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 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.25K+ 9.03% |
$100K - $110K
|
27.2K
$1.93M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.2K+ 3.71% |
$98.2K - $108K
|
61.6K
$4.37M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.19K+ 2.22% |
$97.5K - $107K
|
100K
$7.13M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.11K+ 2.28% |
$94.1K - $103K
|
94.6K
$6.71M
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.07K+ 1.25% |
$92.5K - $102K
|
167K
$11.9M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.99KNew |
$88.8K - $97.5K
|
1.99K
$141K
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 1.63% |
$88.1K - $96.8K
|
123K
$8.72M
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.9K+ 1.0% |
$84.7K - $93K
|
191K
$13.6M
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.88K+ 5.25% |
$84K - $92.2K
|
37.7K
$2.68M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.64K+ 3.29% |
$73.2K - $80.4K
|
51.5K
$3.65M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.53K+ 12.98% |
$68.3K - $75K
|
13.3K
$945K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.51K+ 1.73% |
$67.4K - $74K
|
88.8K
$6.3M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.46KNew |
$64.9K - $71.3K
|
1.46K
$103K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1.41KNew |
$63.1K - $69.3K
|
1.41K
$100K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$62.2K - $68.3K
|
1.4K
$99K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.37K+ 32.85% |
$61.3K - $67.3K
|
5.56K
$394K
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.37K+ 12.89% |
$61K - $67K
|
12K
$849K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.33K+ 1.96% |
$59.4K - $65.3K
|
69.3K
$4.92M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 34.29% |
$59.4K - $65.2K
|
5.21K
$370K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.28K+ 6.87% |
$56.9K - $62.5K
|
19.9K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.26K+ 4.37% |
$56.1K - $61.6K
|
30K
$2.13M
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.24K+ 12.43% |
$55.3K - $60.7K
|
11.2K
$796K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.22K+ 1.17% |
$54.6K - $59.9K
|
106K
$7.53M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.21K+ 0.75% |
$53.8K - $59.1K
|
162K
$11.5M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 20.1% |
$52.6K - $57.8K
|
7.05K
$500K
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.17K+ 14.21% |
$52.4K - $57.5K
|
9.43K
$669K
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.17K+ 2.35% |
$52.4K - $57.5K
|
51.1K
$3.63M
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.14K+ 11.71% |
$51K - $56K
|
10.9K
$774K
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
1.12K+ 7.56% |
$50.1K - $55K
|
16K
$1.13M
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.11K+ 3.51% |
$49.7K - $54.6K
|
32.9K
$2.33M
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.11K+ 19.18% |
$49.7K - $54.5K
|
6.92K
$491K
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.11K+ 3.09% |
$49.3K - $54.2K
|
36.9K
$2.62M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 5.04% |
$45.7K - $50.2K
|
21.4K
$1.51M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.02K+ 5.69% |
$45.5K - $50K
|
18.9K
$1.34M
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
979+ 2.75% |
$43.7K - $48K
|
36.6K
$2.59M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
973+ 470.05% |
$43.4K - $47.7K
|
1.18K
$83.7K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
966+ 11.33% |
$43.1K - $47.3K
|
9.5K
$674K
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
959+ 0.56% |
$42.8K - $47K
|
171K
$12.1M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
910New |
$40.6K - $44.6K
|
910
$64.6K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
891New |
$39.7K - $43.7K
|
891
$63.2K
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
881New |
$39.3K - $43.2K
|
881
$62.5K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
873+ 13.31% |
$38.9K - $42.8K
|
7.43K
$527K
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
850+ 4.18% |
$37.9K - $41.6K
|
21.2K
$1.5M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
845+ 0.64% |
$37.7K - $41.4K
|
133K
$9.45M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
821+ 3.67% |
$36.6K - $40.2K
|
23.2K
$1.64M
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
815New |
$36.4K - $39.9K
|
815
$57.8K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
802+ 3.55% |
$35.8K - $39.3K
|
23.4K
$1.66M
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
794+ 0.41% |
$35.4K - $38.9K
|
193K
$13.7M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
791New |
$35.3K - $38.8K
|
791
$56.1K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
692+ 6.37% |
$30.9K - $33.9K
|
11.6K
$820K
|