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 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.72K- 64.02% |
$334K - $416K
|
3.22K
$249K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.72K- 3.22% |
$334K - $416K
|
172K
$13.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.81K- 9.84% |
$340K - $423K
|
53.3K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.91K- 10.79% |
$345K - $429K
|
48.8K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.01K- 3.87% |
$351K - $437K
|
149K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.03K- 38.15% |
$352K - $438K
|
9.77K
$756K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-6.22K- 4.83% |
$363K - $452K
|
122K
$9.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.39K- 16.45% |
$373K - $465K
|
32.5K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.4K- 4.12% |
$374K - $465K
|
149K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-6.45K- 8.38% |
$377K - $469K
|
70.5K
$5.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-6.66K- 0.81% |
$389K - $484K
|
819K
$63.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6.8K- 36.09% |
$397K - $494K
|
12K
$931K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-6.97K- 7.17% |
$407K - $507K
|
90.2K
$6.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.98K- 21.38% |
$408K - $507K
|
25.7K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.98K- 3.47% |
$408K - $507K
|
194K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.07K- 1.49% |
$413K - $514K
|
467K
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-7.22K- 98.81% |
$422K - $525K
|
87
$6.73K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-7.25K- 15.53% |
$424K - $527K
|
39.5K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.49K- 19.62% |
$438K - $545K
|
30.7K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-7.76K- 1.12% |
$453K - $564K
|
683K
$52.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-7.9K- 38.26% |
$462K - $574K
|
12.8K
$986K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.91K- 1.71% |
$462K - $575K
|
454K
$35.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.38K- 13.24% |
$490K - $609K
|
55K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-8.43K- 17.48% |
$492K - $613K
|
39.8K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.54K- 15.26% |
$499K - $620K
|
47.4K
$3.67M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-8.66K- 39.77% |
$506K - $629K
|
13.1K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.69K- 2.86% |
$508K - $632K
|
295K
$22.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.72K- 2.27% |
$509K - $634K
|
375K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.96K- 22.23% |
$523K - $651K
|
31.3K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.98K- 33.08% |
$525K - $653K
|
18.2K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.12K- 9.3% |
$533K - $663K
|
89K
$6.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.82K- 11.17% |
$574K - $714K
|
78.1K
$6.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.96K- 6.89% |
$582K - $724K
|
134K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-10K- 37.62% |
$585K - $728K
|
16.6K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-10.5K- 32.56% |
$615K - $765K
|
21.8K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 46.56% |
$629K - $783K
|
12.4K
$956K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-11K- 4.52% |
$641K - $798K
|
232K
$17.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11.6K- 10.59% |
$675K - $840K
|
97.6K
$7.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 35.81% |
$685K - $853K
|
21K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.8K- 1.71% |
$689K - $858K
|
680K
$52.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.9K- 6.4% |
$697K - $868K
|
175K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-12.4K- 3.06% |
$723K - $899K
|
393K
$30.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.5K- 10.07% |
$729K - $907K
|
111K
$8.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-12.6K- 7.13% |
$739K - $919K
|
165K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13K- 32.36% |
$759K - $944K
|
27.1K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13.4K- 3.86% |
$780K - $971K
|
333K
$25.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-13.8K- 6.3% |
$806K - $1M
|
205K
$15.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-13.9K- 3.78% |
$813K - $1.01M
|
355K
$27.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14K- 22.4% |
$818K - $1.02M
|
48.5K
$3.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-14.2K- 29.8% |
$831K - $1.03M
|
33.5K
$2.59M
|