Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.38K- 1.35% |
$196K - $215K
|
320K
$22.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.49K- 12.33% |
$200K - $220K
|
31.9K
$2.25M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.59K- 1.21% |
$205K - $225K
|
375K
$26.5M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.8KClosed |
$214K - $235K
|
0
$0
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.93K- 10.82% |
$220K - $242K
|
40.6K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-5.12K- 21.41% |
$228K - $251K
|
18.8K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.16K- 0.18% |
$230K - $253K
|
2.85M
$201M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-5.23K- 10.95% |
$233K - $256K
|
42.5K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.56K- 22.2% |
$248K - $272K
|
19.5K
$1.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.64K- 9.13% |
$251K - $276K
|
56.1K
$3.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.65K- 2.3% |
$252K - $277K
|
240K
$16.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.76K- 1.58% |
$257K - $282K
|
359K
$25.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.84K- 4.75% |
$261K - $286K
|
117K
$8.28M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5.89K- 97.92% |
$263K - $289K
|
125
$8.83K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.92K- 4.8% |
$264K - $290K
|
117K
$8.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.98K- 16.85% |
$267K - $293K
|
29.5K
$2.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-6.34K- 8.17% |
$283K - $310K
|
71.3K
$5.04M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.37K- 2.55% |
$284K - $312K
|
243K
$17.2M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.5K- 3.88% |
$290K - $319K
|
161K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.54K- 53.66% |
$292K - $320K
|
5.65K
$399K
|
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-6.59K- 59.83% |
$294K - $323K
|
4.42K
$313K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-6.92K- 3.71% |
$309K - $339K
|
180K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.93K- 2.37% |
$309K - $339K
|
286K
$20.2M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.14K- 2.0% |
$319K - $350K
|
350K
$24.8M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-7.24K- 38.83% |
$323K - $355K
|
11.4K
$806K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.45K- 7.1% |
$332K - $365K
|
97.5K
$6.89M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-7.51K- 5.93% |
$335K - $368K
|
119K
$8.41M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.81K- 35.61% |
$348K - $383K
|
14.1K
$998K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-8.35K- 5.54% |
$372K - $409K
|
142K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.35K- 4.3% |
$373K - $409K
|
186K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8.47K- 4.9% |
$378K - $415K
|
164K
$11.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.73K- 30.46% |
$389K - $428K
|
19.9K
$1.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-8.77K- 2.21% |
$391K - $430K
|
387K
$27.4M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-9.49K- 6.86% |
$423K - $465K
|
129K
$9.11M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.9K- 9.9% |
$441K - $485K
|
90K
$6.36M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-10.9K- 21.49% |
$486K - $534K
|
39.8K
$2.81M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-10.9K- 6.42% |
$486K - $534K
|
159K
$11.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-11.8K- 68.66% |
$526K - $577K
|
5.38K
$380K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12.9K- 8.69% |
$576K - $632K
|
136K
$9.59M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-13K- 15.02% |
$578K - $635K
|
73.4K
$5.18M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15K- 69.13% |
$669K - $735K
|
6.7K
$473K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-15.9K- 76.51% |
$708K - $778K
|
4.88K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16K- 2.55% |
$715K - $785K
|
612K
$43.3M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.2K- 68.09% |
$722K - $793K
|
7.59K
$536K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-17KClosed |
$760K - $834K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-17.1K- 6.82% |
$762K - $837K
|
233K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-17.7K- 23.25% |
$791K - $869K
|
58.6K
$4.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-18.3K- 25.96% |
$815K - $895K
|
52.1K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-18.3K- 30.95% |
$818K - $899K
|
40.9K
$2.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 28.47% |
$852K - $936K
|
48K
$3.39M
|