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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.49K- 6.16% |
$616K - $684K
|
144K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.93K- 11.08% |
$644K - $716K
|
79.6K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10K- 2.34% |
$650K - $722K
|
418K
$30.4M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-10K- 1.08% |
$650K - $723K
|
920K
$67M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10.1K- 68.71% |
$655K - $728K
|
4.6K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.7K- 0.97% |
$696K - $773K
|
1.1M
$80M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.8K- 3.1% |
$699K - $777K
|
337K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.8K- 8.45% |
$700K - $778K
|
117K
$8.5M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-11K- 14.8% |
$714K - $794K
|
63.3K
$4.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-11.5K- 19.36% |
$744K - $826K
|
47.7K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 6.17% |
$753K - $836K
|
176K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12K- 57.31% |
$776K - $863K
|
8.91K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12.5K- 2.39% |
$813K - $903K
|
512K
$37.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-12.7K- 7.73% |
$822K - $914K
|
151K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.3K- 57.67% |
$863K - $959K
|
9.76K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-14K- 4.99% |
$907K - $1.01M
|
266K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14.1K- 11.43% |
$914K - $1.02M
|
109K
$7.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-14.1K- 49.01% |
$915K - $1.02M
|
14.7K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-14.7K- 46.23% |
$955K - $1.06M
|
17.1K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15.1K- 18.84% |
$977K - $1.09M
|
64.9K
$4.72M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15.1K- 5.5% |
$980K - $1.09M
|
259K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 2.54% |
$983K - $1.09M
|
581K
$42.3M
|
|
|
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
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-15.3K- 11.52% |
$994K - $1.1M
|
118K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15.4K- 33.7% |
$1M - $1.11M
|
30.3K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.5K- 36.28% |
$1M - $1.11M
|
27.1K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.7K- 9.17% |
$1.02M - $1.13M
|
155K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15.8K- 3.23% |
$1.02M - $1.14M
|
473K
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 0.21% |
$1.08M - $1.19M
|
8.04M
$585M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17.6K- 5.64% |
$1.14M - $1.27M
|
294K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.1K- 17.08% |
$1.18M - $1.31M
|
87.9K
$6.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-18.2K- 20.66% |
$1.18M - $1.31M
|
69.9K
$5.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-18.4K- 4.35% |
$1.19M - $1.33M
|
405K
$29.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-18.7K- 44.09% |
$1.21M - $1.35M
|
23.7K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-18.7K- 15.56% |
$1.21M - $1.35M
|
101K
$7.38M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-18.8K- 16.58% |
$1.22M - $1.36M
|
94.7K
$6.89M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19K- 7.27% |
$1.24M - $1.37M
|
243K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-19.1K- 19.05% |
$1.24M - $1.37M
|
81K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19.2K- 50.45% |
$1.24M - $1.38M
|
18.8K
$1.37M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-19.5K- 61.14% |
$1.27M - $1.41M
|
12.4K
$903K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-20K- 83.93% |
$1.3M - $1.45M
|
3.84K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20.2K- 13.61% |
$1.31M - $1.46M
|
128K
$9.33M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-20.7K- 12.3% |
$1.34M - $1.49M
|
147K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-21.2K- 34.55% |
$1.38M - $1.53M
|
40.2K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21.2K- 9.4% |
$1.38M - $1.53M
|
205K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23.2K- 18.0% |
$1.5M - $1.67M
|
105K
$7.67M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-24K- 71.58% |
$1.56M - $1.73M
|
9.53K
$693K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-24K- 23.28% |
$1.56M - $1.73M
|
79.1K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.1K- 3.37% |
$1.57M - $1.74M
|
691K
$50.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-25.5K- 2.95% |
$1.66M - $1.84M
|
838K
$61M
|