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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-17.1K- 6.82% |
$762K - $837K
|
233K
$16.7M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-17.7K- 23.25% |
$791K - $869K
|
58.6K
$4.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-18.3K- 25.96% |
$815K - $895K
|
52.1K
$3.74M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-18.3K- 30.95% |
$818K - $899K
|
40.9K
$2.93M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 28.47% |
$852K - $936K
|
48K
$3.44M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 49.98% |
$859K - $943K
|
19.3K
$1.38M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.9K- 13.74% |
$979K - $1.07M
|
138K
$9.88M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-23.6K- 61.02% |
$1.05M - $1.16M
|
15.1K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-23.8K- 8.52% |
$1.06M - $1.17M
|
256K
$18.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-24K- 23.08% |
$1.07M - $1.18M
|
80K
$5.74M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-25.1K- 5.22% |
$1.12M - $1.23M
|
456K
$32.7M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25.7K- 99.83% |
$1.15M - $1.26M
|
43
$3.08K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-25.9K- 6.13% |
$1.16M - $1.27M
|
397K
$28.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-27.5K- 3.92% |
$1.23M - $1.35M
|
674K
$48.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-28.3K- 43.12% |
$1.26M - $1.38M
|
37.3K
$2.67M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-28.5K- 61.81% |
$1.27M - $1.39M
|
17.6K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-28.8K- 15.49% |
$1.28M - $1.41M
|
157K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-30.3K- 8.71% |
$1.35M - $1.48M
|
318K
$22.8M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-30.5K- 13.3% |
$1.36M - $1.49M
|
199K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.2K- 10.82% |
$1.39M - $1.53M
|
257K
$18.5M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-32.7K- 11.92% |
$1.46M - $1.6M
|
242K
$17.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-37K- 80.7% |
$1.65M - $1.81M
|
8.84K
$634K
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-38.8K- 6.18% |
$1.73M - $1.9M
|
589K
$42.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-42.9K- 13.47% |
$1.91M - $2.1M
|
275K
$19.8M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-44K- 22.32% |
$1.96M - $2.16M
|
153K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-47.6K- 18.87% |
$2.12M - $2.33M
|
205K
$14.7M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-48.1KClosed |
$2.15M - $2.36M
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-50K- 13.03% |
$2.23M - $2.45M
|
334K
$23.9M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-52.6K- 5.65% |
$2.34M - $2.58M
|
877K
$62.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-56.2K- 74.79% |
$2.51M - $2.75M
|
18.9K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-57.7K- 72.9% |
$2.57M - $2.83M
|
21.5K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-59.5K- 46.74% |
$2.65M - $2.91M
|
67.7K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-60.4K- 60.31% |
$2.7M - $2.96M
|
39.8K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60.6K- 54.78% |
$2.7M - $2.97M
|
50K
$3.59M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-66.3K- 10.71% |
$2.96M - $3.25M
|
553K
$39.7M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-70.4K- 23.0% |
$3.14M - $3.45M
|
235K
$16.9M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-72K- 29.63% |
$3.21M - $3.53M
|
171K
$12.3M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-72.3K- 12.49% |
$3.22M - $3.54M
|
506K
$36.3M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-77.3K- 41.61% |
$3.45M - $3.79M
|
109K
$7.78M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-77.3K- 41.61% |
$3.45M - $3.79M
|
109K
$7.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-78.3K- 56.98% |
$3.49M - $3.84M
|
59.1K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-80.7K- 89.96% |
$3.6M - $3.95M
|
9K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-81.6K- 92.37% |
$3.64M - $4M
|
6.75K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85.5K- 15.09% |
$3.81M - $4.19M
|
481K
$34.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-97.9K- 5.37% |
$4.37M - $4.8M
|
1.72M
$124M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-104K- 23.11% |
$4.63M - $5.09M
|
346K
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-105K- 11.52% |
$4.71M - $5.17M
|
810K
$58.1M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-107K- 87.55% |
$4.79M - $5.26M
|
15.3K
$1.1M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-114K- 94.98% |
$5.08M - $5.58M
|
6.02K
$432K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-127K- 15.59% |
$5.66M - $6.22M
|
687K
$49.3M
|