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 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
431+ 2.34% |
$21.1K - $24.2K
|
18.9K
$1.34M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
388+ 2425.0% |
$19K - $21.8K
|
404
$28.7K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
373New |
$18.3K - $21K
|
373
$26.5K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
364+ 1.67% |
$17.8K - $20.5K
|
22.2K
$1.57M
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
360+ 0.86% |
$17.6K - $20.2K
|
42.2K
$2.99M
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
355+ 2.77% |
$17.4K - $19.9K
|
13.2K
$935K
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
317New |
$15.5K - $17.8K
|
317
$22.5K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
310New |
$15.2K - $17.4K
|
310
$22K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
307+ 2.68% |
$15K - $17.3K
|
11.8K
$834K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
293New |
$14.4K - $16.5K
|
293
$20.8K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
281+ 4.19% |
$13.8K - $15.8K
|
6.99K
$496K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
278+ 10.82% |
$13.6K - $15.6K
|
2.85K
$202K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
277+ 1.58% |
$13.6K - $15.6K
|
17.8K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
275+ 23.77% |
$13.5K - $15.5K
|
1.43K
$102K
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
270+ 5.5% |
$13.2K - $15.2K
|
5.18K
$367K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
262+ 1.28% |
$12.8K - $14.7K
|
20.7K
$1.47M
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
255+ 2.67% |
$12.5K - $14.3K
|
9.81K
$696K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
242+ 0.35% |
$11.9K - $13.6K
|
68.6K
$4.87M
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
238New |
$11.7K - $13.4K
|
238
$16.9K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
232+ 0.32% |
$11.4K - $13K
|
73.5K
$5.21M
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
232+ 0.69% |
$11.4K - $13K
|
34.1K
$2.42M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
225+ 50.79% |
$11K - $12.6K
|
668
$47.4K
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
215+ 0.92% |
$10.5K - $12.1K
|
23.6K
$1.67M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
202+ 7.76% |
$9.89K - $11.4K
|
2.81K
$199K
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$9.8K - $11.2K
|
200
$14.2K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
141+ 0.67% |
$6.91K - $7.92K
|
21.1K
$1.5M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
130+ 0.64% |
$6.37K - $7.3K
|
20.3K
$1.44M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
114+ 32.29% |
$5.58K - $6.41K
|
467
$33.1K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
111New |
$5.44K - $6.24K
|
111
$7.87K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
110New |
$5.39K - $6.18K
|
110
$7.8K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 6.85% |
$4.9K - $5.62K
|
1.56K
$111K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
89New |
$4.36K - $5K
|
89
$6.31K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
84+ 0.17% |
$4.11K - $4.72K
|
49.9K
$3.54M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
73+ 0.87% |
$3.58K - $4.1K
|
8.5K
$603K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
50+ 5.15% |
$2.45K - $2.81K
|
1.02K
$72.4K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 4.48% |
$2.11K - $2.42K
|
1K
$71.1K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
42New |
$2.06K - $2.36K
|
42
$2.98K
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
41+ 0.74% |
$2.01K - $2.3K
|
5.62K
$398K
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
36+ 0.43% |
$1.76K - $2.02K
|
8.43K
$598K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35New |
$1.71K - $1.97K
|
35
$2.48K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
24+ 0.96% |
$1.18K - $1.35K
|
2.53K
$180K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 0.09% |
$1.03K - $1.18K
|
24.3K
$1.72M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21New |
$1.03K - $1.18K
|
21
$1.49K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.32% |
$833 - $955
|
5.29K
$375K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16New |
$784 - $899
|
16
$1.14K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14+ 0.24% |
$686 - $787
|
5.96K
$423K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
13+ 0.29% |
$637 - $730
|
4.48K
$318K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11New |
$539 - $618
|
11
$780
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11+ 33.33% |
$539 - $618
|
44
$3.12K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9+ 0.07% |
$441 - $506
|
13.6K
$965K
|