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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
10K+ 1.27% |
$433K - $539K
|
797K
$54.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.61KNew |
$415K - $516K
|
9.61K
$661K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.5K+ 5.47% |
$410K - $510K
|
183K
$12.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.28K+ 10.18% |
$401K - $499K
|
100K
$6.91M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
9.11K+ 2.64% |
$393K - $489K
|
354K
$24.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
9.07K+ 9.33% |
$391K - $487K
|
106K
$7.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.9K+ 18.19% |
$384K - $478K
|
57.8K
$3.98M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.86K+ 27.76% |
$383K - $476K
|
40.8K
$2.81M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.82K+ 44.28% |
$381K - $474K
|
28.7K
$1.98M
|
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.69K+ 78.45% |
$375K - $467K
|
19.8K
$1.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.69KNew |
$375K - $467K
|
8.69K
$598K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.65K+ 171.64% |
$373K - $465K
|
13.7K
$941K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47K+ 5.64% |
$365K - $455K
|
158K
$10.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.39K+ 1.11% |
$362K - $451K
|
762K
$52.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
8.16KNew |
$352K - $438K
|
8.16K
$561K
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
8.07K+ 1.6% |
$348K - $434K
|
513K
$35.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.83K+ 1.07% |
$338K - $421K
|
742K
$51.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.74K+ 24.49% |
$334K - $416K
|
39.3K
$2.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7.71K+ 7.83% |
$333K - $414K
|
106K
$7.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.56K+ 31.14% |
$326K - $406K
|
31.8K
$2.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
7.4KNew |
$319K - $397K
|
7.4K
$509K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.39K+ 106.82% |
$319K - $397K
|
14.3K
$985K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.12K+ 85.22% |
$307K - $383K
|
15.5K
$1.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.06K+ 4.45% |
$305K - $379K
|
166K
$11.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
7KNew |
$302K - $376K
|
7K
$481K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.76K+ 13.55% |
$292K - $363K
|
56.6K
$3.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.75KNew |
$291K - $362K
|
6.75K
$464K
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.49K+ 19.01% |
$280K - $349K
|
40.6K
$2.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.27K+ 5.16% |
$271K - $337K
|
128K
$8.78M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
6.11KNew |
$264K - $328K
|
6.11K
$420K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.95K+ 6.29% |
$257K - $320K
|
101K
$6.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.44K+ 13.74% |
$235K - $292K
|
45K
$3.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.28K+ 8.43% |
$228K - $284K
|
68K
$4.68M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.28KNew |
$228K - $284K
|
5.28K
$363K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.17K+ 22.75% |
$223K - $278K
|
27.9K
$1.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5.13KNew |
$221K - $276K
|
5.13K
$353K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.01K+ 62.07% |
$216K - $269K
|
13.1K
$899K
|
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.97KNew |
$214K - $267K
|
4.97K
$342K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.96K+ 1.59% |
$214K - $267K
|
318K
$21.9M
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.89K+ 15.28% |
$211K - $263K
|
36.9K
$2.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.8KNew |
$207K - $258K
|
4.8K
$330K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.75KNew |
$205K - $255K
|
4.75K
$327K
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
4.73K+ 106.65% |
$204K - $254K
|
9.16K
$630K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.64K+ 491.63% |
$200K - $249K
|
5.59K
$384K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.63K+ 3.81% |
$200K - $249K
|
126K
$8.67M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.55K+ 13.29% |
$196K - $244K
|
38.7K
$2.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.2K+ 2.87% |
$181K - $226K
|
151K
$10.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.92K+ 4.69% |
$169K - $211K
|
87.6K
$6.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.76K+ 10.98% |
$162K - $202K
|
38K
$2.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.64K+ 24.55% |
$157K - $195K
|
18.5K
$1.27M
|