Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.56M+ 25.46% |
$240M - $299M
|
27.4M
$1.84B
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.33M+ 5988.5% |
$101M - $125M
|
2.37M
$159M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.95M+ 12.73% |
$84.3M - $105M
|
17.3M
$1.16B
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03M+ 16.09% |
$44.5M - $55.5M
|
7.45M
$500M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
894KNew |
$38.6M - $48M
|
894K
$60M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
786K+ 26.6% |
$33.9M - $42.2M
|
3.74M
$251M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
656KNew |
$28.3M - $35.3M
|
656K
$44.1M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
611KNew |
$26.4M - $32.8M
|
611K
$41.1M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
551K+ 11.18% |
$23.8M - $29.6M
|
5.48M
$368M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
515K+ 28.51% |
$22.2M - $27.6M
|
2.32M
$156M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
515K+ 28.51% |
$22.2M - $27.6M
|
2.32M
$156M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
393K+ 866.8% |
$17M - $21.1M
|
439K
$29.5M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
373K+ 82.67% |
$16.1M - $20M
|
824K
$55.3M
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
360KNew |
$15.6M - $19.4M
|
360K
$24.2M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 3.43% |
$15.5M - $19.3M
|
10.8M
$727M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
278K+ 36.03% |
$12M - $14.9M
|
1.05M
$70.5M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
274K+ 2610.89% |
$11.8M - $14.7M
|
284K
$19.1M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
271K+ 236.03% |
$11.7M - $14.6M
|
386K
$25.9M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
268K+ 37.05% |
$11.6M - $14.4M
|
993K
$66.7M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
235K+ 191.24% |
$10.1M - $12.6M
|
358K
$24M
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
232K+ 119.27% |
$9.99M - $12.4M
|
426K
$28.6M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
216KNew |
$9.31M - $11.6M
|
216K
$14.5M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
203K+ 20.64% |
$8.74M - $10.9M
|
1.18M
$79.5M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
200K+ 11.82% |
$8.64M - $10.8M
|
1.89M
$127M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
196K+ 36.8% |
$8.46M - $10.5M
|
729K
$49M
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
179K+ 27.64% |
$7.72M - $9.61M
|
826K
$55.5M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
169K+ 251.95% |
$7.28M - $9.06M
|
236K
$15.8M
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
151K+ 8.53% |
$6.53M - $8.13M
|
1.93M
$129M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
147KNew |
$6.36M - $7.92M
|
147K
$9.9M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
143K+ 19.72% |
$6.19M - $7.71M
|
870K
$58.5M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
140K+ 9.08% |
$6.05M - $7.53M
|
1.68M
$113M
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
139K+ 16.92% |
$6.01M - $7.48M
|
962K
$64.6M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
139K+ 80.42% |
$6.01M - $7.48M
|
312K
$21M
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
128K+ 6.11% |
$5.53M - $6.89M
|
2.23M
$150M
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
115K+ 101.15% |
$4.95M - $6.16M
|
228K
$15.3M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
114K+ 30.64% |
$4.93M - $6.13M
|
487K
$32.7M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
114K+ 3.35% |
$4.91M - $6.11M
|
3.51M
$235M
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
113K+ 17.84% |
$4.86M - $6.05M
|
744K
$50M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
111K+ 76.8% |
$4.78M - $5.95M
|
255K
$17.1M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
110K+ 16.56% |
$4.75M - $5.91M
|
774K
$52M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
109K+ 64.4% |
$4.7M - $5.85M
|
278K
$18.7M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
108K+ 12.96% |
$4.68M - $5.83M
|
945K
$63.5M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
108K+ 245.51% |
$4.65M - $5.79M
|
152K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106K+ 281.31% |
$4.59M - $5.71M
|
144K
$9.68M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
104K+ 8.78% |
$4.51M - $5.61M
|
1.29M
$86.9M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
102K+ 10.3% |
$4.42M - $5.51M
|
1.1M
$73.7M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98.5K+ 51.98% |
$4.25M - $5.29M
|
288K
$19.3M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
95.2K+ 138.2% |
$4.11M - $5.12M
|
164K
$11M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.8K+ 25.43% |
$4.09M - $5.09M
|
468K
$31.4M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93.5K+ 63.6% |
$4.03M - $5.02M
|
240K
$16.2M
|