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 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-647- 8.21% |
$27.9K - $34.8K
|
7.23K
$497K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-686- 12.94% |
$29.6K - $36.9K
|
4.62K
$317K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-697- 1.82% |
$30.1K - $37.4K
|
37.6K
$2.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-737- 6.09% |
$31.8K - $39.6K
|
11.4K
$781K
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-740- 4.16% |
$31.9K - $39.8K
|
17.1K
$1.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-783- 4.88% |
$33.8K - $42.1K
|
15.2K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-940- 7.18% |
$40.6K - $50.5K
|
12.2K
$836K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-988- 3.03% |
$42.6K - $53.1K
|
31.6K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 5.92% |
$43.6K - $54.3K
|
16.1K
$1.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.02K- 9.56% |
$43.9K - $54.6K
|
9.61K
$661K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.03K- 13.81% |
$44.4K - $55.2K
|
6.42K
$441K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.25% |
$46.1K - $57.3K
|
19.2K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.1K- 5.79% |
$47.5K - $59.2K
|
17.9K
$1.23M
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.16K- 0.84% |
$50.2K - $62.5K
|
137K
$9.42M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.2K- 6.68% |
$51.6K - $64.3K
|
16.7K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.22K- 0.87% |
$52.4K - $65.3K
|
138K
$9.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 3.13% |
$52.6K - $65.5K
|
37.7K
$2.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.35K- 3.49% |
$58.2K - $72.4K
|
37.3K
$2.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.45K- 12.46% |
$62.4K - $77.7K
|
10.2K
$698K
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.46K- 87.07% |
$62.8K - $78.2K
|
216
$14.9K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.5K- 11.63% |
$64.5K - $80.3K
|
11.4K
$781K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.52K- 1.74% |
$65.6K - $81.6K
|
85.9K
$5.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.58K- 0.96% |
$68.2K - $84.9K
|
163K
$11.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 73.07% |
$68.3K - $85K
|
583
$40.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.63KClosed |
$70.4K - $87.6K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.94K- 4.28% |
$83.6K - $104K
|
43.4K
$2.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.95KClosed |
$84.3K - $105K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.99K- 16.92% |
$85.9K - $107K
|
9.77K
$672K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2KClosed |
$86.4K - $108K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.05K- 70.61% |
$88.4K - $110K
|
853
$58.7K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.13K- 87.3% |
$91.9K - $114K
|
310
$21.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.23K- 5.13% |
$96.2K - $120K
|
41.2K
$2.84M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.39K- 2.39% |
$103K - $128K
|
97.6K
$6.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.41K- 32.19% |
$104K - $129K
|
5.07K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2.49KClosed |
$107K - $134K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.49K- 10.56% |
$108K - $134K
|
21.1K
$1.45M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.53KClosed |
$109K - $136K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.64K- 4.26% |
$114K - $142K
|
59.3K
$4.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.65K- 37.28% |
$114K - $142K
|
4.46K
$307K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.72K- 5.05% |
$118K - $146K
|
51.2K
$3.52M
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.74K- 19.42% |
$118K - $147K
|
11.4K
$782K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.93K- 38.48% |
$127K - $158K
|
4.69K
$323K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.99K- 12.75% |
$129K - $161K
|
20.5K
$1.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.99K- 3.74% |
$129K - $161K
|
77K
$5.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.02K- 9.9% |
$130K - $162K
|
27.5K
$1.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.27K- 14.17% |
$141K - $176K
|
19.8K
$1.36M
|
|
|
Jul 07, 2022
Q2 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-3.28K- 20.71% |
$141K - $176K
|
12.5K
$863K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.28K- 4.31% |
$142K - $176K
|
72.9K
$5.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.31K- 2.82% |
$143K - $178K
|
114K
$7.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.32K- 36.29% |
$143K - $178K
|
5.83K
$401K
|