Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.4MNew |
$140M - $175M
|
2.4M
$175M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47M+ 75.57% |
$86.1M - $107M
|
3.43M
$249M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
720K+ 79.7% |
$42M - $52.3M
|
1.62M
$118M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500K+ 563.66% |
$29.2M - $36.3M
|
588K
$42.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299K+ 431.11% |
$17.4M - $21.7M
|
368K
$26.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
289K+ 7.18% |
$16.9M - $21M
|
4.31M
$314M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268K+ 1225.54% |
$15.6M - $19.5M
|
290K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
189K+ 76.86% |
$11M - $13.7M
|
434K
$31.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
186KNew |
$10.9M - $13.5M
|
186K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
120K+ 20.37% |
$7.03M - $8.75M
|
711K
$51.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
112K+ 12.19% |
$6.54M - $8.14M
|
1.03M
$75M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
108K+ 3.12% |
$6.28M - $7.82M
|
3.55M
$259M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
100K+ 18.67% |
$5.87M - $7.3M
|
639K
$46.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
92.1K+ 18.65% |
$5.38M - $6.7M
|
586K
$42.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
85K+ 1664.47% |
$4.96M - $6.18M
|
90.1K
$6.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
84.7K+ 24.31% |
$4.95M - $6.16M
|
433K
$31.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.6K+ 7.92% |
$3.95M - $4.91M
|
920K
$67M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
61.7K+ 241.01% |
$3.61M - $4.49M
|
87.4K
$6.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
52.5K+ 40.16% |
$3.07M - $3.82M
|
183K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
47.1K+ 204726.09% |
$2.75M - $3.42M
|
47.1K
$3.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
46.4K+ 11.69% |
$2.71M - $3.37M
|
443K
$32.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
44.3K+ 16.31% |
$2.59M - $3.22M
|
316K
$23M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
38.3K+ 5.45% |
$2.24M - $2.79M
|
741K
$53.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36.9K+ 149.59% |
$2.16M - $2.69M
|
61.6K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35.1K+ 49.16% |
$2.05M - $2.55M
|
106K
$7.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 23.04% |
$2.04M - $2.54M
|
186K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
31.8K+ 12.14% |
$1.86M - $2.31M
|
294K
$21.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24.8K+ 21.69% |
$1.45M - $1.81M
|
139K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.8K+ 13.14% |
$1.45M - $1.8M
|
213K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24.8K+ 170.54% |
$1.45M - $1.8M
|
39.3K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
24.5K+ 129.88% |
$1.43M - $1.78M
|
43.4K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
23.8KNew |
$1.39M - $1.73M
|
23.8K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.5K+ 3.17% |
$1.37M - $1.71M
|
766K
$55.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.4K+ 15.78% |
$1.37M - $1.7M
|
172K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.9K+ 1.99% |
$1.34M - $1.67M
|
1.18M
$85.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.3K+ 28.13% |
$1.13M - $1.4M
|
87.8K
$6.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6KNew |
$1.09M - $1.35M
|
18.6K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
18.1K+ 10.07% |
$1.06M - $1.31M
|
198K
$14.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
16.4K+ 7.65% |
$960K - $1.19M
|
231K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15KNew |
$876K - $1.09M
|
15K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.2K+ 13.61% |
$828K - $1.03M
|
118K
$8.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14K+ 2.88% |
$819K - $1.02M
|
501K
$36.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
13.7K+ 13.73% |
$798K - $993K
|
113K
$8.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 0.57% |
$750K - $933K
|
2.26M
$165M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 5.06% |
$729K - $907K
|
259K
$18.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.4K+ 13.17% |
$726K - $904K
|
107K
$7.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
12.2K+ 19.31% |
$710K - $884K
|
75.1K
$5.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
12K+ 4.6% |
$701K - $872K
|
272K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
10.8K+ 4.98% |
$629K - $782K
|
227K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
10.7KNew |
$622K - $774K
|
10.7K
$775K
|