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 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
78.2KNew |
$4.57M - $5.68M
|
78.2K
$6.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
77.3K+ 185.58% |
$4.52M - $5.62M
|
119K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.4K+ 1.6% |
$4.29M - $5.34M
|
4.67M
$361M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
72.9KNew |
$4.26M - $5.3M
|
72.9K
$5.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
70.9K+ 46.31% |
$4.14M - $5.16M
|
224K
$17.3M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
70.3K+ 14.05% |
$4.1M - $5.11M
|
571K
$44.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.6K+ 7.92% |
$3.95M - $4.91M
|
920K
$71.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66.6K+ 11.57% |
$3.89M - $4.84M
|
642K
$49.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
66.4K+ 6.89% |
$3.88M - $4.83M
|
1.03M
$79.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.6K+ 6.26% |
$3.83M - $4.77M
|
1.11M
$86M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
65.2K+ 54.64% |
$3.81M - $4.74M
|
185K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
62.3K+ 11.96% |
$3.64M - $4.53M
|
583K
$45.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
62.2K+ 54.77% |
$3.63M - $4.52M
|
176K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
61.7K+ 241.01% |
$3.61M - $4.49M
|
87.4K
$6.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
59.6K+ 99.34% |
$3.48M - $4.33M
|
120K
$9.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
59.2K+ 8.54% |
$3.46M - $4.3M
|
753K
$58.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
57.8K+ 738.11% |
$3.38M - $4.2M
|
65.7K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
56.8K+ 5.78% |
$3.32M - $4.13M
|
1.04M
$80.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
55.3K+ 4.57% |
$3.23M - $4.02M
|
1.27M
$97.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
53.5K+ 14.75% |
$3.12M - $3.89M
|
416K
$32.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
52.5K+ 40.16% |
$3.07M - $3.82M
|
183K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
52K+ 16.36% |
$3.04M - $3.78M
|
370K
$28.6M
|
|
|
Aug 20, 2025
Q2 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
51.8K+ 8.57% |
$3.02M - $3.76M
|
656K
$50.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
51.6K+ 2.58% |
$3.01M - $3.75M
|
2.05M
$159M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49.7K+ 258.18% |
$2.9M - $3.61M
|
68.9K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
49.6K+ 2.59% |
$2.89M - $3.6M
|
1.97M
$152M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
49.5K+ 12.61% |
$2.89M - $3.6M
|
442K
$34.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
49.3K+ 96.76% |
$2.88M - $3.58M
|
100K
$7.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
49.1KNew |
$2.87M - $3.57M
|
49.1K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
48.2K+ 12.96% |
$2.82M - $3.5M
|
420K
$32.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
47.1K+ 204726.09% |
$2.75M - $3.42M
|
47.1K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
46.6KNew |
$2.72M - $3.38M
|
46.6K
$3.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
46.4K+ 11.69% |
$2.71M - $3.37M
|
443K
$34.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
45.7K+ 13.93% |
$2.67M - $3.32M
|
374K
$28.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
45.4K+ 20.86% |
$2.65M - $3.3M
|
263K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
44.9K+ 11.98% |
$2.62M - $3.27M
|
420K
$32.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
44.6K+ 15.52% |
$2.6M - $3.24M
|
332K
$25.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
44.3K+ 16.31% |
$2.59M - $3.22M
|
316K
$24.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.7K+ 9.46% |
$2.56M - $3.18M
|
506K
$39.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.4K+ 3.73% |
$2.47M - $3.08M
|
1.18M
$91.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42.3K+ 58.24% |
$2.47M - $3.07M
|
115K
$8.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
41K+ 1131.22% |
$2.4M - $2.98M
|
44.6K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
39.5K+ 12.76% |
$2.31M - $2.87M
|
349K
$27M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
39.3K+ 32.88% |
$2.3M - $2.86M
|
159K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
38.3K+ 5.45% |
$2.24M - $2.79M
|
741K
$57.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
38.1K+ 94.49% |
$2.23M - $2.77M
|
78.4K
$6.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
38K+ 9.06% |
$2.22M - $2.76M
|
458K
$35.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
38K+ 5.03% |
$2.22M - $2.76M
|
793K
$61.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
37.7KNew |
$2.2M - $2.74M
|
37.7K
$2.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
37.1KNew |
$2.17M - $2.7M
|
37.1K
$2.87M
|