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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.8K+ 278.93% |
$749K - $821K
|
21.4K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.7K+ 0.31% |
$749K - $820K
|
5.07M
$352M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15.7KNew |
$748K - $820K
|
15.7K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.5K+ 29.25% |
$735K - $805K
|
68.3K
$4.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
15.2KNew |
$725K - $794K
|
15.2K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.4KNew |
$686K - $752K
|
14.4K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
14.4K+ 6.09% |
$682K - $748K
|
250K
$17.4M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
14.1K+ 1.33% |
$670K - $735K
|
1.07M
$74.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
13.9KNew |
$663K - $727K
|
13.9K
$969K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.9K+ 235.67% |
$662K - $726K
|
19.8K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
13.9K+ 3.16% |
$660K - $723K
|
454K
$31.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.7KNew |
$650K - $712K
|
13.7K
$950K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13.5KNew |
$641K - $703K
|
13.5K
$937K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.2KNew |
$630K - $690K
|
13.2K
$920K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
13.2K+ 10.87% |
$627K - $687K
|
134K
$9.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8K+ 96.01% |
$608K - $666K
|
26.1K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$592K - $649K
|
12.5K
$866K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 53.81% |
$560K - $614K
|
33.7K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
11.6K+ 8.42% |
$553K - $605K
|
150K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11.6K+ 14.51% |
$550K - $602K
|
91.2K
$6.34M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
11.5K+ 15.62% |
$546K - $598K
|
85K
$5.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.4K+ 8.88% |
$543K - $595K
|
140K
$9.74M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.4K+ 1.55% |
$543K - $594K
|
750K
$52.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11.1K+ 3.34% |
$527K - $577K
|
343K
$23.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.8K+ 15.87% |
$513K - $562K
|
78.8K
$5.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.6K+ 3.01% |
$504K - $552K
|
363K
$25.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.5K+ 11.12% |
$500K - $548K
|
105K
$7.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
10.2KNew |
$487K - $533K
|
10.2K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.2K+ 10.46% |
$487K - $533K
|
108K
$7.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10KNew |
$478K - $524K
|
10K
$699K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.97K+ 45.22% |
$474K - $520K
|
32K
$2.23M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.78K+ 2.24% |
$465K - $509K
|
447K
$31M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
9.71K+ 41.3% |
$462K - $506K
|
33.2K
$2.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.45KNew |
$449K - $492K
|
9.45K
$657K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.32K+ 51.87% |
$443K - $486K
|
27.3K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.2K+ 17.17% |
$438K - $480K
|
62.8K
$4.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.05K+ 10.81% |
$430K - $471K
|
92.7K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9.04KNew |
$430K - $471K
|
9.04K
$628K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8.85K+ 429.13% |
$421K - $461K
|
10.9K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.79KNew |
$418K - $458K
|
8.79K
$611K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.76K+ 6.78% |
$417K - $456K
|
138K
$9.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.64K+ 4.85% |
$411K - $450K
|
187K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.6K+ 52.76% |
$409K - $448K
|
24.9K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.34K+ 4.32% |
$397K - $435K
|
201K
$14M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
8.29KNew |
$394K - $432K
|
8.29K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
8.11KNew |
$386K - $423K
|
8.11K
$564K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.99K+ 12.96% |
$380K - $416K
|
69.6K
$4.84M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 40.09% |
$367K - $402K
|
27K
$1.88M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 40.09% |
$367K - $402K
|
27K
$1.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
7.69K+ 11.42% |
$365K - $400K
|
75K
$5.21M
|