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 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.64KNew |
$212K - $264K
|
3.64K
$287K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
3.58KNew |
$209K - $260K
|
3.58K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.55K+ 6.2% |
$207K - $258K
|
60.8K
$4.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.53K+ 35.08% |
$206K - $256K
|
13.6K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.52K+ 6.21% |
$205K - $256K
|
60.2K
$4.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
BUY
|
- |
3.5KNew |
$204K - $254K
|
3.5K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.44KNew |
$201K - $250K
|
3.44K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.43KNew |
$200K - $249K
|
3.43K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.42K+ 9.78% |
$200K - $248K
|
38.4K
$3.03M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.41K+ 5.08% |
$199K - $248K
|
70.5K
$5.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.4K+ 7.66% |
$199K - $247K
|
47.8K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.39K+ 20.46% |
$198K - $246K
|
20K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.36K+ 57.68% |
$196K - $244K
|
9.18K
$725K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.35K+ 15.18% |
$196K - $244K
|
25.4K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
3.32KNew |
$194K - $241K
|
3.32K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.29K+ 100.0% |
$192K - $239K
|
6.57K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.28K+ 12.37% |
$192K - $239K
|
29.8K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.27K+ 48.7% |
$191K - $237K
|
9.97K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.24KNew |
$189K - $235K
|
3.24K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 5.12% |
$187K - $233K
|
65.8K
$5.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.18KNew |
$186K - $231K
|
3.18K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.17K+ 3.21% |
$185K - $230K
|
102K
$8.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.17KNew |
$185K - $230K
|
3.17K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.16K+ 4.7% |
$185K - $230K
|
70.4K
$5.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.09K+ 180.48% |
$180K - $224K
|
4.8K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.09K+ 7.19% |
$180K - $224K
|
46K
$3.63M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
3.08K+ 37.59% |
$180K - $224K
|
11.3K
$892K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.08KNew |
$180K - $224K
|
3.08K
$243K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.02K+ 13.22% |
$176K - $219K
|
25.8K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
3K+ 3.8% |
$175K - $218K
|
82.1K
$6.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3K+ 0.52% |
$175K - $218K
|
576K
$45.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
3KNew |
$175K - $218K
|
3K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$175K - $218K
|
3K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.99KNew |
$175K - $218K
|
2.99K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.99KNew |
$175K - $217K
|
2.99K
$237K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.99K+ 1.52% |
$175K - $217K
|
199K
$15.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
2.98KNew |
$174K - $217K
|
2.98K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.98KNew |
$174K - $217K
|
2.98K
$236K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.98KNew |
$174K - $216K
|
2.98K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.93K+ 1.74% |
$171K - $213K
|
172K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.93KNew |
$171K - $213K
|
2.93K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.93KNew |
$171K - $213K
|
2.93K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.9KNew |
$170K - $211K
|
2.9K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.9KNew |
$169K - $211K
|
2.9K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.87KNew |
$168K - $209K
|
2.87K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.87K+ 17.59% |
$168K - $209K
|
19.2K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
2.86KNew |
$167K - $208K
|
2.86K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.81KNew |
$164K - $204K
|
2.81K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.8KNew |
$164K - $204K
|
2.8K
$221K
|
|