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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-19.5K- 61.14% |
$1.27M - $1.41M
|
12.4K
$960K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-20K- 83.93% |
$1.3M - $1.45M
|
3.84K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-20.2K- 13.61% |
$1.31M - $1.46M
|
128K
$9.92M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-20.7K- 12.3% |
$1.34M - $1.49M
|
147K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-21.2K- 34.55% |
$1.38M - $1.53M
|
40.2K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21.2K- 9.4% |
$1.38M - $1.53M
|
205K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23.2K- 18.0% |
$1.5M - $1.67M
|
105K
$8.16M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-24K- 71.58% |
$1.56M - $1.73M
|
9.53K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-24K- 23.28% |
$1.56M - $1.73M
|
79.1K
$6.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.1K- 3.37% |
$1.57M - $1.74M
|
691K
$53.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-25.5K- 2.95% |
$1.66M - $1.84M
|
838K
$64.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-25.6K- 2.85% |
$1.66M - $1.85M
|
872K
$67.5M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-25.9K- 86.02% |
$1.68M - $1.87M
|
4.21K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25.9K- 6.05% |
$1.68M - $1.87M
|
402K
$31.1M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-26K- 9.2% |
$1.68M - $1.87M
|
256K
$19.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-26.5K- 74.8% |
$1.72M - $1.91M
|
8.94K
$691K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-26.6K- 16.57% |
$1.73M - $1.92M
|
134K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-27.5K- 4.42% |
$1.78M - $1.98M
|
594K
$46M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-30.8K- 15.44% |
$2M - $2.22M
|
169K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-30.9K- 1.67% |
$2M - $2.23M
|
1.81M
$140M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-33.6K- 7.92% |
$2.18M - $2.43M
|
391K
$30.3M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-35.3K- 26.88% |
$2.29M - $2.55M
|
96.1K
$7.43M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-36K- 6.53% |
$2.34M - $2.6M
|
516K
$39.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36.5K- 0.73% |
$2.37M - $2.63M
|
4.98M
$385M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-37.5K- 92.16% |
$2.43M - $2.7M
|
3.19K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-38.4K- 27.04% |
$2.49M - $2.77M
|
104K
$8.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-39.2K- 79.52% |
$2.54M - $2.82M
|
10.1K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-40.5K- 51.03% |
$2.63M - $2.92M
|
38.9K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-40.6K- 67.82% |
$2.63M - $2.92M
|
19.2K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-42.9K- 45.01% |
$2.78M - $3.09M
|
52.4K
$4.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-44.2K- 11.25% |
$2.87M - $3.18M
|
348K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-47.8K- 8.99% |
$3.1M - $3.45M
|
484K
$37.5M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-48.5K- 23.16% |
$3.15M - $3.5M
|
161K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-51.3K- 12.21% |
$3.33M - $3.7M
|
369K
$28.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-51.6K- 18.98% |
$3.35M - $3.72M
|
221K
$17.1M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52.6K- 34.22% |
$3.41M - $3.79M
|
101K
$7.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-53.1K- 13.3% |
$3.44M - $3.83M
|
346K
$26.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-55K- 7.51% |
$3.57M - $3.97M
|
678K
$52.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-55.7K- 29.42% |
$3.61M - $4.02M
|
134K
$10.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-56.3K- 34.39% |
$3.65M - $4.06M
|
107K
$8.31M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-57.7K- 7.1% |
$3.75M - $4.16M
|
755K
$58.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.9K- 13.58% |
$3.82M - $4.24M
|
375K
$29M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59K- 16.0% |
$3.83M - $4.25M
|
310K
$23.9M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-59.5K- 6.86% |
$3.86M - $4.29M
|
807K
$62.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-59.7K- 7.47% |
$3.87M - $4.3M
|
739K
$57.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-59.8K- 9.11% |
$3.88M - $4.31M
|
597K
$46.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-60.9K- 8.39% |
$3.95M - $4.39M
|
665K
$51.4M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-61.2K- 11.01% |
$3.97M - $4.41M
|
495K
$38.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-64.4K- 15.74% |
$4.18M - $4.65M
|
345K
$26.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-68.4K- 7.97% |
$4.44M - $4.93M
|
790K
$61.1M
|