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
|
State Street Corp
Boston, MA |
SELL
|
- |
-64.6K- 10.25% |
$3.16M - $3.63M
|
565K
$40.1M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-68.7KClosed |
$3.36M - $3.86M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-73.6K- 12.77% |
$3.61M - $4.14M
|
503K
$35.7M
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-76.4KClosed |
$3.74M - $4.29M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-80.2K- 16.93% |
$3.93M - $4.51M
|
394K
$27.9M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-98.9KClosed |
$4.84M - $5.56M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-103K- 35.24% |
$5.05M - $5.79M
|
189K
$13.4M
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-113KClosed |
$5.56M - $6.38M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-120K- 9.15% |
$5.87M - $6.73M
|
1.19M
$84.4M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131K- 98.63% |
$6.39M - $7.34M
|
1.82K
$129K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-132K- 7.77% |
$6.46M - $7.41M
|
1.56M
$111M
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-138K- 32.36% |
$6.78M - $7.78M
|
289K
$20.5M
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-143KClosed |
$6.99M - $8.01M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-148KClosed |
$7.24M - $8.3M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-155K- 44.09% |
$7.6M - $8.72M
|
197K
$14M
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-173K- 18.46% |
$8.5M - $9.75M
|
766K
$54.4M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-181K- 15.37% |
$8.86M - $10.2M
|
996K
$70.6M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-182K- 68.46% |
$8.89M - $10.2M
|
83.7K
$5.93M
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-191K- 40.27% |
$9.37M - $10.7M
|
284K
$20.1M
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-197K- 98.54% |
$9.62M - $11M
|
2.9K
$206K
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-223K- 23.26% |
$10.9M - $12.5M
|
735K
$52.1M
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-227K- 60.4% |
$11.1M - $12.8M
|
149K
$10.6M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-246K- 27.25% |
$12M - $13.8M
|
656K
$46.5M
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-305KClosed |
$14.9M - $17.1M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-336K- 14.09% |
$16.5M - $18.9M
|
2.05M
$145M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-410K- 13.4% |
$20.1M - $23M
|
2.65M
$188M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-427K- 97.08% |
$20.9M - $24M
|
12.9K
$912K
|
|
May 16, 2022
Q1 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-437KClosed |
$21.4M - $24.6M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-460K- 67.88% |
$22.6M - $25.9M
|
218K
$15.5M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-515K- 22.18% |
$25.2M - $28.9M
|
1.81M
$128M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-521K- 22.4% |
$25.5M - $29.3M
|
1.81M
$128M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-653K- 18.1% |
$32M - $36.7M
|
2.96M
$210M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.04M- 95.82% |
$51M - $58.5M
|
45.4K
$3.22M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.09M- 33.38% |
$53.6M - $61.5M
|
2.19M
$155M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.26M- 65.38% |
$62M - $71.1M
|
670K
$47.5M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.28M- 37.66% |
$62.5M - $71.7M
|
2.11M
$150M
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.44M- 87.05% |
$70.3M - $80.7M
|
214K
$15.2M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.72M- 41.71% |
$84.4M - $96.8M
|
2.41M
$171M
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.37M- 23.33% |
$116M - $133M
|
7.79M
$553M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.83M- 99.97% |
$139M - $159M
|
944
$67K
|