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 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-207- 2.18% |
$10.4K - $11.6K
|
9.28K
$658K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-222- 3.82% |
$11.2K - $12.5K
|
5.59K
$396K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-236Closed |
$11.9K - $13.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-253- 3.07% |
$12.8K - $14.2K
|
7.98K
$566K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-254- 22.92% |
$12.8K - $14.3K
|
854
$60.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-275- 0.89% |
$13.9K - $15.4K
|
30.5K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-283Closed |
$14.3K - $15.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-286- 0.71% |
$14.4K - $16.1K
|
39.8K
$2.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-287Closed |
$14.5K - $16.1K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-296- 3.28% |
$14.9K - $16.6K
|
8.73K
$620K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-312- 10.52% |
$15.7K - $17.5K
|
2.65K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-317Closed |
$16K - $17.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-320- 3.67% |
$16.1K - $18K
|
8.4K
$596K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-333- 5.22% |
$16.8K - $18.7K
|
6.04K
$429K
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-349- 1.8% |
$17.6K - $19.6K
|
19K
$1.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-354- 1.73% |
$17.9K - $19.9K
|
20.1K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-375- 1.09% |
$18.9K - $21.1K
|
33.9K
$2.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-377- 0.89% |
$19K - $21.2K
|
41.9K
$2.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-387- 1.09% |
$19.5K - $21.7K
|
35K
$2.49M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-393Closed |
$19.8K - $22.1K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-444- 1.8% |
$22.4K - $24.9K
|
24.3K
$1.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-468- 2.83% |
$23.6K - $26.3K
|
16.1K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-489- 7.6% |
$24.7K - $27.5K
|
5.94K
$422K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-489- 1.82% |
$24.7K - $27.5K
|
26.4K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-539- 6.01% |
$27.2K - $30.3K
|
8.42K
$598K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-578- 45.09% |
$29.1K - $32.5K
|
704
$49.9K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-581- 1.02% |
$29.3K - $32.6K
|
56.4K
$4M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-584- 0.56% |
$29.5K - $32.8K
|
104K
$7.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-626- 1.19% |
$31.6K - $35.2K
|
52K
$3.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-641- 0.57% |
$32.3K - $36K
|
113K
$7.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-700- 10.94% |
$35.3K - $39.3K
|
5.7K
$404K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-709- 13.67% |
$35.8K - $39.8K
|
4.48K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-786- 2.7% |
$39.6K - $44.1K
|
28.3K
$2.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-799- 1.26% |
$40.3K - $44.9K
|
62.6K
$4.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-800- 3.43% |
$40.3K - $44.9K
|
22.5K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-893- 3.28% |
$45K - $50.2K
|
26.3K
$1.87M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-940Closed |
$47.4K - $52.8K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.01K- 16.08% |
$50.9K - $56.7K
|
5.26K
$373K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.04K- 0.7% |
$52.6K - $58.6K
|
147K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.2K- 4.12% |
$60.5K - $67.4K
|
27.9K
$1.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.25K- 2.27% |
$63.2K - $70.4K
|
54K
$3.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.26K- 1.62% |
$63.4K - $70.6K
|
76.4K
$5.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.35K- 0.96% |
$68.1K - $75.9K
|
139K
$9.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.36K- 5.21% |
$68.5K - $76.3K
|
24.7K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.41K- 5.0% |
$71K - $79.1K
|
26.8K
$1.9M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.48K- 20.01% |
$74.6K - $83.1K
|
5.91K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.57K- 7.86% |
$79.2K - $88.2K
|
18.4K
$1.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.58K- 27.09% |
$79.5K - $88.6K
|
4.24K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.63K- 5.13% |
$82K - $91.4K
|
30.1K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 1.42% |
$87.2K - $97.1K
|
120K
$8.53M
|