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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-290- 2.66% |
$18.8K - $20.9K
|
10.6K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-291- 0.36% |
$18.9K - $21K
|
81.5K
$6.3M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-308- 0.55% |
$20K - $22.2K
|
56.1K
$4.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-313- 1.43% |
$20.3K - $22.6K
|
21.5K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-319- 2.17% |
$20.7K - $23K
|
14.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-319- 3.74% |
$20.7K - $23K
|
8.21K
$635K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-326- 8.25% |
$21.2K - $23.5K
|
3.63K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-334- 2.85% |
$21.7K - $24.1K
|
11.4K
$880K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-337- 4.73% |
$21.9K - $24.3K
|
6.79K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-346- 0.95% |
$22.4K - $24.9K
|
36K
$2.78M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-350- 4.28% |
$22.7K - $25.2K
|
7.83K
$606K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-355- 3.21% |
$23K - $25.6K
|
10.7K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-367- 1.4% |
$23.8K - $26.5K
|
25.9K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-388- 2.5% |
$25.2K - $28K
|
15.1K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-388- 0.78% |
$25.2K - $28K
|
49.6K
$3.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-407- 1.96% |
$26.4K - $29.3K
|
20.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-440- 23.72% |
$28.5K - $31.7K
|
1.42K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-448- 4.11% |
$29.1K - $32.3K
|
10.5K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-454- 1.5% |
$29.5K - $32.7K
|
29.8K
$2.3M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-455- 1.82% |
$29.5K - $32.8K
|
24.6K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-455- 8.64% |
$29.5K - $32.8K
|
4.81K
$372K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-469- 4.98% |
$30.4K - $33.8K
|
8.94K
$692K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-493- 0.97% |
$32K - $35.5K
|
50.5K
$3.91M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-539- 11.71% |
$35K - $38.9K
|
4.07K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-545- 25.09% |
$35.4K - $39.3K
|
1.63K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 29.77% |
$36.3K - $40.4K
|
1.32K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-569- 10.16% |
$36.9K - $41K
|
5.03K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-574- 4.52% |
$37.2K - $41.4K
|
12.1K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-596- 99.83% |
$38.7K - $43K
|
1
$77.4
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-612- 16.47% |
$39.7K - $44.1K
|
3.1K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-631- 2.56% |
$40.9K - $45.5K
|
24K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-633- 14.89% |
$41.1K - $45.6K
|
3.62K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-635- 33.83% |
$41.2K - $45.8K
|
1.24K
$96.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-660- 5.85% |
$42.8K - $47.6K
|
10.6K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-691- 1.48% |
$44.8K - $49.8K
|
45.9K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-702- 3.46% |
$45.5K - $50.6K
|
19.6K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-703- 3.22% |
$45.6K - $50.7K
|
21.1K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-704- 76.36% |
$45.7K - $50.8K
|
218
$16.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 5.07% |
$46.1K - $51.3K
|
13.3K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-749- 7.36% |
$48.6K - $54K
|
9.43K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-797- 0.66% |
$51.7K - $57.5K
|
120K
$9.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-801- 3.58% |
$52K - $57.8K
|
21.6K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-816- 3.79% |
$52.9K - $58.8K
|
20.7K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-820- 7.28% |
$53.2K - $59.1K
|
10.4K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-820- 2.92% |
$53.2K - $59.1K
|
27.3K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-838- 0.94% |
$54.4K - $60.4K
|
88.7K
$6.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-849- 10.9% |
$55.1K - $61.2K
|
6.94K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-868- 0.61% |
$56.3K - $62.6K
|
142K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-886- 7.9% |
$57.5K - $63.9K
|
10.3K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-889- 1.39% |
$57.7K - $64.1K
|
63K
$4.87M
|