Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.86K- 0.12% |
$91.1K - $104K
|
1.54M
$109M
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-1.91K- 6.32% |
$93.6K - $107K
|
28.3K
$2.01M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.92K- 21.28% |
$94.1K - $108K
|
7.11K
$504K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.94K- 0.49% |
$95.1K - $109K
|
396K
$28.1M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.97K- 3.14% |
$96.3K - $110K
|
60.7K
$4.3M
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.1K- 2.01% |
$103K - $118K
|
102K
$7.26M
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.18K- 3.0% |
$107K - $123K
|
70.5K
$5M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 0.4% |
$111K - $127K
|
570K
$40.4M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.46K- 9.04% |
$120K - $138K
|
24.7K
$1.75M
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.55K- 1.82% |
$125K - $143K
|
137K
$9.73M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.57K- 1.22% |
$126K - $144K
|
208K
$14.7M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.81K- 2.54% |
$137K - $158K
|
108K
$7.63M
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.85K- 2.77% |
$140K - $160K
|
99.9K
$7.09M
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.89KClosed |
$141K - $162K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.89K- 9.3% |
$141K - $162K
|
28.1K
$2M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-3.2KClosed |
$157K - $180K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.51K- 9.28% |
$172K - $197K
|
34.3K
$2.44M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.54K- 31.69% |
$173K - $199K
|
7.63K
$541K
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3.58K- 84.31% |
$175K - $201K
|
666
$47.2K
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.65K- 1.79% |
$179K - $205K
|
201K
$14.2M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.67KClosed |
$180K - $206K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3.69K- 38.42% |
$181K - $207K
|
5.92K
$420K
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3.69K- 16.61% |
$181K - $207K
|
18.5K
$1.31M
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.8K- 1.44% |
$186K - $214K
|
260K
$18.5M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.94K- 28.94% |
$193K - $221K
|
9.68K
$687K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.03K- 10.99% |
$197K - $226K
|
32.6K
$2.31M
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.11KClosed |
$201K - $231K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-4.18KClosed |
$205K - $235K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.48K- 2.6% |
$220K - $252K
|
168K
$11.9M
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.52K- 0.69% |
$221K - $254K
|
647K
$45.9M
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.8K- 7.61% |
$235K - $270K
|
58.4K
$4.14M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.87KClosed |
$239K - $274K
|
0
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.18K- 1.35% |
$254K - $291K
|
378K
$26.8M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.3K- 16.63% |
$259K - $298K
|
26.6K
$1.88M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.59KClosed |
$274K - $314K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-5.69KClosed |
$279K - $320K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-5.79K- 39.29% |
$283K - $325K
|
8.94K
$634K
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-6.01KClosed |
$294K - $338K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-6.01K- 4.25% |
$294K - $338K
|
135K
$9.6M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.55KClosed |
$321K - $368K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-6.71K- 7.74% |
$329K - $377K
|
80K
$5.68M
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-6.74K- 64.03% |
$330K - $379K
|
3.79K
$269K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.9K- 5.38% |
$338K - $388K
|
121K
$8.62M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.47K- 27.91% |
$366K - $420K
|
19.3K
$1.37M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.57K- 7.4% |
$371K - $425K
|
94.6K
$6.71M
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-8.15K- 2.85% |
$399K - $458K
|
278K
$19.7M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.21K- 84.5% |
$402K - $461K
|
1.51K
$107K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.22KClosed |
$402K - $462K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.24K- 14.0% |
$403K - $463K
|
50.6K
$3.59M
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.62KClosed |
$422K - $484K
|
0
$0
|