Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
1K+ 3.77% |
$43.2K - $53.7K
|
27.5K
$1.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
975+ 2.41% |
$42.1K - $52.4K
|
41.4K
$2.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
972+ 1.16% |
$42K - $52.2K
|
85.1K
$6.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
895+ 1.59% |
$38.6K - $48.1K
|
57.1K
$4.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
887+ 3.7% |
$38.3K - $47.7K
|
24.9K
$1.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
868+ 11.43% |
$37.5K - $46.6K
|
8.46K
$599K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
818+ 1.31% |
$35.3K - $44K
|
63.2K
$4.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
BUY
|
- |
807+ 1.74% |
$34.8K - $43.4K
|
47.2K
$3.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
730+ 9.78% |
$31.5K - $39.2K
|
8.19K
$580K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
722+ 8.56% |
$31.2K - $38.8K
|
9.16K
$648K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
673+ 0.44% |
$29K - $36.2K
|
152K
$10.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
651+ 4.16% |
$28.1K - $35K
|
16.3K
$1.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
651+ 1.06% |
$28.1K - $35K
|
62.2K
$4.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
634+ 0.21% |
$27.4K - $34.1K
|
299K
$21.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
BUY
|
- |
620+ 7.56% |
$26.8K - $33.3K
|
8.83K
$625K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
595+ 10.4% |
$25.7K - $32K
|
6.32K
$447K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
595+ 3.76% |
$25.7K - $32K
|
16.4K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
590New |
$25.5K - $31.7K
|
590
$41.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
574+ 12.23% |
$24.8K - $30.8K
|
5.27K
$373K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
563New |
$24.3K - $30.2K
|
563
$39.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
547+ 6.12% |
$23.6K - $29.4K
|
9.49K
$672K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
535+ 1.27% |
$23.1K - $28.7K
|
42.7K
$3.02M
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
534+ 7.47% |
$23K - $28.7K
|
7.69K
$544K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
522+ 219.33% |
$22.5K - $28K
|
760
$53.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
519+ 3.84% |
$22.4K - $27.9K
|
14K
$994K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
514+ 11.61% |
$22.2K - $27.6K
|
4.94K
$350K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
504+ 8.72% |
$21.8K - $27.1K
|
6.28K
$445K
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
493+ 0.25% |
$21.3K - $26.5K
|
194K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
463+ 1.22% |
$20K - $24.9K
|
38.4K
$2.72M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
428+ 7.18% |
$18.5K - $23K
|
6.39K
$452K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
422+ 3.92% |
$18.2K - $22.7K
|
11.2K
$792K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
415+ 57.01% |
$17.9K - $22.3K
|
1.14K
$80.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
400+ 3.03% |
$17.3K - $21.5K
|
13.6K
$961K
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
396+ 6.69% |
$17.1K - $21.3K
|
6.31K
$447K
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
384+ 2.47% |
$16.6K - $20.6K
|
15.9K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
382New |
$16.5K - $20.5K
|
382
$27K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
375+ 4.08% |
$16.2K - $20.1K
|
9.58K
$678K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
341+ 1.81% |
$14.7K - $18.3K
|
19.2K
$1.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
341+ 4.09% |
$14.7K - $18.3K
|
8.67K
$614K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
303+ 1.62% |
$13.1K - $16.3K
|
19K
$1.34M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
281+ 3.13% |
$12.1K - $15.1K
|
9.26K
$655K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
278+ 2.8% |
$12K - $14.9K
|
10.2K
$722K
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
277+ 5.12% |
$12K - $14.9K
|
5.69K
$403K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
273+ 1.82% |
$11.8K - $14.7K
|
15.3K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
267New |
$11.5K - $14.3K
|
267
$18.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
263+ 82.45% |
$11.4K - $14.1K
|
582
$41.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
260New |
$11.2K - $14K
|
260
$18.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
254+ 0.18% |
$11K - $13.6K
|
145K
$10.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
247+ 3.72% |
$10.7K - $13.3K
|
6.88K
$487K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
222+ 2018.18% |
$9.58K - $11.9K
|
233
$16.5K
|