Purchases and Sales Made in Q1 2022 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
180+ 2.75% |
$74.9K - $86K
|
6.73K
$3.54M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
178+ 0.97% |
$74.1K - $85K
|
18.5K
$9.75M
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
177+ 33.91% |
$73.7K - $84.6K
|
699
$368K
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
177+ 4.45% |
$73.7K - $84.6K
|
4.16K
$2.19M
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
177+ 6.15% |
$73.7K - $84.6K
|
3.05K
$1.61M
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
176New |
$73.3K - $84.1K
|
176
$92.6K
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
176+ 3.81% |
$73.3K - $84.1K
|
4.8K
$2.53M
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
175+ 36.53% |
$72.8K - $83.6K
|
654
$344K
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
173+ 15.49% |
$72K - $82.6K
|
1.29K
$679K
|
|
May 16, 2022
Q1 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
173+ 26.66% |
$72K - $82.6K
|
822
$433K
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
172+ 20.72% |
$71.6K - $82.2K
|
1K
$527K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
170+ 0.13% |
$70.8K - $81.2K
|
135K
$71.1M
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
169+ 2.35% |
$70.3K - $80.7K
|
7.36K
$3.87M
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
169+ 8.65% |
$70.3K - $80.7K
|
2.12K
$1.12M
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
169+ 37.56% |
$70.3K - $80.7K
|
619
$326K
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
169+ 2.21% |
$70.3K - $80.7K
|
7.83K
$4.12M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
168+ 1.17% |
$69.9K - $80.3K
|
14.6K
$7.67M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
168+ 2.79% |
$69.9K - $80.3K
|
6.19K
$3.26M
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
166+ 12.11% |
$69.1K - $79.3K
|
1.54K
$809K
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
165+ 16.58% |
$68.7K - $78.8K
|
1.16K
$611K
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
165+ 4.16% |
$68.7K - $78.8K
|
4.13K
$2.17M
|
|
May 16, 2022
Q1 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
165+ 6.52% |
$68.7K - $78.8K
|
2.7K
$1.42M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
163+ 5.4% |
$67.8K - $77.9K
|
3.18K
$1.67M
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
161+ 0.48% |
$67K - $76.9K
|
33.7K
$17.8M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
161+ 0.69% |
$67K - $76.9K
|
23.5K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
158+ 18.12% |
$65.8K - $75.5K
|
1.03K
$542K
|
|
May 03, 2022
Q1 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
157+ 1.17% |
$65.4K - $75K
|
13.6K
$7.14M
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
156+ 10.3% |
$64.9K - $74.5K
|
1.67K
$880K
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
156+ 1.51% |
$64.9K - $74.5K
|
10.5K
$5.54M
|
|
May 02, 2022
Q1 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
155+ 1.43% |
$64.5K - $74K
|
11K
$5.79M
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
153+ 3.33% |
$63.7K - $73.1K
|
4.75K
$2.5M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
151+ 4.94% |
$62.9K - $72.1K
|
3.21K
$1.69M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
150+ 1.04% |
$62.4K - $71.7K
|
14.6K
$7.69M
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
150+ 2.14% |
$62.4K - $71.7K
|
7.15K
$3.76M
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
150+ 11.4% |
$62.4K - $71.7K
|
1.47K
$772K
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
149+ 3.11% |
$62K - $71.2K
|
4.94K
$2.6M
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
148+ 1.16% |
$61.6K - $70.7K
|
13K
$6.82M
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
148+ 25.13% |
$61.6K - $70.7K
|
737
$388K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
147+ 8.61% |
$61.2K - $70.2K
|
1.85K
$976K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
147+ 0.92% |
$61.2K - $70.2K
|
16.2K
$8.5M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
146+ 4.62% |
$60.8K - $69.7K
|
3.3K
$1.74M
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
146+ 3.73% |
$60.8K - $69.7K
|
4.06K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
145+ 16.51% |
$60.4K - $69.3K
|
1.02K
$539K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
143+ 15.75% |
$59.5K - $68.3K
|
1.05K
$553K
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
140+ 2.34% |
$58.3K - $66.9K
|
6.12K
$3.22M
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
139+ 3.23% |
$57.9K - $66.4K
|
4.44K
$2.34M
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
135+ 0.93% |
$56.2K - $64.5K
|
14.6K
$7.69M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
135+ 2.13% |
$56.2K - $64.5K
|
6.46K
$3.4M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
135+ 2.37% |
$56.2K - $64.5K
|
5.83K
$3.07M
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
133+ 8.61% |
$55.4K - $63.5K
|
1.68K
$883K
|