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 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-326- 10.02% |
$136K - $156K
|
2.93K
$1.88M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-329- 1.06% |
$137K - $157K
|
30.7K
$19.8M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-329- 3.75% |
$137K - $157K
|
8.44K
$5.42M
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-331- 1.2% |
$138K - $158K
|
27.1K
$17.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-333- 1.92% |
$139K - $159K
|
17K
$10.9M
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-333- 52.61% |
$139K - $159K
|
300
$193K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-334- 16.39% |
$139K - $160K
|
1.7K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-334- 6.41% |
$139K - $160K
|
4.88K
$3.14M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-334- 2.47% |
$139K - $160K
|
13.2K
$8.46M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-335- 0.74% |
$139K - $160K
|
44.7K
$28.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-336- 1.54% |
$140K - $161K
|
21.4K
$13.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-338- 4.99% |
$141K - $161K
|
6.43K
$4.13M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-338- 10.07% |
$141K - $161K
|
3.02K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
SELL
|
- |
-338- 13.7% |
$141K - $161K
|
2.13K
$1.37M
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-341- 3.27% |
$142K - $163K
|
10.1K
$6.48M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-341- 14.98% |
$142K - $163K
|
1.94K
$1.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-342- 1.25% |
$142K - $163K
|
27K
$17.3M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-345- 2.84% |
$144K - $165K
|
11.8K
$7.59M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-349- 28.49% |
$145K - $167K
|
876
$563K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-349Closed |
$145K - $167K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-349- 9.81% |
$145K - $167K
|
3.21K
$2.06M
|
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-350- 9.92% |
$146K - $167K
|
3.18K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-350- 8.29% |
$146K - $167K
|
3.87K
$2.49M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-351- 0.78% |
$146K - $168K
|
44.4K
$28.5M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-353- 0.15% |
$147K - $169K
|
231K
$148M
|
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-353- 18.58% |
$147K - $169K
|
1.55K
$994K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-356- 11.23% |
$148K - $170K
|
2.81K
$1.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-358- 3.61% |
$149K - $171K
|
9.55K
$6.14M
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-359- 8.97% |
$149K - $171K
|
3.64K
$2.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-359- 0.8% |
$149K - $171K
|
44.4K
$28.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-362- 1.05% |
$151K - $173K
|
34K
$21.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-364- 10.38% |
$152K - $174K
|
3.14K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-368- 9.77% |
$153K - $176K
|
3.4K
$2.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-370- 0.3% |
$154K - $177K
|
123K
$78.9M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-370- 3.72% |
$154K - $177K
|
9.57K
$6.15M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-371Closed |
$154K - $177K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-372- 1.34% |
$155K - $178K
|
27.5K
$17.7M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-372Closed |
$155K - $178K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-372- 5.81% |
$155K - $178K
|
6.03K
$3.87M
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-382- 2.29% |
$159K - $182K
|
16.3K
$10.5M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-385- 16.41% |
$160K - $184K
|
1.96K
$1.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-386- 8.38% |
$161K - $184K
|
4.22K
$2.71M
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-394- 7.63% |
$164K - $188K
|
4.77K
$3.07M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-397- 2.07% |
$165K - $190K
|
18.8K
$12.1M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-397- 10.73% |
$165K - $190K
|
3.3K
$2.12M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-398- 12.15% |
$166K - $190K
|
2.88K
$1.85M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-398- 1.61% |
$166K - $190K
|
24.4K
$15.7M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-398- 4.52% |
$166K - $190K
|
8.4K
$5.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-400- 22.22% |
$167K - $191K
|
1.4K
$900K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-400- 9.16% |
$167K - $191K
|
3.97K
$2.55M
|