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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37+ 2.64% |
$15.4K - $17.7K
|
1.44K
$758K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
37+ 1.18% |
$15.4K - $17.7K
|
3.17K
$1.67M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 1.11% |
$15.4K - $17.7K
|
3.38K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.36% |
$15K - $17.2K
|
9.95K
$5.24M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
36New |
$15K - $17.2K
|
36
$19K
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
35+ 1.43% |
$14.6K - $16.7K
|
2.48K
$1.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
35+ 2.7% |
$14.6K - $16.7K
|
1.33K
$701K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
35+ 7.14% |
$14.6K - $16.7K
|
525
$276K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
35+ 5.15% |
$14.6K - $16.7K
|
715
$376K
|
|
|
May 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
34+ 0.67% |
$14.2K - $16.2K
|
5.12K
$2.7M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34+ 2.97% |
$14.2K - $16.2K
|
1.18K
$621K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
34+ 12.83% |
$14.2K - $16.2K
|
299
$157K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
34+ 0.59% |
$14.2K - $16.2K
|
5.75K
$3.03M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
32+ 4.41% |
$13.3K - $15.3K
|
758
$399K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
32+ 0.68% |
$13.3K - $15.3K
|
4.76K
$2.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
30+ 0.67% |
$12.5K - $14.3K
|
4.54K
$2.39M
|
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
30+ 1.23% |
$12.5K - $14.3K
|
2.48K
$1.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
29+ 0.12% |
$12.1K - $13.9K
|
23.6K
$12.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
29+ 2.89% |
$12.1K - $13.9K
|
1.03K
$544K
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
29+ 1.33% |
$12.1K - $13.9K
|
2.21K
$1.16M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
29+ 0.88% |
$12.1K - $13.9K
|
3.31K
$1.74M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
28+ 0.48% |
$11.7K - $13.4K
|
5.89K
$3.1M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 0.36% |
$11.7K - $13.4K
|
7.84K
$4.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
28+ 0.45% |
$11.7K - $13.4K
|
6.19K
$3.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
28+ 3.93% |
$11.7K - $13.4K
|
741
$390K
|
|
|
May 16, 2022
Q1 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
28+ 0.78% |
$11.7K - $13.4K
|
3.63K
$1.91M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
27+ 1.65% |
$11.2K - $12.9K
|
1.67K
$877K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
27+ 1.51% |
$11.2K - $12.9K
|
1.82K
$958K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
27+ 0.54% |
$11.2K - $12.9K
|
5.06K
$2.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
26+ 0.81% |
$10.8K - $12.4K
|
3.22K
$1.7M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
26+ 1.61% |
$10.8K - $12.4K
|
1.64K
$864K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
26+ 2.13% |
$10.8K - $12.4K
|
1.25K
$656K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26+ 0.44% |
$10.8K - $12.4K
|
5.9K
$3.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
25+ 0.12% |
$10.4K - $11.9K
|
20.9K
$11M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
25+ 0.72% |
$10.4K - $11.9K
|
3.49K
$1.84M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
24+ 0.17% |
$9.99K - $11.5K
|
14.5K
$7.62M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
24+ 1.76% |
$9.99K - $11.5K
|
1.39K
$732K
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
24+ 0.67% |
$9.99K - $11.5K
|
3.58K
$1.89M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
24+ 2.3% |
$9.99K - $11.5K
|
1.07K
$562K
|
|
|
May 02, 2022
Q1 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
23+ 5.05% |
$9.57K - $11K
|
478
$252K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
23+ 0.84% |
$9.57K - $11K
|
2.75K
$1.45M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
23+ 0.81% |
$9.57K - $11K
|
2.86K
$1.5M
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
22+ 0.16% |
$9.16K - $10.5K
|
13.7K
$7.21M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
22+ 0.26% |
$9.16K - $10.5K
|
8.5K
$4.48M
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 3.18% |
$9.16K - $10.5K
|
714
$376K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
22+ 0.28% |
$9.16K - $10.5K
|
7.85K
$4.13M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 1.36% |
$8.74K - $10K
|
1.57K
$826K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 1.29% |
$8.74K - $10K
|
1.65K
$871K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
21+ 2.88% |
$8.74K - $10K
|
751
$395K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
21+ 3.67% |
$8.74K - $10K
|
593
$312K
|