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 16, 2022
Q1 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-2.61KClosed |
$1.09M - $1.25M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.63K- 3.38% |
$1.09M - $1.25M
|
75.1K
$48.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.64KClosed |
$1.1M - $1.26M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.64K- 16.46% |
$1.1M - $1.26M
|
13.4K
$8.61M
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-2.65K- 49.09% |
$1.1M - $1.26M
|
2.74K
$1.76M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.65K- 8.08% |
$1.1M - $1.27M
|
30.2K
$19.4M
|
|
|
Apr 12, 2022
Q1 2022
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-2.7K- 16.98% |
$1.12M - $1.29M
|
13.2K
$8.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.72K- 6.68% |
$1.13M - $1.3M
|
37.9K
$24.4M
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-2.75K- 36.62% |
$1.14M - $1.31M
|
4.76K
$3.06M
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.77K- 44.83% |
$1.15M - $1.32M
|
3.41K
$2.19M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.77K- 1.98% |
$1.15M - $1.32M
|
137K
$88.3M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.78K- 6.71% |
$1.16M - $1.33M
|
38.6K
$24.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2.81K- 59.26% |
$1.17M - $1.34M
|
1.93K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-2.82K- 26.88% |
$1.17M - $1.35M
|
7.67K
$4.93M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.83KClosed |
$1.18M - $1.35M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.83K- 7.61% |
$1.18M - $1.35M
|
34.4K
$22.1M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.85K- 1.17% |
$1.19M - $1.36M
|
241K
$155M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-2.88K- 3.39% |
$1.2M - $1.37M
|
81.9K
$52.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.92K- 25.48% |
$1.21M - $1.39M
|
8.53K
$5.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 14.02% |
$1.22M - $1.4M
|
17.9K
$11.5M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.96K- 2.99% |
$1.23M - $1.41M
|
96.1K
$61.8M
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.96K- 3.25% |
$1.23M - $1.41M
|
88.1K
$56.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.96K- 0.71% |
$1.23M - $1.42M
|
414K
$266M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.97K- 11.91% |
$1.24M - $1.42M
|
22K
$14.1M
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.98KClosed |
$1.24M - $1.42M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.01K- 13.53% |
$1.25M - $1.44M
|
19.3K
$12.4M
|
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.02K- 6.84% |
$1.25M - $1.44M
|
41.1K
$26.4M
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.03K- 14.08% |
$1.26M - $1.45M
|
18.5K
$11.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.05K- 1.47% |
$1.27M - $1.46M
|
204K
$131M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.05K- 24.53% |
$1.27M - $1.46M
|
9.38K
$6.03M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.12K- 4.17% |
$1.3M - $1.49M
|
71.6K
$46M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.14K- 0.37% |
$1.31M - $1.5M
|
843K
$542M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-3.15K- 7.03% |
$1.31M - $1.51M
|
41.7K
$26.8M
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.16K- 51.3% |
$1.32M - $1.51M
|
3K
$1.93M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.25K- 72.29% |
$1.35M - $1.55M
|
1.25K
$801K
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-3.29K- 29.92% |
$1.37M - $1.57M
|
7.71K
$4.95M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.33K- 2.49% |
$1.39M - $1.59M
|
131K
$84M
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-3.34K- 20.57% |
$1.39M - $1.6M
|
12.9K
$8.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3.35K- 13.44% |
$1.39M - $1.6M
|
21.6K
$13.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.35K- 9.8% |
$1.4M - $1.6M
|
30.8K
$19.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.36K- 10.6% |
$1.4M - $1.61M
|
28.3K
$18.2M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.37K- 13.44% |
$1.4M - $1.61M
|
21.7K
$14M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
SELL
|
- |
-3.38K- 2.85% |
$1.41M - $1.62M
|
115K
$74M
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.41K- 2.21% |
$1.42M - $1.63M
|
151K
$97.3M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.42K- 49.25% |
$1.42M - $1.63M
|
3.53K
$2.27M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.47K- 11.8% |
$1.45M - $1.66M
|
26K
$16.7M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.49K- 37.47% |
$1.45M - $1.67M
|
5.82K
$3.74M
|
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.5K- 4.75% |
$1.46M - $1.67M
|
70.2K
$45.1M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.5K- 4.75% |
$1.46M - $1.67M
|
70.2K
$45.1M
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.5K- 4.28% |
$1.46M - $1.67M
|
78.3K
$50.3M
|