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 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
12+ 1.34% |
$5K - $5.73K
|
908
$478K
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
11+ 0.16% |
$4.58K - $5.25K
|
7.01K
$3.69M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
11+ 0.37% |
$4.58K - $5.25K
|
2.96K
$1.56M
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
11+ 1.09% |
$4.58K - $5.25K
|
1.02K
$535K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
11+ 2.36% |
$4.58K - $5.25K
|
478
$252K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11+ 2.24% |
$4.58K - $5.25K
|
501
$264K
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
10+ 0.04% |
$4.16K - $4.78K
|
27.8K
$14.7M
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
10+ 1.06% |
$4.16K - $4.78K
|
955
$503K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10+ 0.16% |
$4.16K - $4.78K
|
6.29K
$3.31M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10+ 0.2% |
$4.16K - $4.78K
|
5.11K
$2.69M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
10+ 1.39% |
$4.16K - $4.78K
|
727
$383K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
10+ 0.14% |
$4.16K - $4.78K
|
7.18K
$3.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
10+ 0.45% |
$4.16K - $4.78K
|
2.22K
$1.17M
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.02% |
$4.16K - $4.78K
|
41.9K
$22.1M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.34% |
$4.16K - $4.78K
|
2.97K
$1.56M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
10+ 0.59% |
$4.16K - $4.78K
|
1.7K
$894K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.03% |
$3.75K - $4.3K
|
28.7K
$15.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.29% |
$3.75K - $4.3K
|
3.15K
$1.66M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
9+ 0.04% |
$3.75K - $4.3K
|
22.4K
$11.8M
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
9+ 0.51% |
$3.75K - $4.3K
|
1.78K
$938K
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
9+ 0.98% |
$3.75K - $4.3K
|
924
$486K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9New |
$3.75K - $4.3K
|
9
$4.74K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 2.06% |
$3.75K - $4.3K
|
445
$234K
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
9+ 0.35% |
$3.75K - $4.3K
|
2.55K
$1.34M
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
8+ 1.67% |
$3.33K - $3.82K
|
486
$256K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.09% |
$3.33K - $3.82K
|
8.92K
$4.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.51% |
$3.33K - $3.82K
|
1.59K
$835K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8+ 2.69% |
$3.33K - $3.82K
|
305
$161K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
8+ 0.06% |
$3.33K - $3.82K
|
12.7K
$6.67M
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
8+ 0.07% |
$3.33K - $3.82K
|
11.2K
$5.89M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.38% |
$3.33K - $3.82K
|
2.11K
$1.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.36% |
$2.91K - $3.34K
|
1.97K
$1.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.41% |
$2.91K - $3.34K
|
1.73K
$910K
|
|
|
Apr 29, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
7+ 0.02% |
$2.91K - $3.34K
|
35.3K
$18.6M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
7+ 0.65% |
$2.91K - $3.34K
|
1.09K
$574K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$2.91K - $3.34K
|
2.5K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
7+ 1.11% |
$2.91K - $3.34K
|
638
$336K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.38% |
$2.91K - $3.34K
|
1.85K
$975K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6+ 0.4% |
$2.5K - $2.87K
|
1.49K
$783K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6+ 0.18% |
$2.5K - $2.87K
|
3.37K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6+ 0.32% |
$2.5K - $2.87K
|
1.91K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6+ 0.08% |
$2.5K - $2.87K
|
7.97K
$4.2M
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
6+ 8.11% |
$2.5K - $2.87K
|
80
$42.1K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.37% |
$2.08K - $2.39K
|
1.36K
$714K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
5+ 0.13% |
$2.08K - $2.39K
|
3.92K
$2.06M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
5+ 0.23% |
$2.08K - $2.39K
|
2.16K
$1.14M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
5+ 0.08% |
$2.08K - $2.39K
|
6.08K
$3.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
5+ 0.35% |
$2.08K - $2.39K
|
1.43K
$755K
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5+ 0.18% |
$2.08K - $2.39K
|
2.84K
$1.5M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 6.85% |
$2.08K - $2.39K
|
78
$41.1K
|