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 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-114- 1.19% |
$5.69K - $6.08K
|
9.49K
$659K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-115- 2.6% |
$5.74K - $6.13K
|
4.3K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-117- 0.33% |
$5.84K - $6.23K
|
35.4K
$2.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-119- 0.57% |
$5.94K - $6.34K
|
20.6K
$1.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-120- 2.12% |
$5.99K - $6.39K
|
5.55K
$386K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-138- 0.06% |
$6.89K - $7.35K
|
246K
$17.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-140- 1.67% |
$6.99K - $7.46K
|
8.24K
$572K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-143- 3.24% |
$7.14K - $7.62K
|
4.27K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-153- 0.2% |
$7.64K - $8.15K
|
74.7K
$5.19M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
SELL
|
- |
-158- 0.28% |
$7.89K - $8.42K
|
56.9K
$3.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-202- 1.37% |
$10.1K - $10.8K
|
14.5K
$1.01M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-206- 3.19% |
$10.3K - $11K
|
6.25K
$435K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-207- 1.84% |
$10.3K - $11K
|
11K
$766K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-214- 1.13% |
$10.7K - $11.4K
|
18.8K
$1.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-223- 3.42% |
$11.1K - $11.9K
|
6.29K
$437K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-236- 0.95% |
$11.8K - $12.6K
|
24.5K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-257- 2.24% |
$12.8K - $13.7K
|
11.2K
$779K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-268- 4.4% |
$13.4K - $14.3K
|
5.82K
$405K
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-285- 5.35% |
$14.2K - $15.2K
|
5.04K
$350K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-317- 0.86% |
$15.8K - $16.9K
|
36.7K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-330- 0.23% |
$16.5K - $17.6K
|
145K
$10.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-339- 0.64% |
$16.9K - $18.1K
|
52.7K
$3.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-362- 3.08% |
$18.1K - $19.3K
|
11.4K
$791K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-383- 2.13% |
$19.1K - $20.4K
|
17.6K
$1.23M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-409- 3.98% |
$20.4K - $21.8K
|
9.87K
$686K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-441- 1.18% |
$22K - $23.5K
|
36.9K
$2.56M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-472- 1.25% |
$23.6K - $25.2K
|
37.4K
$2.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-498- 2.78% |
$24.9K - $26.5K
|
17.4K
$1.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-513- 23.49% |
$25.6K - $27.3K
|
1.67K
$116K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-514- 6.17% |
$25.7K - $27.4K
|
7.81K
$543K
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-517- 3.99% |
$25.8K - $27.6K
|
12.5K
$866K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-518- 0.81% |
$25.9K - $27.6K
|
63.4K
$4.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-560- 1.0% |
$28K - $29.8K
|
55.2K
$3.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-621- 2.23% |
$31K - $33.1K
|
27.2K
$1.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-643Closed |
$32.1K - $34.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-750- 2.14% |
$37.5K - $40K
|
34.3K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-837- 2.57% |
$41.8K - $44.6K
|
31.7K
$2.21M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-837- 2.5% |
$41.8K - $44.6K
|
32.6K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-851- 3.02% |
$42.5K - $45.3K
|
27.3K
$1.9M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-966- 1.67% |
$48.3K - $51.5K
|
57K
$3.96M
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1K- 3.69% |
$50K - $53.3K
|
26.1K
$1.81M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.07K- 1.93% |
$53.4K - $57K
|
54.4K
$3.78M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-1.16K- 2.68% |
$57.9K - $61.8K
|
42.1K
$2.93M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.25K- 12.54% |
$62.5K - $66.7K
|
8.73K
$607K
|
|
|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.27K- 1.61% |
$63.5K - $67.8K
|
77.6K
$5.4M
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.3K- 0.78% |
$64.9K - $69.3K
|
166K
$11.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.3K- 4.29% |
$65.1K - $69.4K
|
29K
$2.02M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.31K- 1.28% |
$65.2K - $69.6K
|
101K
$7.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 3.37% |
$69.9K - $74.6K
|
40.1K
$2.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.41K- 13.34% |
$70.4K - $75.1K
|
9.15K
$636K
|