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 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.73K+ 0.79% |
$188K - $209K
|
474K
$32.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.72K+ 6.75% |
$188K - $209K
|
58.8K
$4.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.67KNew |
$185K - $206K
|
3.67K
$251K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.67K+ 5.31% |
$185K - $206K
|
72.7K
$4.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.46K+ 2.45% |
$174K - $194K
|
144K
$9.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.42K+ 1.81% |
$172K - $192K
|
193K
$13.2M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.3K+ 1.99% |
$166K - $185K
|
169K
$11.6M
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
BUY
|
- |
3.29KNew |
$166K - $184K
|
3.29K
$225K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
3.2KNew |
$162K - $180K
|
3.2K
$219K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.19K+ 21.95% |
$161K - $179K
|
17.7K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.68K+ 130.48% |
$135K - $151K
|
4.73K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.6K+ 64.2% |
$131K - $146K
|
6.66K
$456K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.6K+ 1.67% |
$131K - $146K
|
158K
$10.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.59K+ 8.2% |
$131K - $145K
|
34.1K
$2.34M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.51KNew |
$127K - $141K
|
2.51K
$172K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.35KNew |
$118K - $132K
|
2.35K
$161K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.34K+ 1.34% |
$118K - $131K
|
177K
$12.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.21K+ 5.92% |
$112K - $124K
|
39.6K
$2.71M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.12K+ 660.12% |
$107K - $119K
|
2.44K
$167K
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.12K+ 5.48% |
$107K - $119K
|
40.7K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.11KNew |
$107K - $119K
|
2.11K
$145K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
2.11K+ 101.93% |
$106K - $118K
|
4.18K
$286K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
2K+ 3.67% |
$101K - $112K
|
56.3K
$3.86M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.98K+ 992.0% |
$100K - $111K
|
2.18K
$149K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.98K+ 28.08% |
$99.8K - $111K
|
9.03K
$618K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.97K+ 2.51% |
$99.5K - $111K
|
80.7K
$5.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
1.83K+ 13.56% |
$92.4K - $103K
|
15.3K
$1.05M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 13.21% |
$90.9K - $101K
|
15.5K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.72K+ 202.35% |
$86.7K - $96.6K
|
2.57K
$176K
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.66K+ 13.33% |
$83.7K - $93.2K
|
14.1K
$966K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.63KNew |
$82.3K - $91.6K
|
1.63K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.63K+ 3.38% |
$82K - $91.3K
|
49.8K
$3.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.56K+ 77.12% |
$78.7K - $87.7K
|
3.59K
$245K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.55K+ 7.97% |
$78.1K - $87K
|
21K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.5KNew |
$75.6K - $84.2K
|
1.5K
$103K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.5K+ 16.06% |
$75.5K - $84.1K
|
10.8K
$740K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.47KNew |
$74.2K - $82.7K
|
1.47K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.38K+ 1.2% |
$69.4K - $77.3K
|
116K
$7.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.37K+ 12.79% |
$69.2K - $77.1K
|
12.1K
$829K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36K+ 7.07% |
$68.6K - $76.4K
|
20.6K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.36K+ 2.54% |
$68.6K - $76.4K
|
54.8K
$3.75M
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.33K+ 33.43% |
$67.1K - $74.7K
|
5.31K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.31K+ 1.29% |
$65.9K - $73.3K
|
102K
$6.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.18K+ 504.27% |
$59.5K - $66.3K
|
1.41K
$96.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
1.16K+ 0.82% |
$58.5K - $65.1K
|
143K
$9.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.12K+ 12.87% |
$56.7K - $63.1K
|
9.86K
$674K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2724.39% |
$56.3K - $62.7K
|
1.16K
$79.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.06K+ 19.08% |
$53.4K - $59.4K
|
6.6K
$452K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.04K+ 2.81% |
$52.4K - $58.4K
|
38K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1.03K+ 0.28% |
$51.7K - $57.6K
|
370K
$25.3M
|