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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.7K- 51.11% |
$534K - $610K
|
12.2K
$854K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13K- 12.5% |
$547K - $625K
|
91.3K
$6.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-13.9K- 23.87% |
$584K - $668K
|
44.4K
$3.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.1K- 4.61% |
$593K - $678K
|
293K
$20.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-14.9K- 2.07% |
$623K - $712K
|
701K
$49.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.2K- 57.1% |
$637K - $727K
|
11.4K
$799K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15.4K- 4.06% |
$647K - $739K
|
365K
$25.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-16.6K- 4.56% |
$698K - $797K
|
348K
$24.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.9K- 2.66% |
$710K - $811K
|
619K
$43.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.6K- 42.61% |
$740K - $845K
|
23.8K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-18.2K- 25.19% |
$762K - $871K
|
54K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-18.3K- 31.68% |
$769K - $879K
|
39.6K
$2.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-18.9K- 12.1% |
$793K - $906K
|
137K
$9.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-19.7K- 18.34% |
$827K - $945K
|
87.9K
$6.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-19.8K- 37.9% |
$831K - $949K
|
32.5K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-19.9K- 1.12% |
$832K - $951K
|
1.75M
$123M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-20.9K- 7.74% |
$877K - $1M
|
249K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.2K- 7.93% |
$887K - $1.01M
|
245K
$17.2M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.2K- 7.93% |
$887K - $1.01M
|
245K
$17.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.9K- 5.87% |
$918K - $1.05M
|
351K
$24.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-23.2K- 2.43% |
$973K - $1.11M
|
930K
$65.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-24.5K- 31.68% |
$1.03M - $1.18M
|
52.9K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-25.6K- 8.16% |
$1.08M - $1.23M
|
289K
$20.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26.1K- 15.81% |
$1.1M - $1.25M
|
139K
$9.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28K- 29.41% |
$1.17M - $1.34M
|
67.1K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.2K- 48.11% |
$1.18M - $1.35M
|
30.4K
$2.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-31.8K- 56.87% |
$1.33M - $1.52M
|
24.1K
$1.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.9K- 26.51% |
$1.34M - $1.53M
|
88.4K
$6.19M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-32.3K- 78.9% |
$1.35M - $1.55M
|
8.63K
$605K
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-33K- 5.4% |
$1.39M - $1.58M
|
579K
$40.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-33.3K- 66.67% |
$1.4M - $1.6M
|
16.6K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-34.1K- 18.67% |
$1.43M - $1.63M
|
149K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-35.6K- 15.76% |
$1.49M - $1.7M
|
190K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36.8K- 4.15% |
$1.54M - $1.76M
|
850K
$59.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 66.43% |
$1.69M - $1.93M
|
20.3K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-43.6K- 75.56% |
$1.83M - $2.09M
|
14.1K
$988K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-43.7KClosed |
$1.83M - $2.09M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45.3K- 16.27% |
$1.9M - $2.17M
|
233K
$16.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-47.5K- 4.62% |
$1.99M - $2.28M
|
980K
$68.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-48.4K- 2.49% |
$2.03M - $2.32M
|
1.9M
$133M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-59.3K- 35.48% |
$2.49M - $2.84M
|
108K
$7.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-61.6K- 8.23% |
$2.58M - $2.95M
|
688K
$48.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-62.4K- 9.04% |
$2.62M - $2.99M
|
628K
$44M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-65K- 9.82% |
$2.72M - $3.11M
|
597K
$41.8M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-67.7K- 6.05% |
$2.84M - $3.24M
|
1.05M
$73.7M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.9K- 4.97% |
$2.97M - $3.4M
|
1.36M
$95.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-71.2K- 21.33% |
$2.99M - $3.41M
|
263K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-78.5K- 15.65% |
$3.29M - $3.76M
|
423K
$29.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80.3K- 4.22% |
$3.37M - $3.85M
|
1.82M
$128M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-84.2K- 13.09% |
$3.53M - $4.03M
|
559K
$39.2M
|