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
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.35K- 6.26% |
$541K - $602K
|
125K
$9.67M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.35K- 7.51% |
$542K - $602K
|
103K
$7.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-8.44K- 6.16% |
$548K - $609K
|
129K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-8.55K- 66.85% |
$555K - $616K
|
4.24K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.6K- 56.2% |
$558K - $620K
|
6.71K
$519K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-8.62K- 23.95% |
$559K - $621K
|
27.4K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.71K- 0.55% |
$565K - $628K
|
1.57M
$122M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-8.71K- 52.12% |
$565K - $628K
|
8K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.89K- 6.12% |
$577K - $641K
|
136K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-8.93K- 5.09% |
$580K - $644K
|
166K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.31K- 1.48% |
$604K - $671K
|
620K
$48M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.49K- 6.16% |
$616K - $684K
|
144K
$11.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.93K- 11.08% |
$644K - $716K
|
79.6K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10K- 2.34% |
$650K - $722K
|
418K
$32.3M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-10K- 1.08% |
$650K - $723K
|
920K
$71.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10.1K- 68.71% |
$655K - $728K
|
4.6K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 0.97% |
$696K - $773K
|
1.1M
$85M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.8K- 3.1% |
$699K - $777K
|
337K
$26.1M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.8K- 8.45% |
$700K - $778K
|
117K
$9.03M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11K- 14.8% |
$714K - $794K
|
63.3K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-11.5K- 19.36% |
$744K - $826K
|
47.7K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 6.17% |
$753K - $836K
|
176K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12K- 57.31% |
$776K - $863K
|
8.91K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12.5K- 2.39% |
$813K - $903K
|
512K
$39.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-12.7K- 7.73% |
$822K - $914K
|
151K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.3K- 57.67% |
$863K - $959K
|
9.76K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-14K- 4.99% |
$907K - $1.01M
|
266K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.1K- 11.43% |
$914K - $1.02M
|
109K
$8.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-14.1K- 49.01% |
$915K - $1.02M
|
14.7K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 46.23% |
$955K - $1.06M
|
17.1K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15.1K- 18.84% |
$977K - $1.09M
|
64.9K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15.1K- 5.5% |
$980K - $1.09M
|
259K
$20.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 2.54% |
$983K - $1.09M
|
581K
$44.9M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-15.3K- 34.6% |
$991K - $1.1M
|
28.9K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-15.3K- 11.52% |
$994K - $1.1M
|
118K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15.4K- 33.7% |
$1M - $1.11M
|
30.3K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.5K- 36.28% |
$1M - $1.11M
|
27.1K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.7K- 9.17% |
$1.02M - $1.13M
|
155K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15.8K- 3.23% |
$1.02M - $1.14M
|
473K
$36.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 0.21% |
$1.08M - $1.19M
|
8.04M
$622M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17.6K- 5.64% |
$1.14M - $1.27M
|
294K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.1K- 17.08% |
$1.18M - $1.31M
|
87.9K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-18.2K- 20.66% |
$1.18M - $1.31M
|
69.9K
$5.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-18.4K- 4.35% |
$1.19M - $1.33M
|
405K
$31.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-18.7K- 44.09% |
$1.21M - $1.35M
|
23.7K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-18.7K- 15.56% |
$1.21M - $1.35M
|
101K
$7.84M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 16.58% |
$1.22M - $1.36M
|
94.7K
$7.32M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19K- 7.27% |
$1.24M - $1.37M
|
243K
$18.8M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-19.1K- 19.05% |
$1.24M - $1.37M
|
81K
$6.27M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19.2K- 50.45% |
$1.24M - $1.38M
|
18.8K
$1.46M
|