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 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.93K- 9.17% |
$139K - $153K
|
29K
$2M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.96K- 3.97% |
$141K - $154K
|
71.6K
$4.93M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-2.97K- 6.06% |
$141K - $155K
|
46K
$3.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.04K- 1.82% |
$144K - $158K
|
164K
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.04K- 43.3% |
$145K - $159K
|
3.98K
$274K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.08K- 5.27% |
$147K - $161K
|
55.4K
$3.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.08K- 0.54% |
$147K - $161K
|
564K
$38.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.14K- 3.0% |
$149K - $164K
|
102K
$7M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.26K- 3.11% |
$155K - $170K
|
102K
$6.99M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3.35K- 36.76% |
$159K - $175K
|
5.77K
$397K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.37K- 1.71% |
$160K - $175K
|
194K
$13.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.42K- 2.1% |
$163K - $178K
|
160K
$11M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.55K- 3.64% |
$169K - $185K
|
93.9K
$6.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.6K- 4.49% |
$171K - $187K
|
76.4K
$5.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-3.67K- 31.34% |
$175K - $191K
|
8.05K
$554K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.88K- 28.95% |
$184K - $202K
|
9.52K
$656K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.93K- 2.66% |
$187K - $205K
|
144K
$9.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.1K- 2.21% |
$195K - $214K
|
181K
$12.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.18K- 22.4% |
$199K - $218K
|
14.5K
$997K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.47K- 3.81% |
$213K - $233K
|
113K
$7.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.54K- 8.09% |
$216K - $237K
|
51.6K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.55K- 2.67% |
$217K - $237K
|
166K
$11.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.63K- 1.66% |
$220K - $241K
|
274K
$18.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.7K- 28.53% |
$224K - $245K
|
11.8K
$811K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-4.72K- 11.58% |
$225K - $246K
|
36.1K
$2.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.78K- 20.46% |
$227K - $249K
|
18.6K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.81K- 31.22% |
$229K - $250K
|
10.6K
$729K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-4.87K- 2.96% |
$232K - $254K
|
160K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.93K- 29.45% |
$234K - $257K
|
11.8K
$813K
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-5.16K- 5.7% |
$245K - $269K
|
85.3K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.29K- 95.16% |
$251K - $276K
|
269
$18.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-5.36K- 21.81% |
$255K - $279K
|
19.2K
$1.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-5.42K- 1.28% |
$258K - $282K
|
419K
$28.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.61K- 0.37% |
$267K - $292K
|
1.49M
$103M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.67K- 2.32% |
$270K - $295K
|
238K
$16.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-5.93K- 3.1% |
$282K - $309K
|
185K
$12.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.97K- 46.56% |
$284K - $311K
|
6.85K
$472K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 15.29% |
$290K - $318K
|
33.8K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.21K- 5.62% |
$295K - $323K
|
104K
$7.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.68K- 7.49% |
$318K - $348K
|
82.5K
$5.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.73K- 3.52% |
$320K - $351K
|
184K
$12.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.86K- 7.8% |
$326K - $357K
|
81.1K
$5.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.09K- 2.22% |
$337K - $370K
|
313K
$21.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-8.14K- 4.22% |
$387K - $424K
|
185K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-8.49K- 2.46% |
$404K - $443K
|
337K
$23.2M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.61K- 9.94% |
$409K - $449K
|
78K
$5.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-8.62K- 12.62% |
$410K - $449K
|
59.7K
$4.11M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-8.74K- 7.12% |
$416K - $455K
|
114K
$7.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.75K- 4.28% |
$416K - $456K
|
196K
$13.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9.32K- 3.47% |
$443K - $486K
|
259K
$17.9M
|