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 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
100+ 15.17% |
$41.6K - $47.8K
|
759
$400K
|
|
|
Apr 26, 2022
Q1 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
100+ 2.72% |
$41.6K - $47.8K
|
3.78K
$1.99M
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
99+ 1.75% |
$41.2K - $47.3K
|
5.76K
$3.03M
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
99+ 8.63% |
$41.2K - $47.3K
|
1.25K
$656K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
96+ 2.89% |
$40K - $45.9K
|
3.41K
$1.8M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
95+ 2.83% |
$39.5K - $45.4K
|
3.45K
$1.82M
|
|
|
May 16, 2022
Q1 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
95+ 4.68% |
$39.5K - $45.4K
|
2.13K
$1.12M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
94+ 7.32% |
$39.1K - $44.9K
|
1.38K
$726K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
94+ 11.11% |
$39.1K - $44.9K
|
940
$495K
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
93+ 0.42% |
$38.7K - $44.4K
|
22.4K
$11.8M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
93+ 0.41% |
$38.7K - $44.4K
|
23K
$12.1M
|
|
|
May 12, 2022
Q1 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
92+ 2.37% |
$38.3K - $43.9K
|
3.97K
$2.09M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
91+ 2.82% |
$37.9K - $43.5K
|
3.32K
$1.75M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
91+ 9.95% |
$37.9K - $43.5K
|
1.01K
$530K
|
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
90+ 0.63% |
$37.5K - $43K
|
14.3K
$7.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
89+ 5.75% |
$37K - $42.5K
|
1.64K
$862K
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
89+ 193.48% |
$37K - $42.5K
|
135
$71.1K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
89+ 2.98% |
$37K - $42.5K
|
3.07K
$1.62M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
86+ 2.04% |
$35.8K - $41.1K
|
4.3K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86+ 8.91% |
$35.8K - $41.1K
|
1.05K
$553K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
86+ 5.14% |
$35.8K - $41.1K
|
1.76K
$926K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
85+ 340.0% |
$35.4K - $40.6K
|
110
$57.9K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
84+ 2.37% |
$35K - $40.1K
|
3.63K
$1.91M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
82+ 10.29% |
$34.1K - $39.2K
|
879
$463K
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
82+ 0.4% |
$34.1K - $39.2K
|
20.7K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
82+ 9.72% |
$34.1K - $39.2K
|
926
$487K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
82+ 9.76% |
$34.1K - $39.2K
|
922
$485K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
82+ 1.48% |
$34.1K - $39.2K
|
5.63K
$2.96M
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
81+ 2.31% |
$33.7K - $38.7K
|
3.59K
$1.89M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
81+ 12.27% |
$33.7K - $38.7K
|
741
$390K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
80+ 0.38% |
$33.3K - $38.2K
|
21.1K
$11.1M
|
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
78+ 0.51% |
$32.5K - $37.3K
|
15.4K
$8.11M
|
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
78New |
$32.5K - $37.3K
|
78
$41.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
76+ 0.83% |
$31.6K - $36.3K
|
9.2K
$4.84M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
76+ 0.86% |
$31.6K - $36.3K
|
8.89K
$4.68M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
73+ 4.24% |
$30.4K - $34.9K
|
1.8K
$945K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
73+ 14.93% |
$30.4K - $34.9K
|
562
$296K
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
73+ 4.45% |
$30.4K - $34.9K
|
1.71K
$901K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
72+ 3.71% |
$30K - $34.4K
|
2.01K
$1.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
72+ 6.88% |
$30K - $34.4K
|
1.12K
$589K
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
71+ 2.28% |
$29.6K - $33.9K
|
3.18K
$1.68M
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
71+ 2.27% |
$29.6K - $33.9K
|
3.2K
$1.68M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
70+ 0.34% |
$29.1K - $33.4K
|
20.6K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
68+ 7.49% |
$28.3K - $32.5K
|
976
$514K
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
66+ 15.46% |
$27.5K - $31.5K
|
493
$260K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
66+ 2.7% |
$27.5K - $31.5K
|
2.51K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
65New |
$27.1K - $31.1K
|
65
$34.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
65+ 3.19% |
$27.1K - $31.1K
|
2.1K
$1.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
64+ 5.47% |
$26.6K - $30.6K
|
1.23K
$650K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
64+ 14.1% |
$26.6K - $30.6K
|
518
$273K
|