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
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
22+ 0.28% |
$9.16K - $10.5K
|
7.85K
$5.04M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 1.36% |
$8.74K - $10K
|
1.57K
$1.01M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 1.29% |
$8.74K - $10K
|
1.65K
$1.06M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
21+ 2.88% |
$8.74K - $10K
|
751
$483K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
21+ 3.67% |
$8.74K - $10K
|
593
$381K
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
20+ 0.59% |
$8.33K - $9.55K
|
3.43K
$2.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
BUY
|
- |
20+ 2.16% |
$8.33K - $9.55K
|
946
$608K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
20+ 0.3% |
$8.33K - $9.55K
|
6.74K
$4.33M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
20+ 0.21% |
$8.33K - $9.55K
|
9.42K
$6.06M
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.29% |
$8.33K - $9.55K
|
7K
$4.5M
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
20+ 1.82% |
$8.33K - $9.55K
|
1.12K
$720K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 20.2% |
$8.33K - $9.55K
|
119
$76.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 19.23% |
$8.33K - $9.55K
|
124
$79.7K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
19+ 2.83% |
$7.91K - $9.08K
|
691
$444K
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19+ 0.84% |
$7.91K - $9.08K
|
2.28K
$1.46M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
19+ 3.24% |
$7.91K - $9.08K
|
605
$389K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
19+ 0.27% |
$7.91K - $9.08K
|
6.98K
$4.48M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
19+ 1.64% |
$7.91K - $9.08K
|
1.18K
$755K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
19+ 1.55% |
$7.91K - $9.08K
|
1.24K
$798K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 0.53% |
$7.49K - $8.6K
|
3.39K
$2.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 0.87% |
$7.49K - $8.6K
|
2.08K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.34% |
$7.49K - $8.6K
|
5.24K
$3.37M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.35% |
$7.49K - $8.6K
|
5.17K
$3.32M
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
18New |
$7.49K - $8.6K
|
18
$11.6K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17+ 3.14% |
$7.08K - $8.12K
|
558
$359K
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
17+ 0.1% |
$7.08K - $8.12K
|
16.3K
$10.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
16+ 3.13% |
$6.66K - $7.64K
|
527
$339K
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
16+ 3.33% |
$6.66K - $7.64K
|
496
$319K
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
BUY
|
- |
16+ 1.13% |
$6.66K - $7.64K
|
1.43K
$920K
|
|
|
May 09, 2022
Q1 2022
|
Check Capital Management Inc
|
BUY
|
- |
16+ 2.0% |
$6.66K - $7.64K
|
816
$524K
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
16+ 2.91% |
$6.66K - $7.64K
|
566
$364K
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
16+ 0.16% |
$6.66K - $7.64K
|
10.1K
$6.49M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
16+ 1.1% |
$6.66K - $7.64K
|
1.47K
$947K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16+ 0.79% |
$6.66K - $7.64K
|
2.05K
$1.32M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16+ 0.26% |
$6.66K - $7.64K
|
6.24K
$4.01M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.2% |
$6.24K - $7.17K
|
7.37K
$4.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
15+ 1.17% |
$6.24K - $7.17K
|
1.29K
$832K
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
15+ 0.23% |
$6.24K - $7.17K
|
6.66K
$4.28M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.35% |
$6.24K - $7.17K
|
4.27K
$2.75M
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
15+ 1.99% |
$6.24K - $7.17K
|
770
$495K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 0.17% |
$6.24K - $7.17K
|
8.64K
$5.55M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
15New |
$6.24K - $7.17K
|
15
$9.64K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
15+ 0.28% |
$6.24K - $7.17K
|
5.29K
$3.4M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15+ 0.03% |
$6.24K - $7.17K
|
57.4K
$36.9M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15+ 2.45% |
$6.24K - $7.17K
|
626
$402K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.97% |
$5.83K - $6.69K
|
1.46K
$936K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14+ 1.42% |
$5.83K - $6.69K
|
997
$641K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
14+ 0.11% |
$5.83K - $6.69K
|
12.6K
$8.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
14+ 2.67% |
$5.83K - $6.69K
|
539
$346K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.24% |
$5.41K - $6.21K
|
5.47K
$3.52M
|