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 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.44KNew |
$201K - $250K
|
3.44K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.43KNew |
$200K - $249K
|
3.43K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.42K+ 9.78% |
$200K - $248K
|
38.4K
$2.97M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.41K+ 5.08% |
$199K - $248K
|
70.5K
$5.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.4K+ 7.66% |
$199K - $247K
|
47.8K
$3.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.39K+ 20.46% |
$198K - $246K
|
20K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.36K+ 57.68% |
$196K - $244K
|
9.18K
$710K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.35K+ 15.18% |
$196K - $244K
|
25.4K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
3.32KNew |
$194K - $241K
|
3.32K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29K+ 100.0% |
$192K - $239K
|
6.57K
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.28K+ 12.37% |
$192K - $239K
|
29.8K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.27K+ 48.7% |
$191K - $237K
|
9.97K
$771K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.24KNew |
$189K - $235K
|
3.24K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 5.12% |
$187K - $233K
|
65.8K
$5.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.17K+ 3.21% |
$185K - $230K
|
102K
$7.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.17KNew |
$185K - $230K
|
3.17K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.16K+ 4.7% |
$185K - $230K
|
70.4K
$5.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.09K+ 180.48% |
$180K - $224K
|
4.8K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.09K+ 7.19% |
$180K - $224K
|
46K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.08KNew |
$180K - $224K
|
3.08K
$238K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.02K+ 13.22% |
$176K - $219K
|
25.8K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
3K+ 3.8% |
$175K - $218K
|
82.1K
$6.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3K+ 0.52% |
$175K - $218K
|
576K
$44.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
3KNew |
$175K - $218K
|
3K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$175K - $218K
|
3K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.99KNew |
$175K - $218K
|
2.99K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.99KNew |
$175K - $217K
|
2.99K
$231K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.99K+ 1.52% |
$175K - $217K
|
199K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
2.98KNew |
$174K - $217K
|
2.98K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.98KNew |
$174K - $217K
|
2.98K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.98KNew |
$174K - $216K
|
2.98K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.93K+ 1.74% |
$171K - $213K
|
172K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.93KNew |
$171K - $213K
|
2.93K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.93KNew |
$171K - $213K
|
2.93K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.9KNew |
$170K - $211K
|
2.9K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9KNew |
$169K - $211K
|
2.9K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.87KNew |
$168K - $209K
|
2.87K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.87K+ 17.59% |
$168K - $209K
|
19.2K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
2.86KNew |
$167K - $208K
|
2.86K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.81KNew |
$164K - $204K
|
2.81K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.8KNew |
$164K - $204K
|
2.8K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.79K+ 2.4% |
$163K - $203K
|
119K
$9.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
2.79KNew |
$163K - $203K
|
2.79K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77KNew |
$162K - $201K
|
2.77K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
2.77K+ 2.0% |
$162K - $201K
|
141K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
2.76KNew |
$161K - $201K
|
2.76K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.76KNew |
$161K - $200K
|
2.76K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.75KNew |
$161K - $200K
|
2.75K
$213K
|