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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
126K+ 17.38% |
$6.33M - $7.05M
|
848K
$60.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
119K+ 435.96% |
$6M - $6.69M
|
146K
$10.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
118K+ 53.71% |
$5.95M - $6.62M
|
337K
$23.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
117KNew |
$5.88M - $6.55M
|
117K
$8.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
116KNew |
$5.87M - $6.54M
|
116K
$8.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
115KNew |
$5.78M - $6.44M
|
115K
$8.13M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
111KNew |
$5.6M - $6.24M
|
111K
$7.88M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
111K+ 97.4% |
$5.58M - $6.21M
|
224K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
109K+ 33.7% |
$5.49M - $6.11M
|
432K
$30.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
107K+ 5.63% |
$5.38M - $5.99M
|
2M
$142M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
98.9KNew |
$4.99M - $5.55M
|
98.9K
$7.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97.5K+ 4.26% |
$4.92M - $5.48M
|
2.39M
$169M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
97.4K+ 22.5% |
$4.91M - $5.47M
|
530K
$37.6M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
95.5KNew |
$4.82M - $5.37M
|
95.5K
$6.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
77KNew |
$3.88M - $4.32M
|
77K
$5.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
71.2K+ 19.11% |
$3.59M - $4M
|
444K
$31.5M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
69.8K+ 90.92% |
$3.52M - $3.92M
|
147K
$10.4M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
69.1KNew |
$3.49M - $3.88M
|
69.1K
$4.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
65K+ 102.6% |
$3.28M - $3.65M
|
128K
$9.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
64.5K+ 39.5% |
$3.25M - $3.62M
|
228K
$16.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
64.2KNew |
$3.24M - $3.61M
|
64.2K
$4.56M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
61.4K+ 12.46% |
$3.1M - $3.45M
|
554K
$39.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.3K+ 22.52% |
$2.94M - $3.27M
|
317K
$22.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58K+ 62.28% |
$2.93M - $3.26M
|
151K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58K+ 19.22% |
$2.93M - $3.26M
|
360K
$25.5M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
56.1K+ 25.68% |
$2.83M - $3.15M
|
275K
$19.5M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
53.4K+ 14.58% |
$2.69M - $3M
|
419K
$29.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
53.2KNew |
$2.68M - $2.99M
|
53.2K
$3.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.3K+ 171.99% |
$2.53M - $2.82M
|
79.5K
$5.64M
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
49.8K+ 386.47% |
$2.51M - $2.79M
|
62.6K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
49.3K+ 35.85% |
$2.48M - $2.77M
|
187K
$13.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
48.6K+ 2.89% |
$2.45M - $2.73M
|
1.73M
$122M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
47.9KNew |
$2.42M - $2.69M
|
47.9K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
47.7K+ 31.94% |
$2.41M - $2.68M
|
197K
$14M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
45.3K+ 7.53% |
$2.28M - $2.54M
|
646K
$45.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
44.5KNew |
$2.24M - $2.5M
|
44.5K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
44.1K+ 6.55% |
$2.22M - $2.47M
|
717K
$50.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42.9K+ 5.91% |
$2.17M - $2.41M
|
770K
$54.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41.9KNew |
$2.12M - $2.36M
|
41.9K
$2.98M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
41.3KNew |
$2.08M - $2.32M
|
41.3K
$2.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.2K+ 89.95% |
$2.08M - $2.32M
|
87.1K
$6.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
41KNew |
$2.07M - $2.3M
|
41K
$2.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
40.7K+ 6.71% |
$2.05M - $2.29M
|
648K
$46M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
39.6KNew |
$2M - $2.22M
|
39.6K
$2.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
39.5K+ 30.25% |
$1.99M - $2.22M
|
170K
$12.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
39.5K+ 83.86% |
$1.99M - $2.22M
|
86.5K
$6.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.2K+ 6.2% |
$1.98M - $2.2M
|
671K
$47.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
38.7K+ 11.21% |
$1.95M - $2.17M
|
383K
$27.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
37.9KNew |
$1.91M - $2.13M
|
37.9K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.7K+ 11.3% |
$1.8M - $2.01M
|
352K
$25M
|