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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10.4K+ 1.31% |
$464K - $509K
|
805K
$55.5M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3KNew |
$458K - $502K
|
10.3K
$707K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
10.1KNew |
$452K - $496K
|
10.1K
$698K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.55K+ 7.58% |
$426K - $468K
|
135K
$9.33M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.43K+ 23.91% |
$420K - $462K
|
48.8K
$3.36M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.4K+ 5.17% |
$419K - $460K
|
191K
$13.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.34K+ 2.72% |
$417K - $458K
|
352K
$24.3M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
9.12KNew |
$407K - $447K
|
9.12K
$628K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.88KNew |
$396K - $435K
|
8.88K
$612K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.88KNew |
$396K - $435K
|
8.88K
$612K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.87K+ 61.77% |
$396K - $434K
|
23.2K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.83K+ 221.85% |
$394K - $433K
|
12.8K
$883K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.64K+ 101.46% |
$385K - $423K
|
17.2K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.6K+ 35.62% |
$383K - $421K
|
32.7K
$2.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
8.24K+ 6.35% |
$368K - $404K
|
138K
$9.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.81K+ 17.06% |
$348K - $383K
|
53.6K
$3.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.73K+ 75.52% |
$345K - $379K
|
18K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.7K+ 81.32% |
$343K - $377K
|
17.2K
$1.18M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.5KNew |
$335K - $367K
|
7.5K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.4K+ 10.08% |
$330K - $363K
|
80.8K
$5.57M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.28K+ 31.97% |
$325K - $356K
|
30K
$2.07M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
7.19KNew |
$321K - $352K
|
7.19K
$495K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.18K+ 2.05% |
$320K - $352K
|
357K
$24.6M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
7.15KNew |
$319K - $350K
|
7.15K
$492K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.84K+ 1.11% |
$305K - $335K
|
624K
$43M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
6.77K+ 0.64% |
$302K - $332K
|
1.06M
$73M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
6.75K+ 4.78% |
$301K - $331K
|
148K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
6.65K+ 15.48% |
$297K - $326K
|
49.6K
$3.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
6.6K+ 9.03% |
$294K - $323K
|
79.6K
$5.49M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.54K+ 42.13% |
$292K - $320K
|
22K
$1.52M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.18KNew |
$276K - $303K
|
6.18K
$426K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.14K+ 5.12% |
$274K - $301K
|
126K
$8.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
6.1K+ 18.98% |
$272K - $299K
|
38.2K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.91K+ 6.73% |
$264K - $290K
|
93.8K
$6.46M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.91K+ 1.68% |
$264K - $289K
|
357K
$24.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.86K+ 441.3% |
$261K - $287K
|
7.18K
$495K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
5.84K+ 77.23% |
$260K - $286K
|
13.4K
$923K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$259K - $284K
|
5.8K
$400K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.76K+ 2.35% |
$257K - $282K
|
251K
$17.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.76K+ 2.35% |
$257K - $282K
|
251K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.75KNew |
$256K - $281K
|
5.75K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.55K+ 1.63% |
$248K - $272K
|
345K
$23.8M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.45K+ 1.4% |
$243K - $267K
|
395K
$27.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.44KNew |
$243K - $267K
|
5.44K
$375K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.4K+ 13.17% |
$241K - $265K
|
46.4K
$3.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
5.38KNew |
$240K - $264K
|
5.38K
$371K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$231K - $253K
|
5.17K
$356K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.01K+ 10.47% |
$223K - $245K
|
52.8K
$3.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.97KNew |
$222K - $243K
|
4.97K
$342K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.66KNew |
$208K - $228K
|
4.66K
$321K
|