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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.99K+ 0.96% |
$99.4K - $106K
|
210K
$14.8M
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1.9K+ 9.64% |
$94.8K - $101K
|
21.6K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.88KNew |
$93.7K - $99.9K
|
1.88K
$133K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.87K+ 1.55% |
$93.3K - $99.5K
|
122K
$8.62M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 1.12% |
$91.7K - $97.8K
|
165K
$11.7M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.8K+ 1.17% |
$90.1K - $96.1K
|
156K
$11M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77K+ 169.74% |
$88.3K - $94.2K
|
2.81K
$198K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.71K+ 5.87% |
$85.3K - $91K
|
30.8K
$2.17M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 3.1% |
$82.8K - $88.4K
|
55.1K
$3.9M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.56K+ 21.58% |
$78.1K - $83.3K
|
8.81K
$623K
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
1.53K+ 14.02% |
$76.4K - $81.5K
|
12.4K
$879K
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
1.51K+ 12.58% |
$75.4K - $80.4K
|
13.5K
$955K
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 0.53% |
$72.9K - $77.8K
|
278K
$19.6M
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.33K+ 14.06% |
$66.6K - $71K
|
10.8K
$764K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.27K+ 16.46% |
$63.3K - $67.5K
|
8.96K
$633K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.23K+ 1.1% |
$61.5K - $65.7K
|
113K
$8M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 4.13% |
$57.7K - $61.6K
|
29.1K
$2.06M
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.1K+ 50.67% |
$55.1K - $58.8K
|
3.28K
$232K
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.52% |
$51.7K - $55.2K
|
69K
$4.88M
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.01K+ 4.39% |
$50.4K - $53.8K
|
24K
$1.7M
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1K+ 8.46% |
$50K - $53.3K
|
12.8K
$906K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
950+ 27.14% |
$47.5K - $50.6K
|
4.45K
$314K
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
940+ 2.87% |
$47K - $50.1K
|
33.7K
$2.38M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
940New |
$47K - $50.1K
|
940
$66.4K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
892+ 2.72% |
$44.6K - $47.5K
|
33.7K
$2.38M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
811+ 14.43% |
$40.5K - $43.2K
|
6.43K
$455K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
781New |
$39K - $41.6K
|
781
$55.2K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
754+ 3.03% |
$37.7K - $40.2K
|
25.6K
$1.81M
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
695+ 5.71% |
$34.7K - $37K
|
12.9K
$910K
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
684+ 1.59% |
$34.2K - $36.5K
|
43.7K
$3.09M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
640+ 0.87% |
$32K - $34.1K
|
74K
$5.23M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
576+ 2.4% |
$28.8K - $30.7K
|
24.5K
$1.73M
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
546+ 9.2% |
$27.3K - $29.1K
|
6.48K
$458K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
519+ 23.84% |
$25.9K - $27.7K
|
2.7K
$191K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
500+ 32.81% |
$25K - $26.6K
|
2.02K
$143K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
468+ 5.47% |
$23.4K - $24.9K
|
9.03K
$638K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
465+ 4.03% |
$23.2K - $24.8K
|
12K
$848K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
438+ 16.87% |
$21.9K - $23.3K
|
3.03K
$214K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
422+ 12.45% |
$21.1K - $22.5K
|
3.81K
$269K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
400New |
$20K - $21.3K
|
400
$28.3K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
393New |
$19.6K - $20.9K
|
393
$27.8K
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
375+ 0.27% |
$18.7K - $20K
|
140K
$9.91M
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
363+ 0.51% |
$18.1K - $19.3K
|
71K
$5.02M
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
328+ 30.65% |
$16.4K - $17.5K
|
1.4K
$98.8K
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
293+ 1.64% |
$14.6K - $15.6K
|
18.1K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
287New |
$14.3K - $15.3K
|
287
$20.3K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
283New |
$14.1K - $15.1K
|
283
$20K
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
255+ 46.11% |
$12.7K - $13.6K
|
808
$57.1K
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
245+ 0.65% |
$12.2K - $13.1K
|
37.7K
$2.66M
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
238+ 10.06% |
$11.9K - $12.7K
|
2.6K
$184K
|