Purchases and Sales Made in Q3 2022 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 2022. 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 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-3.01K- 1.39% |
$126K - $152K
|
214K
$14.9M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.09K- 13.18% |
$130K - $156K
|
20.4K
$1.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.11K- 14.9% |
$131K - $157K
|
17.8K
$1.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.12K- 2.78% |
$131K - $158K
|
109K
$7.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.17K- 14.77% |
$133K - $160K
|
18.3K
$1.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.18K- 24.69% |
$133K - $160K
|
9.68K
$673K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.45K- 10.85% |
$145K - $174K
|
28.3K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-3.46K- 74.48% |
$145K - $175K
|
1.18K
$82.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.48K- 2.81% |
$146K - $176K
|
120K
$8.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.55K- 1.52% |
$149K - $179K
|
230K
$16M
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.58K- 11.52% |
$150K - $181K
|
27.5K
$1.91M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.9K- 3.4% |
$164K - $197K
|
111K
$7.7M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.98K- 35.44% |
$167K - $201K
|
7.25K
$504K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.11K- 1.65% |
$173K - $208K
|
245K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.15K- 38.54% |
$174K - $210K
|
6.61K
$460K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.62KClosed |
$194K - $233K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.66K- 7.48% |
$196K - $235K
|
57.6K
$4M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.83K- 4.95% |
$203K - $244K
|
92.7K
$6.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.88K- 31.81% |
$205K - $247K
|
10.5K
$728K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.02K- 0.87% |
$211K - $254K
|
574K
$39.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.06K- 6.57% |
$213K - $256K
|
72K
$5M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.26K- 42.82% |
$221K - $266K
|
7.03K
$488K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-5.42K- 11.49% |
$228K - $274K
|
41.8K
$2.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.47K- 3.59% |
$230K - $277K
|
147K
$10.2M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.69K- 2.09% |
$239K - $287K
|
267K
$18.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.69K- 2.09% |
$239K - $287K
|
267K
$18.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.9KClosed |
$248K - $298K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-6K- 21.19% |
$252K - $303K
|
22.3K
$1.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.26K- 8.59% |
$263K - $316K
|
66.6K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.3K- 8.34% |
$265K - $318K
|
69.2K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6.6K- 17.96% |
$277K - $334K
|
30.2K
$2.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.67K- 43.13% |
$280K - $337K
|
8.8K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-7.17K- 14.01% |
$301K - $362K
|
44K
$3.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.3K- 1.88% |
$306K - $369K
|
381K
$26.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7.55K- 24.98% |
$317K - $381K
|
22.7K
$1.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.71K- 1.9% |
$324K - $389K
|
398K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.8K- 17.77% |
$328K - $394K
|
36.1K
$2.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.69K- 7.04% |
$365K - $439K
|
115K
$7.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.89K- 56.0% |
$373K - $449K
|
6.99K
$486K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-9.08K- 4.15% |
$381K - $459K
|
210K
$14.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.14K- 13.99% |
$384K - $462K
|
56.1K
$3.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-10.1K- 44.36% |
$423K - $509K
|
12.6K
$879K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.4K- 20.21% |
$435K - $524K
|
40.9K
$2.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.9K- 2.63% |
$459K - $553K
|
405K
$28.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-11.5K- 61.62% |
$482K - $580K
|
7.14K
$497K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-11.7K- 14.56% |
$490K - $590K
|
68.5K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-13.2K- 11.55% |
$554K - $667K
|
101K
$7.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-13.5K- 24.99% |
$568K - $683K
|
40.6K
$2.82M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.1K- 48.49% |
$590K - $710K
|
14.9K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-14.8K- 7.06% |
$621K - $747K
|
195K
$13.5M
|