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 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4+ 0.39% |
$1.67K - $1.91K
|
1.03K
$630K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.38% |
$1.67K - $1.91K
|
1.05K
$638K
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.12% |
$1.67K - $1.91K
|
3.37K
$2.06M
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.54% |
$1.67K - $1.91K
|
748
$456K
|
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
4+ 0.36% |
$1.67K - $1.91K
|
1.12K
$684K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
4+ 0.34% |
$1.67K - $1.91K
|
1.18K
$719K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.41% |
$1.67K - $1.91K
|
977
$596K
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4+ 0.19% |
$1.67K - $1.91K
|
2.06K
$1.26M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.25K - $1.43K
|
918
$560K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
3+ 0.56% |
$1.25K - $1.43K
|
537
$327K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.32% |
$1.25K - $1.43K
|
946
$577K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.42% |
$1.25K - $1.43K
|
717
$437K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.14% |
$1.25K - $1.43K
|
2.16K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.25K - $1.43K
|
2.79K
$1.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
3+ 0.35% |
$1.25K - $1.43K
|
858
$523K
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3+ 0.39% |
$1.25K - $1.43K
|
775
$473K
|
|
|
May 12, 2022
Q1 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3+ 0.25% |
$1.25K - $1.43K
|
1.22K
$746K
|
|
|
Apr 05, 2022
Q1 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3+ 0.21% |
$1.25K - $1.43K
|
1.4K
$855K
|
|
|
Apr 26, 2022
Q1 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$833 - $955
|
1.26K
$767K
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2+ 0.13% |
$833 - $955
|
1.55K
$945K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$833 - $955
|
11.7K
$7.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.11% |
$833 - $955
|
1.75K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$833 - $955
|
3.18K
$1.94M
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2+ 0.01% |
$833 - $955
|
25K
$15.3M
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.2% |
$833 - $955
|
1.02K
$624K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.24% |
$833 - $955
|
850
$518K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.23% |
$833 - $955
|
869
$530K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$833 - $955
|
1.08K
$656K
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$833 - $955
|
508
$310K
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$833 - $955
|
638
$389K
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$833 - $955
|
555
$338K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.35% |
$833 - $955
|
579
$353K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.12% |
$833 - $955
|
1.67K
$1.02M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.36% |
$833 - $955
|
556
$339K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.35% |
$833 - $955
|
570
$348K
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
1+ 0.18% |
$416 - $478
|
558
$340K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
1+ 0.18% |
$416 - $478
|
550
$335K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $478
|
2.02K
$1.23M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.2% |
$416 - $478
|
504
$307K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$416 - $478
|
243
$148K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $478
|
1.9K
$1.16M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.03% |
$416 - $478
|
3.3K
$2.01M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.06% |
$416 - $478
|
1.76K
$1.07M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
19.2K
$11.7M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
10.6K
$6.44M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1+ 0.14% |
$416 - $478
|
708
$432K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.16% |
$416 - $478
|
609
$371K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.3% |
$416 - $478
|
339
$207K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$416 - $478
|
4.61K
$2.81M
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 0.56% |
$416 - $478
|
180
$110K
|