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 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
32.9K+ 13.36% |
$1.61M - $1.85M
|
279K
$19.1M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
32.3KNew |
$1.58M - $1.82M
|
32.3K
$2.21M
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
29.9KNew |
$1.47M - $1.68M
|
29.9K
$2.04M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.7K+ 24.69% |
$1.45M - $1.67M
|
150K
$10.2M
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
27.8K+ 23.88% |
$1.36M - $1.56M
|
144K
$9.84M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27.6K+ 13.3% |
$1.35M - $1.55M
|
235K
$16.1M
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 15.51% |
$1.28M - $1.46M
|
194K
$13.2M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.3K+ 0.75% |
$1.24M - $1.42M
|
3.39M
$231M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
25.3K+ 21.66% |
$1.24M - $1.42M
|
142K
$9.68M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.1K+ 28.46% |
$1.23M - $1.41M
|
113K
$7.73M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
25K+ 23.34% |
$1.22M - $1.4M
|
132K
$9M
|
|
May 11, 2022
Q1 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
24.4K+ 3.41% |
$1.19M - $1.37M
|
739K
$50.4M
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
23.9K+ 3.22% |
$1.17M - $1.34M
|
766K
$52.3M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
23.7K+ 20.51% |
$1.16M - $1.33M
|
139K
$9.51M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.6K+ 17.62% |
$1.16M - $1.33M
|
157K
$10.7M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.6K+ 17.62% |
$1.16M - $1.33M
|
157K
$10.7M
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
23.4K+ 32.18% |
$1.15M - $1.32M
|
96.2K
$6.57M
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
22.8K+ 57.45% |
$1.11M - $1.28M
|
62.4K
$4.26M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22.7K+ 4.09% |
$1.11M - $1.28M
|
579K
$39.5M
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
22.4K+ 134.68% |
$1.1M - $1.26M
|
39K
$2.66M
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
22.1K+ 23.09% |
$1.08M - $1.24M
|
118K
$8.03M
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
21.3K+ 40.01% |
$1.04M - $1.2M
|
74.5K
$5.09M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
20.7KNew |
$1.02M - $1.16M
|
20.7K
$1.41M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
20.4K+ 8.93% |
$1M - $1.15M
|
249K
$17M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
20K+ 21.33% |
$982K - $1.13M
|
114K
$7.78M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 12.23% |
$949K - $1.09M
|
178K
$12.1M
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
19.4K+ 126.28% |
$949K - $1.09M
|
34.7K
$2.37M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 24.8% |
$946K - $1.09M
|
97.2K
$6.63M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.2KNew |
$939K - $1.08M
|
19.2K
$1.31M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
19K+ 384.15% |
$932K - $1.07M
|
24K
$1.64M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.3K+ 4.92% |
$897K - $1.03M
|
391K
$26.7M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.1KNew |
$885K - $1.02M
|
18.1K
$1.23M
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
17.7K+ 52.06% |
$867K - $995K
|
51.7K
$3.53M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 64.96% |
$838K - $962K
|
43.5K
$2.97M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.7K+ 59.93% |
$819K - $940K
|
44.6K
$3.05M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
16.5KNew |
$810K - $929K
|
16.5K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.1K+ 29.95% |
$790K - $907K
|
70K
$4.78M
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
15.9K+ 13.9% |
$780K - $895K
|
131K
$8.91M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
15.9K+ 10.04% |
$777K - $891K
|
174K
$11.9M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
15.5K+ 29.01% |
$760K - $872K
|
69K
$4.71M
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 18.62% |
$757K - $868K
|
98.5K
$6.72M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15.4K+ 45.99% |
$755K - $866K
|
48.9K
$3.34M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
15.4K+ 39.73% |
$754K - $864K
|
54.1K
$3.69M
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
14.9K+ 4.41% |
$729K - $836K
|
352K
$24M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
14.8K+ 9.34% |
$724K - $831K
|
173K
$11.8M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$715K - $821K
|
14.6K
$997K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14.1K+ 6.18% |
$690K - $791K
|
242K
$16.5M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13.9K+ 16.7% |
$682K - $783K
|
97.3K
$6.64M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.9K+ 25.32% |
$680K - $780K
|
68.7K
$4.69M
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.8K+ 76.15% |
$676K - $776K
|
31.9K
$2.18M
|