Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-1.74K- 0.3% |
$87.6K - $97.5K
|
575K
$40.8M
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.75K- 7.26% |
$88K - $98K
|
22.3K
$1.58M
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-1.9K- 4.33% |
$95.6K - $106K
|
41.8K
$2.97M
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.98K- 9.18% |
$99.9K - $111K
|
19.6K
$1.39M
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.04K- 63.82% |
$103K - $115K
|
1.16K
$82.1K
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.13K- 1.89% |
$107K - $119K
|
110K
$7.83M
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.2K- 20.32% |
$111K - $123K
|
8.62K
$611K
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.23K- 1.06% |
$112K - $125K
|
207K
$14.7M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.35K- 20.7% |
$118K - $132K
|
8.98K
$637K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.37K- 6.68% |
$119K - $133K
|
33.1K
$2.35M
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.39K- 0.56% |
$121K - $134K
|
425K
$30.2M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.58K- 1.8% |
$130K - $145K
|
141K
$10M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.6K- 7.73% |
$131K - $146K
|
31K
$2.2M
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-2.64K- 1.75% |
$133K - $148K
|
148K
$10.5M
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2.7K- 1.79% |
$136K - $151K
|
148K
$10.5M
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.7KClosed |
$136K - $151K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.96K- 5.47% |
$149K - $166K
|
51.2K
$3.63M
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.02K- 7.25% |
$152K - $170K
|
38.6K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.03KClosed |
$153K - $170K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-3.11K- 8.26% |
$157K - $175K
|
34.6K
$2.45M
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-3.16K- 5.35% |
$159K - $178K
|
55.9K
$3.97M
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.28KClosed |
$165K - $184K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-3.3K- 4.08% |
$166K - $185K
|
77.5K
$5.5M
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.76K- 3.21% |
$190K - $211K
|
113K
$8.05M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.03KClosed |
$203K - $226K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.22K- 33.34% |
$213K - $237K
|
8.44K
$599K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.24K- 19.5% |
$214K - $238K
|
17.5K
$1.24M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.3K- 1.55% |
$217K - $241K
|
273K
$19.4M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.34KClosed |
$219K - $244K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-4.56K- 36.63% |
$230K - $256K
|
7.88K
$559K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.61K- 26.15% |
$232K - $259K
|
13K
$924K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.25K- 49.65% |
$265K - $295K
|
5.32K
$378K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.3K- 7.16% |
$267K - $298K
|
68.7K
$4.87M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.45K- 52.79% |
$275K - $306K
|
4.87K
$346K
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-5.96K- 4.74% |
$301K - $335K
|
120K
$8.5M
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-6.21K- 1.54% |
$313K - $349K
|
398K
$28.3M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.25KClosed |
$315K - $351K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-6.45K- 10.19% |
$325K - $362K
|
56.9K
$4.03M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-6.63K- 32.73% |
$334K - $372K
|
13.6K
$966K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.89K- 12.89% |
$347K - $387K
|
46.5K
$3.3M
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7.01K- 7.78% |
$353K - $393K
|
83K
$5.89M
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-7.41K- 24.99% |
$373K - $416K
|
22.2K
$1.58M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.57K- 14.37% |
$382K - $425K
|
45.1K
$3.2M
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-7.64K- 1.22% |
$385K - $429K
|
619K
$43.9M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8.13K- 73.82% |
$410K - $457K
|
2.89K
$205K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.43K- 32.91% |
$425K - $474K
|
17.2K
$1.22M
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-8.63K- 4.07% |
$435K - $485K
|
203K
$14.4M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.18KClosed |
$463K - $516K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.47K- 9.68% |
$478K - $532K
|
88.4K
$6.27M
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
SELL
|
- |
-9.47KClosed |
$478K - $532K
|
0
$0
|