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 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-39K- 64.97% |
$2.28M - $2.83M
|
21K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-39.8K- 80.75% |
$2.32M - $2.89M
|
9.48K
$733K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-42K- 50.0% |
$2.45M - $3.05M
|
42K
$3.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-42K- 9.48% |
$2.45M - $3.05M
|
401K
$31M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-44.2K- 35.36% |
$2.58M - $3.21M
|
80.8K
$6.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-45.6K- 5.44% |
$2.66M - $3.31M
|
793K
$61.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-46.5K- 3.36% |
$2.72M - $3.38M
|
1.34M
$104M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-46.6K- 45.37% |
$2.72M - $3.39M
|
56.2K
$4.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-46.8K- 39.85% |
$2.74M - $3.41M
|
70.7K
$5.47M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-51.8K- 5.91% |
$3.03M - $3.77M
|
826K
$63.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-53.6K- 49.91% |
$3.13M - $3.9M
|
53.8K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-55.2K- 14.1% |
$3.22M - $4.01M
|
336K
$26M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-56.3K- 14.01% |
$3.29M - $4.1M
|
346K
$26.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-59.7K- 84.46% |
$3.49M - $4.34M
|
11K
$850K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-60.4K- 51.7% |
$3.53M - $4.39M
|
56.4K
$4.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-69K- 29.15% |
$4.03M - $5.01M
|
168K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-69.9K- 20.66% |
$4.08M - $5.08M
|
268K
$20.8M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-71.4K- 21.31% |
$4.17M - $5.19M
|
264K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-73.5K- 93.3% |
$4.29M - $5.34M
|
5.27K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-74.7K- 14.09% |
$4.37M - $5.43M
|
456K
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-76.1K- 29.26% |
$4.44M - $5.53M
|
184K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-76.9K- 71.2% |
$4.49M - $5.59M
|
31.1K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-78.1K- 93.8% |
$4.56M - $5.68M
|
5.16K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-82.1K- 40.13% |
$4.8M - $5.97M
|
123K
$9.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-84.8K- 9.09% |
$4.96M - $6.17M
|
849K
$65.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-86.4K- 6.33% |
$5.04M - $6.28M
|
1.28M
$98.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-86.6K- 9.91% |
$5.06M - $6.3M
|
788K
$60.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-87.2K- 14.68% |
$5.1M - $6.34M
|
507K
$39.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-87.9K- 30.0% |
$5.14M - $6.39M
|
205K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-93.2K- 2.37% |
$5.44M - $6.77M
|
3.84M
$297M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-95K- 73.8% |
$5.55M - $6.91M
|
33.7K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-99.8K- 11.45% |
$5.83M - $7.26M
|
772K
$59.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-102K- 60.02% |
$5.96M - $7.41M
|
67.9K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-103K- 4.62% |
$6.01M - $7.48M
|
2.12M
$164M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-104K- 77.31% |
$6.06M - $7.54M
|
30.4K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105K- 31.15% |
$6.13M - $7.63M
|
232K
$17.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-111K- 86.63% |
$6.49M - $8.08M
|
17.1K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-113K- 38.63% |
$6.58M - $8.19M
|
179K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-117K- 45.51% |
$6.81M - $8.48M
|
140K
$10.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-125K- 96.26% |
$7.3M - $9.09M
|
4.85K
$375K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-131K- 23.37% |
$7.65M - $9.52M
|
430K
$33.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-133K- 12.89% |
$7.78M - $9.68M
|
900K
$69.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-141K- 94.78% |
$8.23M - $10.2M
|
7.76K
$600K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-142K- 27.54% |
$8.3M - $10.3M
|
374K
$28.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-142K- 64.46% |
$8.3M - $10.3M
|
78.4K
$6.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-143K- 29.42% |
$8.32M - $10.4M
|
342K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-144K- 94.44% |
$8.39M - $10.4M
|
8.45K
$654K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-149K- 13.58% |
$8.72M - $10.9M
|
950K
$73.5M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-151K- 14.28% |
$8.84M - $11M
|
909K
$70.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-156K- 33.65% |
$9.09M - $11.3M
|
307K
$23.7M
|