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 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
16.3K+ 44.68% |
$824K - $918K
|
52.9K
$3.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
16.2K+ 43.56% |
$818K - $911K
|
53.5K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
16.2K+ 36.18% |
$818K - $911K
|
61K
$3.99M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.1K+ 17.58% |
$810K - $902K
|
107K
$7.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
16K+ 16.48% |
$806K - $897K
|
113K
$7.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
15.9KNew |
$802K - $893K
|
15.9K
$1.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.3K+ 21.78% |
$774K - $862K
|
85.8K
$5.61M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1KNew |
$761K - $848K
|
15.1K
$987K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
14.9KNew |
$751K - $836K
|
14.9K
$973K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
14.1KNew |
$713K - $795K
|
14.1K
$925K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14.1K+ 28.71% |
$710K - $791K
|
63.2K
$4.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
14.1K+ 283.47% |
$710K - $791K
|
19K
$1.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 8.51% |
$709K - $790K
|
179K
$11.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.6KNew |
$686K - $763K
|
13.6K
$889K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13.1KNew |
$663K - $738K
|
13.1K
$859K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
13.1KNew |
$660K - $735K
|
13.1K
$855K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
13KNew |
$653K - $727K
|
13K
$847K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12.8K+ 8.04% |
$648K - $721K
|
173K
$11.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 7.25% |
$628K - $700K
|
184K
$12.1M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$622K - $692K
|
12.3K
$806K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
12.3K+ 2.65% |
$618K - $689K
|
475K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.6KNew |
$583K - $649K
|
11.6K
$756K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.5KNew |
$578K - $643K
|
11.5K
$749K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
11.4K+ 6.45% |
$574K - $639K
|
188K
$12.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.3K+ 26.57% |
$571K - $635K
|
53.9K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 5.66% |
$568K - $633K
|
210K
$13.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 15.58% |
$567K - $631K
|
83.4K
$5.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 38.68% |
$562K - $626K
|
40K
$2.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11K+ 5.45% |
$555K - $618K
|
213K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
11K+ 7.01% |
$555K - $618K
|
168K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
11K+ 7.45% |
$552K - $615K
|
158K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8K+ 5.49% |
$545K - $607K
|
208K
$13.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
10.7K+ 4.66% |
$540K - $601K
|
240K
$15.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
10.6KNew |
$534K - $595K
|
10.6K
$692K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$531K - $591K
|
10.5K
$688K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$521K - $581K
|
10.3K
$676K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$515K - $573K
|
10.2K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9.99K+ 1.36% |
$504K - $561K
|
742K
$48.5M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
9.89KNew |
$499K - $555K
|
9.89K
$647K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.45KNew |
$477K - $531K
|
9.45K
$618K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.24K+ 34.34% |
$466K - $519K
|
36.2K
$2.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
9.01K+ 10.94% |
$454K - $506K
|
91.3K
$5.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.94K+ 4.21% |
$451K - $502K
|
221K
$14.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.84KNew |
$446K - $496K
|
8.84K
$578K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.75K+ 121.17% |
$441K - $491K
|
16K
$1.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
BUY
|
- |
8.51K+ 1.45% |
$429K - $478K
|
595K
$38.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
7.97K+ 25.36% |
$402K - $448K
|
39.4K
$2.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
7.76K+ 6.8% |
$391K - $436K
|
122K
$7.96M
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
7.7KNew |
$388K - $432K
|
7.7K
$503K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
7.63K+ 29.23% |
$385K - $429K
|
33.7K
$2.21M
|