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
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.58K+ 1.25% |
$382K - $425K
|
615K
$43.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.35KNew |
$371K - $413K
|
7.35K
$521K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.35KNew |
$371K - $413K
|
7.35K
$521K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.35KNew |
$370K - $412K
|
7.35K
$521K
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
7.27KNew |
$367K - $408K
|
7.27K
$516K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
6.86K+ 1.53% |
$346K - $385K
|
457K
$32.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.71KNew |
$338K - $377K
|
6.71K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.7K+ 222.22% |
$338K - $376K
|
9.72K
$689K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.55KNew |
$330K - $368K
|
6.55K
$464K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.01KNew |
$303K - $337K
|
6.01K
$426K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.97K+ 212.68% |
$301K - $335K
|
8.78K
$623K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
5.69KNew |
$287K - $320K
|
5.69K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
5.61K+ 1.49% |
$283K - $315K
|
381K
$27.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.59KNew |
$282K - $314K
|
5.59K
$397K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
5.42KNew |
$273K - $304K
|
5.42K
$385K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5.36KNew |
$270K - $301K
|
5.36K
$380K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.35KNew |
$270K - $300K
|
5.35K
$379K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.34K+ 16.35% |
$269K - $300K
|
38K
$2.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
5.3KNew |
$267K - $298K
|
5.3K
$376K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.24K+ 21.38% |
$264K - $294K
|
29.8K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.23K+ 1.67% |
$264K - $294K
|
319K
$22.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
5.22KNew |
$263K - $293K
|
5.22K
$370K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
5.16K+ 2.86% |
$260K - $290K
|
185K
$13.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.95KNew |
$250K - $278K
|
4.95K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.91KNew |
$247K - $276K
|
4.91K
$348K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.9K+ 49.84% |
$247K - $275K
|
14.7K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
4.82K+ 11.45% |
$243K - $271K
|
46.9K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.75K+ 1.29% |
$240K - $267K
|
372K
$26.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.65KNew |
$235K - $261K
|
4.65K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.54K+ 4.88% |
$229K - $255K
|
97.5K
$6.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
4.52K+ 39.66% |
$228K - $254K
|
15.9K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.51K+ 5.39% |
$228K - $253K
|
88.2K
$6.26M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.49KNew |
$226K - $252K
|
4.49K
$318K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.46K+ 15.37% |
$225K - $251K
|
33.5K
$2.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.45KNew |
$224K - $250K
|
4.45K
$315K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.44K+ 86.04% |
$224K - $250K
|
9.61K
$682K
|
|
|
Feb 04, 2022
Q4 2021
|
F
|
BUY
|
- |
4.43KNew |
$224K - $249K
|
4.43K
$314K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
4.41KNew |
$222K - $248K
|
4.41K
$313K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.29KNew |
$216K - $241K
|
4.29K
$305K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.24K+ 17.28% |
$214K - $238K
|
28.8K
$2.04M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.21K+ 29.95% |
$212K - $236K
|
18.3K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.16K+ 12.36% |
$210K - $234K
|
37.8K
$2.68M
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.16KNew |
$210K - $233K
|
4.16K
$295K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.96KNew |
$200K - $222K
|
3.96K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.95KNew |
$199K - $222K
|
3.95K
$280K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.92K+ 12.03% |
$198K - $220K
|
36.5K
$2.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.89K+ 34.67% |
$196K - $218K
|
15.1K
$1.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.87KNew |
$195K - $217K
|
3.87K
$274K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.84KNew |
$193K - $215K
|
3.84K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.75KNew |
$189K - $211K
|
3.75K
$266K
|