Purchases and Sales Made in Q1 2023 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)

SPLG Quotes by TradingView

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
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
692
+ 6.37%
$30.9K - $33.9K
11.6K $756K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
686
+ 138.87%
$30.6K - $33.6K
1.18K $77.1K
Apr 07, 2023 Q1 2023
Cypress Financial Planning LLC

BUY
 -
657
+ 4.86%
$29.3K - $32.2K
14.2K $926K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
633
+ 4.66%
$28.2K - $31K
14.2K $930K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
632
+ 8.52%
$28.2K - $31K
8.05K $526K
May 12, 2023 Q1 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
606
+ 4.55%
$27K - $29.7K
13.9K $911K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
594
+ 1.64%
$26.5K - $29.1K
36.7K $2.4M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
532
+ 6.16%
$23.7K - $26.1K
9.17K $599K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
504
+ 19.15%
$22.5K - $24.7K
3.14K $205K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
489
+ 0.17%
$21.8K - $24K
292K $19.1M
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
459
+ 5.11%
$20.5K - $22.5K
9.44K $617K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
450
+ 2.99%
$20.1K - $22K
15.5K $1.01M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
425
+ 99.07%
$19K - $20.8K
854 $55.8K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
411
+ 7.59%
$18.3K - $20.1K
5.83K $381K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
410
New
$18.3K - $20.1K
410 $26.8K
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
390
+ 2.65%
$17.4K - $19.1K
15.1K $989K
Apr 19, 2023 Q1 2023
Western Financial Corp/Ca

San Diego, CA
BUY
 -
383
+ 0.95%
$17.1K - $18.8K
40.7K $2.66M
May 11, 2023 Q1 2023
Tlwm

San Antonio, TX
BUY
 -
371
+ 2.33%
$16.6K - $18.2K
16.3K $1.07M
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
340
+ 41.82%
$15.2K - $16.7K
1.15K $75.4K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
317
+ 5.03%
$14.1K - $15.5K
6.62K $433K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
304
+ 0.11%
$13.6K - $14.9K
268K $17.5M
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
269
+ 1.62%
$12K - $13.2K
16.9K $1.1M
May 12, 2023 Q1 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
244
+ 1.53%
$10.9K - $12K
16.2K $1.06M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
242
New
$10.8K - $11.9K
242 $15.8K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
212
+ 8.62%
$9.46K - $10.4K
2.67K $175K
May 04, 2023 Q1 2023
Sanchez Wealth Management Group

BUY
 -
210
+ 1.18%
$9.37K - $10.3K
18K $1.17M
May 10, 2023 Q1 2023
3 Edge Asset Management, LP

BUY
 -
209
+ 11.54%
$9.32K - $10.2K
2.02K $132K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
198
+ 1.53%
$8.83K - $9.7K
13.1K $858K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
179
New
$7.99K - $8.77K
179 $11.7K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
175
New
$7.81K - $8.57K
175 $11.4K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
161
+ 0.99%
$7.18K - $7.89K
16.5K $1.08M
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
160
New
$7.14K - $7.84K
160 $10.5K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
122
+ 9.89%
$5.44K - $5.98K
1.36K $88.6K
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
105
+ 0.55%
$4.68K - $5.14K
19.3K $1.26M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
100
New
$4.46K - $4.9K
100 $6.54K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
89
+ 0.92%
$3.97K - $4.36K
9.77K $639K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
89
+ 0.73%
$3.97K - $4.36K
12.2K $798K
Mar 11, 2025 Q1 2023
Private Capital Management LLC

BUY
 -
80
New
$3.57K - $3.92K
80 $5.23K
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
71
New
$3.17K - $3.48K
71 $4.64K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
67
New
$2.99K - $3.28K
67 $4.38K
May 02, 2023 Q1 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
65
+ 0.35%
$2.9K - $3.18K
18.8K $1.23M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
64
+ 3.78%
$2.86K - $3.14K
1.76K $115K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
64
+ 0.04%
$2.86K - $3.14K
154K $10M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
53
+ 1.0%
$2.36K - $2.6K
5.34K $349K
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
51
+ 0.72%
$2.28K - $2.5K
7.13K $466K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
50
New
$2.23K - $2.45K
50 $3.27K
Apr 25, 2023 Q1 2023
Upper Left Wealth Management, LLC

BUY
 -
47
+ 0.09%
$2.1K - $2.3K
51.9K $3.4M
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
46
+ 3.51%
$2.05K - $2.25K
1.36K $88.7K
May 03, 2023 Q1 2023
Old Second National Bank Of Aurora

BUY
 -
45
+ 1.81%
$2.01K - $2.2K
2.54K $166K

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