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 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
13.1K+ 6.46% |
$764K - $951K
|
216K
$16.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.9K+ 7.88% |
$753K - $937K
|
176K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 2.32% |
$752K - $936K
|
569K
$44M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 0.57% |
$750K - $933K
|
2.26M
$175M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
12.8KNew |
$746K - $928K
|
12.8K
$988K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
12.6KNew |
$735K - $915K
|
12.6K
$974K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.5K+ 5.06% |
$729K - $907K
|
259K
$20.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
12.4K+ 13.17% |
$726K - $904K
|
107K
$8.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
12.2K+ 72.51% |
$712K - $887K
|
29K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
12.2K+ 19.31% |
$710K - $884K
|
75.1K
$5.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12.1K+ 14.97% |
$708K - $881K
|
93.1K
$7.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12K+ 5.33% |
$702K - $874K
|
238K
$18.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
12K+ 4.6% |
$701K - $872K
|
272K
$21.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.9K+ 57.85% |
$694K - $864K
|
32.4K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.8KNew |
$689K - $857K
|
11.8K
$912K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.7K+ 32.2% |
$683K - $850K
|
48K
$3.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.6KNew |
$680K - $846K
|
11.6K
$900K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
11.6K+ 1.62% |
$676K - $841K
|
726K
$56.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.4K+ 6.85% |
$665K - $828K
|
178K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11.3K+ 39.16% |
$657K - $818K
|
40K
$3.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
11K+ 11.14% |
$642K - $799K
|
110K
$8.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.8K+ 34.54% |
$632K - $787K
|
42.2K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
10.8K+ 4.98% |
$629K - $782K
|
227K
$17.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
10.7K+ 19.49% |
$625K - $778K
|
65.6K
$5.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.7K+ 1.94% |
$623K - $775K
|
561K
$43.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
10.7KNew |
$622K - $774K
|
10.7K
$824K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10.6K+ 27.6% |
$621K - $773K
|
49.2K
$3.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.5K+ 10.69% |
$612K - $762K
|
109K
$8.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
10.3K+ 243.04% |
$599K - $745K
|
14.5K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.2K+ 9.99% |
$593K - $738K
|
112K
$8.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
10.2KNew |
$593K - $738K
|
10.2K
$785K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
9.43K+ 85.15% |
$551K - $685K
|
20.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.34K+ 222.09% |
$546K - $679K
|
13.5K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.27KNew |
$541K - $673K
|
9.27K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.08KNew |
$530K - $660K
|
9.08K
$702K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.02K+ 4.09% |
$527K - $655K
|
230K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8.99K+ 9.15% |
$525K - $653K
|
107K
$8.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.8K+ 7.31% |
$514K - $639K
|
129K
$9.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.77K+ 14.19% |
$512K - $638K
|
70.6K
$5.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.68KNew |
$507K - $631K
|
8.68K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.5KNew |
$496K - $618K
|
8.5K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
8.48K+ 6.98% |
$495K - $617K
|
130K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.47K+ 3.71% |
$495K - $616K
|
237K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.46K+ 8.2% |
$494K - $615K
|
112K
$8.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.41K+ 15.49% |
$491K - $611K
|
62.7K
$4.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
8.41K+ 6.3% |
$491K - $611K
|
142K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.26K+ 0.74% |
$482K - $600K
|
1.13M
$87.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.25K+ 2.59% |
$482K - $599K
|
326K
$25.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
8.25KNew |
$482K - $599K
|
8.25K
$638K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
8.23K+ 1.35% |
$481K - $598K
|
618K
$47.8M
|