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 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-5.56K- 53.23% |
$325K - $404K
|
4.88K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5.58K- 3.17% |
$326K - $406K
|
170K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-5.91K- 10.79% |
$345K - $429K
|
48.8K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.01K- 3.87% |
$351K - $437K
|
149K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.03K- 38.15% |
$352K - $438K
|
9.77K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.98K- 21.38% |
$408K - $507K
|
25.7K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.49K- 19.62% |
$438K - $545K
|
30.7K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-7.76K- 1.12% |
$453K - $564K
|
683K
$49.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.12K- 9.3% |
$533K - $663K
|
89K
$6.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 35.81% |
$685K - $853K
|
21K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.9K- 6.4% |
$697K - $868K
|
175K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-12.4K- 3.06% |
$723K - $899K
|
393K
$28.6M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13K- 32.36% |
$759K - $944K
|
27.1K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-13.4K- 3.86% |
$780K - $971K
|
333K
$24.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-13.8K- 6.3% |
$806K - $1M
|
205K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15.9K- 22.93% |
$927K - $1.15M
|
53.3K
$3.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.2K- 8.25% |
$1.12M - $1.39M
|
213K
$15.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-20.1K- 86.91% |
$1.17M - $1.46M
|
3.03K
$220K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-23K- 55.0% |
$1.34M - $1.67M
|
18.8K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-29.2K- 24.57% |
$1.71M - $2.12M
|
89.7K
$6.53M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-33.9K- 4.2% |
$1.98M - $2.46M
|
774K
$56.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-39K- 64.97% |
$2.28M - $2.83M
|
21K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-46.6K- 45.37% |
$2.72M - $3.39M
|
56.2K
$4.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-46.8K- 39.85% |
$2.74M - $3.41M
|
70.7K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-51.8K- 5.91% |
$3.03M - $3.77M
|
826K
$60.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-59.7K- 84.46% |
$3.49M - $4.34M
|
11K
$799K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-86.4K- 6.33% |
$5.04M - $6.28M
|
1.28M
$93M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-86.6K- 9.91% |
$5.06M - $6.3M
|
788K
$57.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-102K- 60.02% |
$5.96M - $7.41M
|
67.9K
$4.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-105K- 31.15% |
$6.13M - $7.63M
|
232K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-111K- 86.63% |
$6.49M - $8.08M
|
17.1K
$1.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-125K- 96.26% |
$7.3M - $9.09M
|
4.85K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-142K- 64.46% |
$8.3M - $10.3M
|
78.4K
$5.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-143K- 29.42% |
$8.32M - $10.4M
|
342K
$24.9M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-246K- 31.17% |
$14.4M - $17.9M
|
543K
$39.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-282K- 42.48% |
$16.5M - $20.5M
|
382K
$27.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-320K- 97.65% |
$18.7M - $23.3M
|
7.72K
$562K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-564K- 97.23% |
$32.9M - $41M
|
16K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-965K- 96.6% |
$56.4M - $70.1M
|
34K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.21M- 21.58% |
$129M - $161M
|
8.03M
$584M
|