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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.16K+ 14.32% |
$106K - $121K
|
17.3K
$1.22M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.12K+ 11.63% |
$104K - $119K
|
20.3K
$1.44M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.04K+ 32.5% |
$100K - $115K
|
8.33K
$591K
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.01K+ 16.61% |
$98.5K - $113K
|
14.1K
$1M
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2KNew |
$98K - $112K
|
2K
$142K
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2K+ 9.57% |
$97.8K - $112K
|
22.8K
$1.62M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95KNew |
$95.7K - $110K
|
1.95K
$139K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.79K+ 33.56% |
$87.5K - $100K
|
7.11K
$504K
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.77K+ 5.86% |
$86.4K - $99.2K
|
31.9K
$2.26M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
1.76K+ 33.77% |
$86.3K - $99K
|
6.98K
$495K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.6K+ 12.77% |
$78.4K - $90K
|
14.1K
$1M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 283.19% |
$78.4K - $89.9K
|
2.17K
$154K
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.59K+ 22.44% |
$77.9K - $89.3K
|
8.68K
$615K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.57K+ 9.03% |
$77.1K - $88.4K
|
19K
$1.35M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.44KNew |
$70.3K - $80.7K
|
1.44K
$102K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
1.41K+ 33.99% |
$69.2K - $79.4K
|
5.57K
$395K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.37K+ 6.64% |
$67K - $76.9K
|
22K
$1.56M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.36K+ 8.2% |
$66.4K - $76.2K
|
17.9K
$1.27M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.33K+ 21.63% |
$65.1K - $74.7K
|
7.48K
$530K
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.31KNew |
$64K - $73.4K
|
1.31K
$92.7K
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.29K+ 15.25% |
$63K - $72.3K
|
9.73K
$690K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.27K+ 28.54% |
$62.2K - $71.3K
|
5.72K
$405K
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.21K+ 1.4% |
$59.4K - $68.1K
|
87.7K
$6.22M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.06K+ 2.87% |
$51.8K - $59.4K
|
37.9K
$2.69M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.05KNew |
$51.4K - $58.9K
|
1.05K
$74.4K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
987+ 39.56% |
$48.3K - $55.5K
|
3.48K
$247K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
925New |
$45.3K - $52K
|
925
$65.6K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
893+ 2.13% |
$43.7K - $50.2K
|
42.8K
$3.04M
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
784+ 6.37% |
$38.4K - $44.1K
|
13.1K
$929K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
755+ 15.03% |
$37K - $42.4K
|
5.78K
$410K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
754+ 8.59% |
$36.9K - $42.4K
|
9.53K
$676K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
731New |
$35.8K - $41.1K
|
731
$51.9K
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
698+ 5.83% |
$34.2K - $39.2K
|
12.7K
$900K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
698New |
$34.2K - $39.2K
|
698
$49.5K
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
642+ 0.74% |
$31.4K - $36.1K
|
87.4K
$6.2M
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
616+ 3.24% |
$30.2K - $34.6K
|
19.6K
$1.39M
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
612+ 1.8% |
$30K - $34.4K
|
34.5K
$2.45M
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
585+ 1.71% |
$28.7K - $32.9K
|
34.7K
$2.46M
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
580+ 3.2% |
$28.4K - $32.6K
|
18.7K
$1.33M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
569New |
$27.9K - $32K
|
569
$40.4K
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
567+ 2.89% |
$27.8K - $31.9K
|
20.2K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
564+ 5.53% |
$27.6K - $31.7K
|
10.8K
$764K
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
558+ 10.81% |
$27.3K - $31.4K
|
5.72K
$406K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
526+ 1.56% |
$25.8K - $29.6K
|
34.3K
$2.43M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
509+ 119.48% |
$24.9K - $28.6K
|
935
$66.3K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
503+ 11.21% |
$24.6K - $28.3K
|
4.99K
$354K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
500+ 63.29% |
$24.5K - $28.1K
|
1.29K
$91.5K
|
|
May 06, 2022
Q1 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
467+ 3.09% |
$22.9K - $26.2K
|
15.6K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
455+ 1.35% |
$22.3K - $25.6K
|
34.1K
$2.42M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
446+ 5.66% |
$21.8K - $25.1K
|
8.33K
$591K
|