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 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-929- 5.96% |
$60.3K - $67K
|
14.7K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-940- 19.97% |
$61K - $67.8K
|
3.77K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-972- 0.84% |
$63.1K - $70.1K
|
114K
$8.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-988- 4.6% |
$64.1K - $71.2K
|
20.5K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.01K- 10.53% |
$65.6K - $72.9K
|
8.59K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.02K- 18.3% |
$66.4K - $73.8K
|
4.57K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.05K- 11.81% |
$68.1K - $75.6K
|
7.84K
$606K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.07K- 3.91% |
$69.4K - $77.1K
|
26.3K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.07K- 12.76% |
$69.6K - $77.3K
|
7.33K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.09K- 1.05% |
$70.6K - $78.4K
|
102K
$7.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.1K- 21.9% |
$71.1K - $79K
|
3.91K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 3.63% |
$72.2K - $80.2K
|
29.5K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 0.8% |
$73.3K - $81.5K
|
140K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.13K- 2.75% |
$73.5K - $81.7K
|
40.1K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.17K- 13.49% |
$75.6K - $84K
|
7.47K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 1.43% |
$78.2K - $86.9K
|
83.3K
$6.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-1.23K- 0.56% |
$79.5K - $88.3K
|
219K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.25K- 0.39% |
$81K - $90.1K
|
318K
$24.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.26K- 26.05% |
$81.9K - $91.1K
|
3.59K
$277K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-1.3K- 15.06% |
$84.5K - $93.9K
|
7.35K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.31K- 3.79% |
$85.2K - $94.7K
|
33.3K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.32K- 2.66% |
$85.6K - $95.1K
|
48.3K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 2.25% |
$85.6K - $95.2K
|
57.4K
$4.44M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.35K- 4.81% |
$87.3K - $97K
|
26.6K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.35K- 6.99% |
$87.7K - $97.4K
|
18K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.38K- 5.93% |
$89.2K - $99.1K
|
21.8K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.4K- 11.69% |
$91.1K - $101K
|
10.6K
$820K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 8.89% |
$91.2K - $101K
|
14.4K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.41K- 9.36% |
$91.4K - $102K
|
13.6K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.44K- 3.62% |
$93.4K - $104K
|
38.3K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.44K- 18.61% |
$93.6K - $104K
|
6.31K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.45K- 10.99% |
$93.8K - $104K
|
11.7K
$905K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.46K- 11.84% |
$94.7K - $105K
|
10.9K
$841K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.46K- 30.53% |
$94.9K - $105K
|
3.33K
$257K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.54K- 45.33% |
$99.9K - $111K
|
1.86K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.57K- 0.78% |
$102K - $113K
|
199K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-1.6K- 6.8% |
$104K - $115K
|
21.9K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.62K- 4.88% |
$105K - $117K
|
31.6K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.68K- 1.1% |
$109K - $121K
|
152K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.68K- 2.34% |
$109K - $121K
|
70.1K
$5.42M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.69K- 22.5% |
$110K - $122K
|
5.82K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-1.78K- 3.41% |
$115K - $128K
|
50.4K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.79K- 0.72% |
$116K - $129K
|
245K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.82K- 30.13% |
$118K - $131K
|
4.22K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.86K- 4.15% |
$120K - $134K
|
42.9K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.88K- 1.34% |
$122K - $136K
|
139K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.92K- 19.17% |
$124K - $138K
|
8.08K
$625K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.92K- 2.35% |
$125K - $139K
|
79.8K
$6.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.92K- 1.39% |
$125K - $139K
|
137K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.94K- 7.35% |
$126K - $140K
|
24.5K
$1.9M
|