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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.75KNew |
$161K - $200K
|
2.75K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.75K+ 15.55% |
$161K - $200K
|
20.4K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.74K+ 10.6% |
$160K - $199K
|
28.5K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.74K+ 2.7% |
$160K - $199K
|
104K
$8.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.7K+ 10.13% |
$158K - $196K
|
29.4K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
2.66K+ 27.08% |
$156K - $194K
|
12.5K
$967K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.66K+ 82.12% |
$156K - $194K
|
5.91K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.66K+ 4.37% |
$156K - $194K
|
63.6K
$4.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
2.66K+ 2.81% |
$155K - $194K
|
97.2K
$7.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.6K+ 1.71% |
$152K - $189K
|
154K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.58K+ 5.72% |
$150K - $187K
|
47.6K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.56K+ 27.09% |
$150K - $186K
|
12K
$929K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.51K+ 31.1% |
$147K - $183K
|
10.6K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.48K+ 7.77% |
$145K - $180K
|
34.4K
$2.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.47K+ 6.34% |
$144K - $179K
|
41.4K
$3.2M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.43K+ 2.74% |
$142K - $177K
|
91.1K
$7.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 20.6% |
$142K - $176K
|
14.2K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.42K+ 121.78% |
$141K - $176K
|
4.41K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
BUY
|
- |
2.41KNew |
$141K - $175K
|
2.41K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.39K+ 22.23% |
$140K - $174K
|
13.1K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.39K+ 13.59% |
$139K - $174K
|
20K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.38K+ 4.14% |
$139K - $173K
|
59.7K
$4.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.35KNew |
$137K - $171K
|
2.35K
$182K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.31K+ 1.83% |
$135K - $168K
|
129K
$9.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.29K+ 22.67% |
$134K - $166K
|
12.4K
$958K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
2.28KNew |
$133K - $166K
|
2.28K
$176K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.18K+ 2.49% |
$127K - $159K
|
89.7K
$6.94M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.17K+ 0.78% |
$127K - $158K
|
279K
$21.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.09K+ 2.01% |
$122K - $152K
|
106K
$8.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.06K+ 20.12% |
$120K - $150K
|
12.3K
$950K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.05K+ 1.27% |
$120K - $149K
|
163K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02K+ 11.26% |
$118K - $147K
|
20K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.95K+ 54.6% |
$114K - $142K
|
5.53K
$428K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.95K+ 2.39% |
$114K - $141K
|
83.4K
$6.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.92K+ 47.39% |
$112K - $139K
|
5.97K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.9K+ 8.47% |
$111K - $138K
|
24.3K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.88K+ 4.54% |
$110K - $137K
|
43.3K
$3.35M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.87K+ 40.99% |
$109K - $136K
|
6.44K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.77K+ 0.56% |
$103K - $129K
|
315K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.76K+ 3748.94% |
$103K - $128K
|
1.81K
$140K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 82.15% |
$102K - $127K
|
3.89K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 0.23% |
$102K - $127K
|
759K
$58.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.73K+ 5.68% |
$101K - $126K
|
32.2K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.71K+ 6.38% |
$99.9K - $124K
|
28.5K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 1.44% |
$97.8K - $122K
|
118K
$9.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.65K+ 12.8% |
$96.1K - $120K
|
14.5K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.64K+ 24.13% |
$95.7K - $119K
|
8.43K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.63K+ 6.57% |
$95K - $118K
|
26.4K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.61K+ 0.82% |
$93.7K - $117K
|
197K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.29% |
$93.5K - $116K
|
550K
$42.5M
|