Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
29.4KNew |
$1.27M - $1.58M
|
29.4K
$2.07M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29KNew |
$1.25M - $1.56M
|
29K
$2.04M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
29KNew |
$1.25M - $1.56M
|
29K
$2.04M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
28.1K+ 18.49% |
$1.21M - $1.51M
|
180K
$12.7M
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
26.9K+ 274.56% |
$1.16M - $1.45M
|
36.8K
$2.58M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
25.7K+ 4.25% |
$1.11M - $1.38M
|
631K
$44.4M
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
25.3K+ 10.01% |
$1.09M - $1.36M
|
278K
$19.5M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
24.7K+ 49.5% |
$1.07M - $1.33M
|
74.5K
$5.24M
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
24.6K+ 8.9% |
$1.06M - $1.32M
|
301K
$21.1M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.2KNew |
$1.04M - $1.3M
|
24.2K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 13.33% |
$1.02M - $1.27M
|
201K
$14.2M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.5K+ 30.04% |
$1.01M - $1.26M
|
102K
$7.15M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
23.1K+ 43.66% |
$997K - $1.24M
|
76K
$5.34M
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
22.7KNew |
$981K - $1.22M
|
22.7K
$1.6M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22.6K+ 3.67% |
$977K - $1.22M
|
639K
$44.9M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
21.4K+ 23.48% |
$923K - $1.15M
|
112K
$7.9M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
20.9KNew |
$903K - $1.12M
|
20.9K
$1.47M
|
|
Dec 12, 2024
Q2 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
20.6K+ 62.16% |
$890K - $1.11M
|
53.8K
$3.78M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
20.4K+ 21.21% |
$881K - $1.1M
|
117K
$8.2M
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
20KNew |
$863K - $1.07M
|
20K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19K+ 7.51% |
$821K - $1.02M
|
272K
$19.1M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.8K+ 19.28% |
$812K - $1.01M
|
116K
$8.18M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
18.7K+ 51.63% |
$809K - $1.01M
|
55K
$3.87M
|
|
Aug 08, 2022
Q2 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
17.9K+ 20.37% |
$771K - $960K
|
106K
$7.42M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$685K - $853K
|
15.9K
$1.12M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
15.7K+ 136.87% |
$679K - $846K
|
27.2K
$1.91M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.5K+ 6.58% |
$668K - $832K
|
251K
$17.6M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
15.2K+ 10.29% |
$655K - $815K
|
163K
$11.4M
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
BUY
|
- |
15K+ 10.19% |
$649K - $808K
|
163K
$11.4M
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
15KNew |
$647K - $805K
|
15K
$1.05M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
14.9K+ 260.8% |
$643K - $801K
|
20.6K
$1.45M
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
14.2K+ 5.71% |
$614K - $764K
|
263K
$18.5M
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
13.7K+ 1.24% |
$593K - $738K
|
1.12M
$78.8M
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$581K - $723K
|
13.5K
$946K
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
13.2K+ 4.2% |
$569K - $708K
|
327K
$23M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 3.84% |
$567K - $706K
|
355K
$25M
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.1KNew |
$564K - $703K
|
13.1K
$919K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.8K+ 11.61% |
$553K - $688K
|
123K
$8.66M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.7K+ 5.03% |
$547K - $681K
|
265K
$18.6M
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
11.5K+ 61.71% |
$498K - $620K
|
30.2K
$2.12M
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
11.5K+ 7.7% |
$495K - $616K
|
160K
$11.3M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$483K - $602K
|
11.2K
$787K
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11.2K+ 3.48% |
$482K - $600K
|
332K
$23.3M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.1K+ 85.88% |
$479K - $596K
|
24K
$1.69M
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 34.43% |
$477K - $594K
|
43.2K
$3.03M
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
11K+ 42.67% |
$475K - $591K
|
36.8K
$2.59M
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
10.9KNew |
$470K - $585K
|
10.9K
$766K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.9K+ 149.26% |
$469K - $583K
|
18.1K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.8K+ 4.0% |
$465K - $579K
|
280K
$19.7M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$447K - $557K
|
10.4K
$729K
|