Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1MNew |
$522M - $558M
|
11.1M
$744M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.65MNew |
$77.7M - $83.1M
|
1.65M
$111M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25M+ 57.87% |
$59M - $63.1M
|
3.42M
$230M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08M+ 57.51% |
$50.7M - $54.3M
|
2.95M
$198M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.02MNew |
$48.2M - $51.5M
|
1.02M
$68.8M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
901KNew |
$42.4M - $45.4M
|
901K
$60.5M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
880K+ 1886.88% |
$41.5M - $44.3M
|
927K
$62.3M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
773K+ 28.87% |
$36.4M - $38.9M
|
3.45M
$232M
|
|
Apr 07, 2022
Q2 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
751KNew |
$35.4M - $37.8M
|
751K
$50.4M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
698K+ 5.31% |
$32.9M - $35.1M
|
13.8M
$929M
|
|
Aug 16, 2021
Q2 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
673KNew |
$31.7M - $33.9M
|
673K
$45.2M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
617K+ 11.32% |
$29.1M - $31.1M
|
6.07M
$408M
|
|
Aug 02, 2021
Q2 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
617K+ 28.55% |
$29M - $31M
|
2.78M
$186M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
615K+ 32.34% |
$28.9M - $30.9M
|
2.51M
$169M
|
|
Aug 16, 2021
Q2 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
431KNew |
$20.3M - $21.7M
|
431K
$29M
|
|
Jul 28, 2021
Q2 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
338K+ 2552.29% |
$15.9M - $17M
|
352K
$23.6M
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
292K+ 6.73% |
$13.8M - $14.7M
|
4.63M
$311M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
291K+ 8.62% |
$13.7M - $14.6M
|
3.66M
$246M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
287K+ 6077.82% |
$13.5M - $14.4M
|
292K
$19.6M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
268K+ 1702.0% |
$12.6M - $13.5M
|
283K
$19M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
262K+ 19590.58% |
$12.3M - $13.2M
|
263K
$17.7M
|
|
Aug 16, 2021
Q2 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
242K+ 56.12% |
$11.4M - $12.2M
|
673K
$45.2M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
232KNew |
$10.9M - $11.7M
|
232K
$15.6M
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
221K+ 579.56% |
$10.4M - $11.1M
|
260K
$17.4M
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
218KNew |
$10.3M - $11M
|
218K
$14.7M
|
|
Aug 16, 2021
Q2 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
185K+ 33.73% |
$8.73M - $9.34M
|
735K
$49.4M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
159K+ 5843.83% |
$7.49M - $8.01M
|
162K
$10.9M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
131K+ 30.23% |
$6.18M - $6.6M
|
565K
$38M
|
|
Aug 02, 2021
Q2 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
131K+ 7.53% |
$6.15M - $6.57M
|
1.86M
$125M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130K+ 7.01% |
$6.13M - $6.55M
|
1.99M
$133M
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
124K+ 10.31% |
$5.83M - $6.24M
|
1.33M
$89M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 5.27% |
$5.83M - $6.23M
|
2.47M
$166M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
120K+ 256.2% |
$5.66M - $6.05M
|
167K
$11.2M
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
108K+ 63.0% |
$5.1M - $5.45M
|
280K
$18.8M
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
80.6KNew |
$3.8M - $4.06M
|
80.6K
$5.42M
|
|
Jul 13, 2021
Q2 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
80.1K+ 48.2% |
$3.77M - $4.03M
|
246K
$16.5M
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
79.7K+ 50.05% |
$3.75M - $4.01M
|
239K
$16M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
79.7KNew |
$3.75M - $4.01M
|
79.7K
$5.35M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76.5K+ 2.3% |
$3.6M - $3.85M
|
3.41M
$229M
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
68.1K+ 12.92% |
$3.21M - $3.43M
|
595K
$40M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
64.3K+ 27.3% |
$3.03M - $3.24M
|
300K
$20.1M
|
|
Aug 10, 2021
Q2 2021
|
Girard Partners Ltd.
|
BUY
|
- |
58.8K+ 14.19% |
$2.77M - $2.96M
|
473K
$31.8M
|
|
Jul 16, 2021
Q2 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
57.2K+ 16.32% |
$2.69M - $2.88M
|
408K
$27.4M
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
57.2K+ 17.11% |
$2.69M - $2.88M
|
391K
$26.3M
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
BUY
|
- |
55.5K+ 51.88% |
$2.61M - $2.79M
|
162K
$10.9M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
53.5K+ 976.99% |
$2.52M - $2.69M
|
59K
$3.96M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53.3K+ 9.89% |
$2.51M - $2.68M
|
592K
$39.8M
|
|
Aug 05, 2021
Q2 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
50.4K+ 43.19% |
$2.37M - $2.54M
|
167K
$11.2M
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
50KNew |
$2.36M - $2.52M
|
50K
$3.36M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.4K+ 43.78% |
$2.23M - $2.38M
|
156K
$10.4M
|