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 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.64KNew |
$207K - $227K
|
4.64K
$317K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.53K+ 30.75% |
$202K - $222K
|
19.3K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.53KNew |
$202K - $222K
|
4.53K
$309K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.52K+ 1.02% |
$202K - $221K
|
446K
$30.4M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.5K+ 45.75% |
$201K - $220K
|
14.3K
$978K
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.49K+ 2.49% |
$200K - $220K
|
185K
$12.6M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.48K+ 8.3% |
$200K - $219K
|
58.5K
$3.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.32K+ 32.93% |
$193K - $212K
|
17.4K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.31KNew |
$192K - $211K
|
4.31K
$294K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.3K+ 0.51% |
$192K - $211K
|
850K
$58.1M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.3KNew |
$192K - $211K
|
4.3K
$294K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.27K+ 16.31% |
$190K - $209K
|
30.4K
$2.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.26K+ 10.33% |
$190K - $209K
|
45.5K
$3.1M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.17K+ 4.47% |
$186K - $204K
|
97.5K
$6.66M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.17K+ 0.74% |
$186K - $204K
|
567K
$38.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.16K+ 2.21% |
$186K - $204K
|
193K
$13.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.13K+ 57.82% |
$184K - $202K
|
11.3K
$770K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.03K+ 24.9% |
$180K - $197K
|
20.2K
$1.38M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.92K+ 30.58% |
$175K - $192K
|
16.7K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.81K+ 2.26% |
$170K - $187K
|
173K
$11.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.76K+ 1.87% |
$168K - $184K
|
205K
$14M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.69K+ 2050.0% |
$165K - $181K
|
3.87K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.66K+ 5.8% |
$163K - $179K
|
66.7K
$4.55M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.61K+ 7.66% |
$161K - $177K
|
50.7K
$3.46M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 62.13% |
$156K - $171K
|
9.13K
$624K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.41K+ 8.5% |
$152K - $167K
|
43.5K
$2.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.35K+ 2.39% |
$150K - $164K
|
144K
$9.82M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3.33K+ 5.21% |
$149K - $163K
|
67.3K
$4.6M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.31K+ 5.94% |
$147K - $162K
|
58.9K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.26K+ 15.31% |
$146K - $160K
|
24.6K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.19K+ 2.79% |
$142K - $156K
|
117K
$8.02M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.05K+ 35.19% |
$136K - $149K
|
11.7K
$800K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.05KNew |
$136K - $149K
|
3.05K
$208K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.04KNew |
$136K - $149K
|
3.04K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.9K+ 1.66% |
$130K - $142K
|
178K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 2.06% |
$128K - $140K
|
142K
$9.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.86K+ 7.08% |
$127K - $140K
|
43.2K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.83K+ 1.77% |
$126K - $139K
|
163K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.81K+ 19.97% |
$125K - $138K
|
16.9K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.67K+ 16.79% |
$119K - $131K
|
18.6K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.65K+ 5.39% |
$118K - $130K
|
51.9K
$3.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.64K+ 35.27% |
$118K - $129K
|
10.1K
$691K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.63K+ 0.96% |
$117K - $129K
|
276K
$18.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.58K+ 4.92% |
$115K - $126K
|
54.9K
$3.75M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.52K+ 11.47% |
$112K - $123K
|
24.5K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.34K+ 2.54% |
$104K - $115K
|
94.4K
$6.45M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.34K+ 16.48% |
$104K - $114K
|
16.5K
$1.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.34K+ 7.89% |
$104K - $114K
|
31.9K
$2.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2.29K+ 23.55% |
$102K - $112K
|
12K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.25K+ 7.51% |
$100K - $110K
|
32.2K
$2.2M
|