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
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
225KNew |
$14.6M - $16.2M
|
225K
$16.3M
|
|
|
Jun 11, 2025
Q1 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
220K+ 101.65% |
$14.3M - $15.9M
|
437K
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
216K+ 176.57% |
$14M - $15.6M
|
338K
$24.6M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
208K+ 13.16% |
$13.5M - $15M
|
1.78M
$130M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
195K+ 10.81% |
$12.7M - $14.1M
|
2M
$146M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
194K+ 65.07% |
$12.6M - $14M
|
492K
$35.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188K+ 10.64% |
$12.2M - $13.5M
|
1.95M
$142M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
188KNew |
$12.2M - $13.5M
|
188K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
177K+ 1469.73% |
$11.5M - $12.7M
|
189K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
176K+ 5.48% |
$11.4M - $12.7M
|
3.4M
$247M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
165KNew |
$10.7M - $11.9M
|
165K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
163K+ 4.03% |
$10.6M - $11.8M
|
4.22M
$307M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
160KNew |
$10.4M - $11.5M
|
160K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
158K+ 4.38% |
$10.3M - $11.4M
|
3.76M
$274M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155K+ 5.82% |
$10.1M - $11.2M
|
2.82M
$205M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
152K+ 4.3% |
$9.87M - $11M
|
3.69M
$269M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
146K+ 17.32% |
$9.44M - $10.5M
|
986K
$71.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
144K+ 1507.87% |
$9.32M - $10.4M
|
153K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
144K+ 3.55% |
$9.31M - $10.3M
|
4.18M
$304M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
139K+ 34.76% |
$9.01M - $10M
|
538K
$39.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
133K+ 3.06% |
$8.64M - $9.6M
|
4.49M
$327M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
133K+ 9.38% |
$8.61M - $9.57M
|
1.55M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
129KNew |
$8.35M - $9.28M
|
129K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
124K+ 12.28% |
$8.05M - $8.95M
|
1.14M
$82.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
119KNew |
$7.71M - $8.57M
|
119K
$8.65M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
118K+ 31.07% |
$7.66M - $8.51M
|
498K
$36.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
112K+ 148.74% |
$7.24M - $8.05M
|
187K
$13.6M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
111K+ 19.34% |
$7.22M - $8.02M
|
687K
$50M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 10.6% |
$7.21M - $8.01M
|
1.16M
$84.4M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
109K+ 32.97% |
$7.09M - $7.88M
|
441K
$32.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
108K+ 100.96% |
$7.01M - $7.79M
|
215K
$15.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
106K+ 249.76% |
$6.89M - $7.66M
|
149K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106K+ 30.34% |
$6.89M - $7.65M
|
456K
$33.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
105K+ 426.81% |
$6.83M - $7.59M
|
130K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
104K+ 40.04% |
$6.72M - $7.47M
|
363K
$26.4M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
99.3K+ 26.82% |
$6.44M - $7.16M
|
470K
$34.2M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
95K+ 243.59% |
$6.16M - $6.85M
|
134K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
90.9KNew |
$5.9M - $6.55M
|
90.9K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
90.8K+ 7.1% |
$5.89M - $6.55M
|
1.37M
$99.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
90.7K+ 12.55% |
$5.88M - $6.54M
|
813K
$59.2M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
88.7KNew |
$5.76M - $6.4M
|
88.7K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
85.6K+ 136.26% |
$5.55M - $6.17M
|
148K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
80.7K+ 24.65% |
$5.24M - $5.82M
|
408K
$29.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79.9K+ 8.15% |
$5.19M - $5.76M
|
1.06M
$77.1M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
78.7K+ 37.75% |
$5.11M - $5.68M
|
287K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
74.4K+ 24.08% |
$4.83M - $5.37M
|
383K
$27.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
73.6K+ 24.85% |
$4.78M - $5.31M
|
370K
$26.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
71.9K+ 11.56% |
$4.66M - $5.18M
|
693K
$50.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
71.4K+ 159.07% |
$4.63M - $5.14M
|
116K
$8.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
71.3K+ 44.24% |
$4.63M - $5.14M
|
232K
$16.9M
|