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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-514- 2.54% |
$214K - $246K
|
19.7K
$11.9M
|
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-520Closed |
$216K - $248K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-526- 8.19% |
$219K - $251K
|
5.9K
$3.57M
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-526- 31.5% |
$219K - $251K
|
1.14K
$692K
|
|
|
May 06, 2022
Q1 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-527Closed |
$219K - $252K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-535- 0.61% |
$223K - $256K
|
87.4K
$52.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-537- 3.66% |
$224K - $257K
|
14.1K
$8.56M
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-543- 0.54% |
$226K - $259K
|
100K
$60.5M
|
|
|
Apr 08, 2022
Q1 2022
|
F&V Capital Management, LLC
|
SELL
|
- |
-545- 6.99% |
$227K - $260K
|
7.25K
$4.38M
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-550- 41.2% |
$229K - $263K
|
785
$475K
|
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
SELL
|
- |
-550- 3.55% |
$229K - $263K
|
15K
$9.05M
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-550- 6.41% |
$229K - $263K
|
8.04K
$4.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-554Closed |
$231K - $265K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-554- 2.55% |
$231K - $265K
|
21.2K
$12.8M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-557- 1.88% |
$232K - $266K
|
29.1K
$17.6M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-561- 1.54% |
$234K - $268K
|
35.8K
$21.6M
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-565- 16.6% |
$235K - $270K
|
2.84K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-567- 11.41% |
$236K - $271K
|
4.4K
$2.66M
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-570- 39.23% |
$237K - $272K
|
883
$534K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-570- 1.39% |
$237K - $272K
|
40.5K
$24.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-571- 46.88% |
$238K - $273K
|
647
$391K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-576- 23.41% |
$240K - $275K
|
1.89K
$1.14M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-576- 64.21% |
$240K - $275K
|
321
$194K
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-576- 3.6% |
$240K - $275K
|
15.4K
$9.34M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-576- 2.82% |
$240K - $275K
|
19.8K
$12M
|
|
|
Apr 29, 2022
Q1 2022
|
Dash Acquisitions Inc.
|
SELL
|
- |
-580- 39.03% |
$241K - $277K
|
906
$548K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-583- 38.63% |
$243K - $279K
|
926
$560K
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-583Closed |
$243K - $279K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-586- 3.47% |
$244K - $280K
|
16.3K
$9.87M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-586- 1.66% |
$244K - $280K
|
34.8K
$21M
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-589Closed |
$245K - $281K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-596- 50.38% |
$248K - $285K
|
587
$355K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-597- 1.27% |
$249K - $285K
|
46.5K
$28.1M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-608Closed |
$253K - $290K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Davis Rea Ltd.
|
SELL
|
- |
-611- 45.67% |
$254K - $292K
|
727
$440K
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-612- 38.04% |
$255K - $292K
|
997
$603K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-612- 3.03% |
$255K - $292K
|
19.6K
$11.8M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-613- 2.5% |
$255K - $293K
|
24K
$14.5M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-614- 13.73% |
$256K - $293K
|
3.86K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-616Closed |
$256K - $294K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-620- 1.56% |
$258K - $296K
|
39.1K
$23.6M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-623- 7.34% |
$259K - $298K
|
7.86K
$4.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-625- 17.86% |
$260K - $299K
|
2.88K
$1.74M
|
|
|
May 16, 2022
Q1 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-626Closed |
$261K - $299K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Penbrook Management LLC
|
SELL
|
- |
-627- 16.67% |
$261K - $300K
|
3.14K
$1.9M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-629- 0.15% |
$262K - $300K
|
416K
$252M
|
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-635- 11.41% |
$264K - $303K
|
4.93K
$2.98M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-637- 14.0% |
$265K - $304K
|
3.91K
$2.37M
|
|
|
May 03, 2022
Q1 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-637- 36.28% |
$265K - $304K
|
1.12K
$677K
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-637- 39.61% |
$265K - $304K
|
971
$587K
|