Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.49KNew |
$230K - $263K
|
5.49K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
5.47K+ 52.24% |
$229K - $262K
|
15.9K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.32KNew |
$223K - $255K
|
5.32K
$354K
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
BUY
|
- |
5.31K+ 0.69% |
$223K - $255K
|
777K
$51.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
5.29K+ 520.57% |
$222K - $253K
|
6.31K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
5.18KNew |
$217K - $248K
|
5.18K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.17K+ 6.72% |
$217K - $248K
|
82.1K
$5.47M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5.05K+ 3.97% |
$212K - $242K
|
132K
$8.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.01K+ 1.75% |
$210K - $240K
|
291K
$19.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.01KNew |
$210K - $240K
|
5.01K
$333K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
4.99KNew |
$209K - $239K
|
4.99K
$332K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.92K+ 52.14% |
$206K - $236K
|
14.4K
$956K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.89KNew |
$205K - $234K
|
4.89K
$325K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 26.78% |
$205K - $234K
|
23.1K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.85KNew |
$203K - $232K
|
4.85K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.81K+ 1.78% |
$201K - $230K
|
275K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.8KNew |
$201K - $230K
|
4.8K
$319K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.8KNew |
$201K - $230K
|
4.8K
$319K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.79K+ 4.95% |
$201K - $229K
|
101K
$6.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.74K+ 8.49% |
$199K - $227K
|
60.5K
$4.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.68K+ 1.38% |
$196K - $224K
|
343K
$22.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.65KNew |
$195K - $223K
|
4.65K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.65KNew |
$195K - $223K
|
4.65K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.64KNew |
$194K - $222K
|
4.64K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.64K+ 2.81% |
$194K - $222K
|
170K
$11.3M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.55KNew |
$191K - $218K
|
4.55K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$190K - $217K
|
4.53K
$301K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.5KNew |
$189K - $215K
|
4.5K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.41K+ 7.86% |
$185K - $211K
|
60.6K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.41K+ 21.38% |
$185K - $211K
|
25K
$1.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.34K+ 28.77% |
$182K - $208K
|
19.4K
$1.29M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.21K+ 63.9% |
$177K - $202K
|
10.8K
$719K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.09K+ 31.28% |
$171K - $196K
|
17.2K
$1.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4KNew |
$168K - $192K
|
4K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.98KNew |
$167K - $191K
|
3.98K
$265K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.84K+ 2.81% |
$161K - $184K
|
140K
$9.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.79K+ 271.32% |
$159K - $182K
|
5.19K
$346K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.63K+ 2.96% |
$152K - $174K
|
127K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.55K+ 1.67% |
$149K - $170K
|
216K
$14.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.47K+ 7.96% |
$145K - $166K
|
47.1K
$3.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.4KNew |
$143K - $163K
|
3.4K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.4K+ 2.0% |
$143K - $163K
|
173K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.4KNew |
$142K - $163K
|
3.4K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
3.35K+ 7.35% |
$141K - $161K
|
49K
$3.26M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.07K+ 15.88% |
$129K - $147K
|
22.4K
$1.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.9K+ 31.31% |
$121K - $139K
|
12.1K
$809K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
2.88K+ 0.99% |
$121K - $138K
|
294K
$19.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.85KNew |
$120K - $137K
|
2.85K
$190K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.68K+ 10.73% |
$112K - $129K
|
27.7K
$1.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.67K+ 15.65% |
$112K - $128K
|
19.7K
$1.31M
|