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
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.35K- 44.45% |
$140K - $160K
|
4.18K
$293K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.62K- 13.15% |
$152K - $173K
|
23.9K
$1.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.66K- 2.14% |
$154K - $175K
|
167K
$11.7M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.7K- 41.62% |
$155K - $177K
|
5.18K
$363K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.76K- 3.72% |
$158K - $180K
|
97.3K
$6.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.79K- 8.91% |
$159K - $181K
|
38.7K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.79K- 5.57% |
$159K - $181K
|
64.2K
$4.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.81K- 5.7% |
$160K - $182K
|
63K
$4.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 2.86% |
$160K - $183K
|
130K
$9.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.86K- 2.22% |
$162K - $185K
|
170K
$11.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4.1K- 5.31% |
$172K - $196K
|
73K
$5.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.26K- 4.47% |
$179K - $204K
|
91.1K
$6.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.38K- 4.01% |
$184K - $210K
|
105K
$7.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-4.44K- 2.51% |
$186K - $213K
|
173K
$12.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.46K- 15.75% |
$187K - $214K
|
23.9K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.51K- 26.02% |
$189K - $216K
|
12.8K
$897K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.6K- 6.56% |
$193K - $220K
|
65.5K
$4.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.61K- 42.66% |
$193K - $221K
|
6.19K
$434K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.76K- 2.31% |
$199K - $228K
|
201K
$14.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-4.76K- 2.46% |
$200K - $228K
|
189K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.92K- 19.88% |
$206K - $236K
|
19.8K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.96K- 16.15% |
$208K - $237K
|
25.7K
$1.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.35K- 1.65% |
$224K - $256K
|
318K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.46K- 10.64% |
$229K - $262K
|
45.9K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.77K- 22.9% |
$242K - $276K
|
19.4K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.97K- 3.84% |
$250K - $286K
|
149K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6.3K- 15.04% |
$264K - $302K
|
35.6K
$2.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.39K- 10.59% |
$268K - $306K
|
54K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 2.2% |
$276K - $315K
|
292K
$20.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-6.59K- 46.56% |
$276K - $315K
|
7.56K
$529K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.09K- 30.74% |
$297K - $339K
|
16K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-7.15K- 11.91% |
$300K - $343K
|
52.9K
$3.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.2K- 21.21% |
$302K - $345K
|
26.7K
$1.87M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.28K- 7.42% |
$305K - $348K
|
90.8K
$6.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-7.87K- 4.05% |
$330K - $377K
|
187K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7.93K- 35.0% |
$333K - $380K
|
14.7K
$1.03M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.16K- 94.22% |
$342K - $391K
|
500
$35K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.63K- 1.76% |
$362K - $413K
|
481K
$33.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.7K- 53.77% |
$365K - $417K
|
7.48K
$524K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8.78K- 29.93% |
$368K - $421K
|
20.6K
$1.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.21K- 3.83% |
$386K - $441K
|
231K
$16.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9.44K- 61.48% |
$396K - $452K
|
5.91K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-10.1K- 8.39% |
$423K - $484K
|
110K
$7.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10.7K- 4.54% |
$448K - $511K
|
225K
$15.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-10.7K- 9.34% |
$450K - $514K
|
104K
$7.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11.3K- 3.75% |
$475K - $542K
|
291K
$20.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.5K- 12.02% |
$482K - $551K
|
84.1K
$5.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.3K- 35.44% |
$517K - $590K
|
22.4K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.4K- 1.34% |
$520K - $594K
|
915K
$64.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-12.7K- 17.63% |
$532K - $608K
|
59.3K
$4.15M
|