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 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
167+ 18.87% |
$9.75K - $12.1K
|
1.05K
$81.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
165+ 4.06% |
$9.64K - $12K
|
4.23K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
163+ 2.03% |
$9.52K - $11.8K
|
8.18K
$633K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
161+ 1.06% |
$9.4K - $11.7K
|
15.3K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
152+ 2.31% |
$8.88K - $11K
|
6.73K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
151+ 20.21% |
$8.82K - $11K
|
898
$69.5K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
149+ 3.3% |
$8.7K - $10.8K
|
4.67K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
143+ 0.69% |
$8.35K - $10.4K
|
21K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
138+ 0.39% |
$8.06K - $10K
|
35.9K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
137+ 2.31% |
$8K - $9.96K
|
6.08K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
129+ 2.4% |
$7.53K - $9.38K
|
5.5K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
128New |
$7.48K - $9.3K
|
128
$9.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
125New |
$7.3K - $9.09K
|
125
$9.67K
|
|
|
Jul 23, 2025
Q2 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
121+ 0.24% |
$7.07K - $8.8K
|
50.5K
$3.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
120+ 0.24% |
$7.01K - $8.72K
|
49.5K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
118+ 2.12% |
$6.89K - $8.58K
|
5.69K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
116+ 2.17% |
$6.78K - $8.43K
|
5.47K
$423K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
115+ 0.78% |
$6.72K - $8.36K
|
14.8K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
115+ 0.23% |
$6.72K - $8.36K
|
50.6K
$3.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
114+ 5.63% |
$6.66K - $8.29K
|
2.14K
$165K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
109+ 2.63% |
$6.37K - $7.92K
|
4.25K
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
107+ 0.88% |
$6.25K - $7.78K
|
12.3K
$949K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
106+ 2.12% |
$6.19K - $7.71K
|
5.11K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
98+ 1.41% |
$5.72K - $7.12K
|
7.04K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
96+ 2.87% |
$5.61K - $6.98K
|
3.44K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
92New |
$5.37K - $6.69K
|
92
$7.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
82+ 1.78% |
$4.79K - $5.96K
|
4.7K
$364K
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
81+ 0.78% |
$4.73K - $5.89K
|
10.4K
$805K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
79+ 1.98% |
$4.61K - $5.74K
|
4.06K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
77+ 1.42% |
$4.5K - $5.6K
|
5.49K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
72New |
$4.21K - $5.23K
|
72
$5.57K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
65+ 0.48% |
$3.8K - $4.72K
|
13.7K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
65New |
$3.8K - $4.72K
|
65
$5.03K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
64+ 0.23% |
$3.74K - $4.65K
|
28.4K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
63+ 0.31% |
$3.68K - $4.58K
|
20.5K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
61+ 0.04% |
$3.56K - $4.43K
|
142K
$11M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
58+ 0.15% |
$3.39K - $4.22K
|
39.7K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
58+ 0.42% |
$3.39K - $4.22K
|
13.8K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
55+ 1.03% |
$3.21K - $4K
|
5.41K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
55+ 0.45% |
$3.21K - $4K
|
12.4K
$957K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
51+ 141.67% |
$2.98K - $3.71K
|
87
$6.73K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
48+ 400.0% |
$2.8K - $3.49K
|
60
$4.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
46+ 0.47% |
$2.69K - $3.34K
|
9.94K
$769K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
46New |
$2.69K - $3.34K
|
46
$3.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46+ 0.96% |
$2.69K - $3.34K
|
4.83K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.39K - $2.98K
|
41
$3.17K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.28% |
$2.22K - $2.76K
|
13.5K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31New |
$1.81K - $2.25K
|
31
$2.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
31+ 22.46% |
$1.81K - $2.25K
|
169
$13.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
27+ 41.54% |
$1.58K - $1.96K
|
92
$7.12K
|