Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.75M+ 33.86% |
$187M - $200M
|
14.8M
$1.05B
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
2.98M+ 39060.76% |
$149M - $159M
|
2.99M
$212M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.63MNew |
$81.3M - $86.7M
|
1.63M
$115M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.55M+ 25.55% |
$77.5M - $82.7M
|
7.62M
$541M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.48M+ 10.71% |
$74M - $79M
|
15.3M
$1.09B
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.47M+ 89.0% |
$73.4M - $78.3M
|
3.12M
$221M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.18MNew |
$58.8M - $62.7M
|
1.18M
$83.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
943K+ 61.35% |
$47.1M - $50.3M
|
2.48M
$176M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
812KNew |
$40.6M - $43.3M
|
812K
$57.6M
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
626KNew |
$31.3M - $33.4M
|
626K
$44.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
571K+ 1903.94% |
$28.5M - $30.4M
|
601K
$42.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
566K+ 6411.42% |
$28.3M - $30.2M
|
575K
$40.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
557K+ 20.08% |
$27.8M - $29.7M
|
3.33M
$236M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
504K+ 14.74% |
$25.2M - $26.9M
|
3.92M
$278M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
494K+ 19.65% |
$24.7M - $26.3M
|
3.01M
$213M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
488K+ 138.68% |
$24.4M - $26M
|
839K
$59.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
471K+ 1881.82% |
$23.5M - $25.1M
|
496K
$35.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
375KNew |
$18.7M - $20M
|
375K
$26.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
301K+ 15.17% |
$15M - $16.1M
|
2.29M
$162M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
267K+ 26.05% |
$13.3M - $14.2M
|
1.29M
$91.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
255K+ 1615.44% |
$12.8M - $13.6M
|
271K
$19.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
244KNew |
$12.2M - $13M
|
244K
$17.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
192K+ 7.76% |
$9.6M - $10.2M
|
2.67M
$189M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
180KNew |
$9.01M - $9.61M
|
180K
$12.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
161KNew |
$8.04M - $8.58M
|
161K
$11.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
157K+ 60.42% |
$7.83M - $8.36M
|
416K
$29.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
151K+ 5.11% |
$7.54M - $8.04M
|
3.1M
$220M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
140K+ 1488.07% |
$6.99M - $7.46M
|
149K
$10.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
113KNew |
$5.65M - $6.03M
|
113K
$8.03M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 3.0% |
$5.48M - $5.85M
|
3.77M
$268M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
107K+ 213.93% |
$5.35M - $5.71M
|
157K
$11.1M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
105KNew |
$5.24M - $5.59M
|
105K
$7.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
105K+ 1403.96% |
$5.24M - $5.59M
|
112K
$7.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
95.7K+ 118.73% |
$4.78M - $5.1M
|
176K
$12.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
90.8K+ 178.99% |
$4.53M - $4.84M
|
141K
$10M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.2K+ 119.23% |
$4.46M - $4.75M
|
164K
$11.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
89.1K+ 31.79% |
$4.45M - $4.75M
|
369K
$26.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
85.1K+ 20.86% |
$4.25M - $4.53M
|
493K
$35M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
84.1K+ 35.19% |
$4.2M - $4.48M
|
323K
$22.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
82.3KNew |
$4.11M - $4.39M
|
82.3K
$5.84M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
80.3KNew |
$4.01M - $4.28M
|
80.3K
$5.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
79K+ 1.7% |
$3.95M - $4.21M
|
4.71M
$334M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
78.7KNew |
$3.93M - $4.2M
|
78.7K
$5.59M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
77.5K+ 12.65% |
$3.87M - $4.13M
|
690K
$49M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75.1K+ 11.52% |
$3.75M - $4M
|
727K
$51.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73.3KNew |
$3.66M - $3.91M
|
73.3K
$5.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.4KNew |
$3.52M - $3.75M
|
70.4K
$5M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
61.4K+ 3.82% |
$3.07M - $3.27M
|
1.67M
$118M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
60.5K+ 14.77% |
$3.02M - $3.22M
|
470K
$33.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
59K+ 1352.72% |
$2.95M - $3.14M
|
63.3K
$4.49M
|