Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13.8K+ 76.15% |
$676K - $776K
|
31.9K
$2.26M
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
13.7K+ 1.78% |
$673K - $772K
|
787K
$55.7M
|
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
13.1K+ 32.18% |
$642K - $737K
|
53.9K
$3.81M
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 64.78% |
$618K - $709K
|
32.1K
$2.27M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.4K+ 166.14% |
$606K - $695K
|
19.8K
$1.4M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11.8K+ 5.71% |
$580K - $665K
|
219K
$15.5M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.8K+ 10.57% |
$576K - $661K
|
123K
$8.7M
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
11.6KNew |
$568K - $652K
|
11.6K
$821K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
11.5KNew |
$563K - $646K
|
11.5K
$814K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.7K+ 28.24% |
$525K - $603K
|
48.7K
$3.45M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10.6KNew |
$520K - $597K
|
10.6K
$752K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
10.5K+ 11.48% |
$514K - $589K
|
102K
$7.21M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
10.4K+ 26.48% |
$511K - $586K
|
49.8K
$3.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9.92K+ 4.13% |
$486K - $557K
|
250K
$17.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.87K+ 34.29% |
$484K - $555K
|
38.7K
$2.74M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
9.65K+ 249.5% |
$473K - $542K
|
13.5K
$957K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.35K+ 34.21% |
$458K - $525K
|
36.7K
$2.6M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.11K+ 98.14% |
$446K - $512K
|
18.4K
$1.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.71K+ 25.86% |
$426K - $489K
|
42.4K
$3M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.55K+ 65.06% |
$419K - $481K
|
21.7K
$1.54M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.35KNew |
$409K - $469K
|
8.35K
$591K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.33K+ 20.34% |
$408K - $468K
|
49.3K
$3.49M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.23KNew |
$403K - $463K
|
8.23K
$583K
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
7.89K+ 4.61% |
$387K - $443K
|
179K
$12.7M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.88KNew |
$386K - $443K
|
7.88K
$558K
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7.7K+ 20.34% |
$377K - $432K
|
45.5K
$3.22M
|
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
7.62K+ 33.82% |
$373K - $428K
|
30.1K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
7.61K+ 5.27% |
$373K - $428K
|
152K
$10.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.59KNew |
$372K - $427K
|
7.59K
$538K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.58K+ 86.75% |
$371K - $426K
|
16.3K
$1.15M
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
7.49K+ 39.35% |
$367K - $421K
|
26.5K
$1.88M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.27KNew |
$356K - $409K
|
7.27K
$515K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.26K+ 47.0% |
$356K - $408K
|
22.7K
$1.61M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
7.21K+ 5.92% |
$353K - $405K
|
129K
$9.13M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.1K+ 9.22% |
$348K - $399K
|
84.1K
$5.95M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.07K+ 323.63% |
$346K - $397K
|
9.25K
$655K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.92K+ 3.91% |
$339K - $389K
|
184K
$13M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
6.82KNew |
$334K - $383K
|
6.82K
$483K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.68KNew |
$327K - $375K
|
6.68K
$473K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.63K+ 105.32% |
$325K - $372K
|
12.9K
$915K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
6.57K+ 26.28% |
$322K - $369K
|
31.6K
$2.24M
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.53K+ 2.08% |
$320K - $367K
|
321K
$22.7M
|
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6.35K+ 87.38% |
$311K - $357K
|
13.6K
$964K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.25K+ 2.71% |
$306K - $351K
|
237K
$16.8M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.18K+ 65.41% |
$303K - $347K
|
15.6K
$1.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6.16K+ 6.97% |
$302K - $346K
|
94.6K
$6.69M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.16KNew |
$302K - $346K
|
6.16K
$436K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.95K+ 67.02% |
$291K - $334K
|
14.8K
$1.05M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.81K+ 79.05% |
$284K - $326K
|
13.2K
$931K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.81K+ 79.05% |
$284K - $326K
|
13.2K
$931K
|