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 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.86K+ 1.47% |
$380K - $423K
|
404K
$31.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
5.84KNew |
$379K - $421K
|
5.84K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
5.81KNew |
$377K - $419K
|
5.81K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.79K+ 7.08% |
$376K - $417K
|
87.5K
$6.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.76K+ 40.38% |
$374K - $415K
|
20K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5.75K+ 11.8% |
$373K - $415K
|
54.5K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 4.95% |
$371K - $413K
|
121K
$9.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.72K+ 29.87% |
$371K - $412K
|
24.9K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5.67K+ 3.34% |
$368K - $409K
|
175K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.57KNew |
$361K - $401K
|
5.57K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.56K+ 162.66% |
$361K - $401K
|
8.98K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.56K+ 0.75% |
$360K - $401K
|
744K
$57.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.42K+ 44.27% |
$352K - $391K
|
17.7K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
5.4KNew |
$350K - $389K
|
5.4K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.32K+ 173.88% |
$345K - $383K
|
8.38K
$648K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.3K+ 7.22% |
$344K - $382K
|
78.7K
$6.09M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.26K+ 26.86% |
$341K - $379K
|
24.8K
$1.92M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
5.21KNew |
$338K - $376K
|
5.21K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.21K+ 1.78% |
$338K - $376K
|
298K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.2KNew |
$337K - $375K
|
5.2K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.17K+ 6.11% |
$335K - $372K
|
89.7K
$6.94M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
5.04K+ 38.21% |
$327K - $363K
|
18.2K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.97KNew |
$323K - $358K
|
4.97K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.95KNew |
$321K - $357K
|
4.95K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
4.9KNew |
$318K - $353K
|
4.9K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4.82K+ 871.61% |
$313K - $348K
|
5.37K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.81K+ 0.84% |
$312K - $347K
|
576K
$44.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.79KNew |
$310K - $345K
|
4.79K
$370K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.5K+ 12.33% |
$292K - $324K
|
41K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.49K+ 1.23% |
$291K - $324K
|
369K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 60.5% |
$288K - $320K
|
11.8K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.41K+ 35.57% |
$286K - $318K
|
16.8K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.33K+ 17.37% |
$281K - $312K
|
29.3K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.29KNew |
$278K - $309K
|
4.29K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4.29KNew |
$278K - $309K
|
4.29K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.28K+ 20.61% |
$277K - $308K
|
25K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.27K+ 13.11% |
$277K - $308K
|
36.8K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4.26KNew |
$277K - $307K
|
4.26K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.22KNew |
$274K - $304K
|
4.22K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.15KNew |
$269K - $299K
|
4.15K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
4.12K+ 22.15% |
$268K - $297K
|
22.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.02K+ 5.86% |
$261K - $290K
|
72.6K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4K+ 63.15% |
$260K - $289K
|
10.3K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4K+ 4.0% |
$259K - $288K
|
104K
$8.04M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.99KNew |
$259K - $288K
|
3.99K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.99K+ 10.59% |
$259K - $288K
|
41.7K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.95KNew |
$256K - $285K
|
3.95K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.95K+ 10.13% |
$256K - $285K
|
42.9K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
3.92K+ 6029.23% |
$254K - $283K
|
3.98K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.91KNew |
$254K - $282K
|
3.91K
$302K
|