Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
553K+ 1254.13% |
$42.5M - $44.7M
|
597K
$47.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
492K+ 9.93% |
$37.8M - $39.8M
|
5.44M
$430M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
290K+ 7.73% |
$22.3M - $23.4M
|
4.04M
$319M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
178K+ 37.33% |
$13.7M - $14.4M
|
656K
$51.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
147K+ 4.61% |
$11.3M - $11.8M
|
3.32M
$263M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
139K+ 47.25% |
$10.7M - $11.3M
|
434K
$34.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
115K+ 11.53% |
$8.85M - $9.31M
|
1.11M
$88.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
112KNew |
$8.61M - $9.06M
|
112K
$8.86M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
83.7K+ 8.96% |
$6.43M - $6.77M
|
1.02M
$80.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
65.6K+ 51.3% |
$5.04M - $5.3M
|
193K
$15.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
48.2KNew |
$3.7M - $3.89M
|
48.2K
$3.81M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
46K+ 14.3% |
$3.53M - $3.72M
|
367K
$29M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.7K+ 5.41% |
$3.28M - $3.45M
|
832K
$65.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
41.6KNew |
$3.2M - $3.37M
|
41.6K
$3.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
41.4K+ 69.79% |
$3.18M - $3.35M
|
101K
$7.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
38.8K+ 268.75% |
$2.98M - $3.13M
|
53.2K
$4.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.8K+ 4.8% |
$2.83M - $2.98M
|
804K
$63.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
36.1K+ 26.18% |
$2.77M - $2.92M
|
174K
$13.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
35.7K+ 1030.08% |
$2.74M - $2.89M
|
39.2K
$3.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
35.5K+ 5.79% |
$2.73M - $2.87M
|
650K
$51.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35.3K+ 0.82% |
$2.71M - $2.85M
|
4.33M
$342M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
BUY
|
- |
33.7K+ 4.23% |
$2.59M - $2.72M
|
829K
$65.6M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
30.1KNew |
$2.31M - $2.43M
|
30.1K
$2.38M
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
25.5K+ 17.1% |
$1.96M - $2.06M
|
174K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
25.4K+ 12.25% |
$1.95M - $2.05M
|
233K
$18.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
25.1K+ 17.95% |
$1.92M - $2.03M
|
165K
$13M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
24.6K+ 20.68% |
$1.89M - $1.99M
|
144K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
24.6K+ 5.11% |
$1.89M - $1.99M
|
506K
$40M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.9K+ 9.64% |
$1.68M - $1.77M
|
249K
$19.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
21.2K+ 420.77% |
$1.63M - $1.72M
|
26.3K
$2.08M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
20.3K+ 35.77% |
$1.56M - $1.64M
|
77.2K
$6.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16.8K+ 9.91% |
$1.29M - $1.36M
|
186K
$14.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
16.6K+ 261.39% |
$1.27M - $1.34M
|
22.9K
$1.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
12.7K+ 1.74% |
$974K - $1.02M
|
743K
$58.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
12.4K+ 0.6% |
$953K - $1M
|
2.07M
$164M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12.1K+ 8.3% |
$930K - $978K
|
158K
$12.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10.4K+ 16.27% |
$798K - $840K
|
74.3K
$5.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
10.1K+ 11.19% |
$775K - $816K
|
100K
$7.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
9.5KNew |
$730K - $768K
|
9.5K
$751K
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
9.48K+ 15.04% |
$728K - $766K
|
72.5K
$5.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
9.35K+ 96.86% |
$718K - $756K
|
19K
$1.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Defender Capital, Llc.
|
BUY
|
- |
9.2KNew |
$707K - $744K
|
9.2K
$727K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
8.6K+ 38.6% |
$661K - $695K
|
30.9K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8.29K+ 209.0% |
$637K - $670K
|
12.3K
$969K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.2K+ 5.9% |
$630K - $663K
|
147K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
7.12K+ 29.88% |
$547K - $575K
|
30.9K
$2.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
7.06K+ 2.93% |
$543K - $571K
|
248K
$19.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
6.5K+ 2.36% |
$499K - $525K
|
282K
$22.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.25K+ 1.19% |
$480K - $506K
|
532K
$42.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
6.18K+ 20.63% |
$475K - $500K
|
36.2K
$2.86M
|
|