Latest Institutional Sells of Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 ETF (Ma (SPLG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-55- 0.64% |
$2.31K - $2.63K
|
8.49K
$603K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-109K- 85.89% |
$4.57M - $5.5M
|
17.9K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-102K- 8.6% |
$4.27M - $5.14M
|
1.08M
$76.8M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-21.6K- 89.26% |
$905K - $1.09M
|
2.59K
$184K
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-382- 7.33% |
$16K - $19.3K
|
4.83K
$343K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-379- 23.48% |
$15.9K - $19.2K
|
1.24K
$87.6K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-373- 22.3% |
$15.7K - $18.9K
|
1.3K
$92.3K
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-311- 5.47% |
$13.1K - $15.7K
|
5.38K
$382K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-230- 2.61% |
$9.66K - $11.6K
|
8.6K
$610K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-219- 14.18% |
$9.2K - $11.1K
|
1.33K
$94K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-40- 3.14% |
$1.68K - $2.02K
|
1.24K
$87.6K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-4- 16.0% |
$168 - $202
|
21
$1.49K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-373KClosed |
$16.1M - $20M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-289KClosed |
$12.5M - $15.5M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-51.7KClosed |
$2.23M - $2.78M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-14.1KClosed |
$609K - $759K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.82KClosed |
$295K - $367K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-6.7K- 4.02% |
$289K - $360K
|
160K
$11.3M
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.36KClosed |
$275K - $342K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-5.57KClosed |
$240K - $299K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.48KClosed |
$193K - $241K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.3KClosed |
$186K - $231K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-4.16KClosed |
$179K - $223K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.95KClosed |
$170K - $212K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.84KClosed |
$166K - $206K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-3.8KClosed |
$164K - $204K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.78KClosed |
$163K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.37K- 19.25% |
$145K - $181K
|
14.1K
$1M
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.74K- 19.42% |
$118K - $147K
|
11.4K
$807K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.53KClosed |
$109K - $136K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.49KClosed |
$107K - $134K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-542- 10.3% |
$23.4K - $29.1K
|
4.72K
$335K
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-317Closed |
$13.7K - $17K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-284Closed |
$12.3K - $15.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-183Closed |
$7.9K - $9.83K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-92- 1.89% |
$3.97K - $4.94K
|
4.77K
$339K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-44Closed |
$1.9K - $2.36K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-40Closed |
$1.73K - $2.15K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-113KClosed |
$5.56M - $6.38M
|
0
$0
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-98.9KClosed |
$4.84M - $5.56M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-76.4KClosed |
$3.74M - $4.29M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-19.7KClosed |
$967K - $1.11M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.59KClosed |
$274K - $314K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.87KClosed |
$239K - $274K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.67KClosed |
$180K - $206K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.89KClosed |
$141K - $162K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
$72.1K - $82.7K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.16KClosed |
$56.7K - $65.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$49K - $56.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-750Closed |
$36.7K - $42.1K
|
0
$0
|