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 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
394New |
$16.5K - $19.9K
|
394
$27.6K
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
385+ 65.25% |
$16.2K - $19.5K
|
975
$68.3K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
332+ 0.86% |
$13.9K - $16.8K
|
39K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
325+ 1.11% |
$13.6K - $16.4K
|
29.7K
$2.08M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
324+ 5.8% |
$13.6K - $16.4K
|
5.91K
$414K
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
310+ 3.39% |
$13K - $15.7K
|
9.44K
$661K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
308+ 350.0% |
$12.9K - $15.6K
|
396
$27.7K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
289+ 124.03% |
$12.1K - $14.6K
|
522
$36.6K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
272+ 5.4% |
$11.4K - $13.7K
|
5.31K
$372K
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
266+ 1.88% |
$11.2K - $13.4K
|
14.4K
$1.01M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
264+ 57.27% |
$11.1K - $13.3K
|
725
$50.8K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
264New |
$11.1K - $13.3K
|
264
$18.5K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
244+ 0.19% |
$10.2K - $12.3K
|
132K
$9.22M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
241New |
$10.1K - $12.2K
|
241
$16.9K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
223+ 9.62% |
$9.36K - $11.3K
|
2.54K
$178K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
214New |
$8.99K - $10.8K
|
214
$15K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$8.4K - $10.1K
|
200
$14K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
194+ 2.65% |
$8.15K - $9.8K
|
7.52K
$527K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
184+ 0.84% |
$7.73K - $9.3K
|
22K
$1.54M
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
172+ 0.65% |
$7.22K - $8.69K
|
26.6K
$1.86M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
150+ 0.45% |
$6.3K - $7.58K
|
33.8K
$2.37M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
141+ 0.86% |
$5.92K - $7.13K
|
16.6K
$1.16M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
97+ 110.23% |
$4.07K - $4.9K
|
185
$13K
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
95+ 0.62% |
$3.99K - $4.8K
|
15.4K
$1.08M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90New |
$3.78K - $4.55K
|
90
$6.3K
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
89+ 1.46% |
$3.74K - $4.5K
|
6.2K
$434K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
83+ 1.11% |
$3.49K - $4.19K
|
7.53K
$527K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
78New |
$3.28K - $3.94K
|
78
$5.46K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
66New |
$2.77K - $3.34K
|
66
$4.62K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
65New |
$2.73K - $3.29K
|
65
$4.55K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
65+ 0.34% |
$2.73K - $3.29K
|
19K
$1.33M
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
64+ 1.26% |
$2.69K - $3.23K
|
5.13K
$359K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
55+ 0.06% |
$2.31K - $2.78K
|
85.9K
$6.02M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
54+ 0.27% |
$2.27K - $2.73K
|
20.2K
$1.42M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
53New |
$2.23K - $2.68K
|
53
$3.71K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46+ 0.12% |
$1.93K - $2.32K
|
37.7K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
44+ 0.08% |
$1.85K - $2.22K
|
54.8K
$3.84M
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
39+ 0.24% |
$1.64K - $1.97K
|
16K
$1.12M
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
36+ 0.15% |
$1.51K - $1.82K
|
24.3K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34+ 0.3% |
$1.43K - $1.72K
|
11.2K
$787K
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
32+ 0.11% |
$1.34K - $1.62K
|
29.6K
$2.07M
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
28+ 3.68% |
$1.18K - $1.42K
|
788
$55.2K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.21% |
$1.01K - $1.21K
|
11.2K
$785K
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23New |
$966 - $1.16K
|
23
$1.61K
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
21+ 0.4% |
$882 - $1.06K
|
5.32K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14+ 0.1% |
$588 - $708
|
13.6K
$955K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$420 - $505
|
5.51K
$386K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 350.0% |
$294 - $354
|
9
$630
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
7+ 0.1% |
$294 - $354
|
7.02K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$210 - $253
|
1.25K
$87.3K
|