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 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-127K- 15.59% |
$5.66M - $6.22M
|
687K
$44.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-130K- 9.5% |
$5.79M - $6.36M
|
1.24M
$80.9M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-131K- 99.96% |
$5.83M - $6.4M
|
48
$3.14K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-147K- 10.8% |
$6.54M - $7.18M
|
1.21M
$79.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-152K- 21.6% |
$6.76M - $7.43M
|
550K
$36M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-152K- 57.92% |
$6.79M - $7.45M
|
111K
$7.22M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-153K- 9.24% |
$6.81M - $7.48M
|
1.5M
$98M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-160K- 99.9% |
$7.15M - $7.85M
|
165
$10.8K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-167K- 4.19% |
$7.45M - $8.18M
|
3.81M
$249M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-182K- 95.7% |
$8.13M - $8.93M
|
8.18K
$535K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-186K- 33.31% |
$8.31M - $9.12M
|
373K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-189K- 68.51% |
$8.43M - $9.26M
|
86.8K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-205K- 23.47% |
$9.17M - $10.1M
|
670K
$43.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-208K- 8.74% |
$9.28M - $10.2M
|
2.17M
$142M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-227K- 55.45% |
$10.1M - $11.1M
|
183K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-261K- 11.39% |
$11.6M - $12.8M
|
2.03M
$133M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-271K- 5.74% |
$12.1M - $13.3M
|
4.46M
$292M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-290K- 67.0% |
$12.9M - $14.2M
|
143K
$9.32M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-324K- 62.49% |
$14.4M - $15.9M
|
194K
$12.7M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-339K- 80.66% |
$15.1M - $16.6M
|
81.4K
$5.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-681K- 8.86% |
$30.4M - $33.3M
|
7M
$458M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.08M- 28.94% |
$48.1M - $52.8M
|
2.65M
$173M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.26M- 100.0% |
$56.1M - $61.7M
|
17
$1.11K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.87M- 98.72% |
$83.5M - $91.7M
|
24.4K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.29M- 99.86% |
$102M - $112M
|
3.17K
$207K
|