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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.42% |
$168 - $202
|
956
$65.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2+ 0.02% |
$84 - $101
|
9.44K
$650K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$84 - $101
|
2
$138
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.17% |
$42 - $50.5
|
584
$40.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3- 0.02% |
$126 - $152
|
18.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3- 0.04% |
$126 - $152
|
8.55K
$589K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-4- 16.0% |
$168 - $202
|
21
$1.45K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10- 0.52% |
$420 - $505
|
1.91K
$132K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.23% |
$504 - $606
|
5.26K
$362K
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-20- 9.57% |
$840 - $1.01K
|
189
$13K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 3.28% |
$1.01K - $1.21K
|
707
$48.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-28- 13.46% |
$1.18K - $1.42K
|
180
$12.4K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-31- 1.66% |
$1.3K - $1.57K
|
1.84K
$127K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38- 0.09% |
$1.6K - $1.92K
|
41.1K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-40- 3.14% |
$1.68K - $2.02K
|
1.24K
$85.1K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-47Closed |
$1.97K - $2.38K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-61- 0.79% |
$2.56K - $3.08K
|
7.64K
$526K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 65.04% |
$3.36K - $4.04K
|
43
$2.96K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-89- 1.73% |
$3.74K - $4.5K
|
5.05K
$348K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-92- 0.12% |
$3.86K - $4.65K
|
77.6K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-94- 4.17% |
$3.95K - $4.75K
|
2.16K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-95- 1.42% |
$3.99K - $4.8K
|
6.58K
$454K
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-121- 0.2% |
$5.08K - $6.12K
|
60K
$4.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-124- 1.96% |
$5.21K - $6.27K
|
6.19K
$426K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-134- 12.91% |
$5.63K - $6.77K
|
904
$62.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-147- 0.92% |
$6.17K - $7.43K
|
15.9K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-157- 1.78% |
$6.59K - $7.93K
|
8.65K
$596K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-202- 0.7% |
$8.48K - $10.2K
|
28.5K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-219- 14.18% |
$9.2K - $11.1K
|
1.33K
$91.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-221- 15.83% |
$9.28K - $11.2K
|
1.18K
$80.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-230- 2.61% |
$9.66K - $11.6K
|
8.6K
$592K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-234- 1.53% |
$9.83K - $11.8K
|
15K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-250- 1.3% |
$10.5K - $12.6K
|
18.9K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-270- 1.58% |
$11.3K - $13.6K
|
16.8K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-275- 1.26% |
$11.5K - $13.9K
|
21.5K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-280- 4.72% |
$11.8K - $14.2K
|
5.65K
$389K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-311- 5.47% |
$13.1K - $15.7K
|
5.38K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-326- 0.88% |
$13.7K - $16.5K
|
36.5K
$2.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-352- 2.69% |
$14.8K - $17.8K
|
12.7K
$877K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-361- 0.2% |
$15.2K - $18.2K
|
182K
$12.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-363- 62.37% |
$15.2K - $18.3K
|
219
$15.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-373- 22.3% |
$15.7K - $18.9K
|
1.3K
$89.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-377- 1.3% |
$15.8K - $19.1K
|
28.6K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-379- 23.48% |
$15.9K - $19.2K
|
1.24K
$85.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-382- 7.33% |
$16K - $19.3K
|
4.83K
$333K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-404- 0.29% |
$17K - $20.4K
|
137K
$9.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-409- 19.45% |
$17.2K - $20.7K
|
1.69K
$117K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-449- 1.91% |
$18.9K - $22.7K
|
23.1K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-479- 0.93% |
$20.1K - $24.2K
|
51.1K
$3.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-479- 0.81% |
$20.1K - $24.2K
|
58.4K
$4.02M
|