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 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 21.11% |
$93.1K - $116K
|
9.14K
$707K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.55K+ 25.73% |
$90.5K - $113K
|
7.57K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.55K+ 2.35% |
$90.4K - $113K
|
67.3K
$5.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1.54K+ 3.84% |
$89.7K - $112K
|
41.5K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.52K+ 0.49% |
$88.8K - $111K
|
310K
$24M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 14.58% |
$88K - $110K
|
11.8K
$916K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.5KNew |
$87.6K - $109K
|
1.5K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.49K+ 1.22% |
$87.1K - $108K
|
124K
$9.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 15.24% |
$86.7K - $108K
|
11.2K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.46K+ 29.25% |
$85.5K - $106K
|
6.47K
$500K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.45K+ 15.15% |
$84.5K - $105K
|
11K
$850K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.45K+ 8.81% |
$84.4K - $105K
|
17.9K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.43K+ 14.83% |
$83.3K - $104K
|
11K
$854K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.42K+ 1.13% |
$82.7K - $103K
|
126K
$9.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.41K+ 75.66% |
$82.1K - $102K
|
3.26K
$252K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.4K+ 19.1% |
$82K - $102K
|
8.75K
$677K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.37K+ 15.17% |
$79.8K - $99.3K
|
10.4K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.32K+ 2.4% |
$77K - $95.9K
|
56.3K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.32K+ 12.43% |
$77K - $95.8K
|
11.9K
$922K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.3K+ 14.54% |
$76K - $94.6K
|
10.3K
$793K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.3K+ 6.78% |
$75.8K - $94.3K
|
20.4K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.29K+ 21.54% |
$75.5K - $93.9K
|
7.29K
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.27K+ 37.97% |
$74.2K - $92.3K
|
4.62K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.26KNew |
$73.4K - $91.3K
|
1.26K
$97.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.25K+ 1.53% |
$72.8K - $90.6K
|
82.7K
$6.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.24KNew |
$72.5K - $90.3K
|
1.24K
$96.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.24K+ 112.93% |
$72.4K - $90.1K
|
2.34K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.23K+ 4.7% |
$71.8K - $89.3K
|
27.4K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.18KNew |
$69K - $85.8K
|
1.18K
$91.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.18K+ 28.79% |
$68.6K - $85.4K
|
5.26K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.17K+ 18.28% |
$68.3K - $85K
|
7.57K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13K+ 1.11% |
$66.2K - $82.4K
|
103K
$7.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.13K+ 3.31% |
$65.8K - $81.8K
|
35.1K
$2.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.12K+ 4.15% |
$65.5K - $81.5K
|
28.1K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.09K+ 3.57% |
$63.4K - $78.9K
|
31.5K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.09K+ 11.01% |
$63.4K - $78.9K
|
11K
$847K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.08K+ 0.84% |
$63K - $78.4K
|
129K
$9.97M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 4.28% |
$62K - $77.1K
|
25.9K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
1.06K+ 5.09% |
$61.6K - $76.7K
|
21.8K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.05K+ 2.84% |
$61.1K - $76K
|
37.8K
$2.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
996+ 0.69% |
$58.2K - $72.4K
|
145K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
995New |
$58.1K - $72.3K
|
995
$77K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
995+ 75.32% |
$58.1K - $72.3K
|
2.32K
$179K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
976+ 11.32% |
$57K - $70.9K
|
9.6K
$742K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
974+ 9.17% |
$56.9K - $70.8K
|
11.6K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
973+ 5.37% |
$56.8K - $70.7K
|
19.1K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
961+ 16.53% |
$56.1K - $69.9K
|
6.77K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
946+ 4.11% |
$55.3K - $68.8K
|
24K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
903+ 0.5% |
$52.7K - $65.6K
|
183K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
901+ 2.04% |
$52.6K - $65.5K
|
45K
$3.48M
|