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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 18.56% |
$977K - $1.04M
|
125K
$8.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19.5K+ 2.9% |
$975K - $1.04M
|
693K
$48.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.9K+ 9449.5% |
$944K - $1.01M
|
19.1K
$1.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
18.6K+ 31.44% |
$927K - $989K
|
77.6K
$5.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.7K+ 342.62% |
$885K - $944K
|
22.9K
$1.59M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.4KNew |
$871K - $929K
|
17.4K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.2K+ 0.51% |
$861K - $918K
|
3.43M
$238M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.6K+ 223.12% |
$830K - $885K
|
24.1K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
16.3K+ 4.31% |
$813K - $867K
|
394K
$27.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
15.9K+ 102.67% |
$796K - $849K
|
31.4K
$2.19M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
15.3KNew |
$764K - $815K
|
15.3K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
14.5K+ 10.98% |
$726K - $775K
|
147K
$10.2M
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
BUY
|
- |
14.2K+ 6.51% |
$710K - $758K
|
232K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
13.9K+ 1.04% |
$694K - $741K
|
1.35M
$94M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13.8K+ 4.07% |
$690K - $737K
|
353K
$24.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 6.37% |
$636K - $678K
|
213K
$14.8M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 75.74% |
$630K - $672K
|
29.3K
$2.04M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
12.4K+ 29.95% |
$621K - $663K
|
54K
$3.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3KNew |
$614K - $655K
|
12.3K
$854K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
12.2K+ 2.93% |
$607K - $648K
|
428K
$29.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
11.8K+ 1.98% |
$589K - $629K
|
607K
$42.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11.5K+ 8.91% |
$576K - $615K
|
141K
$9.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.5K+ 287.15% |
$575K - $613K
|
15.5K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
11.3KNew |
$566K - $604K
|
11.3K
$787K
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
11.2K+ 1.42% |
$560K - $597K
|
803K
$55.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
10.9K+ 8.07% |
$546K - $583K
|
146K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 13.13% |
$519K - $554K
|
89.6K
$6.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.83KNew |
$491K - $524K
|
9.83K
$683K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.48K+ 15.12% |
$473K - $505K
|
72.2K
$5.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.3K+ 2.6% |
$465K - $496K
|
368K
$25.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.18KNew |
$459K - $489K
|
9.18K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.05K+ 13.37% |
$452K - $482K
|
76.7K
$5.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.02K+ 4.8% |
$451K - $481K
|
197K
$13.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.75K+ 19.95% |
$437K - $467K
|
52.6K
$3.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
8.27K+ 28.55% |
$413K - $441K
|
37.3K
$2.59M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
8.11K+ 28.48% |
$405K - $432K
|
36.6K
$2.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.08K+ 21.38% |
$403K - $430K
|
45.8K
$3.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.61K+ 18.58% |
$380K - $406K
|
48.6K
$3.38M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7.51K+ 16.1% |
$375K - $400K
|
54.2K
$3.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.36K+ 34.3% |
$368K - $392K
|
28.8K
$2M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.22KNew |
$361K - $385K
|
7.22K
$502K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.14K+ 7.21% |
$356K - $380K
|
106K
$7.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.1K+ 16.86% |
$355K - $378K
|
49.2K
$3.42M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.05KNew |
$352K - $376K
|
7.05K
$490K
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.81KNew |
$340K - $363K
|
6.81K
$474K
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.77K+ 2.77% |
$338K - $361K
|
251K
$17.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.6K+ 29.31% |
$330K - $352K
|
29.1K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.48K+ 16.89% |
$323K - $345K
|
44.8K
$3.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.4KNew |
$320K - $341K
|
6.4K
$445K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.39K+ 7.53% |
$319K - $341K
|
91.3K
$6.35M
|