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 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.17K+ 0.78% |
$127K - $158K
|
279K
$20.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.95K+ 54.6% |
$114K - $142K
|
5.53K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 82.15% |
$102K - $127K
|
3.89K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.71K+ 6.38% |
$99.9K - $124K
|
28.5K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 1.44% |
$97.8K - $122K
|
118K
$8.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.51K+ 14.58% |
$88K - $110K
|
11.8K
$862K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.46K+ 29.25% |
$85.5K - $106K
|
6.47K
$470K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.45K+ 15.15% |
$84.5K - $105K
|
11K
$800K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.43K+ 14.83% |
$83.3K - $104K
|
11K
$803K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.42K+ 1.13% |
$82.7K - $103K
|
126K
$9.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.41K+ 75.66% |
$82.1K - $102K
|
3.26K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.37K+ 15.17% |
$79.8K - $99.3K
|
10.4K
$755K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1.32K+ 12.43% |
$77K - $95.8K
|
11.9K
$867K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.3K+ 6.78% |
$75.8K - $94.3K
|
20.4K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.29K+ 21.54% |
$75.5K - $93.9K
|
7.29K
$530K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.17K+ 18.28% |
$68.3K - $85K
|
7.57K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.12K+ 4.15% |
$65.5K - $81.5K
|
28.1K
$2.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.09K+ 3.57% |
$63.4K - $78.9K
|
31.5K
$2.29M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 4.28% |
$62K - $77.1K
|
25.9K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
996+ 0.69% |
$58.2K - $72.4K
|
145K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
946+ 4.11% |
$55.3K - $68.8K
|
24K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
903+ 0.5% |
$52.7K - $65.6K
|
183K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
859New |
$50.2K - $62.4K
|
859
$62.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
848+ 21.83% |
$49.5K - $61.6K
|
4.73K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
688+ 16.41% |
$40.2K - $50K
|
4.88K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
580New |
$33.9K - $42.2K
|
580
$42.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
574+ 0.79% |
$33.5K - $41.7K
|
73.5K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
567+ 1.72% |
$33.1K - $41.2K
|
33.6K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
532+ 5.01% |
$31.1K - $38.7K
|
11.2K
$812K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
530+ 81.92% |
$31K - $38.5K
|
1.18K
$85.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
458+ 9.56% |
$26.8K - $33.3K
|
5.25K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450+ 83.49% |
$26.3K - $32.7K
|
989
$72K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
440New |
$25.7K - $32K
|
440
$32K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
400+ 1.67% |
$23.4K - $29.1K
|
24.4K
$1.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
391New |
$22.8K - $28.4K
|
391
$28.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
346+ 0.63% |
$20.2K - $25.2K
|
55.1K
$4.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
335+ 6.74% |
$19.6K - $24.4K
|
5.31K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
322+ 0.67% |
$18.8K - $23.4K
|
48.1K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
315+ 0.77% |
$18.4K - $22.9K
|
41.3K
$3M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
292New |
$17.1K - $21.2K
|
292
$21.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
276+ 1.26% |
$16.1K - $20.1K
|
22.1K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
262+ 57.58% |
$15.3K - $19K
|
717
$52.2K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
217+ 3.08% |
$12.7K - $15.8K
|
7.25K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
206+ 2.7% |
$12K - $15K
|
7.82K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
161+ 1.06% |
$9.4K - $11.7K
|
15.3K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
137+ 2.31% |
$8K - $9.96K
|
6.08K
$442K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
120+ 0.24% |
$7.01K - $8.72K
|
49.5K
$3.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
115+ 0.23% |
$6.72K - $8.36K
|
50.6K
$3.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
115+ 0.78% |
$6.72K - $8.36K
|
14.8K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
77+ 1.42% |
$4.5K - $5.6K
|
5.49K
$399K
|