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 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.18K- 7.51% |
$141K - $157K
|
26.8K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.22K- 8.25% |
$144K - $160K
|
24.7K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.25K- 9.11% |
$146K - $162K
|
22.4K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.27K- 26.02% |
$147K - $163K
|
6.44K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.27K- 10.6% |
$147K - $164K
|
19.1K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.27K- 25.02% |
$148K - $164K
|
6.81K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 9.03% |
$149K - $166K
|
23.1K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.35K- 8.95% |
$152K - $169K
|
23.8K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.43K- 2.17% |
$157K - $175K
|
109K
$7.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-2.46K- 19.8% |
$160K - $178K
|
9.98K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.51K- 3.16% |
$163K - $181K
|
77K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.53K- 7.67% |
$164K - $183K
|
30.5K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.54K- 2.0% |
$165K - $183K
|
125K
$9.07M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.6K- 1.74% |
$168K - $187K
|
146K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.6K- 5.95% |
$169K - $188K
|
41.1K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.72K- 3.86% |
$176K - $196K
|
67.7K
$4.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.72K- 17.22% |
$177K - $196K
|
13.1K
$953K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.76K- 24.18% |
$179K - $199K
|
8.65K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.85K- 3.53% |
$185K - $205K
|
77.8K
$5.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.91K- 3.66% |
$189K - $210K
|
76.5K
$5.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-2.92K- 1.84% |
$190K - $211K
|
156K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.96K- 9.97% |
$192K - $213K
|
26.7K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.97K- 4.46% |
$192K - $214K
|
63.5K
$4.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.97K- 13.51% |
$193K - $214K
|
19K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-3.04K- 28.02% |
$197K - $219K
|
7.8K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.07K- 18.05% |
$199K - $221K
|
13.9K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.1K- 1.77% |
$201K - $223K
|
172K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.16K- 8.53% |
$205K - $228K
|
33.9K
$2.47M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.17K- 0.89% |
$206K - $229K
|
354K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.21K- 1.01% |
$208K - $231K
|
313K
$22.8M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.24K- 11.28% |
$210K - $234K
|
25.5K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.32K- 35.77% |
$216K - $240K
|
5.97K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.34K- 1.19% |
$217K - $241K
|
277K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-3.43K- 6.16% |
$223K - $248K
|
52.3K
$3.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.54K- 18.32% |
$230K - $255K
|
15.8K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.62K- 2.54% |
$235K - $261K
|
139K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.67K- 3.9% |
$238K - $264K
|
90.4K
$6.58M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.67K- 3.67% |
$238K - $264K
|
96.2K
$7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.76K- 1.73% |
$244K - $271K
|
214K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.83KClosed |
$248K - $276K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.94K- 28.63% |
$256K - $284K
|
9.83K
$715K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-3.97K- 1.37% |
$258K - $286K
|
286K
$20.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.01K- 0.74% |
$260K - $289K
|
536K
$39M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.02K- 45.69% |
$261K - $290K
|
4.78K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-4.03K- 15.62% |
$261K - $290K
|
21.8K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.04K- 6.58% |
$262K - $291K
|
57.3K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.13K- 4.71% |
$268K - $297K
|
83.5K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.15K- 2.86% |
$269K - $299K
|
141K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-4.19K- 23.43% |
$272K - $302K
|
13.7K
$996K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.24K- 22.2% |
$275K - $306K
|
14.9K
$1.08M
|