Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.6MNew |
$266M - $292M
|
5.6M
$386M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.66M+ 14.85% |
$127M - $139M
|
20.6M
$1.42B
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.41MNew |
$114M - $125M
|
2.41M
$166M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.61M+ 60.81% |
$76.6M - $83.9M
|
4.26M
$293M
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
1.5M+ 16.61% |
$71.6M - $78.4M
|
10.6M
$728M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.26M+ 60.52% |
$59.8M - $65.5M
|
3.34M
$230M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22M+ 32.12% |
$58.2M - $63.8M
|
5.04M
$347M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.22M+ 5.04% |
$57.8M - $63.4M
|
25.4M
$1.75B
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
958K+ 33.63% |
$45.6M - $49.9M
|
3.81M
$262M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
808K+ 92.8% |
$38.4M - $42.1M
|
1.68M
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
767K+ 17.2% |
$36.5M - $40M
|
5.23M
$360M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
765KNew |
$36.4M - $39.9M
|
765K
$52.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
694K+ 30.28% |
$33M - $36.2M
|
2.99M
$206M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
646K+ 904.22% |
$30.7M - $33.7M
|
717K
$49.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
613KNew |
$29.1M - $31.9M
|
613K
$42.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
568K+ 226.23% |
$27M - $29.6M
|
819K
$56.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
568K+ 226.23% |
$27M - $29.6M
|
819K
$56.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
549K+ 19.47% |
$26.1M - $28.6M
|
3.37M
$232M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
542K+ 7.58% |
$25.8M - $28.3M
|
7.69M
$530M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
511K+ 321.68% |
$24.3M - $26.7M
|
670K
$46.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
509K+ 23.42% |
$24.2M - $26.5M
|
2.68M
$185M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
460K+ 5184.71% |
$21.9M - $24M
|
469K
$32.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
438K+ 80.77% |
$20.8M - $22.8M
|
981K
$67.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
427KNew |
$20.3M - $22.3M
|
427K
$29.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
406K+ 11.88% |
$19.3M - $21.2M
|
3.83M
$264M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
387K+ 71.73% |
$18.4M - $20.2M
|
926K
$63.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
378K+ 9.4% |
$18M - $19.7M
|
4.4M
$303M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
374K+ 204.84% |
$17.8M - $19.5M
|
557K
$38.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
315K+ 220.69% |
$15M - $16.4M
|
457K
$31.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
281K+ 54.39% |
$13.4M - $14.7M
|
799K
$55M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
266K+ 63.91% |
$12.6M - $13.9M
|
682K
$47M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
264KNew |
$12.6M - $13.8M
|
264K
$18.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
256K+ 46.38% |
$12.2M - $13.4M
|
809K
$55.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
244KNew |
$11.6M - $12.7M
|
244K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
238K+ 122.48% |
$11.3M - $12.4M
|
432K
$29.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
213K+ 57.69% |
$10.1M - $11.1M
|
582K
$40.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
207K+ 46.5% |
$9.85M - $10.8M
|
653K
$45M
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
201K+ 19.14% |
$9.56M - $10.5M
|
1.25M
$86.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
198KNew |
$9.4M - $10.3M
|
198K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
190KNew |
$9.01M - $9.88M
|
190K
$13.1M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
186K+ 2269.72% |
$8.83M - $9.68M
|
194K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
183K+ 7.36% |
$8.72M - $9.56M
|
2.68M
$184M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
182K+ 300.76% |
$8.68M - $9.51M
|
243K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
180KNew |
$8.54M - $9.36M
|
180K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
176K+ 20.72% |
$8.38M - $9.18M
|
1.03M
$70.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 14.18% |
$8.35M - $9.15M
|
1.41M
$97.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
167K+ 973.49% |
$7.95M - $8.71M
|
184K
$12.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
162KNew |
$7.7M - $8.43M
|
162K
$11.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
144K+ 931.59% |
$6.86M - $7.52M
|
160K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144K+ 18.29% |
$6.84M - $7.49M
|
930K
$64.1M
|