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 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.95K+ 6.97% |
$92.6K - $101K
|
29.9K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91K+ 36.64% |
$90.8K - $99.5K
|
7.12K
$487K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.91K+ 18.86% |
$90.8K - $99.5K
|
12K
$822K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.91K+ 0.48% |
$90.6K - $99.3K
|
399K
$27.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.87K+ 13.44% |
$89K - $97.5K
|
15.8K
$1.08M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.82K+ 7.45% |
$86.7K - $95K
|
26.3K
$1.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.79K+ 15.84% |
$84.9K - $93.1K
|
13.1K
$892K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.77K+ 2.66% |
$84.2K - $92.3K
|
68.4K
$4.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 5.77% |
$82.5K - $90.4K
|
31.8K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.73K+ 3.44% |
$82.3K - $90.2K
|
52.1K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$81.8K - $89.6K
|
1.72K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.66K+ 14.43% |
$79.1K - $86.7K
|
13.2K
$901K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.63K+ 7.63% |
$77.5K - $84.9K
|
23K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.44K+ 3.17% |
$68.5K - $75K
|
46.9K
$3.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.44K+ 15.22% |
$68.3K - $74.8K
|
10.9K
$742K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 6.47% |
$68.2K - $74.8K
|
23.6K
$1.61M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.4K+ 6.36% |
$66.7K - $73.1K
|
23.5K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.39K+ 2.73% |
$65.9K - $72.2K
|
52.1K
$3.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.37K+ 0.53% |
$65.2K - $71.4K
|
259K
$17.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
1.34K+ 13.19% |
$63.5K - $69.6K
|
11.5K
$783K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.29K+ 13.73% |
$61.2K - $67.1K
|
10.7K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 0.15% |
$59K - $64.7K
|
852K
$58.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.22K+ 196.13% |
$57.8K - $63.4K
|
1.84K
$125K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.2KNew |
$57K - $62.5K
|
1.2K
$81.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.19K+ 8.32% |
$56.6K - $62.1K
|
15.5K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.13K+ 12.27% |
$53.5K - $58.6K
|
10.3K
$703K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.1KNew |
$52.3K - $57.3K
|
1.1K
$75.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.09K+ 6.4% |
$51.7K - $56.7K
|
18.1K
$1.24M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.08K+ 17.13% |
$51.4K - $56.3K
|
7.39K
$504K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.06K+ 9.46% |
$50.5K - $55.3K
|
12.3K
$839K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
972+ 1.96% |
$46.2K - $50.7K
|
50.6K
$3.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
944+ 9.94% |
$44.9K - $49.2K
|
10.4K
$713K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
941+ 17.11% |
$44.8K - $49K
|
6.44K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
920+ 2.44% |
$43.8K - $47.9K
|
38.7K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
918+ 1.66% |
$43.7K - $47.8K
|
56.1K
$3.83M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
915+ 4.32% |
$43.5K - $47.7K
|
22.1K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
909New |
$43.2K - $47.4K
|
909
$62.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
863New |
$41K - $45K
|
863
$58.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
786+ 9.96% |
$37.4K - $41K
|
8.67K
$592K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
779+ 1.5% |
$37K - $40.6K
|
52.7K
$3.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
762+ 0.8% |
$36.2K - $39.7K
|
95.9K
$6.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
745+ 37.68% |
$35.4K - $38.8K
|
2.72K
$186K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
740+ 5.42% |
$35.2K - $38.6K
|
14.4K
$982K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
739New |
$35.1K - $38.5K
|
739
$50.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
735+ 9.89% |
$35K - $38.3K
|
8.17K
$558K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
706+ 1.29% |
$33.6K - $36.8K
|
55.3K
$3.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
706+ 120.89% |
$33.6K - $36.8K
|
1.29K
$88.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
686+ 1905.56% |
$32.6K - $35.7K
|
722
$49.3K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
681+ 62.08% |
$32.4K - $35.5K
|
1.78K
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
679+ 7.13% |
$32.3K - $35.4K
|
10.2K
$697K
|