Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
29.7K+ 1.33% |
$1.25M - $1.5M
|
2.26M
$160M
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
29.3K+ 106.25% |
$1.23M - $1.48M
|
56.8K
$4.03M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28.9K+ 156.37% |
$1.21M - $1.46M
|
47.3K
$3.36M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28K+ 6.7% |
$1.18M - $1.42M
|
446K
$31.7M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 110.22% |
$1.15M - $1.39M
|
52.3K
$3.71M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27.2K+ 6.35% |
$1.14M - $1.37M
|
455K
$32.3M
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
26.8K+ 7.02% |
$1.13M - $1.36M
|
409K
$29M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
26.4K+ 3.25% |
$1.11M - $1.33M
|
837K
$59.4M
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
26.3K+ 4.78% |
$1.11M - $1.33M
|
577K
$40.9M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.7KNew |
$1.04M - $1.25M
|
24.7K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 5.74% |
$1.03M - $1.23M
|
450K
$31.9M
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
23.4K+ 22.19% |
$982K - $1.18M
|
129K
$9.14M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
23.1K+ 41.88% |
$968K - $1.17M
|
78.1K
$5.54M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23K+ 14.09% |
$965K - $1.16M
|
186K
$13.2M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
22.9K+ 7.63% |
$963K - $1.16M
|
324K
$23M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.5K+ 930.04% |
$945K - $1.14M
|
24.9K
$1.77M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.7K+ 20.01% |
$870K - $1.05M
|
124K
$8.82M
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
20.3K+ 111.87% |
$852K - $1.03M
|
38.4K
$2.73M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.2K+ 44.37% |
$849K - $1.02M
|
65.8K
$4.67M
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20.1K+ 2.43% |
$842K - $1.01M
|
846K
$60M
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20K+ 6.39% |
$842K - $1.01M
|
334K
$23.7M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
20K+ 420.26% |
$839K - $1.01M
|
24.7K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
20K+ 420.26% |
$839K - $1.01M
|
24.7K
$1.75M
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19.7K+ 4.08% |
$826K - $994K
|
502K
$35.6M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 5.5% |
$821K - $989K
|
375K
$26.6M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.4K+ 0.86% |
$816K - $982K
|
2.29M
$163M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
19.1K+ 46.37% |
$803K - $966K
|
60.4K
$4.28M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19KNew |
$799K - $962K
|
19K
$1.35M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
17.9K+ 21.06% |
$752K - $905K
|
103K
$7.31M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.7K+ 8.01% |
$742K - $893K
|
238K
$16.9M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
17.3K+ 2.73% |
$725K - $872K
|
648K
$46M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.8K+ 6.87% |
$704K - $847K
|
261K
$18.5M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 3.25% |
$700K - $843K
|
530K
$37.6M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.4K+ 1.89% |
$689K - $830K
|
887K
$62.9M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.2KNew |
$638K - $768K
|
15.2K
$1.08M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$634K - $763K
|
15.1K
$1.07M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15K+ 12.83% |
$628K - $756K
|
132K
$9.33M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15K+ 12.83% |
$628K - $756K
|
132K
$9.33M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14.8K+ 13.04% |
$620K - $746K
|
128K
$9.08M
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
14.7KNew |
$617K - $743K
|
14.7K
$1.04M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
14.6K+ 12.49% |
$612K - $736K
|
131K
$9.31M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
14.5K+ 5.95% |
$608K - $731K
|
258K
$18.3M
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
13.6K+ 4.91% |
$573K - $690K
|
291K
$20.7M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
13.5K+ 23.91% |
$568K - $684K
|
70.1K
$4.98M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13K+ 4.5% |
$544K - $655K
|
301K
$21.4M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12.3K+ 4.34% |
$517K - $623K
|
296K
$21M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2KNew |
$513K - $618K
|
12.2K
$868K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
12K+ 9.26% |
$503K - $605K
|
141K
$10M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
11.7K+ 6.04% |
$492K - $592K
|
206K
$14.6M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.7K+ 20.68% |
$489K - $589K
|
68K
$4.82M
|