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 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54.3K+ 41.23% |
$2.27M - $2.6M
|
186K
$13M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
53.4K+ 14.47% |
$2.24M - $2.56M
|
423K
$29.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.7K+ 15.76% |
$2.17M - $2.48M
|
380K
$26.6M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
50.9K+ 23.67% |
$2.14M - $2.44M
|
266K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
50.7KNew |
$2.13M - $2.43M
|
50.7K
$3.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
50.3K+ 7.34% |
$2.11M - $2.41M
|
736K
$51.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
49.8KNew |
$2.09M - $2.39M
|
49.8K
$3.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.8K+ 12.5% |
$2.04M - $2.34M
|
439K
$30.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
48.7K+ 16.18% |
$2.04M - $2.33M
|
350K
$24.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
47.3K+ 24.18% |
$1.99M - $2.27M
|
243K
$17M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
46.9K+ 23.64% |
$1.97M - $2.25M
|
245K
$17.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
46.8K+ 31.11% |
$1.96M - $2.24M
|
197K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
46.7K+ 5.48% |
$1.96M - $2.24M
|
900K
$63M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
46.5K+ 6.22% |
$1.95M - $2.23M
|
795K
$55.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46.3K+ 11.42% |
$1.94M - $2.22M
|
452K
$31.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
46.3KNew |
$1.94M - $2.22M
|
46.3K
$3.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
44.8K+ 629.25% |
$1.88M - $2.15M
|
51.9K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
44.7KNew |
$1.87M - $2.14M
|
44.7K
$3.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
43.8K+ 77.04% |
$1.83M - $2.1M
|
101K
$7.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
43.4KNew |
$1.82M - $2.08M
|
43.4K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43.2K+ 98.09% |
$1.81M - $2.07M
|
87.1K
$6.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
43.1K+ 10.84% |
$1.81M - $2.07M
|
441K
$30.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
42.8K+ 6.6% |
$1.79M - $2.05M
|
691K
$48.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
42.7KNew |
$1.79M - $2.05M
|
42.7K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
41.9K+ 15.17% |
$1.76M - $2.01M
|
318K
$22.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
41.5KNew |
$1.74M - $1.99M
|
41.5K
$2.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
40.3KNew |
$1.69M - $1.93M
|
40.3K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
40.2K+ 111.26% |
$1.68M - $1.92M
|
76.3K
$5.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.6K+ 303.31% |
$1.62M - $1.85M
|
51.3K
$3.59M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37.1K+ 57.99% |
$1.55M - $1.78M
|
101K
$7.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37K+ 6.98% |
$1.55M - $1.77M
|
567K
$39.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
35.4K+ 67.42% |
$1.48M - $1.69M
|
87.8K
$6.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35.1K+ 9.1% |
$1.47M - $1.68M
|
421K
$29.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
35K+ 649.71% |
$1.47M - $1.68M
|
40.4K
$2.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
34.9K+ 50.89% |
$1.46M - $1.67M
|
103K
$7.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
34.9KNew |
$1.46M - $1.67M
|
34.9K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33.5K+ 24.72% |
$1.41M - $1.61M
|
169K
$11.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
32.9KNew |
$1.38M - $1.57M
|
32.9K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32K+ 5.38% |
$1.34M - $1.54M
|
628K
$44M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31KNew |
$1.3M - $1.48M
|
31K
$2.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30.9K+ 14.44% |
$1.3M - $1.48M
|
245K
$17.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
30.6K+ 118.72% |
$1.28M - $1.47M
|
56.4K
$3.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
30.1KNew |
$1.26M - $1.44M
|
30.1K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
29.5K+ 31.61% |
$1.24M - $1.41M
|
123K
$8.59M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28.9KNew |
$1.21M - $1.38M
|
28.9K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
28KNew |
$1.17M - $1.34M
|
28K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
27.8K+ 22.65% |
$1.17M - $1.33M
|
151K
$10.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.8K+ 33.62% |
$1.17M - $1.33M
|
111K
$7.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
27.4KNew |
$1.15M - $1.31M
|
27.4K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.1K+ 8.71% |
$1.13M - $1.3M
|
338K
$23.7M
|