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 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
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$2.91K - $3.34K
|
14.4K
$9.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-8- 0.6% |
$3.33K - $3.82K
|
1.33K
$855K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-8- 0.43% |
$3.33K - $3.82K
|
1.84K
$1.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-8- 1.55% |
$3.33K - $3.82K
|
509
$327K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-8- 0.77% |
$3.33K - $3.82K
|
1.03K
$661K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8- 0.72% |
$3.33K - $3.82K
|
1.1K
$708K
|
|
|
Apr 18, 2022
Q1 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-9- 0.29% |
$3.75K - $4.3K
|
3.05K
$1.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9- 0.05% |
$3.75K - $4.3K
|
18.4K
$11.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-9- 0.55% |
$3.75K - $4.3K
|
1.63K
$1.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.65% |
$3.75K - $4.3K
|
1.38K
$889K
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9- 0.23% |
$3.75K - $4.3K
|
3.9K
$2.51M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-9- 0.04% |
$3.75K - $4.3K
|
22.8K
$14.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.27% |
$3.75K - $4.3K
|
3.27K
$2.1M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9- 0.18% |
$3.75K - $4.3K
|
4.99K
$3.2M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10- 3.1% |
$4.16K - $4.78K
|
313
$201K
|
|
|
May 11, 2022
Q1 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-10- 1.28% |
$4.16K - $4.78K
|
770
$495K
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-10- 0.28% |
$4.16K - $4.78K
|
3.56K
$2.28M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 1.41% |
$4.16K - $4.78K
|
698
$449K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-11- 0.72% |
$4.58K - $5.25K
|
1.52K
$978K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-11- 1.13% |
$4.58K - $5.25K
|
966
$621K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
SELL
|
- |
-12- 0.52% |
$5K - $5.73K
|
2.29K
$1.47M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12- 75.0% |
$5K - $5.73K
|
4
$2.57K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12- 0.24% |
$5K - $5.73K
|
4.89K
$3.14M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 4.74% |
$5K - $5.73K
|
241
$155K
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-13- 0.3% |
$5.41K - $6.21K
|
4.28K
$2.75M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-13Closed |
$5.41K - $6.21K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-13- 0.33% |
$5.41K - $6.21K
|
3.88K
$2.49M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
SELL
|
- |
-13- 0.47% |
$5.41K - $6.21K
|
2.77K
$1.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-13- 1.17% |
$5.41K - $6.21K
|
1.1K
$704K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-13- 0.48% |
$5.41K - $6.21K
|
2.68K
$1.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-14- 2.64% |
$5.83K - $6.69K
|
516
$332K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-14- 0.34% |
$5.83K - $6.69K
|
4.05K
$2.6M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14- 2.37% |
$5.83K - $6.69K
|
577
$371K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-15- 0.13% |
$6.24K - $7.17K
|
11.4K
$7.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-15- 1.03% |
$6.24K - $7.17K
|
1.44K
$927K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-15- 0.04% |
$6.24K - $7.17K
|
36.1K
$23.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-15- 0.16% |
$6.24K - $7.17K
|
9.37K
$6.02M
|
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-15- 1.81% |
$6.24K - $7.17K
|
816
$524K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15- 2.73% |
$6.24K - $7.17K
|
535
$344K
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15- 1.08% |
$6.24K - $7.17K
|
1.37K
$880K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-15- 0.09% |
$6.24K - $7.17K
|
15.9K
$10.2M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-16- 0.46% |
$6.66K - $7.64K
|
3.46K
$2.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16- 0.98% |
$6.66K - $7.64K
|
1.62K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16- 0.3% |
$6.66K - $7.64K
|
5.4K
$3.47M
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-17- 0.45% |
$7.08K - $8.12K
|
3.78K
$2.43M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-17- 0.28% |
$7.08K - $8.12K
|
6K
$3.86M
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-18- 1.74% |
$7.49K - $8.6K
|
1.01K
$652K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-18- 0.04% |
$7.49K - $8.6K
|
40.1K
$25.8M
|