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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.86KNew |
$78.2K - $94.2K
|
1.86K
$122K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.77K+ 33.26% |
$74.2K - $89.3K
|
7.08K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.75K+ 18.41% |
$73.4K - $88.3K
|
11.2K
$734K
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 1.64% |
$73K - $87.8K
|
108K
$7.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.73K+ 15.44% |
$72.8K - $87.6K
|
13K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 10.12% |
$71K - $85.4K
|
18.4K
$1.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.68K+ 4.11% |
$70.5K - $84.8K
|
42.5K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.67K+ 4.3% |
$70K - $84.3K
|
40.4K
$2.64M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 9.52% |
$66.6K - $80.2K
|
18.2K
$1.19M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.53K+ 494.19% |
$64.3K - $77.4K
|
1.84K
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.52K+ 1.1% |
$63.8K - $76.8K
|
140K
$9.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.51K+ 1363.06% |
$63.5K - $76.5K
|
1.62K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.47K+ 2.32% |
$61.7K - $74.2K
|
64.8K
$4.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.44K+ 7.46% |
$60.3K - $72.6K
|
20.7K
$1.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
1.43K+ 5.26% |
$60.1K - $72.4K
|
28.7K
$1.87M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.41KNew |
$59.4K - $71.5K
|
1.41K
$92.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.41KNew |
$59.2K - $71.3K
|
1.41K
$92.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.36K+ 2.66% |
$57.1K - $68.7K
|
52.5K
$3.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.24K+ 17.72% |
$52.1K - $62.7K
|
8.24K
$538K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.22K+ 49.59% |
$51.1K - $61.6K
|
3.67K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 109.05% |
$48.1K - $57.9K
|
2.2K
$143K
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.12K+ 3.82% |
$47.1K - $56.7K
|
30.5K
$2M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.1K+ 1.14% |
$46.4K - $55.8K
|
98.1K
$6.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
907New |
$38.1K - $45.8K
|
907
$59.3K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
867+ 7.7% |
$36.4K - $43.8K
|
12.1K
$793K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
862+ 12.53% |
$36.2K - $43.6K
|
7.74K
$506K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
846+ 4.23% |
$35.5K - $42.8K
|
20.8K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
826+ 5.84% |
$34.7K - $41.7K
|
15K
$978K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
812+ 3.36% |
$34.1K - $41K
|
25K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
790New |
$33.2K - $39.9K
|
790
$51.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
777+ 0.49% |
$32.6K - $39.3K
|
159K
$10.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
775+ 4.13% |
$32.5K - $39.2K
|
19.5K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
768+ 1.34% |
$32.2K - $38.8K
|
57.9K
$3.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
754+ 15.47% |
$31.7K - $38.1K
|
5.63K
$368K
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
730+ 337.96% |
$30.7K - $36.9K
|
946
$61.8K
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
725+ 7.57% |
$30.4K - $36.6K
|
10.3K
$673K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
705+ 2.49% |
$29.6K - $35.6K
|
29.1K
$1.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
685+ 8.0% |
$28.8K - $34.6K
|
9.25K
$605K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
675+ 12.43% |
$28.3K - $34.1K
|
6.1K
$399K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
609+ 3.65% |
$25.6K - $30.8K
|
17.3K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
596+ 5.84% |
$25K - $30.1K
|
10.8K
$706K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
590+ 138.5% |
$24.8K - $29.8K
|
1.02K
$66.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
589New |
$24.7K - $29.8K
|
589
$38.5K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
588+ 3.28% |
$24.7K - $29.7K
|
18.5K
$1.21M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
573+ 5.04% |
$24.1K - $29K
|
11.9K
$780K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
552+ 5.23% |
$23.2K - $27.9K
|
11.1K
$726K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
532+ 3.06% |
$22.3K - $26.9K
|
17.9K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
528New |
$22.2K - $26.7K
|
528
$34.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
498+ 5.73% |
$20.9K - $25.2K
|
9.19K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
445+ 1.54% |
$18.7K - $22.5K
|
29.3K
$1.91M
|