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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q1 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
35+ 0.04% |
$1.56K - $1.71K
|
83.6K
$5.99M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
35+ 350.0% |
$1.56K - $1.71K
|
45
$3.23K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26+ 0.39% |
$1.16K - $1.27K
|
6.78K
$486K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
19+ 0.36% |
$848 - $931
|
5.34K
$383K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
12+ 0.23% |
$535 - $588
|
5.14K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 3.55% |
$491 - $539
|
321
$23K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$446 - $490
|
10
$717
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$312 - $343
|
5.52K
$396K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 0.42% |
$312 - $343
|
1.69K
$121K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.13% |
$268 - $294
|
4.5K
$323K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.42% |
$223 - $245
|
1.2K
$85.7K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.35% |
$223 - $245
|
1.42K
$102K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.06% |
$134 - $147
|
4.87K
$349K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.16% |
$134 - $147
|
1.84K
$132K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.31% |
$134 - $147
|
964
$69.1K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2+ 9.52% |
$89.2 - $98
|
23
$1.65K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.54% |
$44.6 - $49
|
186
$13.3K
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$44.6 - $49
|
6.87K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.36% |
$44.6 - $49
|
279
$20K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1+ 0.01% |
$44.6 - $49
|
15.5K
$1.11M
|
|
|
May 31, 2023
Q1 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1- -0.0% |
$44.6 - $49
|
23.5K
$1.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-1- -0.0% |
$44.6 - $49
|
21.2K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1- -0.0% |
$44.6 - $49
|
27.9K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-15- 0.81% |
$669 - $735
|
1.83K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.33% |
$714 - $784
|
4.83K
$347K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-17- 0.06% |
$758 - $833
|
30.1K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-28- 0.79% |
$1.25K - $1.37K
|
3.51K
$251K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-28- 0.79% |
$1.25K - $1.37K
|
3.51K
$251K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-36- 0.58% |
$1.61K - $1.76K
|
6.16K
$442K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-50- 0.07% |
$2.23K - $2.45K
|
69.3K
$4.97M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-52- 0.54% |
$2.32K - $2.55K
|
9.53K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-55- 0.19% |
$2.45K - $2.69K
|
29.2K
$2.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-57- 0.27% |
$2.54K - $2.79K
|
21.3K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82- 0.2% |
$3.66K - $4.02K
|
41K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-88- 47.57% |
$3.93K - $4.31K
|
97
$6.96K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.78% |
$3.97K - $4.36K
|
4.92K
$353K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-106- 0.04% |
$4.73K - $5.19K
|
291K
$20.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-112- 0.47% |
$5K - $5.49K
|
23.8K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-145- 1.59% |
$6.47K - $7.1K
|
8.97K
$644K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-165- 1.31% |
$7.36K - $8.08K
|
12.4K
$891K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-191- 2.45% |
$8.52K - $9.36K
|
7.6K
$545K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-204- 77.86% |
$9.1K - $9.99K
|
58
$4.16K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-206- 1.22% |
$9.19K - $10.1K
|
16.7K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-216- 2.27% |
$9.64K - $10.6K
|
9.29K
$666K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-240- 17.95% |
$10.7K - $11.8K
|
1.1K
$78.7K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-242- 1.52% |
$10.8K - $11.9K
|
15.7K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-248- 11.15% |
$11.1K - $12.1K
|
1.98K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-250- 0.81% |
$11.2K - $12.2K
|
30.5K
$2.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-251- 0.62% |
$11.2K - $12.3K
|
40K
$2.87M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-268- 50.09% |
$12K - $13.1K
|
267
$19.1K
|