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 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.78K+ 1.87% |
$227K - $249K
|
261K
$18.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.78K+ 54.07% |
$227K - $249K
|
13.6K
$946K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
4.66K+ 10.96% |
$222K - $243K
|
47.2K
$3.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.61K+ 11.58% |
$219K - $240K
|
44.4K
$3.09M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.52KNew |
$215K - $235K
|
4.52K
$314K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.5KNew |
$214K - $234K
|
4.5K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.47K+ 329.59% |
$212K - $233K
|
5.82K
$405K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
4.41KNew |
$210K - $230K
|
4.41K
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.38K+ 1.19% |
$208K - $228K
|
372K
$25.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.36KNew |
$207K - $227K
|
4.36K
$303K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.31K+ 87.95% |
$205K - $225K
|
9.22K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.28K+ 4.53% |
$203K - $223K
|
98.7K
$6.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.23K+ 1.68% |
$201K - $220K
|
255K
$17.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.17KNew |
$198K - $217K
|
4.17K
$290K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.11KNew |
$195K - $214K
|
4.11K
$286K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4.1KNew |
$195K - $214K
|
4.1K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.1KNew |
$195K - $214K
|
4.1K
$285K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.06KNew |
$193K - $212K
|
4.06K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
4.02KNew |
$191K - $210K
|
4.02K
$280K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$190K - $208K
|
4K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.98KNew |
$189K - $207K
|
3.98K
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
3.94KNew |
$187K - $205K
|
3.94K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.64K+ 15.7% |
$173K - $190K
|
26.8K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.5K+ 12.03% |
$166K - $182K
|
32.6K
$2.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.49K+ 8.08% |
$166K - $182K
|
46.7K
$3.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.45K+ 5152.24% |
$164K - $180K
|
3.52K
$245K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.4K+ 96.86% |
$162K - $177K
|
6.9K
$480K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.31K+ 6.49% |
$157K - $172K
|
54.3K
$3.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.21K+ 53.55% |
$152K - $167K
|
9.19K
$639K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.18K+ 3.93% |
$151K - $166K
|
84K
$5.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
3.05K+ 0.27% |
$145K - $159K
|
1.14M
$79.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.9K+ 5.68% |
$138K - $151K
|
54K
$3.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.79KNew |
$133K - $146K
|
2.79K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.78K+ 19.86% |
$132K - $145K
|
16.8K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.78K+ 17.21% |
$132K - $145K
|
18.9K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.74K+ 5.2% |
$131K - $143K
|
55.5K
$3.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 8.27% |
$126K - $138K
|
34.7K
$2.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.6K+ 2.77% |
$124K - $136K
|
96.4K
$6.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.55K+ 11.44% |
$121K - $133K
|
24.9K
$1.73M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.54K+ 4.42% |
$121K - $132K
|
60K
$4.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 5.24% |
$120K - $131K
|
50.5K
$3.51M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.42K+ 79.61% |
$115K - $126K
|
5.47K
$380K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.26K+ 1.7% |
$107K - $118K
|
135K
$9.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.22K+ 48.94% |
$105K - $115K
|
6.74K
$469K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.17K+ 0.58% |
$103K - $113K
|
375K
$26.1M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.14K+ 4.91% |
$102K - $111K
|
45.6K
$3.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.12K+ 6.47% |
$101K - $110K
|
34.8K
$2.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.04K+ 37.52% |
$97.1K - $106K
|
7.48K
$520K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.04K+ 4.38% |
$96.8K - $106K
|
48.5K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03K+ 12.02% |
$96.6K - $106K
|
18.9K
$1.32M
|