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 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
450New |
$18.9K - $21.6K
|
450
$31.5K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
424+ 2.94% |
$17.8K - $20.3K
|
14.9K
$1.04M
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
418+ 3.76% |
$17.5K - $20K
|
11.5K
$807K
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
401+ 0.15% |
$16.8K - $19.2K
|
271K
$19M
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
361+ 2.79% |
$15.1K - $17.3K
|
13.3K
$933K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
351+ 0.13% |
$14.7K - $16.8K
|
280K
$19.6M
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
305+ 0.77% |
$12.8K - $14.6K
|
40.1K
$2.81M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
303+ 1.02% |
$12.7K - $14.5K
|
29.9K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
297New |
$12.5K - $14.2K
|
297
$20.8K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
280+ 140.0% |
$11.7K - $13.4K
|
480
$33.6K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
275+ 125.57% |
$11.5K - $13.2K
|
494
$34.6K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
268+ 100.37% |
$11.2K - $12.8K
|
535
$37.5K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
260New |
$10.9K - $12.5K
|
260
$18.2K
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
248+ 0.51% |
$10.4K - $11.9K
|
49.2K
$3.45M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
208+ 4.71% |
$8.72K - $9.96K
|
4.62K
$324K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
208+ 5.66% |
$8.72K - $9.96K
|
3.88K
$272K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
204+ 351.72% |
$8.55K - $9.77K
|
262
$18.4K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
202New |
$8.47K - $9.68K
|
202
$14.2K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
185New |
$7.76K - $8.86K
|
185
$13K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
173New |
$7.25K - $8.29K
|
173
$12.1K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
160+ 0.1% |
$6.71K - $7.66K
|
153K
$10.7M
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
156+ 2.81% |
$6.54K - $7.47K
|
5.7K
$399K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
137+ 0.38% |
$5.74K - $6.56K
|
35.8K
$2.51M
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
118+ 1.75% |
$4.95K - $5.65K
|
6.86K
$481K
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
108+ 0.38% |
$4.53K - $5.17K
|
28.6K
$2.01M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
107+ 0.71% |
$4.49K - $5.13K
|
15.1K
$1.06M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
103+ 0.51% |
$4.32K - $4.93K
|
20.3K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
103New |
$4.32K - $4.93K
|
103
$7.22K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
102New |
$4.28K - $4.89K
|
102
$7.15K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70+ 4.31% |
$2.94K - $3.35K
|
1.69K
$119K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
69+ 0.04% |
$2.89K - $3.31K
|
165K
$11.6M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
66+ 3.06% |
$2.77K - $3.16K
|
2.23K
$156K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
56+ 0.57% |
$2.35K - $2.68K
|
9.83K
$688K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37+ 0.01% |
$1.55K - $1.77K
|
350K
$24.5M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
35+ 0.46% |
$1.47K - $1.68K
|
7.56K
$530K
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
33+ 0.06% |
$1.38K - $1.58K
|
56.2K
$3.93M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.46% |
$1.3K - $1.48K
|
6.75K
$473K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
28+ 0.8% |
$1.17K - $1.34K
|
3.53K
$248K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
28New |
$1.17K - $1.34K
|
28
$1.96K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.48% |
$1.05K - $1.2K
|
5.28K
$370K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20New |
$839 - $958
|
20
$1.4K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
20+ 0.23% |
$839 - $958
|
8.67K
$607K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.11% |
$629 - $719
|
13.6K
$956K
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
11+ 0.02% |
$461 - $527
|
72.4K
$5.07M
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
10New |
$419 - $479
|
10
$701
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10+ 0.03% |
$419 - $479
|
29.3K
$2.05M
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
9+ 0.17% |
$377 - $431
|
5.33K
$373K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7New |
$294 - $335
|
7
$490
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$294 - $335
|
5.51K
$386K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.5% |
$294 - $335
|
1.42K
$99.3K
|