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 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-65- 4.47% |
$3.09K - $3.39K
|
1.39K
$86.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 14.06% |
$3.42K - $3.75K
|
440
$27.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-76- 0.52% |
$3.61K - $3.96K
|
14.6K
$907K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-79- 1.1% |
$3.76K - $4.12K
|
7.1K
$440K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-86- 0.61% |
$4.09K - $4.48K
|
14.1K
$873K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-89- 0.91% |
$4.23K - $4.64K
|
9.68K
$600K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-101- 0.56% |
$4.8K - $5.26K
|
17.9K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-106- 0.04% |
$5.04K - $5.52K
|
292K
$18.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-108- 1.82% |
$5.14K - $5.63K
|
5.81K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-123- 0.09% |
$5.85K - $6.41K
|
144K
$8.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-130- 2.42% |
$6.18K - $6.77K
|
5.25K
$325K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-135- 0.27% |
$6.42K - $7.03K
|
50.5K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-135- 28.24% |
$6.42K - $7.03K
|
343
$21.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-143- 0.92% |
$6.8K - $7.45K
|
15.3K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-145- 1.59% |
$6.9K - $7.56K
|
8.99K
$557K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-151- 0.45% |
$7.18K - $7.87K
|
33.3K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.23% |
$7.47K - $8.18K
|
6.9K
$427K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-164- 0.31% |
$7.8K - $8.55K
|
52.3K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-167- 3.13% |
$7.94K - $8.7K
|
5.17K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-176- 0.94% |
$8.37K - $9.17K
|
18.6K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-177- 2.62% |
$8.42K - $9.22K
|
6.57K
$407K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-183- 0.06% |
$8.7K - $9.54K
|
291K
$18M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-192- 0.95% |
$9.13K - $10K
|
20.1K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-198- 1.65% |
$9.42K - $10.3K
|
11.8K
$729K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-223- 5.5% |
$10.6K - $11.6K
|
3.83K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-226- 1.19% |
$10.7K - $11.8K
|
18.7K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-231- 1.09% |
$11K - $12K
|
20.9K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-244- 2.75% |
$11.6K - $12.7K
|
8.62K
$534K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.56% |
$11.8K - $12.9K
|
44.1K
$2.73M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-257- 4.31% |
$12.2K - $13.4K
|
5.7K
$353K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-257- 2.89% |
$12.2K - $13.4K
|
8.62K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-263- 8.31% |
$12.5K - $13.7K
|
2.9K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-273- 39.11% |
$13K - $14.2K
|
425
$26.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-275- 1.89% |
$13.1K - $14.3K
|
14.3K
$886K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-276- 5.21% |
$13.1K - $14.4K
|
5.02K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-277- 5.86% |
$13.2K - $14.4K
|
4.45K
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-330- 16.57% |
$15.7K - $17.2K
|
1.66K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-355- 5.13% |
$16.9K - $18.5K
|
6.56K
$407K
|
|
|
Jul 24, 2023
Q2 2023
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-449- 0.16% |
$21.4K - $23.4K
|
275K
$17M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-456- 7.91% |
$21.7K - $23.8K
|
5.31K
$329K
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-460- 4.97% |
$21.9K - $24K
|
8.8K
$545K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-473- 0.26% |
$22.5K - $24.6K
|
179K
$11.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-501- 2.11% |
$23.8K - $26.1K
|
23.3K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-512- 5.71% |
$24.4K - $26.7K
|
8.46K
$524K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-513- 9.88% |
$24.4K - $26.7K
|
4.68K
$290K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-519- 1.93% |
$24.7K - $27K
|
26.3K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-534- 1.83% |
$25.4K - $27.8K
|
28.7K
$1.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-546- 0.76% |
$26K - $28.5K
|
71.4K
$4.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-564- 1.3% |
$26.8K - $29.4K
|
42.9K
$2.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-584- 5.41% |
$27.8K - $30.4K
|
10.2K
$633K
|