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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.82K+ 42.05% |
$203K - $244K
|
16.3K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
4.81K+ 367.87% |
$202K - $243K
|
6.12K
$425K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.78K+ 2.98% |
$201K - $241K
|
165K
$11.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.78K+ 8.26% |
$201K - $241K
|
62.6K
$4.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.68K+ 94.14% |
$196K - $236K
|
9.64K
$670K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.63KNew |
$194K - $234K
|
4.63K
$322K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.49K+ 1.51% |
$188K - $227K
|
301K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.44K+ 2.64% |
$186K - $224K
|
172K
$12M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
4.42K+ 12.37% |
$186K - $223K
|
40.2K
$2.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.36K+ 45.86% |
$183K - $221K
|
13.9K
$965K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
4.25K+ 10.32% |
$178K - $215K
|
45.4K
$3.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.19K+ 6.16% |
$176K - $212K
|
72.2K
$5.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 585.88% |
$171K - $205K
|
4.76K
$331K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.98K+ 4.54% |
$167K - $201K
|
91.6K
$6.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.85K+ 3.3% |
$162K - $194K
|
120K
$8.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.65K+ 5.78% |
$153K - $185K
|
66.8K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.64K+ 22.33% |
$153K - $184K
|
19.9K
$1.38M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.53K+ 286.36% |
$148K - $178K
|
4.76K
$331K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.26K+ 13.09% |
$137K - $165K
|
28.2K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.19K+ 2.1% |
$134K - $161K
|
155K
$10.8M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.18K+ 1.89% |
$133K - $160K
|
171K
$11.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.17K+ 0.5% |
$133K - $160K
|
642K
$44.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.16K+ 4.27% |
$133K - $160K
|
77.1K
$5.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.09K+ 8.27% |
$130K - $156K
|
40.4K
$2.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.02K+ 1.68% |
$127K - $153K
|
183K
$12.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.01K+ 29.67% |
$127K - $152K
|
13.2K
$915K
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.99K+ 7.35% |
$125K - $151K
|
43.6K
$3.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.95K+ 14.09% |
$124K - $149K
|
23.9K
$1.66M
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.91K+ 7.88% |
$122K - $147K
|
39.8K
$2.77M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
2.88K+ 6.75% |
$121K - $146K
|
45.6K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 3.25% |
$120K - $145K
|
91K
$6.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.76K+ 7.26% |
$116K - $140K
|
40.8K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.75K+ 6.11% |
$115K - $139K
|
47.8K
$3.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
2.63K+ 0.14% |
$110K - $133K
|
1.95M
$135M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.53KNew |
$106K - $128K
|
2.53K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.53K+ 9.19% |
$106K - $128K
|
30K
$2.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
2.47K+ 3.53% |
$104K - $125K
|
72.4K
$5.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.41K+ 38.11% |
$101K - $122K
|
8.72K
$606K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
2.3K+ 26.61% |
$96.5K - $116K
|
10.9K
$760K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.29K+ 33.61% |
$96.3K - $116K
|
9.12K
$634K
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.25K+ 8.32% |
$94.6K - $114K
|
29.3K
$2.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.14K+ 23.4% |
$89.9K - $108K
|
11.3K
$785K
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.13K+ 19.51% |
$89.2K - $107K
|
13K
$905K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.08K+ 15.32% |
$87.3K - $105K
|
15.7K
$1.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.06K+ 0.92% |
$86.3K - $104K
|
226K
$15.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.93K+ 22.85% |
$81.2K - $97.7K
|
10.4K
$722K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.9K+ 1.87% |
$79.6K - $95.8K
|
103K
$7.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.88K+ 3.99% |
$78.8K - $94.9K
|
49K
$3.4M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.86KNew |
$78.2K - $94.2K
|
1.86K
$129K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.77K+ 33.26% |
$74.2K - $89.3K
|
7.08K
$492K
|