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 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.6K+ 3.62% |
$879K - $977K
|
388K
$30M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 4.13% |
$876K - $973K
|
340K
$26.3M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
13.3K+ 28.42% |
$861K - $957K
|
60K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.9K+ 4.48% |
$840K - $933K
|
302K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
12.9KNew |
$834K - $927K
|
12.9K
$994K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12.8K+ 23.03% |
$832K - $925K
|
68.5K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.7KNew |
$827K - $919K
|
12.7K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.7K+ 1604.3% |
$822K - $914K
|
13.5K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.6KNew |
$819K - $910K
|
12.6K
$976K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12.4K+ 51.76% |
$803K - $893K
|
36.3K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.3KNew |
$799K - $888K
|
12.3K
$953K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 5.65% |
$766K - $851K
|
221K
$17.1M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11.8K+ 2.47% |
$763K - $847K
|
487K
$37.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6K+ 62.73% |
$754K - $838K
|
30.2K
$2.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
11.6K+ 19.44% |
$754K - $838K
|
71.4K
$5.52M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
11.5K+ 5.36% |
$745K - $828K
|
226K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$744K - $827K
|
11.5K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.2K+ 30.29% |
$727K - $808K
|
48.2K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.2K+ 41.38% |
$725K - $806K
|
38.2K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
11.1KNew |
$719K - $799K
|
11.1K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
10.8K+ 13.88% |
$701K - $779K
|
88.6K
$6.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.8KNew |
$700K - $778K
|
10.8K
$835K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10.8K+ 35.22% |
$699K - $777K
|
41.4K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
10.7K+ 2.62% |
$695K - $773K
|
420K
$32.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
10.7K+ 10.05% |
$695K - $772K
|
117K
$9.07M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.6K+ 4.19% |
$687K - $764K
|
264K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10.6K+ 19.49% |
$686K - $762K
|
64.8K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.5K+ 15.75% |
$683K - $759K
|
77.4K
$5.99M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10KNew |
$652K - $725K
|
10K
$777K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
9.93K+ 1.94% |
$644K - $716K
|
521K
$40.3M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
9.93K+ 22.15% |
$644K - $716K
|
54.7K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
9.84KNew |
$638K - $709K
|
9.84K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.79KNew |
$635K - $706K
|
9.79K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
9.78K+ 6.47% |
$635K - $705K
|
161K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
$632K - $703K
|
9.75K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.52K+ 120.04% |
$618K - $686K
|
17.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.48K+ 58.99% |
$615K - $683K
|
25.5K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.43K+ 15.78% |
$612K - $680K
|
69.2K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.3K+ 5.53% |
$603K - $670K
|
177K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
9.27K+ 10.28% |
$601K - $668K
|
99.5K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.26K+ 37.59% |
$601K - $667K
|
33.9K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9.21K+ 3.67% |
$597K - $664K
|
260K
$20.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.2K+ 7.44% |
$597K - $663K
|
133K
$10.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.2K+ 1.71% |
$597K - $663K
|
548K
$42.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
9.12K+ 3.23% |
$592K - $657K
|
292K
$22.6M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.08K+ 1.85% |
$589K - $654K
|
500K
$38.7M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.01K+ 9.66% |
$584K - $649K
|
102K
$7.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9K+ 8.0% |
$584K - $649K
|
122K
$9.4M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.98K+ 1.54% |
$583K - $648K
|
591K
$45.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
8.65K+ 104.67% |
$561K - $624K
|
16.9K
$1.31M
|