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 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-163- 2.1% |
$67.8K - $77.9K
|
7.6K
$4M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-165- 12.47% |
$68.7K - $78.8K
|
1.16K
$610K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-165- 1.2% |
$68.7K - $78.8K
|
13.6K
$7.17M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-165- 1.6% |
$68.7K - $78.8K
|
10.1K
$5.33M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-165- 4.75% |
$68.7K - $78.8K
|
3.31K
$1.74M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-166- 4.94% |
$69.1K - $79.3K
|
3.19K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-166- 14.57% |
$69.1K - $79.3K
|
973
$512K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-166- 4.33% |
$69.1K - $79.3K
|
3.66K
$1.93M
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-168- 8.01% |
$69.9K - $80.3K
|
1.93K
$1.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-170- 5.0% |
$70.8K - $81.2K
|
3.23K
$1.7M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-171- 1.3% |
$71.2K - $81.7K
|
13K
$6.86M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-173- 1.35% |
$72K - $82.6K
|
12.6K
$6.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-174- 2.99% |
$72.4K - $83.1K
|
5.65K
$2.97M
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-174- 4.18% |
$72.4K - $83.1K
|
3.99K
$2.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-175- 13.57% |
$72.8K - $83.6K
|
1.12K
$587K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-175- 0.69% |
$72.8K - $83.6K
|
25.1K
$13.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-175- 0.43% |
$72.8K - $83.6K
|
40.1K
$21.1M
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-175- 1.04% |
$72.8K - $83.6K
|
16.7K
$8.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-176- 8.31% |
$73.3K - $84.1K
|
1.94K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-177- 4.48% |
$73.7K - $84.6K
|
3.77K
$1.99M
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-180- 9.32% |
$74.9K - $86K
|
1.75K
$922K
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-180- 4.11% |
$74.9K - $86K
|
4.2K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-180- 2.53% |
$74.9K - $86K
|
6.93K
$3.65M
|
|
|
May 13, 2022
Q1 2022
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-180- 27.36% |
$74.9K - $86K
|
478
$252K
|
|
|
Jun 06, 2022
Q1 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-180- 9.9% |
$74.9K - $86K
|
1.64K
$863K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-182- 3.77% |
$75.8K - $86.9K
|
4.65K
$2.45M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-182- 1.84% |
$75.8K - $86.9K
|
9.73K
$5.12M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-182- 18.27% |
$75.8K - $86.9K
|
814
$428K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-188- 15.67% |
$78.3K - $89.8K
|
1.01K
$533K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-189- 8.27% |
$78.7K - $90.3K
|
2.1K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-190- 50.0% |
$79.1K - $90.8K
|
190
$100K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-191- 2.96% |
$79.5K - $91.2K
|
6.27K
$3.3M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-193- 11.51% |
$80.3K - $92.2K
|
1.48K
$781K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-194- 11.37% |
$80.8K - $92.7K
|
1.51K
$796K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-196- 13.22% |
$81.6K - $93.6K
|
1.29K
$677K
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-196- 1.88% |
$81.6K - $93.6K
|
10.2K
$5.39M
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-196- 23.36% |
$81.6K - $93.6K
|
643
$338K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-197- 1.69% |
$82K - $94.1K
|
11.4K
$6.02M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-199- 1.6% |
$82.8K - $95.1K
|
12.2K
$6.43M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-200- 8.59% |
$83.3K - $95.5K
|
2.13K
$1.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-200- 5.57% |
$83.3K - $95.5K
|
3.39K
$1.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-200- 9.62% |
$83.3K - $95.5K
|
1.88K
$990K
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 7.8% |
$83.3K - $95.5K
|
2.37K
$1.24M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-200- 0.76% |
$83.3K - $95.5K
|
26.2K
$13.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-200- 2.37% |
$83.3K - $95.5K
|
8.23K
$4.33M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-201- 2.88% |
$83.7K - $96K
|
6.77K
$3.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-201- 0.41% |
$83.7K - $96K
|
49.4K
$26M
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-201- 2.12% |
$83.7K - $96K
|
9.29K
$4.89M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-204- 1.66% |
$84.9K - $97.5K
|
12.1K
$6.35M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.14% |
$85.3K - $97.9K
|
17.8K
$9.38M
|