Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
11.3K+ 6.97% |
$475K - $572K
|
174K
$12M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
11.1K+ 10.43% |
$465K - $560K
|
117K
$8.08M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11K+ 81.78% |
$462K - $556K
|
24.5K
$1.69M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
10.9K+ 14.56% |
$456K - $549K
|
85.4K
$5.88M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 5.38% |
$455K - $548K
|
212K
$14.6M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.7K+ 4.75% |
$448K - $540K
|
235K
$16.2M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.99KNew |
$419K - $505K
|
9.99K
$688K
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
9.94K+ 40.01% |
$417K - $502K
|
34.8K
$2.4M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.91K+ 357.65% |
$416K - $501K
|
12.7K
$873K
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
9.19K+ 3.6% |
$386K - $464K
|
264K
$18.2M
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
9.05K+ 122.32% |
$380K - $457K
|
16.4K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.9K+ 8.51% |
$374K - $450K
|
114K
$7.82M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.83K+ 21.33% |
$371K - $446K
|
50.3K
$3.46M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.65K+ 5.98% |
$363K - $437K
|
153K
$10.6M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.22K+ 4.49% |
$345K - $415K
|
192K
$13.2M
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8.16K+ 18.9% |
$343K - $412K
|
51.3K
$3.54M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.01K+ 11.65% |
$336K - $405K
|
76.7K
$5.29M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.97K+ 18.98% |
$335K - $403K
|
50K
$3.44M
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7.88K+ 49.36% |
$331K - $398K
|
23.8K
$1.64M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.83K+ 6.13% |
$329K - $396K
|
136K
$9.34M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.83K+ 5.31% |
$329K - $396K
|
155K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.69K+ 8.75% |
$323K - $389K
|
95.6K
$6.59M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.61K+ 2.54% |
$320K - $385K
|
307K
$21.1M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.51K+ 86.6% |
$315K - $380K
|
16.2K
$1.12M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.44KNew |
$313K - $376K
|
7.44K
$513K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
7.16K+ 2.72% |
$301K - $362K
|
270K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.72KNew |
$282K - $340K
|
6.72K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.67K+ 27.75% |
$280K - $337K
|
30.7K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.55K+ 99.15% |
$275K - $331K
|
13.2K
$907K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.49K+ 6.67% |
$273K - $328K
|
104K
$7.15M
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.49K+ 1.95% |
$272K - $328K
|
338K
$23.3M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.42K+ 580.22% |
$270K - $325K
|
7.53K
$519K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.28K+ 5.34% |
$264K - $317K
|
124K
$8.53M
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.92K+ 0.8% |
$249K - $299K
|
748K
$51.5M
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.85K+ 3.41% |
$246K - $296K
|
177K
$12.2M
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.81K+ 38.42% |
$244K - $294K
|
20.9K
$1.44M
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.78K+ 4.66% |
$243K - $292K
|
130K
$8.94M
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.65KNew |
$237K - $285K
|
5.65K
$389K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.62K+ 41.04% |
$236K - $284K
|
19.3K
$1.33M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.58K+ 5.55% |
$234K - $282K
|
106K
$7.31M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.58K+ 5.55% |
$234K - $282K
|
106K
$7.3M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.45KNew |
$229K - $275K
|
5.45K
$375K
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
5.38KNew |
$226K - $272K
|
5.38K
$371K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.32K+ 11.65% |
$223K - $269K
|
51K
$3.51M
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.99K+ 2.98% |
$209K - $252K
|
172K
$11.9M
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.98K+ 9.8% |
$209K - $251K
|
55.8K
$3.84M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.94K+ 7966.13% |
$207K - $250K
|
5K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.93KNew |
$207K - $249K
|
4.93K
$339K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.91K+ 22.59% |
$206K - $248K
|
26.6K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.9K+ 9.28% |
$206K - $248K
|
57.7K
$3.97M
|