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 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
877+ 1.25% |
$51.2K - $63.7K
|
71.2K
$5.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
874+ 17.92% |
$51.1K - $63.5K
|
5.75K
$445K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
870New |
$50.8K - $63.2K
|
870
$67.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
869+ 18.9% |
$50.8K - $63.2K
|
5.47K
$423K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
859New |
$50.2K - $62.4K
|
859
$66.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
859+ 16.65% |
$50.2K - $62.4K
|
6.02K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
859+ 12.04% |
$50.2K - $62.4K
|
7.99K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
851New |
$49.7K - $61.9K
|
851
$65.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
851+ 4.25% |
$49.7K - $61.9K
|
20.9K
$1.61M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
848+ 21.83% |
$49.5K - $61.6K
|
4.73K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
844+ 0.58% |
$49.3K - $61.4K
|
147K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
832+ 19.82% |
$48.6K - $60.5K
|
5.03K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
832+ 10.13% |
$48.6K - $60.5K
|
9.05K
$700K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
814+ 7.35% |
$47.5K - $59.2K
|
11.9K
$919K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
812+ 2.51% |
$47.4K - $59K
|
33.2K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
804+ 14.36% |
$47K - $58.4K
|
6.4K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
774+ 18.05% |
$45.2K - $56.3K
|
5.06K
$392K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
771+ 11.87% |
$45K - $56K
|
7.27K
$562K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
755+ 2.9% |
$44.1K - $54.9K
|
26.8K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
753+ 209.75% |
$44K - $54.7K
|
1.11K
$86K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
689+ 28.51% |
$40.2K - $50.1K
|
3.11K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
688+ 16.41% |
$40.2K - $50K
|
4.88K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
673+ 7.53% |
$39.3K - $48.9K
|
9.61K
$744K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
669+ 13.21% |
$39.1K - $48.6K
|
5.74K
$444K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
657+ 5.77% |
$38.4K - $47.8K
|
12K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
622+ 20.2% |
$36.3K - $45.2K
|
3.7K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
614+ 3.85% |
$35.9K - $44.6K
|
16.6K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
580New |
$33.9K - $42.2K
|
580
$44.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
574+ 0.79% |
$33.5K - $41.7K
|
73.5K
$5.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
567+ 1.72% |
$33.1K - $41.2K
|
33.6K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
552+ 0.62% |
$32.2K - $40.1K
|
89.3K
$6.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
540+ 1.21% |
$31.5K - $39.3K
|
45.3K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
538+ 52.18% |
$31.4K - $39.1K
|
1.57K
$121K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
538+ 2.12% |
$31.4K - $39.1K
|
25.9K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
532+ 5.01% |
$31.1K - $38.7K
|
11.2K
$863K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
530+ 81.92% |
$31K - $38.5K
|
1.18K
$91K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
525+ 3.22% |
$30.7K - $38.2K
|
16.8K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
524+ 4.46% |
$30.6K - $38.1K
|
12.3K
$949K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
522+ 33.42% |
$30.5K - $37.9K
|
2.08K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
521+ 1.27% |
$30.4K - $37.9K
|
41.7K
$3.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
515+ 4.05% |
$30.1K - $37.4K
|
13.2K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
510+ 7.62% |
$29.8K - $37.1K
|
7.2K
$557K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
502+ 0.62% |
$29.3K - $36.5K
|
81.5K
$6.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
501+ 2.04% |
$29.3K - $36.4K
|
25.1K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
500+ 56.56% |
$29.2K - $36.3K
|
1.38K
$107K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
495+ 5.37% |
$28.9K - $36K
|
9.71K
$751K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
485+ 1.21% |
$28.3K - $35.3K
|
40.6K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
485+ 14.72% |
$28.3K - $35.3K
|
3.78K
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
475+ 0.24% |
$27.7K - $34.5K
|
200K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
469+ 0.14% |
$27.4K - $34.1K
|
344K
$26.6M
|