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 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
65New |
$3.09K - $3.39K
|
65
$4.48K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45New |
$2.14K - $2.34K
|
45
$3.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
41+ 0.25% |
$1.95K - $2.14K
|
16.4K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
40+ 5.63% |
$1.9K - $2.08K
|
751
$51.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
36+ 0.7% |
$1.71K - $1.88K
|
5.17K
$356K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
33+ 0.03% |
$1.57K - $1.72K
|
116K
$8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
24+ 0.4% |
$1.14K - $1.25K
|
6.06K
$417K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
20+ 0.37% |
$951 - $1.04K
|
5.36K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18New |
$856 - $938
|
18
$1.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$761 - $834
|
16
$1.1K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
16+ 0.1% |
$761 - $834
|
16K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
15New |
$713 - $782
|
15
$1.03K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.3% |
$666 - $730
|
4.67K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10+ 0.03% |
$476 - $521
|
36.9K
$2.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.19% |
$428 - $469
|
4.84K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$380 - $417
|
5.53K
$381K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
7+ 0.0% |
$333 - $365
|
276K
$19M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.42% |
$285 - $313
|
1.43K
$98.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.13% |
$285 - $313
|
4.51K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.41% |
$190 - $208
|
968
$66.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
4+ 0.01% |
$190 - $208
|
30.1K
$2.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.33% |
$143 - $156
|
913
$62.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$143 - $156
|
4.92K
$339K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.16% |
$143 - $156
|
1.84K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2New |
$95.1 - $104
|
2
$138
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.0% |
$47.6 - $52.1
|
23.2K
$1.6M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.36% |
$47.6 - $52.1
|
280
$19.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.01% |
$47.6 - $52.1
|
18.4K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1- 4.35% |
$47.6 - $52.1
|
22
$1.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1- 0.01% |
$47.6 - $52.1
|
6.77K
$467K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1- 5.88% |
$47.6 - $52.1
|
16
$1.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$143 - $156
|
7.6K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5- 0.11% |
$238 - $261
|
4.64K
$320K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-7- 0.38% |
$333 - $365
|
1.83K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 0.51% |
$428 - $469
|
1.75K
$120K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-35- 77.78% |
$1.66K - $1.82K
|
10
$689
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37- 0.01% |
$1.76K - $1.93K
|
350K
$24.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-38- 0.51% |
$1.81K - $1.98K
|
7.46K
$514K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 3.39% |
$1.9K - $2.08K
|
1.14K
$78.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 3.39% |
$1.9K - $2.08K
|
1.14K
$78.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-46- 0.23% |
$2.19K - $2.4K
|
19.6K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-51- 0.14% |
$2.43K - $2.66K
|
36.5K
$2.52M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-52- 0.43% |
$2.47K - $2.71K
|
12K
$823K
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-52- 0.43% |
$2.47K - $2.71K
|
12K
$823K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-55- 17.13% |
$2.62K - $2.87K
|
266
$18.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-60- 0.22% |
$2.85K - $3.13K
|
26.9K
$1.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-65- 4.47% |
$3.09K - $3.39K
|
1.39K
$95.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 14.06% |
$3.42K - $3.75K
|
440
$30.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-76- 0.52% |
$3.61K - $3.96K
|
14.6K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-79- 1.1% |
$3.76K - $4.12K
|
7.1K
$489K
|