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 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-412- 10.44% |
$17.3K - $19.7K
|
3.53K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-424- 0.3% |
$17.8K - $20.3K
|
139K
$9.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-485- 5.32% |
$20.3K - $23.2K
|
8.63K
$605K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-573- 3.1% |
$24K - $27.4K
|
17.9K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-600- 9.08% |
$25.2K - $28.7K
|
6.01K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-619- 9.49% |
$26K - $29.7K
|
5.91K
$414K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-624- 0.67% |
$26.2K - $29.9K
|
92.1K
$6.45M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-676- 1.85% |
$28.3K - $32.4K
|
35.9K
$2.51M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-770- 0.59% |
$32.3K - $36.9K
|
131K
$9.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-791- 0.14% |
$33.2K - $37.9K
|
551K
$38.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-816- 4.86% |
$34.2K - $39.1K
|
16K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-828- 4.66% |
$34.7K - $39.7K
|
16.9K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-885- 5.56% |
$37.1K - $42.4K
|
15K
$1.05M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-910- 48.85% |
$38.2K - $43.6K
|
953
$66.8K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-958- 8.76% |
$40.2K - $45.9K
|
9.98K
$699K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-961- 0.3% |
$40.3K - $46K
|
324K
$22.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-962- 43.83% |
$40.3K - $46.1K
|
1.23K
$86.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1K- 13.5% |
$41.9K - $47.9K
|
6.41K
$449K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1K- 4.11% |
$41.9K - $47.9K
|
23.3K
$1.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 1.52% |
$42.4K - $48.4K
|
65.6K
$4.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.02K- 0.44% |
$42.9K - $49K
|
229K
$16.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.04K- 2.03% |
$43.4K - $49.6K
|
49.9K
$3.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-1.12K- 5.01% |
$46.8K - $53.5K
|
21.2K
$1.48M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.23K- 1.86% |
$51.4K - $58.7K
|
64.6K
$4.52M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 20.31% |
$52K - $59.4K
|
4.86K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 1.37% |
$52.4K - $59.9K
|
89.7K
$6.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.33K- 15.14% |
$55.9K - $63.8K
|
7.47K
$523K
|
|
|
Feb 09, 2023
Q4 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.36K- 10.96% |
$56.8K - $64.9K
|
11K
$771K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.36K- 4.65% |
$57.2K - $65.3K
|
27.9K
$1.96M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.53K- 83.17% |
$64.2K - $73.4K
|
310
$21.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.54K- 7.43% |
$64.4K - $73.6K
|
19.1K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.64K- 23.82% |
$68.8K - $78.7K
|
5.25K
$368K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.75K- 0.46% |
$73.5K - $84K
|
380K
$26.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.83K- 10.07% |
$76.6K - $87.6K
|
16.3K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.85K- 5.23% |
$77.6K - $88.6K
|
33.5K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 12.81% |
$80.3K - $91.8K
|
13K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 3.0% |
$80.6K - $92.1K
|
62.1K
$4.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.08K- 8.55% |
$87.1K - $99.5K
|
22.2K
$1.56M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.11K- 23.01% |
$88.5K - $101K
|
7.06K
$495K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 41.85% |
$89K - $102K
|
2.95K
$207K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.18K- 19.29% |
$91.4K - $104K
|
9.12K
$639K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.22K- 11.69% |
$92.9K - $106K
|
16.7K
$1.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.29K- 0.67% |
$95.9K - $109K
|
339K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.42K- 13.65% |
$102K - $116K
|
15.3K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.43K- 4.83% |
$102K - $116K
|
47.8K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-2.68K- 22.32% |
$112K - $128K
|
9.33K
$654K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.77K- 3.55% |
$116K - $133K
|
75.3K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.87K- 15.62% |
$120K - $138K
|
15.5K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.02K- 2.94% |
$127K - $145K
|
99.9K
$7M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.11K- 2.4% |
$131K - $149K
|
127K
$8.87M
|