Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.82M+ 18.7% |
$126M - $138M
|
17.9M
$1.23B
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
938K+ 37.75% |
$41.8M - $45.9M
|
3.42M
$236M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
834KNew |
$37.2M - $40.9M
|
834K
$57.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
632K+ 43.65% |
$28.2M - $30.9M
|
2.08M
$143M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
630K+ 5180.84% |
$28.1M - $30.8M
|
642K
$44.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
609K+ 134.77% |
$27.2M - $29.8M
|
1.06M
$73.1M
|
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
608K+ 7.19% |
$27.1M - $29.8M
|
9.06M
$624M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
598K+ 277.27% |
$26.7M - $29.3M
|
814K
$56.1M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
560K+ 93.86% |
$25M - $27.5M
|
1.16M
$79.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
539KNew |
$24.1M - $26.4M
|
539K
$37.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
533K+ 157.71% |
$23.8M - $26.1M
|
871K
$60M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
531K+ 41.62% |
$23.7M - $26M
|
1.81M
$124M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
507K+ 93.35% |
$22.6M - $24.9M
|
1.05M
$72.4M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
439K+ 21.37% |
$19.6M - $21.5M
|
2.49M
$172M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
436K+ 77.84% |
$19.4M - $21.4M
|
996K
$68.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
434K+ 20.11% |
$19.4M - $21.3M
|
2.59M
$179M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
427K+ 37.02% |
$19M - $20.9M
|
1.58M
$109M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
412K+ 48.43% |
$18.4M - $20.2M
|
1.26M
$86.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
394K+ 10.85% |
$17.6M - $19.3M
|
4.02M
$277M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
390K+ 22.06% |
$17.4M - $19.1M
|
2.15M
$148M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
354K+ 229.37% |
$15.8M - $17.3M
|
508K
$35M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
347K+ 79.13% |
$15.5M - $17M
|
786K
$54.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
294KNew |
$13.1M - $14.4M
|
294K
$20.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
292K+ 236.17% |
$13M - $14.3M
|
416K
$28.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
289K+ 15.44% |
$12.9M - $14.2M
|
2.16M
$149M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
275K+ 749.26% |
$12.3M - $13.5M
|
312K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
261K+ 4759.48% |
$11.7M - $12.8M
|
267K
$18.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
257K+ 86.07% |
$11.5M - $12.6M
|
556K
$38.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
229K+ 377.39% |
$10.2M - $11.2M
|
289K
$19.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
223K+ 514.34% |
$9.96M - $10.9M
|
267K
$18.4M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
212K+ 317.15% |
$9.47M - $10.4M
|
279K
$19.2M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
197K+ 1440.81% |
$8.77M - $9.63M
|
210K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
186K+ 172.3% |
$8.28M - $9.09M
|
293K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
185KNew |
$8.27M - $9.08M
|
185K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
177K+ 0.74% |
$7.88M - $8.65M
|
24.2M
$1.66B
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
175KNew |
$7.81M - $8.57M
|
175K
$12.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
174KNew |
$7.78M - $8.55M
|
174K
$12M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
163K+ 535.03% |
$7.25M - $7.97M
|
193K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
161K+ 16.38% |
$7.16M - $7.86M
|
1.14M
$78.6M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
151K+ 41.18% |
$6.73M - $7.39M
|
517K
$35.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
151K+ 23.18% |
$6.73M - $7.39M
|
801K
$55.2M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
149K+ 4.23% |
$6.64M - $7.29M
|
3.67M
$253M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
142KNew |
$6.33M - $6.95M
|
142K
$9.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
136K+ 29.55% |
$6.07M - $6.67M
|
597K
$41.1M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
127K+ 265618.75% |
$5.69M - $6.25M
|
128K
$8.79M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
126K+ 2.56% |
$5.62M - $6.17M
|
5.05M
$348M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
120K+ 51.03% |
$5.34M - $5.87M
|
355K
$24.4M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
120K+ 95804.0% |
$5.34M - $5.87M
|
120K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
118KNew |
$5.28M - $5.8M
|
118K
$8.16M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
118KNew |
$5.27M - $5.79M
|
118K
$8.14M
|