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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.4K- 20.82% |
$647K - $779K
|
58.6K
$4.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.8K- 4.98% |
$665K - $800K
|
302K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16K- 4.2% |
$672K - $809K
|
365K
$25.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-18.7K- 5.2% |
$787K - $947K
|
342K
$24.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-19.7K- 28.17% |
$826K - $994K
|
50.2K
$3.54M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.4K- 5.42% |
$898K - $1.08M
|
373K
$26.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-21.6K- 89.26% |
$905K - $1.09M
|
2.59K
$183K
|
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-22K- 20.83% |
$923K - $1.11M
|
83.6K
$5.91M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23.1K- 6.57% |
$969K - $1.17M
|
328K
$23.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-23.5K- 30.97% |
$988K - $1.19M
|
52.5K
$3.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-24K- 19.87% |
$1.01M - $1.21M
|
96.7K
$6.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.7K- 21.73% |
$1.08M - $1.3M
|
92.5K
$6.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-27.7K- 3.72% |
$1.16M - $1.4M
|
716K
$50.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-31.5K- 12.85% |
$1.32M - $1.59M
|
214K
$15.1M
|
|
|
Oct 26, 2022
Q3 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-32.8K- 72.63% |
$1.38M - $1.66M
|
12.4K
$874K
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-35.2K- 4.86% |
$1.48M - $1.78M
|
690K
$48.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-35.4K- 69.1% |
$1.49M - $1.79M
|
15.9K
$1.12M
|
|
|
Jan 24, 2023
Q3 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-38.7K- 4.81% |
$1.62M - $1.95M
|
764K
$54M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.7K- 1.99% |
$1.63M - $1.96M
|
1.9M
$134M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-39.7K- 24.4% |
$1.67M - $2M
|
123K
$8.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-39.7K- 24.41% |
$1.67M - $2.01M
|
123K
$8.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-40.6K- 4.54% |
$1.7M - $2.05M
|
853K
$60.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-48K- 33.58% |
$2.02M - $2.43M
|
95K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-50K- 2.64% |
$2.1M - $2.53M
|
1.84M
$130M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-51.6K- 7.91% |
$2.17M - $2.61M
|
601K
$42.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-53.5K- 77.88% |
$2.24M - $2.7M
|
15.2K
$1.07M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-55.6K- 57.72% |
$2.34M - $2.81M
|
40.7K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60.6K- 28.77% |
$2.54M - $3.06M
|
150K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-62.7K- 88.4% |
$2.63M - $3.17M
|
8.23K
$582K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-70.4K- 10.44% |
$2.96M - $3.56M
|
604K
$42.7M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-70.9K- 28.44% |
$2.98M - $3.58M
|
178K
$12.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-91.3K- 49.48% |
$3.83M - $4.61M
|
93.2K
$6.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-102K- 8.6% |
$4.27M - $5.14M
|
1.08M
$76.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-105K- 34.3% |
$4.39M - $5.29M
|
200K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-109K- 85.89% |
$4.57M - $5.5M
|
17.9K
$1.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-126K- 7.34% |
$5.29M - $6.37M
|
1.59M
$112M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-126K- 16.56% |
$5.3M - $6.38M
|
636K
$45M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-127K- 3.39% |
$5.33M - $6.41M
|
3.62M
$256M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-130K- 31.64% |
$5.47M - $6.59M
|
282K
$19.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-136K- 41.05% |
$5.73M - $6.89M
|
196K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-137K- 32.9% |
$5.74M - $6.9M
|
279K
$19.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-185K- 23.23% |
$7.77M - $9.35M
|
612K
$43.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-188K- 48.71% |
$7.9M - $9.51M
|
198K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-188K- 52.59% |
$7.9M - $9.51M
|
170K
$12M
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-198K- 38.67% |
$8.32M - $10M
|
314K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-216K- 99.99% |
$9.06M - $10.9M
|
12
$848
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-222K- 8.74% |
$9.33M - $11.2M
|
2.32M
$164M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-249K- 7.11% |
$10.5M - $12.6M
|
3.26M
$230M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-321K- 15.81% |
$13.5M - $16.2M
|
1.71M
$121M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-347K- 50.54% |
$14.6M - $17.5M
|
340K
$24M
|