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
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
237+ 0.98% |
$11.8K - $12.6K
|
24.5K
$1.72M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
231+ 4620.0% |
$11.5K - $12.3K
|
236
$16.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
212+ 0.09% |
$10.6K - $11.3K
|
225K
$15.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
201+ 3.77% |
$10K - $10.7K
|
5.53K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200New |
$9.99K - $10.7K
|
200
$14K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
198+ 9.82% |
$9.89K - $10.6K
|
2.22K
$155K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
185+ 1.96% |
$9.24K - $9.86K
|
9.64K
$675K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
165+ 3.32% |
$8.24K - $8.79K
|
5.13K
$359K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
157+ 0.77% |
$7.84K - $8.37K
|
20.4K
$1.43M
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
150+ 0.08% |
$7.49K - $7.99K
|
189K
$13.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
140New |
$6.99K - $7.46K
|
140
$9.81K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 20.49% |
$5K - $5.33K
|
588
$41.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
66+ 0.2% |
$3.3K - $3.52K
|
33.7K
$2.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
44+ 0.94% |
$2.2K - $2.34K
|
4.73K
$331K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
44+ 0.1% |
$2.2K - $2.34K
|
42.3K
$2.96M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
42+ 182.61% |
$2.1K - $2.24K
|
65
$4.55K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28+ 0.95% |
$1.4K - $1.49K
|
2.97K
$208K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28+ 8.67% |
$1.4K - $1.49K
|
351
$24.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
27+ 0.16% |
$1.35K - $1.44K
|
16.7K
$1.17M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25New |
$1.25K - $1.33K
|
25
$1.75K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.12% |
$1.25K - $1.33K
|
21.7K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20New |
$999 - $1.07K
|
20
$1.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 1.57% |
$999 - $1.07K
|
1.29K
$90.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.29% |
$749 - $799
|
5.25K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.25% |
$649 - $693
|
5.14K
$360K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 0.08% |
$500 - $533
|
13K
$908K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.31% |
$300 - $320
|
1.94K
$136K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
5+ 2.18% |
$250 - $266
|
234
$16.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.25% |
$150 - $160
|
1.23K
$86K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3+ 0.03% |
$150 - $160
|
8.83K
$618K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.06% |
$150 - $160
|
5.19K
$363K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.3% |
$150 - $160
|
994
$69.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$99.9 - $107
|
2
$140
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.27% |
$99.9 - $107
|
744
$52.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.83% |
$50 - $53.3
|
121
$8.48K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.02% |
$50 - $53.3
|
5.48K
$384K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.01% |
$50 - $53.3
|
6.72K
$471K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$50 - $53.3
|
5.42K
$380K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.58% |
$50 - $53.3
|
173
$12.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$50 - $53.3
|
13.3K
$935K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$50 - $53.3
|
1.75K
$123K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-6- 8.11% |
$300 - $320
|
68
$4.76K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-13- 0.15% |
$649 - $693
|
8.72K
$611K
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-39- 0.61% |
$1.95K - $2.08K
|
6.38K
$447K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-57- 0.9% |
$2.85K - $3.04K
|
6.27K
$439K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-62- 1.41% |
$3.1K - $3.3K
|
4.34K
$304K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-85Closed |
$4.25K - $4.53K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-87- 0.29% |
$4.35K - $4.64K
|
29.7K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
SELL
|
- |
-92- 0.79% |
$4.6K - $4.9K
|
11.5K
$807K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-99- 0.4% |
$4.95K - $5.28K
|
24.7K
$1.73M
|