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 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.46K+ 11.52% |
$549K - $610K
|
81.8K
$5.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
8.43K+ 6.62% |
$547K - $608K
|
136K
$9.88M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.38K+ 38.6% |
$544K - $604K
|
30.1K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.31K+ 100.57% |
$539K - $599K
|
16.6K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.29K+ 4.35% |
$538K - $598K
|
199K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.26K+ 8.28% |
$536K - $595K
|
108K
$7.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.24K+ 25.31% |
$534K - $594K
|
40.8K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.15K+ 2.43% |
$529K - $588K
|
344K
$25M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.13K+ 26.42% |
$527K - $586K
|
38.9K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.08K+ 8.64% |
$524K - $583K
|
102K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
8.07K+ 14.47% |
$524K - $582K
|
63.9K
$4.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.99K+ 4.59% |
$518K - $576K
|
182K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.9K+ 5.13% |
$513K - $570K
|
162K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.85K+ 82.06% |
$509K - $566K
|
17.4K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.62K+ 5.27% |
$494K - $549K
|
152K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7.54KNew |
$489K - $543K
|
7.54K
$548K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.5K+ 12.88% |
$487K - $541K
|
65.7K
$4.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.5K+ 18.65% |
$486K - $540K
|
47.7K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.41K+ 33.45% |
$481K - $534K
|
29.6K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.35K+ 46.22% |
$477K - $530K
|
23.3K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.29K+ 4.67% |
$473K - $526K
|
164K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.29K+ 6.45% |
$473K - $526K
|
120K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.28KNew |
$472K - $525K
|
7.28K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.27K+ 14.71% |
$472K - $524K
|
56.7K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.14KNew |
$463K - $514K
|
7.14K
$519K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7.01K+ 1.34% |
$455K - $506K
|
531K
$38.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
7KNew |
$454K - $505K
|
7K
$509K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.89K+ 13.04% |
$447K - $496K
|
59.7K
$4.35M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.83K+ 37.0% |
$443K - $492K
|
25.3K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.81K+ 4.02% |
$442K - $491K
|
176K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.79K+ 18.85% |
$441K - $490K
|
42.8K
$3.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.63K+ 33.32% |
$430K - $478K
|
26.5K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
6.55K+ 4.02% |
$425K - $472K
|
169K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.53K+ 144.52% |
$424K - $471K
|
11K
$804K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.52K+ 1.97% |
$423K - $470K
|
337K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.42K+ 4.83% |
$417K - $463K
|
139K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.4KNew |
$415K - $461K
|
6.4K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.33K+ 12.15% |
$410K - $456K
|
58.4K
$4.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.15K+ 9.18% |
$399K - $443K
|
73.1K
$5.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.06K+ 30.7% |
$393K - $437K
|
25.8K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.99K+ 49.5% |
$388K - $432K
|
18.1K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5.97K+ 3470.35% |
$387K - $430K
|
6.14K
$447K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.95KNew |
$386K - $429K
|
5.95K
$433K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.93K+ 21.72% |
$385K - $427K
|
33.2K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.91KNew |
$384K - $426K
|
5.91K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.9KNew |
$383K - $425K
|
5.9K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5.88K+ 25.72% |
$381K - $424K
|
28.7K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.86K+ 1.47% |
$380K - $423K
|
404K
$29.4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.84KNew |
$379K - $421K
|
5.84K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
5.81KNew |
$377K - $419K
|
5.81K
$423K
|