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 21, 2022
Q3 2022
|
Brown Financial Advisory
|
BUY
|
- |
91.5K+ 13.45% |
$3.84M - $4.62M
|
772K
$54.1M
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
91KNew |
$3.82M - $4.6M
|
91K
$6.37M
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
88.3K+ 5.24% |
$3.71M - $4.46M
|
1.77M
$124M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
84.6K+ 24.19% |
$3.55M - $4.28M
|
434K
$30.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
84.2K+ 27.51% |
$3.53M - $4.25M
|
390K
$27.3M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
82.8K+ 10.05% |
$3.48M - $4.18M
|
907K
$63.5M
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
81.9K+ 216.31% |
$3.44M - $4.14M
|
120K
$8.39M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
81.2K+ 8.59% |
$3.41M - $4.1M
|
1.03M
$71.9M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
78.6K+ 109.51% |
$3.3M - $3.97M
|
150K
$10.5M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
77.8KNew |
$3.27M - $3.93M
|
77.8K
$5.45M
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
77.5KNew |
$3.25M - $3.91M
|
77.5K
$5.43M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
77.3K+ 24.77% |
$3.25M - $3.91M
|
390K
$27.3M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
76.9KNew |
$3.23M - $3.89M
|
76.9K
$5.39M
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
73.1K+ 20.62% |
$3.07M - $3.69M
|
427K
$29.9M
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
71K+ 130.34% |
$2.98M - $3.59M
|
126K
$8.79M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.2K+ 15.02% |
$2.95M - $3.55M
|
538K
$37.7M
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
69.8K+ 5.39% |
$2.93M - $3.53M
|
1.36M
$95.5M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
68.4K+ 1.43% |
$2.87M - $3.45M
|
4.86M
$341M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
67.2K+ 45.38% |
$2.82M - $3.39M
|
215K
$15.1M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
65.5K+ 6.81% |
$2.75M - $3.31M
|
1.03M
$72M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
60.6KNew |
$2.55M - $3.06M
|
60.6K
$4.25M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
58.9K+ 1165.46% |
$2.47M - $2.98M
|
63.9K
$4.48M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
54.7K+ 103.54% |
$2.3M - $2.77M
|
108K
$7.54M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
54.4K+ 94.41% |
$2.28M - $2.75M
|
112K
$7.85M
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
54.3K+ 13.01% |
$2.28M - $2.74M
|
471K
$33M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
53.9K+ 13.45% |
$2.26M - $2.73M
|
455K
$31.9M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
52.6K+ 14.24% |
$2.21M - $2.66M
|
422K
$29.5M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
51.3K+ 8.41% |
$2.16M - $2.59M
|
662K
$46.4M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
50.8K+ 34.4% |
$2.13M - $2.57M
|
198K
$13.9M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
47K+ 43.03% |
$1.97M - $2.38M
|
156K
$11M
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
46.7K+ 289.05% |
$1.96M - $2.36M
|
62.8K
$4.4M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46K+ 17.37% |
$1.93M - $2.32M
|
311K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
42.7K+ 50.53% |
$1.79M - $2.16M
|
127K
$8.91M
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
42.5K+ 13.01% |
$1.79M - $2.15M
|
369K
$25.9M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.1K+ 34.17% |
$1.77M - $2.13M
|
165K
$11.6M
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
41.6K+ 18.25% |
$1.75M - $2.1M
|
270K
$18.9M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
41.5K+ 5.87% |
$1.74M - $2.1M
|
749K
$52.5M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41.4KNew |
$1.74M - $2.09M
|
41.4K
$2.9M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40.9K+ 8.0% |
$1.72M - $2.07M
|
552K
$38.6M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
40.4KNew |
$1.69M - $2.04M
|
40.4K
$2.83M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
40K+ 4.38% |
$1.68M - $2.02M
|
953K
$66.8M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
37.5K+ 36.85% |
$1.57M - $1.89M
|
139K
$9.75M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
37.3K+ 15.6% |
$1.56M - $1.88M
|
276K
$19.3M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.1K+ 4.2% |
$1.51M - $1.82M
|
895K
$62.7M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
35.4K+ 8.5% |
$1.49M - $1.79M
|
452K
$31.6M
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
35K+ 4.8% |
$1.47M - $1.77M
|
764K
$53.5M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
34.4K+ 22.84% |
$1.44M - $1.74M
|
185K
$13M
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
34.3K+ 7.54% |
$1.44M - $1.74M
|
490K
$34.3M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
32K+ 5.23% |
$1.34M - $1.62M
|
643K
$45.1M
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
29.7K+ 1.33% |
$1.25M - $1.5M
|
2.26M
$158M
|