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
|
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
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
488New |
$21.8K - $23.9K
|
488
$31.9K
|
|
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
|
- |
410New |
$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
|
- |
242New |
$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
|
- |
179New |
$7.99K - $8.77K
|
179
$11.7K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
175New |
$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
|
- |
160New |
$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
|
- |
100New |
$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
|
- |
80New |
$3.57K - $3.92K
|
80
$5.23K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71New |
$3.17K - $3.48K
|
71
$4.64K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
67New |
$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
|
- |
50New |
$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
|