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 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-321- 5.28% |
$14.3K - $15.7K
|
5.76K
$397K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-388- 3.37% |
$17.3K - $19K
|
11.1K
$767K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-394- 5.43% |
$17.6K - $19.3K
|
6.86K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-398- 0.55% |
$17.8K - $19.5K
|
72K
$4.96M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-403- 7.07% |
$18K - $19.7K
|
5.3K
$365K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-430- 0.81% |
$19.2K - $21.1K
|
52.4K
$3.61M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-450- 1.39% |
$20.1K - $22K
|
32K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-462- 3.07% |
$20.6K - $22.6K
|
14.6K
$1M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-558- 1.0% |
$24.9K - $27.3K
|
55.2K
$3.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-583- 4.61% |
$26K - $28.6K
|
12.1K
$831K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-594- 9.03% |
$26.5K - $29.1K
|
5.99K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-653- 8.01% |
$29.1K - $32K
|
7.5K
$517K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-659- 9.96% |
$29.4K - $32.3K
|
5.96K
$410K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-699- 1.26% |
$31.2K - $34.2K
|
55K
$3.79M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-714- 11.5% |
$31.9K - $35K
|
5.5K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-739- 1.78% |
$33K - $36.2K
|
40.8K
$2.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-756- 7.0% |
$33.7K - $37K
|
10K
$692K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-776- 4.0% |
$34.6K - $38K
|
18.6K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-800- 54.24% |
$35.7K - $39.2K
|
675
$46.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-809- 1.89% |
$36.1K - $39.6K
|
41.9K
$2.89M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-844- 0.67% |
$37.7K - $41.3K
|
126K
$8.67M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-942- 2.12% |
$42K - $46.1K
|
43.5K
$3M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-952- 4.12% |
$42.5K - $46.6K
|
22.2K
$1.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-953- 4.83% |
$42.5K - $46.7K
|
18.8K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-977- 0.4% |
$43.6K - $47.9K
|
244K
$16.8M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-990- 0.76% |
$44.2K - $48.5K
|
129K
$8.88M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.02K- 4.92% |
$45.5K - $50K
|
19.7K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.05K- 12.67% |
$46.6K - $51.2K
|
7.2K
$496K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.05K- 3.36% |
$46.6K - $51.2K
|
30.1K
$2.07M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-1.07K- 1.9% |
$47.6K - $52.3K
|
55.1K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-1.17K- 4.16% |
$52K - $57.1K
|
26.8K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.18K- 20.01% |
$52.7K - $57.9K
|
4.73K
$326K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.19K- 17.8% |
$53.1K - $58.3K
|
5.5K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.2K- 4.35% |
$53.7K - $59K
|
26.5K
$1.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 1.94% |
$53.8K - $59K
|
60.9K
$4.2M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.22K- 0.64% |
$54.6K - $60K
|
190K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.24K- 0.83% |
$55.2K - $60.6K
|
148K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.24K- 3.58% |
$55.5K - $60.9K
|
33.5K
$2.31M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.25K- 23.62% |
$55.9K - $61.4K
|
4.05K
$279K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.26K- 3.36% |
$56.4K - $61.9K
|
36.4K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.26K- 3.36% |
$56.4K - $61.9K
|
36.4K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.28K- 3.82% |
$57.1K - $62.7K
|
32.2K
$2.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.28K- 6.05% |
$57.1K - $62.7K
|
19.8K
$1.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.3K- 11.83% |
$58K - $63.7K
|
9.69K
$667K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.33K- 0.7% |
$59.2K - $65.1K
|
189K
$13M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.4K- 41.12% |
$62.3K - $68.4K
|
2K
$138K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 1.36% |
$62.7K - $68.8K
|
102K
$7.03M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.42K- 6.07% |
$63.1K - $69.3K
|
21.9K
$1.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.45K- 4.16% |
$64.7K - $71K
|
33.4K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.45K- 15.54% |
$64.7K - $71K
|
7.88K
$543K
|