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 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-47- 4.51% |
$19.6K - $22.5K
|
995
$639K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-47- 10.28% |
$19.6K - $22.5K
|
410
$264K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-47- 0.25% |
$19.6K - $22.5K
|
18.9K
$12.1M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-47- 0.85% |
$19.6K - $22.5K
|
5.51K
$3.54M
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-48- 21.24% |
$20K - $22.9K
|
178
$114K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-48- 2.09% |
$20K - $22.9K
|
2.25K
$1.44M
|
|
|
Feb 04, 2025
Q1 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-48- 1.43% |
$20K - $22.9K
|
3.31K
$2.13M
|
|
|
Apr 12, 2022
Q1 2022
|
Spring Capital Management, LLC
|
SELL
|
- |
-49- 1.27% |
$20.4K - $23.4K
|
3.8K
$2.44M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-49- 3.14% |
$20.4K - $23.4K
|
1.51K
$970K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-49Closed |
$20.4K - $23.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-50- 0.94% |
$20.8K - $23.9K
|
5.25K
$3.37M
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-50- 1.07% |
$20.8K - $23.9K
|
4.63K
$2.97M
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-50- 5.18% |
$20.8K - $23.9K
|
916
$589K
|
|
|
May 03, 2022
Q1 2022
|
Stack Financial Management, Inc
|
SELL
|
- |
-50- 1.49% |
$20.8K - $23.9K
|
3.3K
$2.12M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-51- 0.55% |
$21.2K - $24.4K
|
9.24K
$5.94M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-51- 0.34% |
$21.2K - $24.4K
|
14.9K
$9.55M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-52- 0.32% |
$21.6K - $24.8K
|
16.2K
$10.4M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-53- 1.42% |
$22.1K - $25.3K
|
3.68K
$2.36M
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
SELL
|
- |
-53- 2.58% |
$22.1K - $25.3K
|
2.01K
$1.29M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-53- 8.72% |
$22.1K - $25.3K
|
555
$357K
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-53- 2.43% |
$22.1K - $25.3K
|
2.13K
$1.37M
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-53- 13.91% |
$22.1K - $25.3K
|
328
$211K
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-53- 1.0% |
$22.1K - $25.3K
|
5.24K
$3.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-55- 1.8% |
$22.9K - $26.3K
|
3K
$1.92M
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-55- 0.57% |
$22.9K - $26.3K
|
9.52K
$6.12M
|
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-56- 2.52% |
$23.3K - $26.8K
|
2.16K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-57- 1.27% |
$23.7K - $27.2K
|
4.43K
$2.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-57- 4.45% |
$23.7K - $27.2K
|
1.23K
$787K
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-58- 4.3% |
$24.1K - $27.7K
|
1.29K
$830K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58- 0.5% |
$24.1K - $27.7K
|
11.6K
$7.48M
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-58- 0.86% |
$24.1K - $27.7K
|
6.69K
$4.3M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-59- 1.78% |
$24.6K - $28.2K
|
3.25K
$2.09M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-60- 0.86% |
$25K - $28.7K
|
6.95K
$4.47M
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-60- 1.38% |
$25K - $28.7K
|
4.28K
$2.75M
|
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-60- 7.51% |
$25K - $28.7K
|
739
$475K
|
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-61- 3.0% |
$25.4K - $29.1K
|
1.97K
$1.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-62- 9.89% |
$25.8K - $29.6K
|
565
$363K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-62- 0.22% |
$25.8K - $29.6K
|
28.3K
$18.2M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-62- 2.25% |
$25.8K - $29.6K
|
2.7K
$1.73M
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-62- 0.41% |
$25.8K - $29.6K
|
15.1K
$9.68M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-62- 72.94% |
$25.8K - $29.6K
|
23
$14.8K
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-63- 1.27% |
$26.2K - $30.1K
|
4.88K
$3.14M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-63- 0.07% |
$26.2K - $30.1K
|
91.4K
$58.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
SELL
|
- |
-64- 5.96% |
$26.6K - $30.6K
|
1.01K
$648K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-64- 0.5% |
$26.6K - $30.6K
|
12.7K
$8.18M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-64- 2.47% |
$26.6K - $30.6K
|
2.52K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-64- 2.32% |
$26.6K - $30.6K
|
2.69K
$1.73M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-64- 2.73% |
$26.6K - $30.6K
|
2.28K
$1.47M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-65- 9.02% |
$27.1K - $31.1K
|
656
$422K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-65- 1.18% |
$27.1K - $31.1K
|
5.46K
$3.51M
|