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 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-314- 3.55% |
$15.4K - $17.6K
|
8.53K
$584K
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-331- 5.48% |
$16.2K - $18.6K
|
5.71K
$391K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-386Closed |
$18.9K - $21.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-402- 0.23% |
$19.7K - $22.6K
|
171K
$11.7M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-419- 56.78% |
$20.5K - $23.5K
|
319
$21.8K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-425Closed |
$20.8K - $23.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-433- 0.83% |
$21.2K - $24.3K
|
51.6K
$3.53M
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-450- 6.81% |
$22K - $25.3K
|
6.15K
$421K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-468Closed |
$22.9K - $26.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-475- 1.92% |
$23.3K - $26.7K
|
24.3K
$1.66M
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-480- 8.98% |
$23.5K - $27K
|
4.87K
$333K
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-492- 2.21% |
$24.1K - $27.6K
|
21.8K
$1.49M
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-520- 6.51% |
$25.5K - $29.2K
|
7.46K
$511K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-521- 13.17% |
$25.5K - $29.3K
|
3.44K
$235K
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-528- 1.13% |
$25.9K - $29.7K
|
46.4K
$3.17M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-543- 2.17% |
$26.6K - $30.5K
|
24.5K
$1.68M
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-634- 1.01% |
$31.1K - $35.6K
|
62K
$4.24M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-640Closed |
$31.3K - $36K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-691- 0.31% |
$33.8K - $38.8K
|
223K
$15.3M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-714- 6.97% |
$35K - $40.1K
|
9.53K
$652K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-717- 2.03% |
$35.1K - $40.3K
|
34.7K
$2.37M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-729- 4.59% |
$35.7K - $41K
|
15.2K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-735- 0.53% |
$36K - $41.3K
|
138K
$9.45M
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-746- 14.74% |
$36.5K - $41.9K
|
4.32K
$295K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-750Closed |
$36.7K - $42.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-768- 8.69% |
$37.6K - $43.2K
|
8.07K
$552K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-826- 1.11% |
$40.5K - $46.4K
|
73.3K
$5.01M
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-840- 2.11% |
$41.1K - $47.2K
|
39K
$2.67M
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-858- 3.26% |
$42K - $48.2K
|
25.5K
$1.74M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-870- 4.76% |
$42.6K - $48.9K
|
17.4K
$1.19M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-925- 7.1% |
$45.3K - $52K
|
12.1K
$828K
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$49K - $56.2K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.06K- 1.95% |
$51.7K - $59.3K
|
52.9K
$3.62M
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-1.06K- 1.49% |
$52K - $59.7K
|
70K
$4.79M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.12K- 1.98% |
$54.7K - $62.7K
|
55.3K
$3.78M
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.16KClosed |
$56.7K - $65.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.16K- 6.74% |
$56.8K - $65.1K
|
16K
$1.1M
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.18K- 4.85% |
$57.6K - $66.1K
|
23.1K
$1.58M
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.2K- 7.05% |
$58.8K - $67.5K
|
15.8K
$1.08M
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.21K- 6.35% |
$59.2K - $67.9K
|
17.8K
$1.22M
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.26K- 16.52% |
$61.7K - $70.7K
|
6.36K
$435K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 15.18% |
$65.3K - $75K
|
7.45K
$510K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.35K- 10.42% |
$66.1K - $75.8K
|
11.6K
$794K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.38K- 1.04% |
$67.7K - $77.7K
|
131K
$8.97M
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.43K- 4.07% |
$69.8K - $80.1K
|
33.6K
$2.3M
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$72.1K - $82.7K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.52K- 2.97% |
$74.6K - $85.6K
|
49.7K
$3.4M
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-1.79KClosed |
$87.4K - $100K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 1.19% |
$89.5K - $103K
|
152K
$10.4M
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.86K- 0.12% |
$91.1K - $104K
|
1.54M
$106M
|