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 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
209New |
$9.02K - $11.2K
|
209
$14.8K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
203+ 0.15% |
$8.76K - $10.9K
|
131K
$9.31M
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
198+ 1.04% |
$8.55K - $10.6K
|
19.3K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
189+ 4.11% |
$8.16K - $10.2K
|
4.79K
$340K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
189New |
$8.16K - $10.2K
|
189
$13.4K
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
189+ 4.21% |
$8.16K - $10.2K
|
4.68K
$332K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
184+ 0.24% |
$7.94K - $9.89K
|
77.7K
$5.51M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
173+ 0.11% |
$7.47K - $9.3K
|
162K
$11.5M
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
136+ 2.91% |
$5.87K - $7.31K
|
4.81K
$341K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
127+ 0.28% |
$5.48K - $6.82K
|
45.6K
$3.24M
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
119+ 2.3% |
$5.14K - $6.39K
|
5.3K
$376K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
117+ 4.41% |
$5.05K - $6.29K
|
2.77K
$197K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
106+ 0.43% |
$4.57K - $5.7K
|
24.9K
$1.77M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
88New |
$3.8K - $4.73K
|
88
$6.24K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
88New |
$3.8K - $4.73K
|
88
$6.24K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
85New |
$3.67K - $4.57K
|
85
$6.03K
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
80+ 0.43% |
$3.45K - $4.3K
|
18.6K
$1.32M
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
79+ 0.04% |
$3.41K - $4.24K
|
224K
$15.9M
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
63New |
$2.72K - $3.38K
|
63
$4.47K
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
63+ 0.69% |
$2.72K - $3.38K
|
9.13K
$648K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
62New |
$2.68K - $3.33K
|
62
$4.4K
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
50+ 4.9% |
$2.16K - $2.69K
|
1.07K
$75.9K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
50+ 25.0% |
$2.16K - $2.69K
|
250
$17.7K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
47New |
$2.03K - $2.53K
|
47
$3.33K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
47New |
$2.03K - $2.53K
|
47
$3.33K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$1.9K - $2.36K
|
44
$3.12K
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
39+ 0.34% |
$1.68K - $2.1K
|
11.6K
$826K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38+ 0.09% |
$1.64K - $2.04K
|
41.1K
$2.92M
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
37+ 0.53% |
$1.6K - $1.99K
|
7.01K
$498K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
36+ 3.59% |
$1.55K - $1.93K
|
1.04K
$73.6K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 3.89% |
$1.12K - $1.4K
|
694
$49.2K
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23+ 0.44% |
$993 - $1.24K
|
5.31K
$377K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
20+ 0.23% |
$863 - $1.07K
|
8.55K
$606K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
19+ 316.67% |
$820 - $1.02K
|
25
$1.77K
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
18New |
$777 - $967
|
18
$1.28K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.3% |
$604 - $752
|
4.64K
$329K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13+ 0.1% |
$561 - $698
|
13.6K
$966K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 32.26% |
$432 - $537
|
41
$2.91K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$345 - $430
|
5.5K
$390K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
6+ 0.21% |
$259 - $322
|
2.81K
$199K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$216 - $269
|
1.24K
$88K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
5+ 0.37% |
$216 - $269
|
1.35K
$95.6K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2New |
$86.3 - $107
|
2
$142
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2New |
$86.3 - $107
|
2
$142
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$43.2 - $53.7
|
468
$33.2K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.01% |
$43.2 - $53.7
|
18.4K
$1.3M
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2- 0.01% |
$86.3 - $107
|
21.8K
$1.55M
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-18- 0.05% |
$777 - $967
|
34.7K
$2.46M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20- 0.11% |
$863 - $1.07K
|
17.8K
$1.26M
|