Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-71.2K- 21.33% |
$2.99M - $3.41M
|
263K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-78.5K- 15.65% |
$3.29M - $3.76M
|
423K
$28.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80.3K- 4.22% |
$3.37M - $3.85M
|
1.82M
$121M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-84.2K- 13.09% |
$3.53M - $4.03M
|
559K
$37.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-87.4K- 25.74% |
$3.66M - $4.19M
|
252K
$16.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-92.3K- 84.43% |
$3.87M - $4.42M
|
17K
$1.13M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-98.5K- 20.91% |
$4.13M - $4.72M
|
373K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 2.54% |
$4.34M - $4.96M
|
3.98M
$265M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-106K- 78.15% |
$4.43M - $5.06M
|
29.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-108K- 50.16% |
$4.54M - $5.19M
|
108K
$7.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-119K- 60.05% |
$4.99M - $5.7M
|
79.2K
$5.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-132K- 93.3% |
$5.52M - $6.31M
|
9.47K
$630K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-148K- 70.52% |
$6.2M - $7.08M
|
61.8K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-148K- 23.06% |
$6.21M - $7.09M
|
494K
$32.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-160K- 6.9% |
$6.71M - $7.66M
|
2.16M
$144M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-160K- 9.96% |
$6.71M - $7.66M
|
1.45M
$96.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-172K- 69.58% |
$7.2M - $8.23M
|
75.1K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-179K- 2.07% |
$7.48M - $8.55M
|
8.45M
$563M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-193K- 21.59% |
$8.11M - $9.26M
|
702K
$46.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-224K- 49.15% |
$9.37M - $10.7M
|
231K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-225K- 95.01% |
$9.42M - $10.8M
|
11.8K
$785K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-309K- 34.11% |
$13M - $14.8M
|
597K
$39.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-325K- 4.05% |
$13.6M - $15.5M
|
7.68M
$511M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-381K- 84.42% |
$16M - $18.3M
|
70.4K
$4.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-762K- 21.08% |
$32M - $36.5M
|
2.85M
$190M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.68M- 6.56% |
$70.6M - $80.7M
|
24M
$1.6B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.2M- 70.28% |
$469M - $536M
|
4.73M
$315M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-615M- 100.0% |
$25.8B - $29.5B
|
5.46K
$364K
|