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 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.01K- 3.44% |
$441K - $506K
|
253K
$17.3M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-9.97K- 4.9% |
$488K - $560K
|
193K
$13.2M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.6K- 35.66% |
$520K - $596K
|
19.1K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-10.7K- 6.19% |
$524K - $602K
|
162K
$11.1M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11.2K- 69.78% |
$547K - $628K
|
4.84K
$331K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-12K- 18.21% |
$588K - $674K
|
53.9K
$3.69M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12.3K- 13.67% |
$603K - $692K
|
77.7K
$5.32M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-13.4K- 7.44% |
$655K - $752K
|
167K
$11.4M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-14.1KClosed |
$693K - $795K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-14.2K- 4.47% |
$698K - $800K
|
304K
$20.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-15.8K- 11.68% |
$772K - $886K
|
119K
$8.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-17.6K- 31.49% |
$862K - $989K
|
38.3K
$2.62M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-18.3KClosed |
$895K - $1.03M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.6K- 12.32% |
$912K - $1.05M
|
133K
$9.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-18.9K- 29.49% |
$928K - $1.06M
|
45.3K
$3.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-19.3K- 17.19% |
$947K - $1.09M
|
93.2K
$6.38M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-19.7KClosed |
$967K - $1.11M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.3K- 44.98% |
$993K - $1.14M
|
24.8K
$1.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-21K- 10.91% |
$1.03M - $1.18M
|
172K
$11.8M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21K- 61.27% |
$1.03M - $1.18M
|
13.3K
$910K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-21.2K- 4.99% |
$1.04M - $1.19M
|
404K
$27.7M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-21.5K- 6.52% |
$1.05M - $1.21M
|
308K
$21.1M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 10.11% |
$1.1M - $1.26M
|
199K
$13.6M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.7K- 7.76% |
$1.11M - $1.27M
|
270K
$18.5M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-22.8KClosed |
$1.11M - $1.28M
|
0
$0
|
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-23.8K- 72.41% |
$1.17M - $1.34M
|
9.07K
$621K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25K- 36.18% |
$1.22M - $1.4M
|
44.1K
$3.02M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-25.5K- 44.93% |
$1.25M - $1.44M
|
31.3K
$2.14M
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-26.4KClosed |
$1.29M - $1.48M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.4K- 13.81% |
$1.29M - $1.48M
|
165K
$11.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-27.9KClosed |
$1.37M - $1.57M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30.2K- 4.68% |
$1.48M - $1.7M
|
616K
$42.2M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-35.8K- 7.85% |
$1.76M - $2.01M
|
421K
$28.8M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.5KClosed |
$1.79M - $2.05M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-37.3K- 83.92% |
$1.83M - $2.1M
|
7.15K
$489K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-41.3KClosed |
$2.02M - $2.32M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.4K- 90.79% |
$2.08M - $2.38M
|
4.3K
$294K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-42.9K- 5.57% |
$2.1M - $2.41M
|
727K
$49.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-44.1K- 51.45% |
$2.16M - $2.48M
|
41.6K
$2.85M
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-44.4K- 26.26% |
$2.17M - $2.49M
|
125K
$8.53M
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-44.6K- 4.42% |
$2.19M - $2.51M
|
964K
$66M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-50.7K- 34.59% |
$2.48M - $2.85M
|
95.8K
$6.56M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-50.8K- 72.67% |
$2.49M - $2.85M
|
19.1K
$1.31M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-53.2K- 99.68% |
$2.61M - $2.99M
|
173
$11.8K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-54.5K- 56.33% |
$2.67M - $3.06M
|
42.3K
$2.89M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-56K- 9.73% |
$2.74M - $3.15M
|
519K
$35.5M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-56.1K- 1.16% |
$2.75M - $3.15M
|
4.79M
$328M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-58.5K- 88.64% |
$2.87M - $3.29M
|
7.5K
$513K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-63.4K- 9.0% |
$3.1M - $3.56M
|
641K
$43.8M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-64.6K- 10.25% |
$3.16M - $3.63M
|
565K
$38.7M
|