Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 14.87% |
$57.2M - $63.7M
|
8.76M
$603M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.05M+ 26.67% |
$52.7M - $58.7M
|
4.97M
$342M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.02M+ 1630.9% |
$51.6M - $57.5M
|
1.09M
$74.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
957KNew |
$48.3M - $53.8M
|
957K
$65.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
911K+ 5.95% |
$46M - $51.2M
|
16.2M
$1.12B
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
796K+ 23.87% |
$40.1M - $44.7M
|
4.13M
$284M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
773KNew |
$39M - $43.4M
|
773K
$53.3M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
759K+ 90.47% |
$38.3M - $42.6M
|
1.6M
$110M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
699K+ 42.98% |
$35.3M - $39.3M
|
2.33M
$160M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
648K+ 2644.16% |
$32.7M - $36.4M
|
673K
$46.4M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
588KNew |
$29.7M - $33M
|
588K
$40.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
528KNew |
$26.6M - $29.7M
|
528K
$36.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
507K+ 16.32% |
$25.5M - $28.4M
|
3.61M
$249M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
428KNew |
$21.6M - $24M
|
428K
$29.5M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
427K+ 294.69% |
$21.5M - $24M
|
572K
$39.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
425KNew |
$21.5M - $23.9M
|
425K
$29.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
406K+ 24.83% |
$20.5M - $22.8M
|
2.04M
$141M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
400K+ 13.38% |
$20.2M - $22.4M
|
3.39M
$233M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
376KNew |
$19M - $21.1M
|
376K
$25.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
328KNew |
$16.6M - $18.4M
|
328K
$22.6M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
321K+ 10.68% |
$16.2M - $18M
|
3.33M
$229M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
314KNew |
$15.8M - $17.6M
|
314K
$21.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
306K+ 1101.5% |
$15.4M - $17.2M
|
334K
$23M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
305KNew |
$15.4M - $17.1M
|
305K
$21M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
298K+ 22.04% |
$15M - $16.7M
|
1.65M
$114M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
267KNew |
$13.5M - $15M
|
267K
$18.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
265KNew |
$13.4M - $14.9M
|
265K
$18.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
264KNew |
$13.3M - $14.8M
|
264K
$18.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
264K+ 22.41% |
$13.3M - $14.8M
|
1.44M
$99.2M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
263KNew |
$13.2M - $14.7M
|
263K
$18.1M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
246KNew |
$12.4M - $13.8M
|
246K
$16.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
229KNew |
$11.5M - $12.8M
|
229K
$15.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
206K+ 15.94% |
$10.4M - $11.6M
|
1.5M
$103M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
204K+ 235.46% |
$10.3M - $11.5M
|
291K
$20M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
203K+ 25.13% |
$10.2M - $11.4M
|
1.01M
$69.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
199KNew |
$10.1M - $11.2M
|
199K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
199KNew |
$10M - $11.2M
|
199K
$13.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
188K+ 18.97% |
$9.46M - $10.5M
|
1.18M
$81M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
180KNew |
$9.07M - $10.1M
|
180K
$12.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
167K+ 50.92% |
$8.4M - $9.36M
|
494K
$34M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
160K+ 38.43% |
$8.07M - $8.99M
|
576K
$39.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
148K+ 94.14% |
$7.46M - $8.31M
|
305K
$21M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
140K+ 18.42% |
$7.07M - $7.87M
|
901K
$62.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
140KNew |
$7.04M - $7.84M
|
140K
$9.62M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
137K+ 49.34% |
$6.9M - $7.68M
|
414K
$28.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
135K+ 60.01% |
$6.79M - $7.56M
|
359K
$24.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
134K+ 2.84% |
$6.75M - $7.51M
|
4.85M
$334M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
130K+ 4979.51% |
$6.54M - $7.29M
|
132K
$9.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
129K+ 22.39% |
$6.49M - $7.23M
|
704K
$48.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
128KNew |
$6.47M - $7.21M
|
128K
$8.84M
|