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 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.36% |
$416 - $478
|
282
$171K
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$416 - $478
|
1
$605
|
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
12.9K
$7.81M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$416 - $478
|
1.36K
$823K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$416 - $478
|
6.56K
$3.97M
|
|
|
May 13, 2022
Q1 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
11.9K
$7.18M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.07% |
$416 - $478
|
1.46K
$886K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$416 - $478
|
477
$289K
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.17% |
$416 - $478
|
600
$363K
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$416 - $478
|
450
$272K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.15% |
$416 - $478
|
669
$405K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.1% |
$416 - $478
|
1.02K
$616K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.09% |
$416 - $478
|
1.16K
$699K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.13% |
$416 - $478
|
800
$484K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$416 - $478
|
543
$328K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.32% |
$416 - $478
|
315
$191K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1+ 0.04% |
$416 - $478
|
2.39K
$1.44M
|
|
|
May 11, 2022
Q1 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1- 0.23% |
$416 - $478
|
443
$268K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-2- 0.16% |
$833 - $955
|
1.26K
$760K
|
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
SELL
|
- |
-2- 0.06% |
$833 - $955
|
3.15K
$1.91M
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2- 0.09% |
$833 - $955
|
2.25K
$1.36M
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-2- 0.07% |
$833 - $955
|
2.67K
$1.61M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2- 0.24% |
$833 - $955
|
837
$506K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.01% |
$1.25K - $1.43K
|
24.2K
$14.6M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 0.44% |
$1.25K - $1.43K
|
676
$409K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3- 0.25% |
$1.25K - $1.43K
|
1.19K
$722K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.39% |
$1.67K - $1.91K
|
1.03K
$623K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-4- 0.74% |
$1.67K - $1.91K
|
540
$327K
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-4- 0.05% |
$1.67K - $1.91K
|
8.48K
$5.13M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-4- 0.42% |
$1.67K - $1.91K
|
954
$577K
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-4- 0.29% |
$1.67K - $1.91K
|
1.37K
$829K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4- 0.34% |
$1.67K - $1.91K
|
1.18K
$713K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 0.71% |
$1.67K - $1.91K
|
557
$337K
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5- 0.83% |
$2.08K - $2.39K
|
599
$362K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5- 0.08% |
$2.08K - $2.39K
|
5.99K
$3.62M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.1% |
$2.08K - $2.39K
|
4.97K
$3.01M
|
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-5- 0.55% |
$2.08K - $2.39K
|
904
$547K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 0.13% |
$2.08K - $2.39K
|
3.93K
$2.38M
|
|
|
Apr 19, 2022
Q1 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-6- 0.45% |
$2.5K - $2.87K
|
1.34K
$808K
|
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-6- 1.27% |
$2.5K - $2.87K
|
467
$282K
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-6- 0.1% |
$2.5K - $2.87K
|
5.98K
$3.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-6- 0.03% |
$2.5K - $2.87K
|
17.6K
$10.7M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$2.91K - $3.34K
|
14.4K
$8.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-8- 0.6% |
$3.33K - $3.82K
|
1.33K
$804K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-8- 0.43% |
$3.33K - $3.82K
|
1.84K
$1.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-8- 1.55% |
$3.33K - $3.82K
|
509
$308K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-8- 0.77% |
$3.33K - $3.82K
|
1.03K
$622K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8- 0.72% |
$3.33K - $3.82K
|
1.1K
$667K
|
|
|
Apr 18, 2022
Q1 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-9- 0.29% |
$3.75K - $4.3K
|
3.05K
$1.85M
|