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 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.5K+ 3.07% |
$151K - $188K
|
118K
$8.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.48K+ 4.93% |
$150K - $187K
|
74K
$5.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.39K+ 19.63% |
$146K - $182K
|
20.6K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.37K+ 13.23% |
$145K - $181K
|
28.8K
$2.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.13K+ 32.2% |
$135K - $168K
|
12.9K
$912K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.07K+ 14.51% |
$132K - $165K
|
24.2K
$1.72M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.81K+ 21.33% |
$121K - $151K
|
16K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.81K+ 21.33% |
$121K - $151K
|
16K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.75K+ 1.32% |
$119K - $148K
|
211K
$14.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.73K+ 7.1% |
$118K - $147K
|
41.2K
$2.92M
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.55K+ 29.43% |
$110K - $137K
|
11.2K
$797K
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.33KNew |
$101K - $125K
|
2.33K
$166K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.31K+ 6.69% |
$99.7K - $124K
|
36.9K
$2.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
2.23K+ 26.76% |
$96.2K - $120K
|
10.6K
$749K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.18K+ 34.18% |
$94.2K - $117K
|
8.57K
$608K
|
|
|
Aug 12, 2022
Q2 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.18K+ 6.83% |
$93.9K - $117K
|
34K
$2.42M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 14.03% |
$88.4K - $110K
|
16.7K
$1.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.05K+ 8.16% |
$88.3K - $110K
|
27.1K
$1.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.02K+ 5.51% |
$87.3K - $109K
|
38.7K
$2.75M
|
|
|
Jul 28, 2022
Q2 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2K+ 6.63% |
$86.3K - $107K
|
32.1K
$2.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.92K+ 35.5% |
$82.9K - $103K
|
7.33K
$520K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.91K+ 2.87% |
$82.6K - $103K
|
68.7K
$4.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.86K+ 4.4% |
$80.4K - $100K
|
44.2K
$3.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.86K+ 0.04% |
$80.1K - $99.8K
|
4.79M
$340M
|
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.77KNew |
$76.3K - $94.9K
|
1.77K
$125K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.66K+ 1.74% |
$71.7K - $89.3K
|
97K
$6.88M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.61KNew |
$69.7K - $86.7K
|
1.61K
$114K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.55K+ 44.63% |
$67.1K - $83.5K
|
5.04K
$357K
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.51K+ 11.1% |
$65.3K - $81.2K
|
15.1K
$1.07M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.49K+ 7.32% |
$64.2K - $79.9K
|
21.8K
$1.55M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
1.48K+ 11.67% |
$63.9K - $79.5K
|
14.2K
$1M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.45K+ 1.28% |
$62.7K - $78K
|
115K
$8.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.42K+ 1.19% |
$61.4K - $76.5K
|
121K
$8.56M
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.31K+ 6.5% |
$56.6K - $70.4K
|
21.5K
$1.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.3K+ 33.94% |
$56.2K - $70K
|
5.14K
$364K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.3K+ 348.53% |
$56.1K - $69.8K
|
1.67K
$119K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.29K+ 20.96% |
$55.7K - $69.3K
|
7.45K
$528K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.29K+ 1157.66% |
$55.5K - $69K
|
1.4K
$99K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.28K+ 3.96% |
$55.2K - $68.8K
|
33.6K
$2.38M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.28KNew |
$55K - $68.5K
|
1.28K
$90.4K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.16K+ 1.21% |
$50.1K - $62.4K
|
97K
$6.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
1.15K+ 7.67% |
$49.7K - $61.8K
|
16.2K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.13K+ 4.02% |
$48.9K - $60.9K
|
29.3K
$2.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.13K+ 0.9% |
$48.9K - $60.8K
|
127K
$8.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.12KNew |
$48.3K - $60.2K
|
1.12K
$79.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.08K+ 2.17% |
$46.6K - $58K
|
50.8K
$3.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.08K+ 71.45% |
$46.4K - $57.8K
|
2.58K
$183K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.05K+ 100.48% |
$45.5K - $56.6K
|
2.1K
$149K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.05KNew |
$45.3K - $56.4K
|
1.05K
$74.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
BUY
|
- |
1.03K+ 2.96% |
$44.4K - $55.3K
|
35.7K
$2.54M
|