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 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 22.91% |
$110K - $126K
|
14.1K
$968K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.35K+ 20.92% |
$98.6K - $113K
|
13.6K
$934K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
2.32K+ 5.12% |
$97.4K - $111K
|
47.8K
$3.28M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.2K+ 5.4% |
$92.4K - $106K
|
43K
$2.96M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.16K+ 5.52% |
$90.4K - $103K
|
41.2K
$2.83M
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.07K+ 33.48% |
$86.9K - $99.2K
|
8.26K
$568K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.06KNew |
$86.5K - $98.8K
|
2.06K
$142K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.05K+ 1.65% |
$85.9K - $98.1K
|
126K
$8.66M
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.91K+ 0.12% |
$79.9K - $91.2K
|
1.65M
$114M
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.81KNew |
$75.9K - $86.7K
|
1.81K
$125K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.76K+ 2.27% |
$73.9K - $84.4K
|
79.4K
$5.46M
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.71K+ 216.37% |
$71.5K - $81.7K
|
2.49K
$171K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.68KNew |
$70.4K - $80.5K
|
1.68K
$116K
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1.64K+ 19.49% |
$68.6K - $78.4K
|
10K
$690K
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.52K+ 17.38% |
$63.6K - $72.6K
|
10.2K
$704K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.5K+ 11.83% |
$62.9K - $71.9K
|
14.2K
$975K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.46K+ 124.0% |
$61.1K - $69.8K
|
2.63K
$181K
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.44K+ 7.85% |
$60.3K - $68.8K
|
19.7K
$1.36M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 7.65% |
$57.4K - $65.6K
|
19.3K
$1.33M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.37K+ 291.67% |
$57.2K - $65.4K
|
1.83K
$126K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.29K+ 26.11% |
$53.9K - $61.6K
|
6.21K
$427K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.28K+ 4.48% |
$53.8K - $61.5K
|
29.9K
$2.06M
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.21K+ 3.95% |
$50.6K - $57.8K
|
31.7K
$2.18M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2K+ 6.02% |
$50.3K - $57.5K
|
21.1K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.12KNew |
$46.9K - $53.6K
|
1.12K
$77K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 23.36% |
$46.6K - $53.3K
|
5.87K
$404K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.1KNew |
$46.1K - $52.6K
|
1.1K
$75.6K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$43K - $49.1K
|
1.03K
$70.5K
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.01K+ 4.81% |
$42.2K - $48.2K
|
22K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
983+ 1.8% |
$41.2K - $47.1K
|
55.7K
$3.83M
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
965+ 0.75% |
$40.5K - $46.2K
|
130K
$8.92M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
951+ 6.07% |
$39.9K - $45.6K
|
16.6K
$1.14M
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
941+ 237.63% |
$39.5K - $45.1K
|
1.34K
$91.9K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
930+ 0.5% |
$39K - $44.5K
|
186K
$12.8M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
918+ 3.26% |
$38.5K - $44K
|
29.1K
$2M
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
918+ 9.48% |
$38.5K - $44K
|
10.6K
$729K
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
916+ 16.07% |
$38.4K - $43.9K
|
6.62K
$455K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
875+ 0.96% |
$36.7K - $41.9K
|
92.4K
$6.36M
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
872+ 18.32% |
$36.6K - $41.8K
|
5.63K
$387K
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
826+ 2.73% |
$34.6K - $39.6K
|
31.1K
$2.14M
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
813New |
$34.1K - $38.9K
|
813
$55.9K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
788+ 10.18% |
$33K - $37.7K
|
8.53K
$587K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
700New |
$29.4K - $33.5K
|
700
$48.1K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
653+ 5.47% |
$27.4K - $31.3K
|
12.6K
$866K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
629+ 1.56% |
$26.4K - $30.1K
|
41K
$2.82M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
591+ 2.69% |
$24.8K - $28.3K
|
22.6K
$1.55M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
546+ 69.91% |
$22.9K - $26.2K
|
1.33K
$91.3K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
517+ 3.4% |
$21.7K - $24.8K
|
15.7K
$1.08M
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
516+ 2.99% |
$21.6K - $24.7K
|
17.8K
$1.22M
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
495+ 3.8% |
$20.8K - $23.7K
|
13.5K
$929K
|