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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
23.3KNew |
$1.36M - $1.7M
|
23.3K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.3K+ 175.04% |
$1.36M - $1.69M
|
36.6K
$2.83M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
23K+ 2.66% |
$1.35M - $1.68M
|
890K
$68.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.9K+ 1.99% |
$1.34M - $1.67M
|
1.18M
$91M
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
22.9KNew |
$1.34M - $1.67M
|
22.9K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
22.6KNew |
$1.32M - $1.65M
|
22.6K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
22.5K+ 39.15% |
$1.31M - $1.63M
|
79.8K
$6.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.4KNew |
$1.31M - $1.63M
|
22.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.9K+ 13.25% |
$1.28M - $1.59M
|
187K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
21.5K+ 6.09% |
$1.26M - $1.57M
|
375K
$29M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.7K+ 553.48% |
$1.21M - $1.51M
|
24.5K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
20.6K+ 50.46% |
$1.2M - $1.5M
|
61.4K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.6K+ 11.19% |
$1.2M - $1.49M
|
204K
$15.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
20.3K+ 4.57% |
$1.19M - $1.48M
|
465K
$36M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20.3K+ 316.87% |
$1.18M - $1.47M
|
26.7K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.3K+ 145.61% |
$1.18M - $1.47M
|
34.2K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.7K+ 16.09% |
$1.15M - $1.43M
|
142K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.3K+ 28.13% |
$1.13M - $1.4M
|
87.8K
$6.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
19.2K+ 15.45% |
$1.12M - $1.39M
|
143K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19.1KNew |
$1.12M - $1.39M
|
19.1K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.6KNew |
$1.09M - $1.35M
|
18.6K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18.3K+ 1.69% |
$1.07M - $1.33M
|
1.1M
$85.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.3K+ 4.02% |
$1.07M - $1.33M
|
474K
$36.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.3K+ 71.5% |
$1.07M - $1.33M
|
43.8K
$3.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
18.1K+ 10.07% |
$1.06M - $1.31M
|
198K
$15.3M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.9K+ 507.47% |
$1.05M - $1.3M
|
21.5K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
17.6K+ 6.44% |
$1.03M - $1.28M
|
291K
$22.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.8K+ 77.48% |
$980K - $1.22M
|
38.4K
$2.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
16.7KNew |
$973K - $1.21M
|
16.7K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
16.4K+ 7.65% |
$960K - $1.19M
|
231K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
16.4K+ 18.06% |
$959K - $1.19M
|
107K
$8.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.3KNew |
$954K - $1.19M
|
16.3K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16.3K+ 16.47% |
$952K - $1.19M
|
115K
$8.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.2K+ 10.45% |
$948K - $1.18M
|
172K
$13.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.2K+ 53.7% |
$946K - $1.18M
|
46.3K
$3.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
15.8K+ 175.5% |
$921K - $1.15M
|
24.7K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
15.6K+ 3.87% |
$913K - $1.14M
|
420K
$32.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15KNew |
$876K - $1.09M
|
15K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15K+ 42.08% |
$875K - $1.09M
|
50.6K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.9K+ 51.64% |
$871K - $1.08M
|
43.8K
$3.39M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
14.3KNew |
$833K - $1.04M
|
14.3K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.2K+ 13.61% |
$828K - $1.03M
|
118K
$9.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14K+ 2.88% |
$819K - $1.02M
|
501K
$38.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14K+ 143.46% |
$818K - $1.02M
|
23.8K
$1.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
13.8K+ 42.98% |
$806K - $1M
|
45.9K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
13.7K+ 13.73% |
$798K - $993K
|
113K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.7K+ 108.27% |
$798K - $993K
|
26.3K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.6K+ 0.27% |
$793K - $987K
|
4.99M
$386M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.2KNew |
$771K - $959K
|
13.2K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
13.2K+ 2.2% |
$768K - $956K
|
610K
$47.2M
|