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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5- 1.61% |
$292 - $363
|
305
$23.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-13- 0.05% |
$759 - $945
|
23.8K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-14- 0.34% |
$818 - $1.02K
|
4.08K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-31- 1.0% |
$1.81K - $2.25K
|
3.07K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-40- 0.78% |
$2.34K - $2.91K
|
5.07K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43- 51.81% |
$2.51K - $3.13K
|
40
$3.09K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-43- 30.71% |
$2.51K - $3.13K
|
97
$7.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-43- 1.22% |
$2.51K - $3.13K
|
3.49K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-44- 0.27% |
$2.57K - $3.2K
|
16.2K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-45- 0.42% |
$2.63K - $3.27K
|
10.8K
$834K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-45- 0.36% |
$2.63K - $3.27K
|
12.3K
$951K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-47- 1.25% |
$2.75K - $3.42K
|
3.72K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 21.56% |
$2.75K - $3.42K
|
171
$13.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51- 0.2% |
$2.98K - $3.71K
|
25.2K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-54- 2.39% |
$3.15K - $3.93K
|
2.21K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-57- 0.22% |
$3.33K - $4.14K
|
25.4K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-59- 1.45% |
$3.45K - $4.29K
|
4.02K
$311K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 0.78% |
$3.56K - $4.43K
|
7.73K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-64- 1.66% |
$3.74K - $4.65K
|
3.78K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-67- 0.98% |
$3.91K - $4.87K
|
6.78K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-67- 20.62% |
$3.91K - $4.87K
|
258
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-68- 0.33% |
$3.97K - $4.94K
|
20.3K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-72- 1.27% |
$4.21K - $5.23K
|
5.61K
$434K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-74- 0.63% |
$4.32K - $5.38K
|
11.6K
$900K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-75- 2.28% |
$4.38K - $5.45K
|
3.22K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-78- 0.31% |
$4.56K - $5.67K
|
25.2K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80- 0.54% |
$4.67K - $5.82K
|
14.8K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-89- 1.29% |
$5.2K - $6.47K
|
6.83K
$528K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-90- 0.63% |
$5.26K - $6.54K
|
14.2K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-91- 2.33% |
$5.32K - $6.61K
|
3.82K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-93- 0.86% |
$5.43K - $6.76K
|
10.8K
$834K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-94- 2.94% |
$5.49K - $6.83K
|
3.1K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-94- 2.56% |
$5.49K - $6.83K
|
3.57K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-100- 1.95% |
$5.84K - $7.27K
|
5.04K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-101- 0.76% |
$5.9K - $7.34K
|
13.1K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-101- 1.71% |
$5.9K - $7.34K
|
5.81K
$449K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106- 1.78% |
$6.19K - $7.71K
|
5.86K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-106- 1.92% |
$6.19K - $7.71K
|
5.41K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-109- 1.15% |
$6.37K - $7.92K
|
9.39K
$726K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-113- 0.22% |
$6.6K - $8.21K
|
50.2K
$3.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 2.64% |
$6.66K - $8.29K
|
4.2K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-117- 1.19% |
$6.83K - $8.5K
|
9.71K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-117- 0.45% |
$6.83K - $8.5K
|
25.7K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-121- 1.57% |
$7.07K - $8.8K
|
7.56K
$585K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-122- 0.97% |
$7.13K - $8.87K
|
12.4K
$962K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-125- 2.08% |
$7.3K - $9.09K
|
5.88K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-137- 0.56% |
$8K - $9.96K
|
24.1K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-138- 0.71% |
$8.06K - $10K
|
19.4K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-139- 2.47% |
$8.12K - $10.1K
|
5.49K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-147- 2.46% |
$8.59K - $10.7K
|
5.83K
$451K
|