Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8.75K- 4.28% |
$416K - $456K
|
196K
$13.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9.32K- 3.47% |
$443K - $486K
|
259K
$17.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-9.49K- 8.94% |
$451K - $495K
|
96.7K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.81K- 3.35% |
$467K - $511K
|
283K
$19.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-11.1K- 3.1% |
$529K - $580K
|
348K
$23.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.8K- 1.3% |
$563K - $617K
|
899K
$61.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12.1K- 33.34% |
$577K - $632K
|
24.2K
$1.66M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12.1K- 33.34% |
$577K - $632K
|
24.2K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.3K- 1.99% |
$587K - $643K
|
606K
$41.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-12.3K- 32.27% |
$587K - $643K
|
25.9K
$1.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-12.4K- 57.83% |
$590K - $646K
|
9.05K
$618K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14K- 9.11% |
$665K - $729K
|
140K
$9.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-14.3K- 75.93% |
$678K - $743K
|
4.52K
$309K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.4K- 35.44% |
$685K - $750K
|
26.2K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.8K- 8.44% |
$702K - $769K
|
160K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 17.06% |
$705K - $772K
|
72K
$4.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-15K- 74.15% |
$712K - $781K
|
5.22K
$357K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-15.2K- 6.25% |
$723K - $792K
|
228K
$15.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16.8K- 8.5% |
$797K - $874K
|
181K
$12.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-16.9K- 16.83% |
$805K - $881K
|
83.6K
$5.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.6K- 5.21% |
$931K - $1.02M
|
356K
$24.3M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-20.5K- 15.14% |
$975K - $1.07M
|
115K
$7.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-22.7K- 1.45% |
$1.08M - $1.18M
|
1.54M
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.1K- 2.97% |
$1.15M - $1.25M
|
786K
$53.7M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-24.6K- 8.86% |
$1.17M - $1.28M
|
253K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-26K- 18.27% |
$1.24M - $1.36M
|
116K
$7.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-27.5K- 69.09% |
$1.31M - $1.43M
|
12.3K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28K- 2.01% |
$1.33M - $1.46M
|
1.37M
$93.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-28.1K- 54.35% |
$1.34M - $1.47M
|
23.6K
$1.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-28.4K- 14.25% |
$1.35M - $1.48M
|
171K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-28.8K- 5.69% |
$1.37M - $1.5M
|
478K
$32.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-32.2K- 17.39% |
$1.53M - $1.68M
|
153K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 27.24% |
$1.53M - $1.68M
|
86K
$5.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-32.9K- 63.09% |
$1.56M - $1.71M
|
19.2K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-34.9K- 2.76% |
$1.66M - $1.82M
|
1.23M
$83.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-35.1K- 10.15% |
$1.67M - $1.83M
|
311K
$21.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36.9K- 31.42% |
$1.75M - $1.92M
|
80.5K
$5.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-37.4K- 9.99% |
$1.78M - $1.95M
|
338K
$23.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-39.4K- 20.86% |
$1.87M - $2.05M
|
149K
$10.2M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-39.7K- 11.89% |
$1.89M - $2.07M
|
294K
$20.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-42.1K- 6.12% |
$2M - $2.19M
|
645K
$44.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-43.5K- 1.32% |
$2.07M - $2.26M
|
3.24M
$221M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-43.6K- 30.73% |
$2.07M - $2.27M
|
98.3K
$6.72M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-44.1K- 2.19% |
$2.1M - $2.3M
|
1.97M
$134M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44.2K- 7.96% |
$2.1M - $2.31M
|
511K
$34.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-45K- 6.68% |
$2.14M - $2.34M
|
629K
$43M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-46.2K- 11.07% |
$2.2M - $2.41M
|
371K
$25.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-46.8K- 1.92% |
$2.22M - $2.44M
|
2.38M
$163M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-47.7K- 3.06% |
$2.27M - $2.49M
|
1.51M
$103M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.5K- 2.99% |
$2.45M - $2.69M
|
1.67M
$114M
|