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 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 3.26% |
$66.7K - $73.3K
|
44.4K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 11.61% |
$67.5K - $74.2K
|
11.5K
$794K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.53K- 20.2% |
$68.2K - $74.9K
|
6.04K
$416K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.65K- 2.85% |
$73.6K - $80.8K
|
56.1K
$3.87M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.66K- 12.61% |
$74.2K - $81.5K
|
11.5K
$794K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 0.18% |
$76.4K - $83.9K
|
944K
$65M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.72K- 8.48% |
$76.5K - $84K
|
18.5K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-1.73K- 2.3% |
$77.1K - $84.7K
|
73.5K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.74K- 8.79% |
$77.4K - $85K
|
18K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.75K- 2.21% |
$78.2K - $85.9K
|
77.6K
$5.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.8K- 11.0% |
$80.2K - $88.1K
|
14.6K
$1M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.81K- 2.45% |
$80.8K - $88.7K
|
72K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.83K- 3.52% |
$81.8K - $89.8K
|
50.3K
$3.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.85K- 3.27% |
$82.4K - $90.5K
|
54.6K
$3.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.87K- 1.7% |
$83.5K - $91.7K
|
108K
$7.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.92K- 19.57% |
$85.6K - $94K
|
7.89K
$543K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.93K- 4.17% |
$86.3K - $94.7K
|
44.4K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.94K- 6.72% |
$86.5K - $95K
|
26.9K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.96K- 8.81% |
$87.3K - $95.9K
|
20.3K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.97K- 39.41% |
$87.7K - $96.3K
|
3.02K
$208K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.03K- 17.8% |
$90.6K - $99.5K
|
9.38K
$646K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.03K- 2.23% |
$90.6K - $99.5K
|
89.1K
$6.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.12K- 11.09% |
$94.7K - $104K
|
17K
$1.17M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 41.87% |
$94.7K - $104K
|
2.95K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.23K- 2.29% |
$99.4K - $109K
|
95.1K
$6.55M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-2.26K- 9.56% |
$101K - $111K
|
21.4K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.27K- 7.61% |
$101K - $111K
|
27.6K
$1.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-2.3K- 5.15% |
$103K - $113K
|
42.4K
$2.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.33K- 26.95% |
$104K - $114K
|
6.31K
$434K
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.38K- 16.52% |
$106K - $116K
|
12K
$827K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.63K- 11.39% |
$117K - $129K
|
20.4K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.86K- 4.45% |
$128K - $140K
|
61.4K
$4.23M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.94K- 41.59% |
$131K - $144K
|
4.12K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.06K- 7.72% |
$136K - $150K
|
36.5K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-3.2K- 1.09% |
$143K - $157K
|
291K
$20.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.24K- 9.41% |
$144K - $159K
|
31.2K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.26K- 4.18% |
$145K - $160K
|
74.6K
$5.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.32K- 6.15% |
$148K - $163K
|
50.7K
$3.49M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3.36K- 1.24% |
$150K - $165K
|
267K
$18.4M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.37K- 3.69% |
$151K - $165K
|
87.9K
$6.06M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.44K- 41.2% |
$153K - $168K
|
4.9K
$338K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-3.45K- 12.59% |
$154K - $169K
|
23.9K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.47K- 6.16% |
$155K - $170K
|
52.8K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.6K- 1.79% |
$160K - $176K
|
197K
$13.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-3.77K- 1.51% |
$168K - $185K
|
245K
$16.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.03K- 13.03% |
$180K - $198K
|
26.9K
$1.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.05K- 1.06% |
$180K - $198K
|
376K
$25.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.24K- 4.66% |
$189K - $207K
|
86.6K
$5.97M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-4.32K- 5.45% |
$193K - $211K
|
74.9K
$5.16M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-4.33K- 24.51% |
$193K - $212K
|
13.3K
$918K
|