Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
35.4KNew |
$1.79M - $1.99M
|
35.4K
$2.51M
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
35KNew |
$1.76M - $1.96M
|
35K
$2.48M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.7K+ 20.15% |
$1.75M - $1.95M
|
207K
$14.7M
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
34K+ 6.86% |
$1.72M - $1.91M
|
530K
$37.6M
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
33.8KNew |
$1.71M - $1.9M
|
33.8K
$2.4M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 26.7% |
$1.68M - $1.87M
|
158K
$11.2M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33.4K+ 18.47% |
$1.68M - $1.87M
|
214K
$15.2M
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
32.9KNew |
$1.66M - $1.85M
|
32.9K
$2.33M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
30.9K+ 78.99% |
$1.56M - $1.73M
|
69.9K
$4.96M
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
30.2KNew |
$1.52M - $1.7M
|
30.2K
$2.14M
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
30K+ 46.92% |
$1.51M - $1.69M
|
94K
$6.67M
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
30KNew |
$1.51M - $1.68M
|
30K
$2.13M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6K+ 18.35% |
$1.49M - $1.66M
|
191K
$13.6M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
28KNew |
$1.41M - $1.57M
|
28K
$1.99M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27.1K+ 1.63% |
$1.37M - $1.52M
|
1.7M
$120M
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 20.23% |
$1.37M - $1.52M
|
161K
$11.4M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.9K+ 91.96% |
$1.36M - $1.51M
|
56.2K
$3.99M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
26.7K+ 64.17% |
$1.35M - $1.5M
|
68.4K
$4.85M
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
26.4KNew |
$1.33M - $1.48M
|
26.4K
$1.87M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
25KNew |
$1.26M - $1.41M
|
25K
$1.78M
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
24.8K+ 271.52% |
$1.25M - $1.4M
|
34K
$2.41M
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
24.1K+ 14.97% |
$1.22M - $1.35M
|
185K
$13.1M
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
24K+ 154.73% |
$1.21M - $1.35M
|
39.5K
$2.8M
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
23.4KNew |
$1.18M - $1.31M
|
23.4K
$1.66M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5K+ 5.05% |
$1.14M - $1.27M
|
469K
$33.3M
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22.2K+ 19.88% |
$1.12M - $1.25M
|
134K
$9.5M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22.2K+ 19.88% |
$1.12M - $1.25M
|
134K
$9.5M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 24.03% |
$1.09M - $1.21M
|
111K
$7.89M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21.4K+ 286.9% |
$1.08M - $1.2M
|
28.8K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
21.2K+ 7.84% |
$1.07M - $1.19M
|
292K
$20.7M
|
|
Feb 14, 2022
Q4 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
21.2KNew |
$1.07M - $1.19M
|
21.2K
$1.5M
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
20.6KNew |
$1.04M - $1.15M
|
20.6K
$1.46M
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$1.02M - $1.13M
|
20.2K
$1.43M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
19.9K+ 165.5% |
$1M - $1.12M
|
31.9K
$2.26M
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
19.7KNew |
$995K - $1.11M
|
19.7K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
19.4K+ 4.94% |
$980K - $1.09M
|
413K
$29.3M
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
19K+ 1.24% |
$957K - $1.07M
|
1.55M
$110M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
18.8K+ 34.91% |
$950K - $1.06M
|
72.8K
$5.17M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.6K+ 3.45% |
$936K - $1.04M
|
556K
$39.4M
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
18.3K+ 191.56% |
$925K - $1.03M
|
27.9K
$1.98M
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
18.3K+ 9.82% |
$922K - $1.03M
|
205K
$14.5M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.1K+ 7.41% |
$913K - $1.02M
|
262K
$18.6M
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
18.1KNew |
$913K - $1.02M
|
18.1K
$1.28M
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
18.1K+ 7.77% |
$911K - $1.01M
|
251K
$17.8M
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 351.85% |
$894K - $995K
|
22.8K
$1.61M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
17.6KNew |
$889K - $990K
|
17.6K
$1.25M
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17KNew |
$859K - $957K
|
17K
$1.21M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.9K+ 11.04% |
$854K - $951K
|
170K
$12.1M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8K+ 34.15% |
$847K - $943K
|
66K
$4.68M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16.5KNew |
$834K - $929K
|
16.5K
$1.17M
|