Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117K+ 30.06% |
$5.23M - $5.74M
|
507K
$36M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
115KNew |
$5.11M - $5.61M
|
115K
$8.12M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
108K+ 14.67% |
$4.82M - $5.29M
|
844K
$59.9M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
106K+ 52.4% |
$4.71M - $5.17M
|
307K
$21.8M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
105KNew |
$4.67M - $5.13M
|
105K
$7.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
104K+ 4.48% |
$4.65M - $5.1M
|
2.43M
$172M
|
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
90.5KNew |
$4.04M - $4.43M
|
90.5K
$6.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
90.4K+ 28.43% |
$4.03M - $4.43M
|
409K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
89.1KNew |
$3.98M - $4.37M
|
89.1K
$6.32M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
84.9KNew |
$3.79M - $4.16M
|
84.9K
$6.02M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
80.7K+ 27.94% |
$3.6M - $3.95M
|
369K
$26.2M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79.7K+ 5.39% |
$3.55M - $3.9M
|
1.56M
$111M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.7K+ 5.74% |
$3.38M - $3.71M
|
1.4M
$99M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
68.6K+ 18.63% |
$3.06M - $3.36M
|
437K
$31M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
67.9K+ 2.11% |
$3.03M - $3.33M
|
3.28M
$233M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
67.1K+ 66.45% |
$2.99M - $3.29M
|
168K
$11.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
63.5K+ 51.81% |
$2.83M - $3.11M
|
186K
$13.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
63.1K+ 17.79% |
$2.81M - $3.09M
|
418K
$29.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.9K+ 46.49% |
$2.8M - $3.08M
|
198K
$14.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
61.2K+ 93.33% |
$2.73M - $3M
|
127K
$9M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
61.1K+ 51.78% |
$2.72M - $2.99M
|
179K
$12.7M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
60.7KNew |
$2.71M - $2.97M
|
60.7K
$4.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60.4K+ 5.53% |
$2.69M - $2.96M
|
1.15M
$81.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
58.2K+ 41.8% |
$2.59M - $2.85M
|
197K
$14M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
57.4KNew |
$2.56M - $2.81M
|
57.4K
$4.07M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57K+ 0.8% |
$2.54M - $2.79M
|
7.15M
$507M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
56.9K+ 8.81% |
$2.54M - $2.79M
|
702K
$49.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
55.3K+ 6477.37% |
$2.46M - $2.71M
|
56.1K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
54.1K+ 39.58% |
$2.41M - $2.65M
|
191K
$13.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
53.8K+ 71.37% |
$2.4M - $2.63M
|
129K
$9.16M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.3K+ 21.98% |
$2.29M - $2.51M
|
285K
$20.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
51K+ 3.82% |
$2.27M - $2.5M
|
1.39M
$98.3M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
51K+ 25.25% |
$2.27M - $2.5M
|
253K
$17.9M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
50.9K+ 3.36% |
$2.27M - $2.49M
|
1.57M
$111M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50.8K+ 29391.91% |
$2.27M - $2.49M
|
51K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.8K+ 1.83% |
$2.26M - $2.49M
|
2.82M
$200M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
50.5K+ 10.23% |
$2.25M - $2.48M
|
544K
$38.6M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48.2K+ 9.13% |
$2.15M - $2.36M
|
577K
$40.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47.4KNew |
$2.11M - $2.32M
|
47.4K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
47.2KNew |
$2.1M - $2.31M
|
47.2K
$3.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
47.1K+ 6.82% |
$2.1M - $2.31M
|
738K
$52.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
43.8K+ 8.25% |
$1.95M - $2.15M
|
574K
$40.8M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
42.3K+ 164.33% |
$1.89M - $2.07M
|
68K
$4.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
41K+ 4.45% |
$1.83M - $2.01M
|
962K
$68.2M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
40.7K+ 13.98% |
$1.81M - $1.99M
|
332K
$23.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
40.1K+ 5.16% |
$1.79M - $1.96M
|
817K
$58M
|
|
|
May 10, 2023
Q1 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
39.9K+ 5.18% |
$1.78M - $1.95M
|
810K
$57.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
38.3K+ 513.12% |
$1.71M - $1.88M
|
45.8K
$3.25M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37.5KNew |
$1.67M - $1.84M
|
37.5K
$2.66M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
37K+ 6.72% |
$1.65M - $1.81M
|
588K
$41.7M
|