- 0.03% |
$2.79K - $3.1K
|
164K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-43- 0.83% |
$2.79K - $3.1K
|
5.11K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-44- 0.46% |
$2.85K - $3.17K
|
9.5K
$735K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-52- 59.09% |
$3.37K - $3.75K
|
36
$2.78K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-58- 1.7% |
$3.76K - $4.18K
|
3.35K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-59- 1.43% |
$3.83K - $4.25K
|
4.08K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-60- 0.2% |
$3.89K - $4.33K
|
30.4K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-72- 0.65% |
$4.67K - $5.19K
|
11K
$848K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-73- 2.2% |
$4.74K - $5.26K
|
3.25K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-82- 1.56% |
$5.32K - $5.91K
|
5.16K
$399K
|