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 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.17K+ 4.98% |
$302K - $375K
|
109K
$8.42M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.13K+ 22.07% |
$300K - $373K
|
28.4K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.06KNew |
$295K - $368K
|
5.06K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
5.05KNew |
$295K - $367K
|
5.05K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
5.02KNew |
$293K - $365K
|
5.02K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.98K+ 4.88% |
$291K - $362K
|
107K
$8.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.95K+ 8.61% |
$289K - $360K
|
62.5K
$4.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.9K+ 4.45% |
$286K - $356K
|
115K
$8.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.89K+ 49.99% |
$286K - $356K
|
14.7K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.85K+ 19.91% |
$283K - $353K
|
29.2K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.82KNew |
$282K - $351K
|
4.82K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.8KNew |
$280K - $349K
|
4.8K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.78K+ 112.64% |
$279K - $347K
|
9.01K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.74KNew |
$277K - $345K
|
4.74K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.7K+ 6.54% |
$275K - $342K
|
76.6K
$5.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
4.66K+ 3.17% |
$272K - $338K
|
151K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4.52K+ 13.57% |
$264K - $329K
|
37.8K
$2.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
4.51K+ 17.22% |
$263K - $328K
|
30.7K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.51K+ 13.36% |
$263K - $328K
|
38.2K
$2.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.47K+ 1.9% |
$261K - $325K
|
240K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.43K+ 21.0% |
$259K - $322K
|
25.5K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.26K+ 0.88% |
$249K - $310K
|
485K
$37.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.26K+ 18.98% |
$249K - $309K
|
26.7K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.15KNew |
$242K - $301K
|
4.15K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
4.13K+ 3.59% |
$241K - $300K
|
119K
$9.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.12KNew |
$240K - $299K
|
4.12K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.09K+ 3.39% |
$239K - $297K
|
125K
$9.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.05K+ 2.5% |
$236K - $294K
|
166K
$12.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.04K+ 31.13% |
$236K - $294K
|
17K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.04K+ 21.14% |
$236K - $294K
|
23.2K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.93K+ 3.45% |
$229K - $286K
|
118K
$9.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.91K+ 17.18% |
$228K - $284K
|
26.6K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.91KNew |
$228K - $284K
|
3.91K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
3.86KNew |
$225K - $281K
|
3.86K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.83KNew |
$224K - $278K
|
3.83K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
3.81K+ 3.25% |
$222K - $277K
|
121K
$9.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.75K+ 0.7% |
$219K - $273K
|
540K
$41.8M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.75K+ 3125.0% |
$219K - $273K
|
3.87K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.75KNew |
$219K - $272K
|
3.75K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.72K+ 10.28% |
$217K - $271K
|
39.9K
$3.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.71K+ 111.44% |
$217K - $270K
|
7.04K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.71KNew |
$216K - $269K
|
3.71K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.68K+ 14.72% |
$215K - $268K
|
28.7K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.68K+ 4.04% |
$215K - $267K
|
94.8K
$7.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.65KNew |
$213K - $265K
|
3.65K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.64KNew |
$212K - $264K
|
3.64K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.55K+ 6.2% |
$207K - $258K
|
60.8K
$4.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.53K+ 35.08% |
$206K - $256K
|
13.6K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.52K+ 6.21% |
$205K - $256K
|
60.2K
$4.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
BUY
|
- |
3.5KNew |
$204K - $254K
|
3.5K
$271K
|