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 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-526- 10.65% |
$22.1K - $26.6K
|
4.42K
$309K
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-568- 7.39% |
$23.9K - $28.7K
|
7.12K
$499K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-613- 5.91% |
$25.7K - $31K
|
9.75K
$683K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-645- 2.15% |
$27.1K - $32.6K
|
29.3K
$2.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-669- 0.4% |
$28.1K - $33.8K
|
165K
$11.6M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-708- 0.26% |
$29.7K - $35.8K
|
270K
$18.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-743- 7.73% |
$31.2K - $37.6K
|
8.86K
$621K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-745- 15.88% |
$31.3K - $37.7K
|
3.95K
$276K
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-746- 9.15% |
$31.3K - $37.7K
|
7.41K
$519K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-768- 1.12% |
$32.2K - $38.8K
|
68.1K
$4.77M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-771- 1.35% |
$32.4K - $39K
|
56.1K
$3.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-777- 5.32% |
$32.6K - $39.3K
|
13.8K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-825- 2.61% |
$34.6K - $41.7K
|
30.8K
$2.16M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-843- 13.2% |
$35.4K - $42.6K
|
5.54K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-906- 76.58% |
$38K - $45.8K
|
277
$19.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-948- 0.32% |
$39.8K - $47.9K
|
299K
$20.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.04K- 0.97% |
$43.6K - $52.5K
|
106K
$7.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.07K- 14.74% |
$44.8K - $53.9K
|
6.17K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.13K- 0.4% |
$47.4K - $57.1K
|
279K
$19.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.14K- 10.35% |
$47.9K - $57.6K
|
9.87K
$692K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
SELL
|
- |
-1.3K- 16.17% |
$54.6K - $65.8K
|
6.74K
$472K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.35K- 0.12% |
$56.6K - $68.1K
|
1.12M
$78.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.46K- 3.37% |
$61.4K - $73.9K
|
41.9K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.5K- 6.07% |
$63K - $75.8K
|
23.2K
$1.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.55K- 0.79% |
$64.9K - $78.1K
|
193K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.61K- 3.65% |
$67.8K - $81.6K
|
42.6K
$2.99M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.62K- 1.67% |
$68.1K - $81.9K
|
95.4K
$6.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.62K- 4.3% |
$68.2K - $82.1K
|
36.1K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.67K- 20.34% |
$70K - $84.2K
|
6.53K
$457K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.69K- 4.3% |
$71K - $85.5K
|
37.6K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 0.83% |
$75.6K - $91K
|
216K
$15.1M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.98K- 1.86% |
$82.9K - $99.8K
|
104K
$7.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.05K- 10.63% |
$86.1K - $104K
|
17.2K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.06K- 46.23% |
$86.6K - $104K
|
2.4K
$168K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.22K- 5.9% |
$93.2K - $112K
|
35.4K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.28K- 10.91% |
$95.5K - $115K
|
18.6K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.32K- 8.31% |
$97.3K - $117K
|
25.6K
$1.79M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.36K- 20.45% |
$99K - $119K
|
9.17K
$642K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 8.66% |
$100K - $121K
|
25.2K
$1.76M
|
|
|
Oct 11, 2022
Q3 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.49K- 19.86% |
$105K - $126K
|
10.1K
$704K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-2.49K- 17.18% |
$105K - $126K
|
12K
$842K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.5K- 22.92% |
$105K - $126K
|
8.39K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.5K- 12.1% |
$105K - $126K
|
18.1K
$1.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.55K- 0.78% |
$107K - $129K
|
325K
$22.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-2.55K- 18.15% |
$107K - $129K
|
11.5K
$806K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 3.95% |
$111K - $133K
|
64.1K
$4.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.68K- 6.98% |
$112K - $135K
|
35.7K
$2.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.76K- 13.92% |
$116K - $139K
|
17.1K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.86K- 19.98% |
$120K - $145K
|
11.5K
$802K
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.94K- 2.15% |
$123K - $148K
|
134K
$9.37M
|