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 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-786- 7.71% |
$327K - $375K
|
9.41K
$5.69M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-799- 8.2% |
$333K - $382K
|
8.95K
$5.41M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-799- 1.97% |
$333K - $382K
|
39.7K
$24M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-800- 1.08% |
$333K - $382K
|
73.2K
$44.3M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-803- 8.41% |
$334K - $384K
|
8.75K
$5.29M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-803- 2.6% |
$334K - $384K
|
30.1K
$18.2M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-811- 48.88% |
$338K - $387K
|
848
$513K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-815- 1.82% |
$339K - $389K
|
44K
$26.6M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-817- 4.13% |
$340K - $390K
|
19K
$11.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-822- 3.38% |
$342K - $393K
|
23.5K
$14.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-828- 3.31% |
$345K - $396K
|
24.2K
$14.6M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-830- 1.28% |
$345K - $396K
|
64.2K
$38.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-833- 0.38% |
$347K - $398K
|
221K
$133M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-835- 57.99% |
$348K - $399K
|
605
$366K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-836- 56.64% |
$348K - $399K
|
640
$387K
|
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-839- 14.94% |
$349K - $401K
|
4.78K
$2.89M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-841- 14.12% |
$350K - $402K
|
5.12K
$3.09M
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-845- 17.75% |
$352K - $404K
|
3.92K
$2.37M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-850Closed |
$354K - $406K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-855- 10.81% |
$356K - $408K
|
7.05K
$4.27M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-861- 10.25% |
$358K - $411K
|
7.54K
$4.56M
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-865- 14.86% |
$360K - $413K
|
4.96K
$3M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-872- 18.86% |
$363K - $417K
|
3.75K
$2.27M
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-873Closed |
$363K - $417K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-883- 11.84% |
$368K - $422K
|
6.58K
$3.98M
|
|
|
May 09, 2022
Q1 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-885Closed |
$368K - $423K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-885- 41.84% |
$368K - $423K
|
1.23K
$744K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-893- 2.07% |
$372K - $427K
|
42.2K
$25.5M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-901- 49.51% |
$375K - $430K
|
919
$556K
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-914- 15.53% |
$380K - $437K
|
4.97K
$3.01M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-920- 21.88% |
$383K - $439K
|
3.28K
$1.99M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-925- 65.98% |
$385K - $442K
|
477
$289K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-931- 6.77% |
$388K - $445K
|
12.8K
$7.76M
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-936- 7.47% |
$390K - $447K
|
11.6K
$7.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-940- 4.12% |
$391K - $449K
|
21.9K
$13.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-942- 7.91% |
$392K - $450K
|
11K
$6.64M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-946- 17.52% |
$394K - $452K
|
4.45K
$2.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-949- 3.35% |
$395K - $453K
|
27.4K
$16.6M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-952- 37.55% |
$396K - $455K
|
1.58K
$957K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-953- 5.36% |
$397K - $455K
|
16.8K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-953- 4.59% |
$397K - $455K
|
19.8K
$12M
|
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-957- 15.93% |
$398K - $457K
|
5.05K
$3.05M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-957- 1.85% |
$398K - $457K
|
50.8K
$30.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-958Closed |
$399K - $458K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-961- 38.75% |
$400K - $459K
|
1.52K
$919K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-963- 7.48% |
$401K - $460K
|
11.9K
$7.21M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-967- 1.27% |
$403K - $462K
|
75.5K
$45.6M
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-970- 1.25% |
$404K - $463K
|
76.8K
$46.4M
|
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-974- 47.14% |
$405K - $465K
|
1.09K
$660K
|
|
|
Apr 26, 2022
Q1 2022
|
Suncoast Equity Management
|
SELL
|
- |
-977Closed |
$407K - $467K
|
0
$0
|