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 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$294 - $337
|
5.49K
$374K
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
6+ 0.04% |
$294 - $337
|
14.1K
$964K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
6New |
$294 - $337
|
6
$409
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
5+ 0.06% |
$245 - $281
|
8.99K
$613K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.26% |
$245 - $281
|
1.95K
$133K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.32% |
$196 - $225
|
1.24K
$84.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.21% |
$98 - $112
|
976
$66.6K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$49 - $56.2
|
4.21K
$287K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.83% |
$49 - $56.2
|
122
$8.33K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1New |
$49 - $56.2
|
1
$68.2
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2Closed |
$98 - $112
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4Closed |
$196 - $225
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-7- 10.29% |
$343 - $393
|
61
$4.16K
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-9- 0.17% |
$441 - $506
|
5.41K
$369K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22Closed |
$1.08K - $1.24K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-23- 0.21% |
$1.13K - $1.29K
|
10.8K
$737K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24Closed |
$1.18K - $1.35K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-25Closed |
$1.22K - $1.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-30Closed |
$1.47K - $1.69K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-30- 0.53% |
$1.47K - $1.69K
|
5.68K
$388K
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-40- 0.02% |
$1.96K - $2.25K
|
199K
$13.6M
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-41- 0.73% |
$2.01K - $2.3K
|
5.58K
$380K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-51- 1.14% |
$2.5K - $2.87K
|
4.43K
$302K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-57- 0.83% |
$2.79K - $3.2K
|
6.85K
$468K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-59- 2.51% |
$2.89K - $3.32K
|
2.29K
$156K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-71- 5.02% |
$3.48K - $3.99K
|
1.34K
$91.6K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-84- 1.79% |
$4.11K - $4.72K
|
4.6K
$314K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-85Closed |
$4.16K - $4.78K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-94- 0.53% |
$4.6K - $5.28K
|
17.6K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-100- 0.18% |
$4.9K - $5.62K
|
56.2K
$3.84M
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-104- 1.76% |
$5.09K - $5.84K
|
5.81K
$396K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-105Closed |
$5.14K - $5.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-119- 0.42% |
$5.83K - $6.69K
|
28.2K
$1.92M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-131Closed |
$6.42K - $7.36K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-137- 2.02% |
$6.71K - $7.7K
|
6.63K
$453K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-141Closed |
$6.91K - $7.92K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-142- 0.71% |
$6.96K - $7.98K
|
19.9K
$1.36M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-148- 1.51% |
$7.25K - $8.32K
|
9.68K
$661K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-155- 0.27% |
$7.59K - $8.71K
|
57K
$3.89M
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-168- 0.87% |
$8.23K - $9.44K
|
19.1K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-180- 10.44% |
$8.82K - $10.1K
|
1.54K
$105K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-192- 4.13% |
$9.4K - $10.8K
|
4.46K
$304K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-200- 66.67% |
$9.8K - $11.2K
|
100
$6.82K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-213- 0.07% |
$10.4K - $12K
|
314K
$21.4M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-215- 12.26% |
$10.5K - $12.1K
|
1.54K
$105K
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-223- 4.73% |
$10.9K - $12.5K
|
4.49K
$306K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-237- 4.89% |
$11.6K - $13.3K
|
4.61K
$315K
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-255- 1.59% |
$12.5K - $14.3K
|
15.8K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-273- 0.18% |
$13.4K - $15.3K
|
147K
$10.1M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-275Closed |
$13.5K - $15.5K
|
0
$0
|