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
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.8K+ 101.74% |
$284K - $326K
|
11.5K
$816K
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.79K+ 4.83% |
$284K - $325K
|
126K
$8.91M
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.75K+ 121.42% |
$282K - $323K
|
10.5K
$744K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.73K+ 44.23% |
$281K - $322K
|
18.7K
$1.33M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
5.41KNew |
$265K - $304K
|
5.41K
$384K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.38K+ 1.15% |
$264K - $302K
|
475K
$33.7M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
5.31KNew |
$260K - $299K
|
5.31K
$377K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.3KNew |
$260K - $298K
|
5.3K
$376K
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.27K+ 9.17% |
$258K - $296K
|
62.7K
$4.45M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.04KNew |
$247K - $283K
|
5.04K
$357K
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
4.92K+ 149.77% |
$241K - $276K
|
8.21K
$582K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.9K+ 4.14% |
$240K - $275K
|
123K
$8.73M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.85KNew |
$238K - $273K
|
4.85K
$344K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.79K+ 7.85% |
$235K - $269K
|
65.8K
$4.67M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
4.73K+ 0.9% |
$232K - $266K
|
533K
$37.8M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.7KNew |
$230K - $264K
|
4.7K
$333K
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.67KNew |
$229K - $263K
|
4.67K
$331K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.67K+ 2.89% |
$229K - $262K
|
166K
$11.8M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.65K+ 44.95% |
$228K - $261K
|
15K
$1.06M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
4.63KNew |
$227K - $260K
|
4.63K
$328K
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.49K+ 21.82% |
$220K - $252K
|
25K
$1.78M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.42K+ 66.37% |
$216K - $248K
|
11.1K
$786K
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
4.41K+ 41.67% |
$216K - $248K
|
15K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.28K+ 11.85% |
$210K - $241K
|
40.5K
$2.87M
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.17KNew |
$204K - $234K
|
4.17K
$296K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.06K+ 4.67% |
$199K - $228K
|
91.1K
$6.47M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
4.06K+ 3.66% |
$199K - $228K
|
115K
$8.15M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
4.05K+ 11.78% |
$198K - $228K
|
38.5K
$2.73M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4K+ 10.51% |
$196K - $224K
|
42K
$2.98M
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.98KNew |
$195K - $223K
|
3.98K
$282K
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.97K+ 14.17% |
$194K - $223K
|
32K
$2.27M
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.81K+ 5.1% |
$187K - $214K
|
78.6K
$5.58M
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.78KNew |
$185K - $212K
|
3.78K
$268K
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
3.65K+ 0.59% |
$179K - $205K
|
622K
$44.2M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.62K+ 67.52% |
$177K - $203K
|
8.97K
$637K
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
3.56K+ 3.87% |
$174K - $200K
|
95.3K
$6.76M
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
3.52K+ 35.54% |
$172K - $198K
|
13.4K
$951K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
3.22K+ 9.73% |
$158K - $181K
|
36.3K
$2.58M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.99K+ 1.76% |
$146K - $168K
|
173K
$12.3M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.95K+ 3.66% |
$145K - $166K
|
83.7K
$5.94M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.86K+ 4.87% |
$140K - $161K
|
61.6K
$4.37M
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.86K+ 1.52% |
$140K - $160K
|
191K
$13.5M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
2.82K+ 15.97% |
$138K - $158K
|
20.4K
$1.45M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.8K+ 78.05% |
$137K - $157K
|
6.38K
$453K
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.73K+ 0.74% |
$134K - $154K
|
373K
$26.5M
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.59K+ 2.65% |
$127K - $145K
|
100K
$7.1M
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.57K+ 35.0% |
$126K - $145K
|
9.92K
$704K
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.46K+ 9.94% |
$120K - $138K
|
27.2K
$1.93M
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.24K+ 9.57% |
$110K - $126K
|
25.7K
$1.82M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.17K+ 45.66% |
$106K - $122K
|
6.92K
$491K
|