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 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
982+ 5.95% |
$49.5K - $55.1K
|
17.5K
$1.24M
|
|
|
Jan 24, 2022
Q4 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
977+ 120.92% |
$49.3K - $54.9K
|
1.79K
$127K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
970New |
$48.9K - $54.5K
|
970
$68.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
962+ 17.75% |
$48.5K - $54K
|
6.38K
$453K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
934+ 17.43% |
$47.1K - $52.5K
|
6.29K
$446K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
915+ 1.01% |
$46.1K - $51.4K
|
91.8K
$6.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
894+ 4.93% |
$45.1K - $50.2K
|
19K
$1.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
870+ 5.0% |
$43.9K - $48.9K
|
18.3K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
790New |
$39.8K - $44.4K
|
790
$56K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
784+ 0.74% |
$39.5K - $44K
|
107K
$7.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
750New |
$37.8K - $42.1K
|
750
$53.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
704New |
$35.5K - $39.5K
|
704
$49.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
694+ 3.98% |
$35K - $39K
|
18.1K
$1.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
681+ 3.62% |
$34.3K - $38.2K
|
19.5K
$1.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
640New |
$32.3K - $35.9K
|
640
$45.4K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
621+ 11.24% |
$31.3K - $34.9K
|
6.15K
$436K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
603+ 9.3% |
$30.4K - $33.9K
|
7.09K
$503K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
580+ 11.31% |
$29.2K - $32.6K
|
5.71K
$405K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
555+ 3.15% |
$28K - $31.2K
|
18.2K
$1.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
507+ 2.07% |
$25.6K - $28.5K
|
25K
$1.78M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
472+ 12.58% |
$23.8K - $26.5K
|
4.22K
$300K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
468New |
$23.6K - $26.3K
|
468
$33.2K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
467+ 4.06% |
$23.6K - $26.2K
|
12K
$850K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
461New |
$23.2K - $25.9K
|
461
$32.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
443New |
$22.3K - $24.9K
|
443
$31.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
434+ 9.18% |
$21.9K - $24.4K
|
5.16K
$366K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
425New |
$21.4K - $23.9K
|
425
$30.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
396+ 0.54% |
$20K - $22.2K
|
74.1K
$5.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
396New |
$20K - $22.2K
|
396
$28.1K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
386New |
$19.5K - $21.7K
|
386
$27.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
373+ 3.78% |
$18.8K - $20.9K
|
10.2K
$726K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
346+ 9.08% |
$17.4K - $19.4K
|
4.16K
$295K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
335+ 0.33% |
$16.9K - $18.8K
|
103K
$7.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
322+ 0.19% |
$16.2K - $18.1K
|
173K
$12.3M
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
305+ 0.54% |
$15.4K - $17.1K
|
57.2K
$4.06M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
304+ 0.12% |
$15.3K - $17.1K
|
246K
$17.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
281+ 0.36% |
$14.2K - $15.8K
|
77.9K
$5.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
280+ 12.64% |
$14.1K - $15.7K
|
2.5K
$177K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
275New |
$13.9K - $15.4K
|
275
$19.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
215+ 28.9% |
$10.8K - $12.1K
|
959
$68K
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 307.69% |
$10.1K - $11.2K
|
265
$18.8K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
183New |
$9.23K - $10.3K
|
183
$13K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
170+ 13.18% |
$8.57K - $9.55K
|
1.46K
$104K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$7.56K - $8.42K
|
150
$10.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 25.51% |
$7.56K - $8.42K
|
738
$52.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
148+ 1.53% |
$7.46K - $8.31K
|
9.83K
$697K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
131New |
$6.61K - $7.36K
|
131
$9.29K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
105New |
$5.3K - $5.9K
|
105
$7.45K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$5.04K - $5.62K
|
100
$7.09K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
85New |
$4.29K - $4.77K
|
85
$6.03K
|