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 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-85- 0.78% |
$5.51K - $6.13K
|
10.8K
$832K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-87- 1.52% |
$5.64K - $6.27K
|
5.63K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-88- 1.6% |
$5.71K - $6.34K
|
5.41K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-92- 2.54% |
$5.97K - $6.63K
|
3.53K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.87% |
$6.1K - $6.78K
|
4.94K
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-94- 9.22% |
$6.1K - $6.78K
|
925
$71.5K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-94- 0.18% |
$6.1K - $6.78K
|
52.4K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-97- 2.63% |
$6.29K - $6.99K
|
3.59K
$278K
|
|
|
Aug 14, 2025
Q1 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-104- 0.4% |
$6.75K - $7.5K
|
26.2K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-105- 2.66% |
$6.81K - $7.57K
|
3.85K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-111- 0.43% |
$7.2K - $8K
|
25.5K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-118- 0.42% |
$7.66K - $8.51K
|
27.9K
$2.16M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-118- 0.96% |
$7.66K - $8.51K
|
12.2K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-119- 0.96% |
$7.72K - $8.58K
|
12.3K
$954K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-126- 0.95% |
$8.17K - $9.08K
|
13.2K
$1.02M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-130- 0.05% |
$8.43K - $9.37K
|
237K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-134- 5.59% |
$8.69K - $9.66K
|
2.26K
$175K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-138- 0.2% |
$8.95K - $9.95K
|
69K
$5.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-140- 73.68% |
$9.08K - $10.1K
|
50
$3.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-141- 22.35% |
$9.15K - $10.2K
|
490
$37.9K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-146- 64.32% |
$9.47K - $10.5K
|
81
$6.27K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 20.58% |
$9.73K - $10.8K
|
579
$44.8K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-173- 2.69% |
$11.2K - $12.5K
|
6.27K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-175- 1.03% |
$11.4K - $12.6K
|
16.8K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-180- 0.19% |
$11.7K - $13K
|
96.4K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-185- 0.09% |
$12K - $13.3K
|
201K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-193- 1.88% |
$12.5K - $13.9K
|
10.1K
$781K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-193- 14.15% |
$12.5K - $13.9K
|
1.17K
$90.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 14.04% |
$13K - $14.4K
|
1.23K
$94.8K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 4.47% |
$13K - $14.4K
|
4.28K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-207- 2.58% |
$13.4K - $14.9K
|
7.83K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-213- 57.26% |
$13.8K - $15.4K
|
159
$12.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-215- 1.76% |
$13.9K - $15.5K
|
12K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-215- 30.71% |
$13.9K - $15.5K
|
485
$37.5K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-223- 0.38% |
$14.5K - $16.1K
|
58.4K
$4.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-224- 0.56% |
$14.5K - $16.2K
|
39.6K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-225- 25.8% |
$14.6K - $16.2K
|
647
$50K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-231- 1.26% |
$15K - $16.7K
|
18.1K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-235- 6.14% |
$15.2K - $16.9K
|
3.59K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-235- 3.12% |
$15.2K - $16.9K
|
7.3K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-240- 0.96% |
$15.6K - $17.3K
|
24.9K
$1.92M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-245- 14.04% |
$15.9K - $17.7K
|
1.5K
$116K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-246- 2.05% |
$16K - $17.7K
|
11.7K
$908K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-246- 1.6% |
$16K - $17.7K
|
15.1K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-247- 1.09% |
$16K - $17.8K
|
22.5K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-251- 2.98% |
$16.3K - $18.1K
|
8.18K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-267- 6.17% |
$17.3K - $19.3K
|
4.06K
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-270- 1.81% |
$17.5K - $19.5K
|
14.6K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-279- 3.2% |
$18.1K - $20.1K
|
8.44K
$653K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-290- 3.67% |
$18.8K - $20.9K
|
7.62K
$589K
|