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 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-201- 2.12% |
$83.7K - $96K
|
9.29K
$5.52M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-204- 1.66% |
$84.9K - $97.5K
|
12.1K
$7.16M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.14% |
$85.3K - $97.9K
|
17.8K
$10.6M
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-207- 20.39% |
$86.2K - $98.9K
|
808
$480K
|
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-208- 1.46% |
$86.6K - $99.4K
|
14K
$8.35M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-208- 3.82% |
$86.6K - $99.4K
|
5.23K
$3.11M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-209- 15.67% |
$87K - $99.8K
|
1.13K
$669K
|
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-210- 6.13% |
$87.4K - $100K
|
3.21K
$1.91M
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-210- 6.04% |
$87.4K - $100K
|
3.27K
$1.94M
|
|
|
May 02, 2022
Q1 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-211- 12.75% |
$87.8K - $101K
|
1.44K
$858K
|
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-213Closed |
$88.7K - $102K
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-213- 3.68% |
$88.7K - $102K
|
5.57K
$3.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-215- 3.8% |
$89.5K - $103K
|
5.44K
$3.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-215- 17.45% |
$89.5K - $103K
|
1.02K
$604K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-215- 3.93% |
$89.5K - $103K
|
5.26K
$3.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-216- 3.18% |
$89.9K - $103K
|
6.57K
$3.91M
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-217- 1.86% |
$90.3K - $104K
|
11.5K
$6.82M
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-217- 0.66% |
$90.3K - $104K
|
32.7K
$19.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-220- 9.06% |
$91.6K - $105K
|
2.21K
$1.31M
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-222- 9.04% |
$92.4K - $106K
|
2.24K
$1.33M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-223- 0.53% |
$92.8K - $107K
|
42.1K
$25M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-223- 3.58% |
$92.8K - $107K
|
6K
$3.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-224- 0.62% |
$93.2K - $107K
|
36.2K
$21.5M
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-224- 7.07% |
$93.2K - $107K
|
2.95K
$1.75M
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-224- 10.48% |
$93.2K - $107K
|
1.91K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-225- 0.17% |
$93.7K - $107K
|
129K
$76.8M
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-225- 1.31% |
$93.7K - $107K
|
16.9K
$10.1M
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-225- 4.19% |
$93.7K - $107K
|
5.15K
$3.06M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-229- 2.24% |
$95.3K - $109K
|
9.98K
$5.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-229- 0.15% |
$95.3K - $109K
|
154K
$91.5M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-231- 0.16% |
$96.2K - $110K
|
149K
$88.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-233- 4.63% |
$97K - $111K
|
4.8K
$2.85M
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-233- 13.1% |
$97K - $111K
|
1.55K
$918K
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-233- 4.78% |
$97K - $111K
|
4.64K
$2.76M
|
|
|
Mar 23, 2023
Q1 2022
|
Metlife Inc
New York, NY |
SELL
|
- |
-234- 2.37% |
$97.4K - $112K
|
9.63K
$5.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-235- 4.93% |
$97.8K - $112K
|
4.53K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-237- 1.25% |
$98.7K - $113K
|
18.8K
$11.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-239- 2.36% |
$99.5K - $114K
|
9.9K
$5.88M
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-239- 12.07% |
$99.5K - $114K
|
1.74K
$1.03M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-240- 12.77% |
$99.9K - $115K
|
1.64K
$974K
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-240- 6.63% |
$99.9K - $115K
|
3.38K
$2.01M
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-240- 9.84% |
$99.9K - $115K
|
2.2K
$1.31M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-244- 2.49% |
$102K - $117K
|
9.56K
$5.68M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-244- 18.93% |
$102K - $117K
|
1.05K
$621K
|
|
|
Apr 19, 2022
Q1 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-245- 2.23% |
$102K - $117K
|
10.8K
$6.39M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-246- 14.03% |
$102K - $118K
|
1.51K
$896K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-246- 13.16% |
$102K - $118K
|
1.62K
$965K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-247- 15.68% |
$103K - $118K
|
1.33K
$789K
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-249- 1.52% |
$104K - $119K
|
16.1K
$9.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
SELL
|
- |
-250- 11.09% |
$104K - $119K
|
2K
$1.19M
|