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 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.86K+ 11.93% |
$250K - $278K
|
36.2K
$2.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.86K+ 12.91% |
$250K - $278K
|
33.7K
$2.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
3.82KNew |
$248K - $275K
|
3.82K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.81K+ 3.86% |
$247K - $275K
|
103K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.81K+ 106.13% |
$247K - $275K
|
7.4K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.79K+ 1.47% |
$246K - $273K
|
262K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.78K+ 58.64% |
$245K - $273K
|
10.2K
$791K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.7K+ 10.78% |
$240K - $267K
|
38K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.69K+ 3.91% |
$240K - $266K
|
98.2K
$7.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
3.69K+ 1.74% |
$239K - $266K
|
216K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.68K+ 2.73% |
$239K - $266K
|
138K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.67KNew |
$238K - $264K
|
3.67K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.6KNew |
$233K - $259K
|
3.6K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.59K+ 6.09% |
$233K - $259K
|
62.5K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.58K+ 6.83% |
$232K - $258K
|
55.9K
$4.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.57K+ 22.79% |
$232K - $258K
|
19.2K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.53K+ 27.59% |
$229K - $254K
|
16.3K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.5KNew |
$227K - $252K
|
3.5K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.48K+ 36.78% |
$226K - $251K
|
12.9K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 11.81% |
$224K - $249K
|
32.8K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.44K+ 11.83% |
$223K - $248K
|
32.5K
$2.51M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
3.42K+ 5.58% |
$222K - $247K
|
64.7K
$5.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.41K+ 4.65% |
$221K - $246K
|
76.7K
$5.93M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.35K+ 0.95% |
$217K - $242K
|
357K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.34KNew |
$217K - $241K
|
3.34K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.33K+ 2.01% |
$216K - $240K
|
169K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.32KNew |
$215K - $239K
|
3.32K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.31KNew |
$215K - $239K
|
3.31K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.3K+ 1.18% |
$214K - $238K
|
283K
$21.9M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
3.26K+ 14.74% |
$211K - $235K
|
25.3K
$1.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.24KNew |
$210K - $234K
|
3.24K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.19K+ 5.7% |
$207K - $230K
|
59.1K
$4.57M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.18K+ 2.63% |
$206K - $229K
|
124K
$9.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.12KNew |
$203K - $225K
|
3.12K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.11K+ 49.04% |
$202K - $225K
|
9.46K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3.08KNew |
$200K - $222K
|
3.08K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.05K+ 13.72% |
$198K - $220K
|
25.3K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.02K+ 20.87% |
$196K - $217K
|
17.5K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.96K+ 0.97% |
$192K - $214K
|
308K
$23.8M
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.96K+ 1.34% |
$192K - $213K
|
224K
$17.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.77K+ 6.44% |
$180K - $200K
|
45.8K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.74K+ 13.63% |
$178K - $197K
|
22.8K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 7.06% |
$171K - $190K
|
39.9K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.61K+ 11.77% |
$169K - $188K
|
24.7K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.59K+ 0.34% |
$168K - $187K
|
757K
$58.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.55K+ 0.54% |
$166K - $184K
|
474K
$36.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.53K+ 17.76% |
$164K - $183K
|
16.8K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.52K+ 5.04% |
$163K - $182K
|
52.5K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.5K+ 22.04% |
$162K - $180K
|
13.8K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.43K+ 20.95% |
$158K - $175K
|
14K
$1.09M
|