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 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.55K+ 37.9% |
$359K - $393K
|
27.5K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.53K+ 43.19% |
$358K - $392K
|
25K
$1.73M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.45KNew |
$354K - $388K
|
7.45K
$518K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
7.4KNew |
$352K - $386K
|
7.4K
$515K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.23K+ 22.47% |
$344K - $377K
|
39.4K
$2.74M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
BUY
|
- |
7.23K+ 2.48% |
$344K - $377K
|
298K
$20.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7.21KNew |
$343K - $376K
|
7.21K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
7.13KNew |
$339K - $372K
|
7.13K
$496K
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.07K+ 53.04% |
$336K - $368K
|
20.4K
$1.42M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
6.92K+ 16.67% |
$329K - $361K
|
48.4K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.88KNew |
$327K - $358K
|
6.88K
$478K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.7K+ 34.42% |
$319K - $349K
|
26.2K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.7KNew |
$318K - $349K
|
6.7K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.64K+ 0.99% |
$316K - $346K
|
676K
$47M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.53K+ 20.38% |
$311K - $340K
|
38.6K
$2.68M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.52K+ 30.5% |
$310K - $340K
|
27.9K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.5KNew |
$309K - $339K
|
6.5K
$452K
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$305K - $334K
|
6.41K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.33KNew |
$301K - $330K
|
6.33K
$440K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.32K+ 7.01% |
$300K - $329K
|
96.4K
$6.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.3KNew |
$300K - $329K
|
6.3K
$438K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
6.15K+ 6.91% |
$293K - $321K
|
95.2K
$6.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.12KNew |
$291K - $319K
|
6.12K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.1K+ 2.13% |
$290K - $318K
|
292K
$20.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.08K+ 1.6% |
$289K - $317K
|
387K
$26.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
6.05K+ 4.09% |
$288K - $315K
|
154K
$10.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.04KNew |
$287K - $315K
|
6.04K
$420K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
5.97K+ 20.24% |
$284K - $311K
|
35.5K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.96K+ 16.22% |
$283K - $311K
|
42.7K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.89K+ 35.66% |
$280K - $307K
|
22.4K
$1.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.81K+ 4.58% |
$276K - $303K
|
133K
$9.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.8K+ 4.61% |
$276K - $302K
|
132K
$9.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.69KNew |
$271K - $296K
|
5.69K
$395K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
5.59KNew |
$266K - $291K
|
5.59K
$388K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.59K+ 4.77% |
$266K - $291K
|
123K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.57K+ 1.96% |
$265K - $290K
|
290K
$20.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.56K+ 32.91% |
$264K - $290K
|
22.4K
$1.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.52KNew |
$262K - $287K
|
5.52K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.51KNew |
$262K - $287K
|
5.51K
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.37K+ 395.43% |
$255K - $280K
|
6.72K
$467K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.24KNew |
$249K - $273K
|
5.24K
$364K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 57.95% |
$248K - $272K
|
14.2K
$988K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.07KNew |
$241K - $264K
|
5.07K
$352K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
5.07KNew |
$241K - $264K
|
5.07K
$352K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.06K+ 0.88% |
$241K - $264K
|
582K
$40.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.97K+ 2.43% |
$237K - $259K
|
210K
$14.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.89KNew |
$232K - $255K
|
4.89K
$340K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.88K+ 34.55% |
$232K - $254K
|
19K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.88K+ 28.42% |
$232K - $254K
|
22K
$1.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.83K+ 21.49% |
$230K - $252K
|
27.3K
$1.9M
|