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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1+ 0.14% |
$416 - $478
|
708
$455K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.16% |
$416 - $478
|
609
$391K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.3% |
$416 - $478
|
339
$218K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$416 - $478
|
4.61K
$2.96M
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 0.56% |
$416 - $478
|
180
$116K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1+ 0.04% |
$416 - $478
|
2.48K
$1.59M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.36% |
$416 - $478
|
282
$181K
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$416 - $478
|
1
$643
|
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
12.9K
$8.3M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$416 - $478
|
1.36K
$874K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$416 - $478
|
6.56K
$4.21M
|
|
|
May 13, 2022
Q1 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
11.9K
$7.62M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.07% |
$416 - $478
|
1.46K
$941K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$416 - $478
|
477
$307K
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.17% |
$416 - $478
|
600
$386K
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$416 - $478
|
450
$289K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.15% |
$416 - $478
|
669
$430K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.1% |
$416 - $478
|
1.02K
$654K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.09% |
$416 - $478
|
1.16K
$743K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.13% |
$416 - $478
|
800
$514K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$416 - $478
|
543
$349K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.32% |
$416 - $478
|
315
$202K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1+ 0.04% |
$416 - $478
|
2.39K
$1.53M
|
|
|
Apr 25, 2025
Q1 2022
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
1New |
$416 - $478
|
1
$643
|
|
|
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
$285K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-2- 0.16% |
$833 - $955
|
1.26K
$807K
|
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
SELL
|
- |
-2- 0.06% |
$833 - $955
|
3.15K
$2.03M
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2- 0.09% |
$833 - $955
|
2.25K
$1.45M
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-2- 0.07% |
$833 - $955
|
2.67K
$1.71M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2- 0.24% |
$833 - $955
|
837
$538K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.01% |
$1.25K - $1.43K
|
24.2K
$15.6M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 0.44% |
$1.25K - $1.43K
|
676
$434K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3- 0.25% |
$1.25K - $1.43K
|
1.19K
$767K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.39% |
$1.67K - $1.91K
|
1.03K
$662K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-4- 0.74% |
$1.67K - $1.91K
|
540
$347K
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-4- 0.05% |
$1.67K - $1.91K
|
8.48K
$5.45M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-4- 0.42% |
$1.67K - $1.91K
|
954
$613K
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-4- 0.29% |
$1.67K - $1.91K
|
1.37K
$880K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4- 0.34% |
$1.67K - $1.91K
|
1.18K
$757K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 0.71% |
$1.67K - $1.91K
|
557
$358K
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5- 0.83% |
$2.08K - $2.39K
|
599
$385K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5- 0.08% |
$2.08K - $2.39K
|
5.99K
$3.85M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.1% |
$2.08K - $2.39K
|
4.97K
$3.19M
|
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-5- 0.55% |
$2.08K - $2.39K
|
904
$581K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 0.13% |
$2.08K - $2.39K
|
3.93K
$2.52M
|
|
|
Apr 19, 2022
Q1 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-6- 0.45% |
$2.5K - $2.87K
|
1.34K
$859K
|
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-6- 1.27% |
$2.5K - $2.87K
|
467
$300K
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-6- 0.1% |
$2.5K - $2.87K
|
5.98K
$3.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-6- 0.03% |
$2.5K - $2.87K
|
17.6K
$11.3M
|