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 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
8.17K+ 57.99% |
$477K - $594K
|
22.3K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
8.16K+ 5.01% |
$477K - $593K
|
171K
$13.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.09K+ 3.3% |
$472K - $588K
|
253K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
8KNew |
$467K - $582K
|
8K
$619K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.95K+ 5.25% |
$464K - $578K
|
159K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.84K+ 5.77% |
$458K - $570K
|
144K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
7.84K+ 2.63% |
$458K - $570K
|
306K
$23.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.83K+ 14.92% |
$457K - $569K
|
60.3K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.81K+ 127.23% |
$456K - $568K
|
14K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
7.71KNew |
$450K - $560K
|
7.71K
$596K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.61K+ 3.83% |
$445K - $553K
|
207K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.58K+ 1.6% |
$443K - $551K
|
480K
$37.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.09K+ 2.35% |
$414K - $516K
|
309K
$23.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7.08K+ 17.11% |
$413K - $514K
|
48.4K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.02K+ 20.68% |
$410K - $510K
|
41K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.97K+ 4.89% |
$407K - $506K
|
149K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.83K+ 7.61% |
$399K - $496K
|
96.5K
$7.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6.8K+ 6.83% |
$397K - $494K
|
106K
$8.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.75K+ 6.17% |
$394K - $491K
|
116K
$8.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
6.7K+ 18.1% |
$392K - $487K
|
43.7K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.65KNew |
$388K - $483K
|
6.65K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.65KNew |
$388K - $483K
|
6.65K
$514K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
6.41KNew |
$375K - $466K
|
6.41K
$496K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
6.37K+ 4.57% |
$372K - $463K
|
146K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.27K+ 10.73% |
$366K - $456K
|
64.7K
$5M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
6.24KNew |
$365K - $454K
|
6.24K
$483K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.17K+ 113.06% |
$361K - $449K
|
11.6K
$900K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.12KNew |
$358K - $445K
|
6.12K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.1K+ 2.02% |
$356K - $443K
|
308K
$23.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.09KNew |
$356K - $442K
|
6.09K
$471K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.05KNew |
$353K - $439K
|
6.05K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.94K+ 12.05% |
$347K - $431K
|
55.2K
$4.27M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.92K+ 2.64% |
$346K - $430K
|
230K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.9KNew |
$345K - $429K
|
5.9K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5.85K+ 12.78% |
$342K - $425K
|
51.7K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.76K+ 19.15% |
$337K - $419K
|
35.9K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
5.6K+ 3.2% |
$327K - $407K
|
181K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.58K+ 11.7% |
$326K - $406K
|
53.3K
$4.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.56K+ 3.23% |
$325K - $404K
|
178K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
5.53K+ 3.26% |
$323K - $402K
|
175K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.39K+ 21.7% |
$315K - $391K
|
30.2K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.36KNew |
$313K - $389K
|
5.36K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.35KNew |
$313K - $389K
|
5.35K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.31K+ 5.3% |
$310K - $386K
|
106K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5.26K+ 17.98% |
$307K - $382K
|
34.5K
$2.67M
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.26K+ 6043.68% |
$307K - $382K
|
5.35K
$413K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.25K+ 3.85% |
$307K - $382K
|
142K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.25K+ 3.95% |
$307K - $382K
|
138K
$10.7M
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5.25KNew |
$307K - $382K
|
5.25K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5.23K+ 84.52% |
$306K - $380K
|
11.4K
$883K
|