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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
142K+ 198.69% |
$6.73M - $7.38M
|
213K
$14.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
136K+ 24.99% |
$6.47M - $7.09M
|
681K
$46.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
135K+ 28.01% |
$6.41M - $7.02M
|
616K
$42.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
132KNew |
$6.27M - $6.87M
|
132K
$9.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
117K+ 14.45% |
$5.56M - $6.1M
|
927K
$63.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
113K+ 28.64% |
$5.38M - $5.89M
|
508K
$34.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
110K+ 21.59% |
$5.22M - $5.72M
|
618K
$42.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
107KNew |
$5.11M - $5.6M
|
107K
$7.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
105K+ 4.03% |
$4.98M - $5.45M
|
2.7M
$184M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
98.4K+ 57.54% |
$4.68M - $5.13M
|
270K
$18.4M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
98.4K+ 9.88% |
$4.68M - $5.13M
|
1.09M
$74.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
97.6KNew |
$4.64M - $5.08M
|
97.6K
$6.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
97KNew |
$4.61M - $5.05M
|
97K
$6.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
96.6K+ 6.98% |
$4.6M - $5.04M
|
1.48M
$101M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
94.1K+ 16.39% |
$4.48M - $4.91M
|
669K
$45.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
90.6K+ 54.3% |
$4.31M - $4.72M
|
258K
$17.6M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
86.1K+ 10.69% |
$4.09M - $4.49M
|
891K
$60.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
85.5KNew |
$4.07M - $4.46M
|
85.5K
$5.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
84.8K+ 561.99% |
$4.03M - $4.42M
|
99.8K
$6.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
84.5K+ 120.49% |
$4.02M - $4.4M
|
155K
$10.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80K+ 47.56% |
$3.8M - $4.17M
|
248K
$16.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
75.2KNew |
$3.58M - $3.92M
|
75.2K
$5.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
73.2K+ 67.47% |
$3.48M - $3.82M
|
182K
$12.4M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
73.2K+ 67.47% |
$3.48M - $3.82M
|
182K
$12.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
72.6K+ 171.36% |
$3.45M - $3.78M
|
115K
$7.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
71.9K+ 103.1% |
$3.42M - $3.74M
|
142K
$9.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
70.1KNew |
$3.33M - $3.65M
|
70.1K
$4.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
66.9K+ 43.69% |
$3.18M - $3.49M
|
220K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66.9K+ 25.76% |
$3.18M - $3.49M
|
327K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
66.6KNew |
$3.17M - $3.47M
|
66.6K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.3K+ 135.82% |
$3.15M - $3.46M
|
115K
$7.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
66.3K+ 8.27% |
$3.15M - $3.45M
|
867K
$59.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
64.1K+ 15.69% |
$3.05M - $3.34M
|
473K
$32.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
63.7K+ 7.55% |
$3.03M - $3.32M
|
908K
$62M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
62.3K+ 25.18% |
$2.96M - $3.25M
|
310K
$21.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
62.2KNew |
$2.96M - $3.24M
|
62.2K
$4.25M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
61.9K+ 162.96% |
$2.94M - $3.22M
|
99.8K
$6.82M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 7.83% |
$2.93M - $3.21M
|
847K
$57.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61.1K+ 226.9% |
$2.9M - $3.18M
|
88K
$6.01M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
52.9K+ 27.73% |
$2.52M - $2.76M
|
244K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.5K+ 5.56% |
$2.5M - $2.74M
|
996K
$68.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.9K+ 76.6% |
$2.47M - $2.7M
|
120K
$8.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
51.5KNew |
$2.45M - $2.69M
|
51.5K
$3.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
51.4K+ 25.81% |
$2.44M - $2.68M
|
251K
$17.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
50.7K+ 49.72% |
$2.41M - $2.64M
|
153K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.6K+ 4.18% |
$2.41M - $2.64M
|
1.26M
$86.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.7K+ 6.1% |
$2.36M - $2.59M
|
864K
$59M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
49.3KNew |
$2.34M - $2.57M
|
49.3K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45.6K+ 793.46% |
$2.17M - $2.38M
|
51.3K
$3.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
45.2K+ 81.99% |
$2.15M - $2.35M
|
100K
$6.85M
|