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 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
664+ 9.24% |
$31.6K - $34.6K
|
7.85K
$536K
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
655+ 1.11% |
$31.2K - $34.1K
|
59.6K
$4.07M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
637+ 3.44% |
$30.3K - $33.2K
|
19.2K
$1.31M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
634New |
$30.2K - $33K
|
634
$43.3K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
620+ 4.0% |
$29.5K - $32.3K
|
16.1K
$1.1M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
602+ 1.6% |
$28.6K - $31.4K
|
38.1K
$2.6M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
595+ 3.21% |
$28.3K - $31K
|
19.1K
$1.31M
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
582+ 8.15% |
$27.7K - $30.3K
|
7.73K
$528K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
525+ 509.71% |
$25K - $27.4K
|
628
$42.9K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$23.8K - $26.1K
|
500
$34.2K
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
493+ 2.74% |
$23.4K - $25.7K
|
18.5K
$1.26M
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
479+ 0.18% |
$22.8K - $25K
|
268K
$18.3M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
478New |
$22.7K - $24.9K
|
478
$32.6K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
473+ 2.83% |
$22.5K - $24.6K
|
17.2K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
463+ 6.5% |
$22K - $24.1K
|
7.59K
$518K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
461+ 0.34% |
$21.9K - $24K
|
136K
$9.3M
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
447+ 4.09% |
$21.3K - $23.3K
|
11.4K
$776K
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
434+ 2.98% |
$20.6K - $22.6K
|
15K
$1.02M
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
428+ 4.54% |
$20.4K - $22.3K
|
9.86K
$674K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
389+ 2.6% |
$18.5K - $20.3K
|
15.4K
$1.05M
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
389+ 0.75% |
$18.5K - $20.3K
|
52.3K
$3.57M
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
389New |
$18.5K - $20.3K
|
389
$26.6K
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
384+ 0.27% |
$18.3K - $20K
|
142K
$9.7M
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
366+ 14.42% |
$17.4K - $19.1K
|
2.9K
$198K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
359+ 1.15% |
$17.1K - $18.7K
|
31.5K
$2.15M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
353+ 0.69% |
$16.8K - $18.4K
|
51.8K
$3.54M
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
340New |
$16.2K - $17.7K
|
340
$23.2K
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
328+ 0.1% |
$15.6K - $17.1K
|
342K
$23.4M
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
319+ 2.11% |
$15.2K - $16.6K
|
15.4K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
261New |
$12.4K - $13.6K
|
261
$17.8K
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
259+ 4.21% |
$12.3K - $13.5K
|
6.42K
$438K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
243+ 0.74% |
$11.6K - $12.7K
|
33.1K
$2.26M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
241New |
$11.5K - $12.6K
|
241
$16.5K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
228+ 1.84% |
$10.8K - $11.9K
|
12.6K
$864K
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
227+ 0.76% |
$10.8K - $11.8K
|
30.2K
$2.07M
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
216+ 5.58% |
$10.3K - $11.3K
|
4.09K
$279K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
212+ 1.39% |
$10.1K - $11K
|
15.5K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200New |
$9.51K - $10.4K
|
200
$13.7K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$9.51K - $10.4K
|
200
$13.7K
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
159+ 0.52% |
$7.56K - $8.29K
|
30.6K
$2.09M
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
155New |
$7.37K - $8.08K
|
155
$10.6K
|
|
Aug 08, 2023
Q2 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
153+ 0.21% |
$7.28K - $7.97K
|
72.2K
$4.93M
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
118+ 0.61% |
$5.61K - $6.15K
|
19.6K
$1.34M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
116+ 0.89% |
$5.52K - $6.04K
|
13.2K
$902K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
105+ 0.14% |
$4.99K - $5.47K
|
73.5K
$5.02M
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
105+ 0.94% |
$4.99K - $5.47K
|
11.2K
$768K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
93+ 0.12% |
$4.42K - $4.85K
|
75K
$5.12M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
92+ 0.33% |
$4.38K - $4.79K
|
27.7K
$1.89M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
80+ 44.69% |
$3.8K - $4.17K
|
259
$17.7K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
77+ 0.63% |
$3.66K - $4.01K
|
12.3K
$840K
|