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 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-3.97K- 1.37% |
$258K - $286K
|
286K
$22.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.01K- 0.74% |
$260K - $289K
|
536K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.02K- 45.69% |
$261K - $290K
|
4.78K
$370K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-4.03K- 15.62% |
$261K - $290K
|
21.8K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.04K- 6.58% |
$262K - $291K
|
57.3K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.13K- 4.71% |
$268K - $297K
|
83.5K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.15K- 2.86% |
$269K - $299K
|
141K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-4.19K- 23.43% |
$272K - $302K
|
13.7K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.24K- 22.2% |
$275K - $306K
|
14.9K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.4K- 1.89% |
$285K - $317K
|
228K
$17.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-4.4K- 2.52% |
$285K - $317K
|
170K
$13.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.44K- 17.76% |
$288K - $320K
|
20.5K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.45K- 33.96% |
$289K - $321K
|
8.66K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.46K- 29.63% |
$289K - $321K
|
10.6K
$819K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-4.47K- 18.81% |
$290K - $322K
|
19.3K
$1.49M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.5K- 9.28% |
$292K - $325K
|
44K
$3.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4.53K- 25.02% |
$294K - $326K
|
13.6K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.72K- 7.58% |
$306K - $340K
|
57.5K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.8K- 22.77% |
$312K - $346K
|
16.3K
$1.26M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.85K- 16.61% |
$315K - $350K
|
24.4K
$1.88M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.95K- 40.1% |
$321K - $357K
|
7.4K
$572K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-5.08K- 4.14% |
$329K - $366K
|
118K
$9.09M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-5.09K- 27.95% |
$330K - $367K
|
13.1K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-5.11K- 27.66% |
$331K - $368K
|
13.4K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.41K- 5.2% |
$351K - $390K
|
98.6K
$7.63M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-5.43K- 11.96% |
$352K - $392K
|
40K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.46K- 9.16% |
$354K - $394K
|
54.2K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.49K- 15.49% |
$356K - $396K
|
30K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5.74K- 12.07% |
$372K - $414K
|
41.8K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-5.84K- 2.74% |
$379K - $421K
|
207K
$16M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-5.97K- 9.9% |
$387K - $430K
|
54.3K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-5.98K- 0.83% |
$388K - $431K
|
715K
$55.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-6.02K- 61.12% |
$390K - $434K
|
3.83K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-6.16K- 0.7% |
$400K - $444K
|
874K
$67.6M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.19K- 2.21% |
$402K - $446K
|
274K
$21.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.56K- 12.02% |
$426K - $473K
|
48K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.57K- 15.78% |
$426K - $474K
|
35.1K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-6.6K- 9.65% |
$428K - $476K
|
61.8K
$4.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-6.64K- 26.01% |
$431K - $479K
|
18.9K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.66K- 2.48% |
$432K - $480K
|
262K
$20.2M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.84K- 4.7% |
$444K - $493K
|
139K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.91K- 2.26% |
$448K - $498K
|
298K
$23.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.93K- 4.88% |
$450K - $500K
|
135K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.13K- 7.83% |
$463K - $514K
|
84K
$6.5M
|
|
|
Aug 27, 2025
Q1 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-7.22K- 66.91% |
$468K - $520K
|
3.57K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.39K- 36.52% |
$479K - $533K
|
12.8K
$993K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7.45K- 5.49% |
$483K - $537K
|
128K
$9.92M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.7K- 91.15% |
$499K - $555K
|
747
$57.8K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-7.7K- 64.75% |
$500K - $555K
|
4.19K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-7.81K- 2.32% |
$507K - $563K
|
329K
$25.5M
|