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 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
6+ 0.51% |
$252 - $287
|
1.19K
$83.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.52% |
$210 - $240
|
961
$67.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 300.0% |
$126 - $144
|
4
$280
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.36% |
$41.9 - $47.9
|
278
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.01% |
$41.9 - $47.9
|
18.4K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.11% |
$41.9 - $47.9
|
908
$63.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2- 8.7% |
$83.9 - $95.8
|
21
$1.47K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-4- 0.08% |
$168 - $192
|
5.13K
$359K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-24- 0.08% |
$1.01K - $1.15K
|
30.8K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-29- 0.5% |
$1.22K - $1.39K
|
5.8K
$406K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-30- 15.87% |
$1.26K - $1.44K
|
159
$11.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 0.02% |
$1.64K - $1.87K
|
238K
$16.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-39- 0.14% |
$1.64K - $1.87K
|
28.6K
$2.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-41- 62.12% |
$1.72K - $1.96K
|
25
$1.75K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-51- 0.76% |
$2.14K - $2.44K
|
6.69K
$469K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-55- 0.64% |
$2.31K - $2.63K
|
8.49K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-61- 3.2% |
$2.56K - $2.92K
|
1.85K
$129K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-64- 0.62% |
$2.68K - $3.07K
|
10.3K
$724K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-67- 0.68% |
$2.81K - $3.21K
|
9.81K
$687K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-75- 0.61% |
$3.14K - $3.59K
|
12.2K
$851K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-75- 0.91% |
$3.14K - $3.59K
|
8.16K
$571K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 13.07% |
$3.23K - $3.69K
|
512
$35.9K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-81- 1.31% |
$3.4K - $3.88K
|
6.08K
$426K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-84- 3.3% |
$3.52K - $4.02K
|
2.46K
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-87- 12.31% |
$3.65K - $4.17K
|
620
$43.4K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-93- 0.14% |
$3.9K - $4.45K
|
68K
$4.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-150- 0.65% |
$6.29K - $7.19K
|
23.1K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-185- 0.86% |
$7.76K - $8.86K
|
21.3K
$1.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-219- 1.32% |
$9.18K - $10.5K
|
16.3K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-222- 0.48% |
$9.31K - $10.6K
|
46K
$3.23M
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-229- 3.0% |
$9.6K - $11K
|
7.41K
$519K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-235- 24.84% |
$9.85K - $11.3K
|
711
$49.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-236- 1.79% |
$9.9K - $11.3K
|
12.9K
$906K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-245- 0.59% |
$10.3K - $11.7K
|
41.5K
$2.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-248- 2.54% |
$10.4K - $11.9K
|
9.51K
$666K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-249- 13.54% |
$10.4K - $11.9K
|
1.59K
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-250- 0.04% |
$10.5K - $12K
|
563K
$39.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-315- 0.38% |
$13.2K - $15.1K
|
83.3K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-318- 1.09% |
$13.3K - $15.2K
|
28.8K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-327- 1.72% |
$13.7K - $15.7K
|
18.7K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-331- 0.63% |
$13.9K - $15.9K
|
52.2K
$3.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-336- 3.34% |
$14.1K - $16.1K
|
9.72K
$681K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-341- 0.84% |
$14.3K - $16.3K
|
40.2K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-346- 3.09% |
$14.5K - $16.6K
|
10.9K
$761K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-358- 1.76% |
$15K - $17.1K
|
20K
$1.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-372- 3.27% |
$15.6K - $17.8K
|
11K
$770K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-383- 22.61% |
$16.1K - $18.3K
|
1.31K
$91.8K
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-394- 1.87% |
$16.5K - $18.9K
|
20.7K
$1.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-405- 5.77% |
$17K - $19.4K
|
6.62K
$463K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-410- 2.1% |
$17.2K - $19.6K
|
19.1K
$1.34M
|