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 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.1K+ 25.6% |
$508K - $580K
|
59.4K
$4.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
12.1K+ 3.11% |
$508K - $580K
|
402K
$28.4M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.7K+ 6.57% |
$492K - $562K
|
190K
$13.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
11.6K+ 48.55% |
$486K - $555K
|
35.5K
$2.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.8K+ 17.31% |
$454K - $519K
|
73.4K
$5.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 10.05% |
$437K - $500K
|
114K
$8.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.4K+ 6.94% |
$436K - $498K
|
160K
$11.3M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10.2K+ 8.0% |
$429K - $491K
|
138K
$9.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
9.94K+ 7.57% |
$417K - $476K
|
141K
$9.98M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.94K+ 5.47% |
$417K - $476K
|
192K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
9.77KNew |
$410K - $468K
|
9.77K
$691K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.75K+ 32.87% |
$409K - $467K
|
39.4K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
9.72K+ 22.79% |
$407K - $465K
|
52.3K
$3.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.58KNew |
$402K - $459K
|
9.58K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.5K+ 7.47% |
$398K - $455K
|
137K
$9.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.48K+ 5.96% |
$398K - $454K
|
169K
$11.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
9.37K+ 3.55% |
$393K - $449K
|
274K
$19.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.29K+ 4.85% |
$389K - $445K
|
201K
$14.2M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
9.26KNew |
$388K - $444K
|
9.26K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.11K+ 91.21% |
$382K - $436K
|
19.1K
$1.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
8.98KNew |
$376K - $430K
|
8.98K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.91K+ 1.06% |
$374K - $427K
|
846K
$59.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.84K+ 34.57% |
$371K - $423K
|
34.4K
$2.43M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.76K+ 66.57% |
$367K - $420K
|
21.9K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
8.6K+ 1.07% |
$361K - $412K
|
814K
$57.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8.51KNew |
$357K - $408K
|
8.51K
$602K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.51KNew |
$357K - $408K
|
8.51K
$602K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.51K+ 17.81% |
$357K - $407K
|
56.3K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
8.36K+ 111.14% |
$351K - $400K
|
15.9K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.34KNew |
$350K - $399K
|
8.34K
$589K
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.25KNew |
$346K - $395K
|
8.25K
$583K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.24KNew |
$346K - $395K
|
8.24K
$583K
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
8.21K+ 86.99% |
$344K - $393K
|
17.7K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
8.09K+ 4.69% |
$339K - $387K
|
181K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.79KNew |
$327K - $373K
|
7.79K
$551K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.65KNew |
$321K - $366K
|
7.65K
$540K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.42KNew |
$311K - $355K
|
7.42K
$524K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.39K+ 19.23% |
$310K - $354K
|
45.8K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.08KNew |
$297K - $339K
|
7.08K
$500K
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
6.71K+ 13.13% |
$281K - $321K
|
57.8K
$4.08M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.56KNew |
$275K - $314K
|
6.56K
$463K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.35K+ 45.79% |
$266K - $304K
|
20.2K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.32K+ 5.57% |
$265K - $303K
|
120K
$8.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.29KNew |
$264K - $301K
|
6.29K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.15K+ 20.51% |
$258K - $295K
|
36.2K
$2.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
6.14K+ 12.23% |
$257K - $294K
|
56.3K
$3.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.94K+ 14.7% |
$249K - $284K
|
46.3K
$3.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5.78K+ 24.25% |
$242K - $277K
|
29.6K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
5.5K+ 275000.0% |
$231K - $263K
|
5.5K
$389K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.49KNew |
$230K - $263K
|
5.49K
$388K
|