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 |
---|---|---|---|---|---|---|---|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-400- 0.67% |
$167K - $191K
|
59.3K
$38.1M
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-402- 2.29% |
$167K - $192K
|
17.2K
$11M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-403- 1.73% |
$168K - $193K
|
22.8K
$14.7M
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-408- 3.12% |
$170K - $195K
|
12.7K
$8.14M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-409- 0.74% |
$170K - $195K
|
55.1K
$35.4M
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-410- 8.43% |
$171K - $196K
|
4.46K
$2.86M
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-413- 0.55% |
$172K - $197K
|
74.6K
$47.9M
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-415- 6.11% |
$173K - $198K
|
6.38K
$4.1M
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-416- 57.06% |
$173K - $199K
|
313
$201K
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-418- 26.74% |
$174K - $200K
|
1.15K
$736K
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-420- 3.78% |
$175K - $201K
|
10.7K
$6.87M
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-421- 2.09% |
$175K - $201K
|
19.8K
$12.7M
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-423- 0.66% |
$176K - $202K
|
63.4K
$40.7M
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-424Closed |
$176K - $203K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
SELL
|
- |
-425- 13.93% |
$177K - $203K
|
2.63K
$1.69M
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-425- 0.33% |
$177K - $203K
|
129K
$83.1M
|
|
May 02, 2022
Q1 2022
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-439Closed |
$183K - $210K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
SELL
|
- |
-440Closed |
$183K - $210K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-440- 0.16% |
$183K - $210K
|
276K
$177M
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-440Closed |
$183K - $210K
|
0
$0
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-442Closed |
$184K - $211K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-444- 0.71% |
$185K - $212K
|
61.7K
$39.6M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-446Closed |
$186K - $213K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-447Closed |
$186K - $214K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-447- 18.27% |
$186K - $214K
|
2K
$1.28M
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-448- 46.72% |
$186K - $214K
|
511
$328K
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-450Closed |
$187K - $215K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-451- 3.27% |
$188K - $215K
|
13.3K
$8.56M
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-452- 11.32% |
$188K - $216K
|
3.54K
$2.28M
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-454- 0.38% |
$189K - $217K
|
120K
$77.3M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-455- 1.71% |
$189K - $217K
|
26.2K
$16.9M
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-456- 1.15% |
$190K - $218K
|
39.1K
$25.1M
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-462- 1.81% |
$192K - $221K
|
25K
$16.1M
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-464Closed |
$193K - $222K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
SELL
|
- |
-466- 22.82% |
$194K - $223K
|
1.58K
$1.01M
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-468- 7.77% |
$195K - $224K
|
5.55K
$3.57M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-469Closed |
$195K - $224K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-470- 3.3% |
$196K - $225K
|
13.8K
$8.85M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-471- 2.32% |
$196K - $225K
|
19.8K
$12.7M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-471- 1.99% |
$196K - $225K
|
23.2K
$14.9M
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-471- 14.43% |
$196K - $225K
|
2.79K
$1.79M
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-471- 2.81% |
$196K - $225K
|
16.3K
$10.5M
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-478Closed |
$199K - $228K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-479- 2.05% |
$199K - $229K
|
22.9K
$14.7M
|
|
Apr 14, 2022
Q1 2022
|
Absher Wealth Management, LLC
|
SELL
|
- |
-480Closed |
$200K - $229K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-480- 0.98% |
$200K - $229K
|
48.3K
$31M
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-492Closed |
$205K - $235K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-493- 21.3% |
$205K - $236K
|
1.82K
$1.17M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-493- 1.09% |
$205K - $236K
|
44.8K
$28.8M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-495Closed |
$206K - $236K
|
0
$0
|