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 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-337- 4.73% |
$21.9K - $24.3K
|
6.79K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-346- 0.95% |
$22.4K - $24.9K
|
36K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-350- 4.28% |
$22.7K - $25.2K
|
7.83K
$570K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-355- 3.21% |
$23K - $25.6K
|
10.7K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-367- 1.4% |
$23.8K - $26.5K
|
25.9K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-388- 2.5% |
$25.2K - $28K
|
15.1K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-388- 0.78% |
$25.2K - $28K
|
49.6K
$3.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-407- 1.96% |
$26.4K - $29.3K
|
20.3K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-440- 23.72% |
$28.5K - $31.7K
|
1.42K
$103K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-448- 4.11% |
$29.1K - $32.3K
|
10.5K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-454- 1.5% |
$29.5K - $32.7K
|
29.8K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-455- 1.82% |
$29.5K - $32.8K
|
24.6K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-455- 8.64% |
$29.5K - $32.8K
|
4.81K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-469- 4.98% |
$30.4K - $33.8K
|
8.94K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-493- 0.97% |
$32K - $35.5K
|
50.5K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-545- 25.09% |
$35.4K - $39.3K
|
1.63K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-560- 29.77% |
$36.3K - $40.4K
|
1.32K
$96.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-569- 10.16% |
$36.9K - $41K
|
5.03K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-574- 4.52% |
$37.2K - $41.4K
|
12.1K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-596- 99.83% |
$38.7K - $43K
|
1
$72.8
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-612- 16.47% |
$39.7K - $44.1K
|
3.1K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-631- 2.56% |
$40.9K - $45.5K
|
24K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-633- 14.89% |
$41.1K - $45.6K
|
3.62K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-635- 33.83% |
$41.2K - $45.8K
|
1.24K
$90.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-660- 5.85% |
$42.8K - $47.6K
|
10.6K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-691- 1.48% |
$44.8K - $49.8K
|
45.9K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-702- 3.46% |
$45.5K - $50.6K
|
19.6K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-703- 3.22% |
$45.6K - $50.7K
|
21.1K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-704- 76.36% |
$45.7K - $50.8K
|
218
$15.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 5.07% |
$46.1K - $51.3K
|
13.3K
$968K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-749- 7.36% |
$48.6K - $54K
|
9.43K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-797- 0.66% |
$51.7K - $57.5K
|
120K
$8.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-801- 3.58% |
$52K - $57.8K
|
21.6K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-816- 3.79% |
$52.9K - $58.8K
|
20.7K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-820- 7.28% |
$53.2K - $59.1K
|
10.4K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-820- 2.92% |
$53.2K - $59.1K
|
27.3K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-838- 0.94% |
$54.4K - $60.4K
|
88.7K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-849- 10.9% |
$55.1K - $61.2K
|
6.94K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-868- 0.61% |
$56.3K - $62.6K
|
142K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-886- 7.9% |
$57.5K - $63.9K
|
10.3K
$752K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-889- 1.39% |
$57.7K - $64.1K
|
63K
$4.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-929- 5.96% |
$60.3K - $67K
|
14.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-940- 19.97% |
$61K - $67.8K
|
3.77K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-972- 0.84% |
$63.1K - $70.1K
|
114K
$8.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-988- 4.6% |
$64.1K - $71.2K
|
20.5K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.01K- 10.53% |
$65.6K - $72.9K
|
8.59K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 18.3% |
$66.4K - $73.8K
|
4.57K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.05K- 11.81% |
$68.1K - $75.6K
|
7.84K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.07K- 3.91% |
$69.4K - $77.1K
|
26.3K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.07K- 12.76% |
$69.6K - $77.3K
|
7.33K
$533K
|