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 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
35.9K+ 7.62% |
$1.6M - $1.76M
|
507K
$35.8M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35.1K+ 211.08% |
$1.57M - $1.72M
|
51.8K
$3.66M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
32.7K+ 8.79% |
$1.46M - $1.6M
|
405K
$28.7M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
32.3K+ 63.01% |
$1.44M - $1.58M
|
83.7K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.3K+ 18.64% |
$1.44M - $1.58M
|
205K
$14.5M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
31.2K+ 8.93% |
$1.39M - $1.53M
|
381K
$26.9M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
30.5K+ 7.46% |
$1.36M - $1.5M
|
440K
$31.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
30.5K+ 7.21% |
$1.36M - $1.5M
|
454K
$32.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
29.9KNew |
$1.33M - $1.46M
|
29.9K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
28.4K+ 6.24% |
$1.27M - $1.39M
|
484K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.4K+ 12.28% |
$1.27M - $1.39M
|
260K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.3K+ 3.44% |
$1.26M - $1.39M
|
850K
$60.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.1K+ 18.52% |
$1.16M - $1.28M
|
167K
$11.8M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26K+ 22.99% |
$1.16M - $1.28M
|
139K
$9.84M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
24KNew |
$1.07M - $1.18M
|
24K
$1.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
23.5K+ 1.34% |
$1.05M - $1.15M
|
1.78M
$125M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
22.9K+ 24.57% |
$1.02M - $1.12M
|
116K
$8.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
22.8K+ 5.67% |
$1.02M - $1.12M
|
424K
$30M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.5KNew |
$1M - $1.1M
|
22.5K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22.3K+ 6.98% |
$994K - $1.09M
|
342K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 26.22% |
$984K - $1.08M
|
106K
$7.5M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
22.1KNew |
$984K - $1.08M
|
22.1K
$1.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
21.5K+ 8.35% |
$960K - $1.05M
|
279K
$19.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.3KNew |
$949K - $1.04M
|
21.3K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 3.55% |
$947K - $1.04M
|
619K
$43.7M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.8K+ 109.06% |
$929K - $1.02M
|
39.9K
$2.82M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19.8K+ 19.56% |
$885K - $972K
|
121K
$8.57M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
19K+ 5.98% |
$848K - $932K
|
337K
$23.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.8K+ 3.39% |
$793K - $871K
|
542K
$38.3M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
17.7K+ 382.74% |
$789K - $867K
|
22.3K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17.2K+ 21.25% |
$765K - $840K
|
97.9K
$6.92M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
16.8K+ 31.71% |
$749K - $822K
|
69.7K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.3KNew |
$727K - $799K
|
16.3K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
16.1KNew |
$720K - $791K
|
16.1K
$1.14M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16.1K+ 6.97% |
$719K - $790K
|
247K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.6KNew |
$695K - $763K
|
15.6K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
15.5K+ 17.39% |
$693K - $761K
|
105K
$7.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15K+ 8.15% |
$669K - $735K
|
199K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15KNew |
$667K - $733K
|
15K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14.7KNew |
$656K - $721K
|
14.7K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
13.8K+ 24.57% |
$617K - $678K
|
70.1K
$4.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13K+ 5.45% |
$579K - $636K
|
251K
$17.7M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12.6K+ 64.78% |
$562K - $617K
|
32K
$2.26M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
11.9K+ 6.92% |
$533K - $585K
|
185K
$13M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
11.9K+ 4.45% |
$529K - $581K
|
278K
$19.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.4K+ 26.18% |
$510K - $560K
|
55.1K
$3.89M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.1K+ 1.24% |
$496K - $545K
|
911K
$64.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11K+ 3.09% |
$492K - $541K
|
368K
$26M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11K+ 9.36% |
$491K - $539K
|
129K
$9.09M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10.9K+ 18.09% |
$488K - $536K
|
71.4K
$5.05M
|