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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
26.5K+ 0.83% |
$1.11M - $1.27M
|
3.21M
$227M
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
26.2KNew |
$1.1M - $1.25M
|
26.2K
$1.85M
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
25.8K+ 415.48% |
$1.08M - $1.23M
|
32K
$2.26M
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25.7K+ 59725.58% |
$1.08M - $1.23M
|
25.7K
$1.82M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
25.1K+ 27.17% |
$1.05M - $1.2M
|
118K
$8.32M
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24.9KNew |
$1.04M - $1.19M
|
24.9K
$1.76M
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24.8KNew |
$1.04M - $1.19M
|
24.8K
$1.75M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
23.6KNew |
$992K - $1.13M
|
23.6K
$1.67M
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
23.5K+ 5.74% |
$983K - $1.12M
|
432K
$30.5M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.8KNew |
$954K - $1.09M
|
22.8K
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
21.7KNew |
$910K - $1.04M
|
21.7K
$1.53M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
21.3KNew |
$894K - $1.02M
|
21.3K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.3K+ 15.27% |
$894K - $1.02M
|
161K
$11.4M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
21.1K+ 18.0% |
$886K - $1.01M
|
138K
$9.78M
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
20.8KNew |
$870K - $994K
|
20.8K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
20.7K+ 4.6% |
$868K - $991K
|
471K
$33.3M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.5KNew |
$858K - $981K
|
20.5K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20.5K+ 13.21% |
$858K - $980K
|
175K
$12.4M
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
19.8K+ 11.49% |
$831K - $949K
|
192K
$13.6M
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
19.5KNew |
$817K - $933K
|
19.5K
$1.38M
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19.2K+ 78.38% |
$804K - $919K
|
43.7K
$3.09M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
18.7KNew |
$782K - $893K
|
18.7K
$1.32M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18.4K+ 6.11% |
$771K - $880K
|
319K
$22.6M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
17.6KNew |
$739K - $844K
|
17.6K
$1.25M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17.2K+ 16.21% |
$720K - $823K
|
123K
$8.7M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
17K+ 10.15% |
$712K - $813K
|
184K
$13M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.9K+ 6.01% |
$710K - $812K
|
299K
$21.1M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16.9K+ 17.39% |
$710K - $811K
|
114K
$8.07M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.7K+ 15.75% |
$700K - $800K
|
123K
$8.67M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.5K+ 13.28% |
$692K - $791K
|
141K
$9.95M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16.5KNew |
$692K - $791K
|
16.5K
$1.17M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$678K - $775K
|
16.2K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
15.5KNew |
$649K - $742K
|
15.5K
$1.09M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
15.4K+ 19.83% |
$647K - $739K
|
93.2K
$6.59M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.2K+ 10.9% |
$636K - $727K
|
154K
$10.9M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15.1KNew |
$631K - $721K
|
15.1K
$1.06M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 3.94% |
$619K - $707K
|
390K
$27.5M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.7KNew |
$618K - $706K
|
14.7K
$1.04M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14KNew |
$588K - $672K
|
14K
$991K
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
14K+ 23.46% |
$588K - $672K
|
73.8K
$5.21M
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13.6KNew |
$572K - $654K
|
13.6K
$964K
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
13.4K+ 55.23% |
$561K - $641K
|
37.6K
$2.66M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
13.1KNew |
$550K - $628K
|
13.1K
$927K
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13K+ 12.03% |
$544K - $622K
|
121K
$8.54M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
12.9K+ 15.14% |
$542K - $619K
|
98.3K
$6.95M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12.8K+ 2.11% |
$535K - $611K
|
617K
$43.6M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 0.46% |
$533K - $609K
|
2.77M
$196M
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12.5KNew |
$526K - $601K
|
12.5K
$886K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
12.4K+ 19.7% |
$519K - $593K
|
75.2K
$5.32M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.2K+ 11.01% |
$512K - $585K
|
123K
$8.7M
|