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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68.7K- 3.82% |
$4.46M - $4.95M
|
1.73M
$134M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-70.2K- 47.01% |
$4.55M - $5.06M
|
79.1K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-74.1K- 92.29% |
$4.81M - $5.34M
|
6.19K
$479K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-75K- 88.37% |
$4.87M - $5.41M
|
9.87K
$763K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-76.7K- 4.86% |
$4.98M - $5.53M
|
1.5M
$116M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77K- 10.15% |
$5M - $5.55M
|
682K
$52.7M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-90K- 22.84% |
$5.84M - $6.49M
|
304K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-93.5K- 58.74% |
$6.06M - $6.74M
|
65.6K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-97.3K- 33.13% |
$6.32M - $7.02M
|
196K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-100K- 2.13% |
$6.5M - $7.23M
|
4.6M
$356M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-102K- 99.76% |
$6.6M - $7.34M
|
249
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-104K- 72.05% |
$6.74M - $7.49M
|
40.3K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105K- 48.79% |
$6.81M - $7.57M
|
110K
$8.52M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-105K- 9.61% |
$6.83M - $7.59M
|
990K
$76.6M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-106K- 15.51% |
$6.85M - $7.61M
|
575K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-109K- 5.19% |
$7.07M - $7.85M
|
1.99M
$154M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-115K- 4.87% |
$7.48M - $8.32M
|
2.25M
$174M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-119K- 83.01% |
$7.72M - $8.58M
|
24.4K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-126K- 14.13% |
$8.2M - $9.12M
|
768K
$59.4M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-132K- 78.76% |
$8.57M - $9.52M
|
35.6K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142K- 11.93% |
$9.2M - $10.2M
|
1.05M
$81M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-142K- 5.99% |
$9.21M - $10.2M
|
2.23M
$172M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-150K- 92.81% |
$9.75M - $10.8M
|
11.6K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-155K- 3.43% |
$10M - $11.2M
|
4.35M
$337M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-155K- 11.34% |
$10M - $11.2M
|
1.21M
$93.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-163K- 57.69% |
$10.6M - $11.8M
|
120K
$9.25M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-166K- 33.64% |
$10.7M - $11.9M
|
327K
$25.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-173K- 27.26% |
$11.2M - $12.5M
|
462K
$35.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-198K- 37.91% |
$12.9M - $14.3M
|
325K
$25.1M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-200K- 50.68% |
$13M - $14.5M
|
195K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-201K- 4.34% |
$13M - $14.5M
|
4.42M
$342M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-210K- 13.18% |
$13.6M - $15.2M
|
1.39M
$107M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-220K- 73.6% |
$14.2M - $15.8M
|
78.7K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-247K- 6.32% |
$16M - $17.8M
|
3.67M
$284M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-275K- 32.89% |
$17.8M - $19.8M
|
561K
$43.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-277K- 11.82% |
$18M - $20M
|
2.07M
$160M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-299K- 85.07% |
$19.4M - $21.5M
|
52.4K
$4.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-311K- 29.55% |
$20.2M - $22.4M
|
742K
$57.4M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-327K- 80.16% |
$21.2M - $23.6M
|
81K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-337K- 33.43% |
$21.9M - $24.3M
|
671K
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-345K- 85.55% |
$22.4M - $24.8M
|
58.2K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-363K- 8.44% |
$23.5M - $26.1M
|
3.93M
$304M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-385K- 45.11% |
$25M - $27.7M
|
468K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-396K- 26.04% |
$25.7M - $28.5M
|
1.12M
$86.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-404K- 5.33% |
$26.2M - $29.1M
|
7.17M
$554M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-459K- 99.94% |
$29.8M - $33.1M
|
278
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-559K- 16.26% |
$36.3M - $40.3M
|
2.88M
$223M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-589K- 99.93% |
$38.2M - $42.4M
|
405
$31.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-625K- 19.82% |
$40.6M - $45.1M
|
2.53M
$196M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-783K- 8.3% |
$50.8M - $56.4M
|
8.64M
$669M
|