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 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
37K+ 5.46% |
$2.16M - $2.69M
|
715K
$55.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36.9K+ 149.59% |
$2.16M - $2.69M
|
61.6K
$4.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
36.9K+ 47.71% |
$2.16M - $2.68M
|
114K
$8.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
36.8K+ 41.1% |
$2.15M - $2.67M
|
126K
$9.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
36.7K+ 22.52% |
$2.14M - $2.67M
|
200K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
36.7K+ 6.72% |
$2.14M - $2.66M
|
582K
$45.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
36.1K+ 12.79% |
$2.11M - $2.63M
|
319K
$24.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
35.6K+ 7.15% |
$2.08M - $2.59M
|
533K
$41.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35.1K+ 49.16% |
$2.05M - $2.55M
|
106K
$8.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34.9K+ 23.04% |
$2.04M - $2.54M
|
186K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 24.81% |
$2.03M - $2.53M
|
175K
$13.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
34.4K+ 65.64% |
$2.01M - $2.5M
|
86.8K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
34K+ 114.99% |
$1.98M - $2.47M
|
63.5K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
33.6KNew |
$1.96M - $2.44M
|
33.6K
$2.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
33.6K+ 20.9% |
$1.96M - $2.44M
|
195K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
32.9K+ 23.05% |
$1.92M - $2.39M
|
176K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
32.5K+ 22.03% |
$1.9M - $2.36M
|
180K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
32.5K+ 2.05% |
$1.9M - $2.36M
|
1.61M
$125M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
32.2K+ 31.36% |
$1.88M - $2.34M
|
135K
$10.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
31.8K+ 12.14% |
$1.86M - $2.31M
|
294K
$22.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
31.4KNew |
$1.83M - $2.28M
|
31.4K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
30.2K+ 8.16% |
$1.76M - $2.19M
|
400K
$30.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30K+ 171.96% |
$1.75M - $2.18M
|
47.4K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29.6K+ 20.87% |
$1.73M - $2.15M
|
172K
$13.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29.4K+ 44.79% |
$1.72M - $2.14M
|
95K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
29K+ 20.91% |
$1.7M - $2.11M
|
168K
$13M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
28.3K+ 1.59% |
$1.65M - $2.06M
|
1.81M
$140M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
28KNew |
$1.64M - $2.04M
|
28K
$2.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27.3K+ 2.22% |
$1.6M - $1.99M
|
1.26M
$97.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27.2K+ 19.44% |
$1.59M - $1.98M
|
167K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.9K+ 30.4% |
$1.57M - $1.96M
|
116K
$8.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26.9K+ 7.79% |
$1.57M - $1.95M
|
372K
$28.8M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
26.7K+ 8.77% |
$1.56M - $1.94M
|
331K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26.6K+ 8.6% |
$1.55M - $1.93M
|
336K
$26M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.5K+ 45.39% |
$1.55M - $1.93M
|
85K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
26.5K+ 3.56% |
$1.55M - $1.93M
|
771K
$59.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26.3K+ 30.08% |
$1.53M - $1.91M
|
114K
$8.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
26K+ 27.02% |
$1.52M - $1.89M
|
122K
$9.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
24.9K+ 247.0% |
$1.46M - $1.81M
|
35K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
24.8K+ 21.69% |
$1.45M - $1.81M
|
139K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.8K+ 13.14% |
$1.45M - $1.8M
|
213K
$16.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24.8K+ 170.54% |
$1.45M - $1.8M
|
39.3K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
24.6KNew |
$1.44M - $1.79M
|
24.6K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
24.5K+ 129.88% |
$1.43M - $1.78M
|
43.4K
$3.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
24.4K+ 29.78% |
$1.42M - $1.77M
|
106K
$8.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24.2K+ 332.39% |
$1.41M - $1.76M
|
31.5K
$2.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
23.8KNew |
$1.39M - $1.73M
|
23.8K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
23.7K+ 10.56% |
$1.39M - $1.72M
|
248K
$19.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.5K+ 3.17% |
$1.37M - $1.71M
|
766K
$59.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.4K+ 15.78% |
$1.37M - $1.7M
|
172K
$13.3M
|