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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
162KNew |
$6.77M - $7.74M
|
162K
$11.1M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
160KNew |
$6.73M - $7.69M
|
160K
$11M
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
146KNew |
$6.14M - $7.01M
|
146K
$10.1M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
144K+ 12.06% |
$6.02M - $6.88M
|
1.33M
$91.8M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
140KNew |
$5.89M - $6.73M
|
140K
$9.66M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
129K+ 87.75% |
$5.4M - $6.17M
|
276K
$19M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
125K+ 180.95% |
$5.25M - $6M
|
194K
$13.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
121K+ 49.46% |
$5.09M - $5.81M
|
367K
$25.2M
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
116K+ 26.8% |
$4.88M - $5.58M
|
551K
$37.9M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
115K+ 8.4% |
$4.8M - $5.49M
|
1.48M
$102M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
112K+ 991.8% |
$4.71M - $5.39M
|
124K
$8.51M
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
109K+ 87.04% |
$4.58M - $5.23M
|
235K
$16.1M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
109K+ 25.84% |
$4.57M - $5.22M
|
531K
$36.5M
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
105KNew |
$4.4M - $5.03M
|
105K
$7.22M
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
105KNew |
$4.4M - $5.03M
|
105K
$7.22M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
102K+ 643.8% |
$4.28M - $4.89M
|
118K
$8.11M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
101K+ 377.57% |
$4.22M - $4.82M
|
127K
$8.75M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100KNew |
$4.2M - $4.8M
|
100K
$6.89M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
91.7K+ 42.84% |
$3.85M - $4.39M
|
306K
$21M
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
89.3KNew |
$3.74M - $4.28M
|
89.3K
$6.14M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
87.3KNew |
$3.66M - $4.18M
|
87.3K
$6M
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
85.2K+ 7967.2% |
$3.57M - $4.08M
|
86.3K
$5.94M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
83.5K+ 4.33% |
$3.5M - $4M
|
2.01M
$138M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
82.1K+ 68.56% |
$3.44M - $3.93M
|
202K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
80.7KNew |
$3.38M - $3.87M
|
80.7K
$5.55M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
79.2KNew |
$3.32M - $3.8M
|
79.2K
$5.45M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
77.8KNew |
$3.26M - $3.73M
|
77.8K
$5.35M
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
77.6KNew |
$3.25M - $3.72M
|
77.6K
$5.34M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
75.6K+ 71.24% |
$3.17M - $3.62M
|
182K
$12.5M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.1KNew |
$3.15M - $3.6M
|
75.1K
$5.17M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
74.9K+ 8.85% |
$3.14M - $3.59M
|
921K
$63.3M
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
68.4K+ 3.03% |
$2.87M - $3.28M
|
2.33M
$160M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
68K+ 1.4% |
$2.85M - $3.26M
|
4.93M
$339M
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
68K+ 11.79% |
$2.85M - $3.26M
|
645K
$44.4M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
67.2KNew |
$2.82M - $3.22M
|
67.2K
$4.62M
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66.5KNew |
$2.79M - $3.19M
|
66.5K
$4.57M
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
65.9K+ 6.42% |
$2.76M - $3.16M
|
1.09M
$75.1M
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
64.5K+ 8.73% |
$2.7M - $3.09M
|
803K
$55.2M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
64.3K+ 7.29% |
$2.69M - $3.08M
|
946K
$65M
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
64KNew |
$2.68M - $3.06M
|
64K
$4.4M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
63.1KNew |
$2.64M - $3.02M
|
63.1K
$4.34M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
61.7K+ 18.82% |
$2.59M - $2.95M
|
390K
$26.8M
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
61.3K+ 443.04% |
$2.57M - $2.94M
|
75.1K
$5.17M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
60.7K+ 54.16% |
$2.54M - $2.91M
|
173K
$11.9M
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
60.2K+ 20.31% |
$2.52M - $2.88M
|
357K
$24.5M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
60K+ 16.29% |
$2.52M - $2.87M
|
428K
$29.4M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.5K+ 76.21% |
$2.45M - $2.8M
|
135K
$9.3M
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
55.7KNew |
$2.33M - $2.67M
|
55.7K
$3.83M
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
55.6KNew |
$2.33M - $2.66M
|
55.6K
$3.82M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54.3K+ 41.23% |
$2.27M - $2.6M
|
186K
$12.8M
|