Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-777- 14.13% |
$37K - $40.5K
|
4.72K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-780- 11.78% |
$37.1K - $40.6K
|
5.84K
$399K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-799- 1.15% |
$38K - $41.6K
|
68.5K
$4.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-832- 8.96% |
$39.6K - $43.4K
|
8.46K
$578K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-838- 11.64% |
$39.9K - $43.7K
|
6.36K
$435K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-900- 17.14% |
$42.8K - $46.9K
|
4.35K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-952- 0.75% |
$45.3K - $49.6K
|
127K
$8.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-975- 0.82% |
$46.4K - $50.8K
|
117K
$8.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 1.72% |
$48K - $52.6K
|
57.5K
$3.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.08K- 1.92% |
$51.2K - $56.1K
|
55.1K
$3.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.08K- 1.97% |
$51.5K - $56.4K
|
53.8K
$3.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.1K- 13.68% |
$52.4K - $57.4K
|
6.95K
$474K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.13K- 8.62% |
$53.8K - $59K
|
12K
$820K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 0.88% |
$54.2K - $59.4K
|
128K
$8.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.17K- 10.1% |
$55.5K - $60.8K
|
10.4K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.19K- 2.02% |
$56.7K - $62.1K
|
57.9K
$3.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.2K- 3.91% |
$56.8K - $62.3K
|
29.3K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.22K- 15.53% |
$58.2K - $63.8K
|
6.66K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 0.76% |
$58.5K - $64.1K
|
160K
$10.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.24K- 5.07% |
$58.8K - $64.4K
|
23.1K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.24K- 3.02% |
$58.8K - $64.4K
|
39.7K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.39K- 99.93% |
$66.3K - $72.6K
|
1
$68.3
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.45K- 6.81% |
$68.9K - $75.5K
|
19.8K
$1.35M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.51K- 2.75% |
$72K - $78.8K
|
53.5K
$3.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 2.52% |
$73.1K - $80.1K
|
59.4K
$4.06M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.55K- 3.87% |
$73.6K - $80.7K
|
38.4K
$2.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.64K- 8.52% |
$78K - $85.5K
|
17.6K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.68K- 8.85% |
$79.7K - $87.3K
|
17.3K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.75K- 9.3% |
$83.1K - $91K
|
17K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.75K- 4.3% |
$83.1K - $91K
|
38.9K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.75K- 5.81% |
$83.2K - $91.2K
|
28.4K
$1.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.81K- 5.41% |
$85.9K - $94.1K
|
31.6K
$2.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.83K- 5.67% |
$86.9K - $95.3K
|
30.4K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.9K- 6.99% |
$90.3K - $98.9K
|
25.3K
$1.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.98K- 4.73% |
$94.2K - $103K
|
39.9K
$2.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-1.99K- 8.31% |
$94.6K - $104K
|
22K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2K- 19.5% |
$95.1K - $104K
|
8.26K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-2.05K- 12.64% |
$97.5K - $107K
|
14.2K
$968K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.06K- 5.64% |
$98K - $107K
|
34.4K
$2.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.18K- 0.93% |
$104K - $114K
|
231K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.19K- 19.23% |
$104K - $114K
|
9.21K
$629K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.29K- 75.72% |
$109K - $119K
|
734
$50.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.38K- 1.38% |
$113K - $124K
|
170K
$11.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 0.71% |
$114K - $125K
|
335K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.42K- 2.85% |
$115K - $126K
|
82.4K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.42K- 2.97% |
$115K - $126K
|
79K
$5.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.57K- 2.89% |
$122K - $134K
|
86.3K
$5.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-2.72K- 15.49% |
$130K - $142K
|
14.9K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.89K- 4.71% |
$137K - $151K
|
58.5K
$3.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2.89K- 52.53% |
$137K - $151K
|
2.61K
$178K
|