Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
6.01K+ 2.69% |
$300K - $320K
|
230K
$15.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.98K+ 3.84% |
$299K - $319K
|
162K
$11.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.73K+ 124.59% |
$286K - $305K
|
10.3K
$711K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.7K+ 9.78% |
$285K - $304K
|
64K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.68K+ 21.05% |
$284K - $303K
|
32.6K
$2.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
5.4KNew |
$270K - $288K
|
5.4K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.3K+ 3.71% |
$265K - $282K
|
148K
$10.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.24K+ 37.47% |
$262K - $279K
|
19.2K
$1.33M
|
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.16KNew |
$258K - $275K
|
5.16K
$356K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.05K+ 58.63% |
$252K - $269K
|
13.7K
$940K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.04KNew |
$252K - $268K
|
5.04K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5K+ 13.63% |
$250K - $266K
|
41.7K
$2.87M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
4.97KNew |
$248K - $265K
|
4.97K
$342K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.95KNew |
$247K - $264K
|
4.95K
$341K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.85KNew |
$242K - $258K
|
4.85K
$334K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.83K+ 37.67% |
$241K - $257K
|
17.6K
$1.22M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.71K+ 2.82% |
$235K - $251K
|
172K
$11.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.71K+ 1.18% |
$235K - $251K
|
404K
$27.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.61K+ 75.24% |
$230K - $246K
|
10.7K
$740K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.44K+ 2.61% |
$222K - $237K
|
175K
$12M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
4.11K+ 1.92% |
$205K - $219K
|
218K
$15M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.11K+ 2.08% |
$205K - $219K
|
202K
$13.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.09K+ 4.6% |
$204K - $218K
|
92.9K
$6.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.06KNew |
$203K - $216K
|
4.06K
$279K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.03K+ 2.53% |
$201K - $215K
|
163K
$11.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.03KNew |
$201K - $215K
|
4.03K
$278K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.88K+ 44.12% |
$194K - $207K
|
12.7K
$872K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.71K+ 3.94% |
$185K - $198K
|
97.9K
$6.74M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.59K+ 10.22% |
$179K - $191K
|
38.7K
$2.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.49K+ 8.92% |
$174K - $186K
|
42.6K
$2.93M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.46K+ 1.95% |
$173K - $184K
|
181K
$12.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.43K+ 3.82% |
$171K - $183K
|
93.2K
$6.42M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
3.35K+ 3.83% |
$167K - $178K
|
90.9K
$6.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.23K+ 7.19% |
$161K - $172K
|
48.1K
$3.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.22K+ 31.21% |
$161K - $172K
|
13.5K
$933K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
3.2K+ 53.64% |
$160K - $170K
|
9.15K
$630K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.06K+ 10.38% |
$153K - $163K
|
32.6K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.03K+ 27.48% |
$151K - $161K
|
14.1K
$968K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3K+ 20.9% |
$150K - $160K
|
17.4K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 30.27% |
$145K - $154K
|
12.5K
$859K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.88K+ 8.43% |
$144K - $153K
|
37K
$2.55M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.87K+ 12.35% |
$143K - $153K
|
26.1K
$1.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.7K+ 1.25% |
$135K - $144K
|
220K
$15.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
2.69K+ 39.08% |
$134K - $143K
|
9.58K
$660K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.65K+ 1.69% |
$133K - $141K
|
160K
$11M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
2.57K+ 3.06% |
$128K - $137K
|
86.7K
$5.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.49K+ 11.3% |
$124K - $133K
|
24.5K
$1.69M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.13K+ 11.89% |
$106K - $113K
|
20K
$1.38M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$103K - $109K
|
2.05K
$142K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.04K+ 176.4% |
$102K - $109K
|
3.2K
$220K
|