Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
615M+ 102333.35% |
$25.8B - $29.4B
|
615M
$43.5B
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.09M+ 0.0% |
$297M - $340M
|
7.09M
$501M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.06M+ 107141.84% |
$254M - $290M
|
6.06M
$428M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.47MNew |
$104M - $118M
|
2.47M
$175M
|
|
|
Feb 15, 2023
Q4 2022
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
1.96MNew |
$82.1M - $93.8M
|
1.96M
$138M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.72M+ 226.98% |
$72.3M - $82.6M
|
2.48M
$176M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.51MNew |
$63.5M - $72.6M
|
1.51M
$107M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44M+ 62.68% |
$60.2M - $68.8M
|
3.73M
$263M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.26M+ 128993.33% |
$52.7M - $60.2M
|
1.26M
$88.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19M+ 207.31% |
$49.9M - $57M
|
1.77M
$125M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12M+ 8.01% |
$47M - $53.6M
|
15.1M
$1.07B
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
909K+ 248.52% |
$38.1M - $43.6M
|
1.28M
$90.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
770KNew |
$32.3M - $36.9M
|
770K
$54.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
738K+ 25.51% |
$30.9M - $35.3M
|
3.63M
$256M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
720K+ 53.98% |
$30.2M - $34.5M
|
2.05M
$145M
|
|
|
Feb 07, 2023
Q4 2022
|
Taiyo Life Insurance CO
|
BUY
|
- |
676K+ 53.4% |
$28.3M - $32.4M
|
1.94M
$137M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
582K+ 34.04% |
$24.4M - $27.9M
|
2.29M
$162M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
582K+ 34.04% |
$24.4M - $27.9M
|
2.29M
$162M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
561K+ 215.29% |
$23.5M - $26.9M
|
822K
$58.1M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
560KNew |
$23.5M - $26.8M
|
560K
$39.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
543KNew |
$22.8M - $26M
|
543K
$38.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
523K+ 9577.86% |
$21.9M - $25.1M
|
529K
$37.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
491K+ 308.66% |
$20.6M - $23.5M
|
650K
$46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
480K+ 1273.25% |
$20.1M - $23M
|
518K
$36.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
447K+ 24.25% |
$18.8M - $21.4M
|
2.29M
$162M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
446K+ 23.01% |
$18.7M - $21.3M
|
2.38M
$168M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
446K+ 2985.42% |
$18.7M - $21.3M
|
461K
$32.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
396KNew |
$16.6M - $19M
|
396K
$28M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
393K+ 2347.76% |
$16.5M - $18.8M
|
409K
$28.9M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
384KNew |
$16.1M - $18.4M
|
384K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
338K+ 62.76% |
$14.2M - $16.2M
|
875K
$61.9M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
318KNew |
$13.3M - $15.2M
|
318K
$22.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
302K+ 35.59% |
$12.7M - $14.5M
|
1.15M
$81.4M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
299KNew |
$12.6M - $14.3M
|
299K
$21.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
295K+ 191.77% |
$12.4M - $14.2M
|
450K
$31.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
289KNew |
$12.1M - $13.8M
|
289K
$20.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
283K+ 17.8% |
$11.9M - $13.6M
|
1.87M
$132M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
279K+ 371.89% |
$11.7M - $13.4M
|
355K
$25.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
267K+ 36886.62% |
$11.2M - $12.8M
|
268K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
261K+ 8.0% |
$10.9M - $12.5M
|
3.52M
$249M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
253K+ 92.82% |
$10.6M - $12.1M
|
525K
$37.1M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
250KNew |
$10.5M - $12M
|
250K
$17.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
249KNew |
$10.4M - $11.9M
|
249K
$17.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
224K+ 120.34% |
$9.39M - $10.7M
|
410K
$29M
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
212K+ 49.56% |
$8.88M - $10.1M
|
639K
$45.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
201KNew |
$8.44M - $9.65M
|
201K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
189KNew |
$7.94M - $9.07M
|
189K
$13.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
187K+ 15.87% |
$7.86M - $8.97M
|
1.37M
$96.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
176K+ 15.39% |
$7.38M - $8.43M
|
1.32M
$93.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
174K+ 431.62% |
$7.3M - $8.34M
|
215K
$15.2M
|