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 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
57.9K+ 8.71% |
$2.89M - $3.09M
|
723K
$50.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.1K+ 13.32% |
$2.8M - $2.99M
|
478K
$33.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
53.8K+ 24.08% |
$2.69M - $2.87M
|
277K
$19.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
53K+ 3.6% |
$2.65M - $2.83M
|
1.53M
$107M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.7K+ 1.5% |
$2.58M - $2.75M
|
3.5M
$245M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
51.1K+ 37.81% |
$2.55M - $2.72M
|
186K
$13M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.2K+ 19.47% |
$2.46M - $2.62M
|
302K
$21.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.2K+ 47.22% |
$2.46M - $2.62M
|
153K
$10.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
48.2K+ 14.86% |
$2.41M - $2.57M
|
373K
$26.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
45K+ 15.0% |
$2.25M - $2.4M
|
345K
$24.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
44.8K+ 55.27% |
$2.24M - $2.39M
|
126K
$8.81M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
44K+ 15.54% |
$2.2M - $2.35M
|
327K
$22.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
43.7K+ 6.94% |
$2.18M - $2.33M
|
673K
$47.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
43.3K+ 38.06% |
$2.16M - $2.31M
|
157K
$11M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
42K+ 23.82% |
$2.1M - $2.24M
|
219K
$15.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.7K+ 836.54% |
$2.08M - $2.22M
|
46.7K
$3.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
41.7KNew |
$2.08M - $2.22M
|
41.7K
$2.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41.6K+ 10.63% |
$2.08M - $2.22M
|
433K
$30.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.5K+ 99.9% |
$2.02M - $2.16M
|
81K
$5.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.2K+ 6.61% |
$1.96M - $2.09M
|
632K
$44.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
39.1KNew |
$1.95M - $2.08M
|
39.1K
$2.74M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
36.7K+ 11.15% |
$1.83M - $1.96M
|
366K
$25.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
34.7KNew |
$1.73M - $1.85M
|
34.7K
$2.43M
|
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
33.9K+ 259.1% |
$1.7M - $1.81M
|
47K
$3.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
33.5K+ 6.16% |
$1.67M - $1.78M
|
577K
$40.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
33.1K+ 7.71% |
$1.65M - $1.76M
|
463K
$32.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31.1K+ 22.05% |
$1.56M - $1.66M
|
172K
$12.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
30.9K+ 89.77% |
$1.54M - $1.65M
|
65.4K
$4.58M
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
30.4K+ 1.63% |
$1.52M - $1.62M
|
1.9M
$133M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
30.1K+ 2.27% |
$1.5M - $1.61M
|
1.36M
$94.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
27.8KNew |
$1.39M - $1.48M
|
27.8K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27.4K+ 5.37% |
$1.37M - $1.46M
|
537K
$37.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.3K+ 6.26% |
$1.36M - $1.46M
|
464K
$32.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.1K+ 29.39% |
$1.35M - $1.44M
|
119K
$8.35M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26.8KNew |
$1.34M - $1.43M
|
26.8K
$1.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.7K+ 11.5% |
$1.33M - $1.42M
|
259K
$18.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
BUY
|
- |
26.4K+ 4.72% |
$1.32M - $1.41M
|
587K
$41.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.2K+ 512.34% |
$1.31M - $1.4M
|
31.3K
$2.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25.6K+ 44.13% |
$1.28M - $1.37M
|
83.7K
$5.86M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
25K+ 4.95% |
$1.25M - $1.33M
|
531K
$37.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.6K+ 8.45% |
$1.23M - $1.31M
|
316K
$22.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24.2K+ 27.69% |
$1.21M - $1.29M
|
112K
$7.82M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
24.2K+ 27.69% |
$1.21M - $1.29M
|
112K
$7.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
22.6K+ 17.65% |
$1.13M - $1.2M
|
150K
$10.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
22.5K+ 17.62% |
$1.13M - $1.2M
|
150K
$10.5M
|
|
|
Apr 07, 2022
Q3 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
22K+ 2.94% |
$1.1M - $1.17M
|
773K
$54.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
21.1K+ 15.09% |
$1.06M - $1.13M
|
161K
$11.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
20K+ 9540.48% |
$1M - $1.07M
|
20.2K
$1.42M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
19.9K+ 3.53% |
$993K - $1.06M
|
583K
$40.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.6K+ 13.37% |
$981K - $1.05M
|
167K
$11.7M
|