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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
88.4K+ 34.91% |
$4.33M - $4.97M
|
342K
$24.2M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
84.6KNew |
$4.14M - $4.75M
|
84.6K
$6M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
83.2K+ 31.71% |
$4.08M - $4.68M
|
346K
$24.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
83.1K+ 12.39% |
$4.07M - $4.67M
|
754K
$53.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.4K+ 47.82% |
$3.99M - $4.58M
|
252K
$17.9M
|
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
78.3K+ 29.36% |
$3.84M - $4.4M
|
345K
$24.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
77.1K+ 13.91% |
$3.77M - $4.33M
|
631K
$44.8M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
69.7K+ 18.27% |
$3.41M - $3.91M
|
451K
$32M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
67.3KNew |
$3.3M - $3.78M
|
67.3K
$4.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
67.1K+ 36.15% |
$3.28M - $3.77M
|
253K
$17.9M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66.9KNew |
$3.28M - $3.76M
|
66.9K
$4.75M
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
64.4K+ 12.93% |
$3.16M - $3.62M
|
563K
$39.9M
|
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
BUY
|
- |
63K+ 25.13% |
$3.08M - $3.54M
|
314K
$22.2M
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
62.8K+ 15.2% |
$3.08M - $3.53M
|
476K
$33.8M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
61.3K+ 9.97% |
$3M - $3.44M
|
676K
$48M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
61.2K+ 134.33% |
$3M - $3.44M
|
107K
$7.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.9K+ 577.18% |
$2.79M - $3.2M
|
66.7K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.6K+ 17.52% |
$2.72M - $3.12M
|
373K
$26.4M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.1KNew |
$2.7M - $3.1M
|
55.1K
$3.91M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
53K+ 134.05% |
$2.6M - $2.98M
|
92.5K
$6.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
53K+ 331.7% |
$2.59M - $2.98M
|
68.9K
$4.89M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
52.4K+ 40.83% |
$2.57M - $2.94M
|
181K
$12.8M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
50.7K+ 1.09% |
$2.48M - $2.85M
|
4.68M
$332M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
50.3K+ 7.77% |
$2.46M - $2.83M
|
698K
$49.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
48.7K+ 22.87% |
$2.39M - $2.74M
|
262K
$18.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
47.5K+ 16.32% |
$2.32M - $2.67M
|
338K
$24M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
45.9K+ 40.61% |
$2.25M - $2.58M
|
159K
$11.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
45.3K+ 25.25% |
$2.22M - $2.54M
|
225K
$15.9M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45K+ 21.73% |
$2.2M - $2.53M
|
252K
$17.9M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
43.1K+ 17.53% |
$2.11M - $2.42M
|
289K
$20.5M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
42.7K+ 54.26% |
$2.09M - $2.4M
|
121K
$8.62M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42.1KNew |
$2.06M - $2.36M
|
42.1K
$2.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
41.2K+ 39.22% |
$2.02M - $2.32M
|
146K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
39.7K+ 939.49% |
$1.94M - $2.23M
|
43.9K
$3.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38.9K+ 11.66% |
$1.91M - $2.19M
|
373K
$26.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
38.8KNew |
$1.9M - $2.18M
|
38.8K
$2.75M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
38.1K+ 72.01% |
$1.87M - $2.14M
|
91K
$6.46M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
37.6K+ 51.74% |
$1.84M - $2.11M
|
110K
$7.83M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
37K+ 34.48% |
$1.81M - $2.08M
|
144K
$10.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
BUY
|
- |
36.9K+ 6.19% |
$1.81M - $2.07M
|
632K
$44.9M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36.3K+ 86.42% |
$1.78M - $2.04M
|
78.2K
$5.55M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
36.2K+ 90.58% |
$1.77M - $2.03M
|
76.1K
$5.4M
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
35.3KNew |
$1.73M - $1.98M
|
35.3K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
35.1K+ 1281.11% |
$1.72M - $1.97M
|
37.8K
$2.68M
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
BUY
|
- |
34.8K+ 99.56% |
$1.71M - $1.96M
|
69.8K
$4.95M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34.4K+ 8.3% |
$1.68M - $1.93M
|
448K
$31.8M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
34.2KNew |
$1.67M - $1.92M
|
34.2K
$2.43M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
34.1K+ 12.47% |
$1.67M - $1.92M
|
307K
$21.8M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33.8K+ 10.3% |
$1.66M - $1.9M
|
362K
$25.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
33.3K+ 12.13% |
$1.63M - $1.87M
|
308K
$21.8M
|