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 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
72New |
$4.21K - $5.23K
|
72
$5.24K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
64+ 0.23% |
$3.74K - $4.65K
|
28.4K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
58+ 0.42% |
$3.39K - $4.22K
|
13.8K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
58+ 0.15% |
$3.39K - $4.22K
|
39.7K
$2.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
41New |
$2.39K - $2.98K
|
41
$2.98K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31New |
$1.81K - $2.25K
|
31
$2.26K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
27+ 41.54% |
$1.58K - $1.96K
|
92
$6.69K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 0.4% |
$1.52K - $1.89K
|
6.47K
$471K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23+ 0.32% |
$1.34K - $1.67K
|
7.21K
$524K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
22+ 0.7% |
$1.29K - $1.6K
|
3.15K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
20+ 0.19% |
$1.17K - $1.45K
|
10.5K
$767K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
19+ 0.17% |
$1.11K - $1.38K
|
11K
$799K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18+ 0.11% |
$1.05K - $1.31K
|
16.9K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
12New |
$701 - $872
|
12
$873
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9+ 450.0% |
$526 - $654
|
11
$800
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$409 - $509
|
7
$509
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
6New |
$350 - $436
|
6
$437
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.35% |
$117 - $145
|
581
$42.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$117 - $145
|
4.94K
$360K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.27% |
$58.4 - $72.7
|
376
$27.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$58.4 - $72.7
|
7.98K
$581K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3- 0.4% |
$175 - $218
|
756
$55K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3- 0.01% |
$175 - $218
|
24.4K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-14- 0.34% |
$818 - $1.02K
|
4.08K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-47- 21.56% |
$2.75K - $3.42K
|
171
$12.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-47- 1.25% |
$2.75K - $3.42K
|
3.72K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-64- 1.66% |
$3.74K - $4.65K
|
3.78K
$275K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-68- 0.33% |
$3.97K - $4.94K
|
20.3K
$1.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-74- 0.63% |
$4.32K - $5.38K
|
11.6K
$846K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80- 0.54% |
$4.67K - $5.82K
|
14.8K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-91- 2.33% |
$5.32K - $6.61K
|
3.82K
$278K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-94- 2.94% |
$5.49K - $6.83K
|
3.1K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-101- 0.76% |
$5.9K - $7.34K
|
13.1K
$954K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106- 1.78% |
$6.19K - $7.71K
|
5.86K
$426K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-109- 1.15% |
$6.37K - $7.92K
|
9.39K
$683K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-113- 0.22% |
$6.6K - $8.21K
|
50.2K
$3.65M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-161- 0.85% |
$9.4K - $11.7K
|
18.9K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-175- 5.64% |
$10.2K - $12.7K
|
2.93K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-195- 0.39% |
$11.4K - $14.2K
|
50.3K
$3.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-208- 0.58% |
$12.1K - $15.1K
|
35.8K
$2.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-211- 6.79% |
$12.3K - $15.3K
|
2.9K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-212- 4.21% |
$12.4K - $15.4K
|
4.82K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-237- 1.57% |
$13.8K - $17.2K
|
14.9K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-241- 13.16% |
$14.1K - $17.5K
|
1.59K
$116K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-285- 4.18% |
$16.6K - $20.7K
|
6.53K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-347- 5.22% |
$20.3K - $25.2K
|
6.3K
$459K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-355- 0.42% |
$20.7K - $25.8K
|
84.1K
$6.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-400- 57.14% |
$23.4K - $29.1K
|
300
$21.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-400- 1.07% |
$23.4K - $29.1K
|
37K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-424- 11.08% |
$24.8K - $30.8K
|
3.4K
$248K
|