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
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
SELL
|
- |
-5KClosed |
$2.08M - $2.39M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.07K- 5.24% |
$2.11M - $2.42M
|
91.6K
$55.4M
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-5.08K- 25.23% |
$2.11M - $2.43M
|
15.1K
$9.11M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.12K- 65.21% |
$2.13M - $2.45M
|
2.73K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-5.14K- 56.53% |
$2.14M - $2.46M
|
3.95K
$2.39M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.28K- 29.32% |
$2.2M - $2.52M
|
12.7K
$7.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-5.32K- 4.14% |
$2.21M - $2.54M
|
123K
$74.6M
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5.34K- 87.24% |
$2.22M - $2.55M
|
781
$472K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.4K- 37.15% |
$2.25M - $2.58M
|
9.14K
$5.53M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-5.42K- 10.23% |
$2.25M - $2.59M
|
47.5K
$28.7M
|
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-5.45K- 51.4% |
$2.27M - $2.6M
|
5.15K
$3.11M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-5.48K- 67.46% |
$2.28M - $2.62M
|
2.64K
$1.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.48K- 68.85% |
$2.28M - $2.62M
|
2.48K
$1.5M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.49K- 2.14% |
$2.28M - $2.62M
|
251K
$152M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.52K- 1.9% |
$2.3M - $2.64M
|
285K
$173M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.57K- 3.5% |
$2.32M - $2.66M
|
154K
$93M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.57K- 80.03% |
$2.32M - $2.66M
|
1.39K
$841K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.71K- 27.0% |
$2.37M - $2.73M
|
15.4K
$9.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-5.71K- 53.19% |
$2.38M - $2.73M
|
5.03K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.81K- 2.04% |
$2.42M - $2.77M
|
279K
$169M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.86K- 4.7% |
$2.44M - $2.8M
|
119K
$71.9M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.87K- 10.18% |
$2.44M - $2.8M
|
51.8K
$31.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.89K- 4.94% |
$2.45M - $2.81M
|
113K
$68.6M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5.91K- 7.16% |
$2.46M - $2.82M
|
76.6K
$46.4M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.91K- 34.31% |
$2.46M - $2.82M
|
11.3K
$6.85M
|
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5.92K- 14.86% |
$2.46M - $2.83M
|
33.9K
$20.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-5.93K- 82.77% |
$2.47M - $2.83M
|
1.23K
$746K
|
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-6.06K- 1.6% |
$2.52M - $2.89M
|
372K
$225M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6.1K- 49.09% |
$2.54M - $2.91M
|
6.32K
$3.83M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6.11KClosed |
$2.54M - $2.92M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
SELL
|
- |
-6.13K- 4.33% |
$2.55M - $2.93M
|
136K
$82M
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.25K- 15.57% |
$2.6M - $2.99M
|
33.9K
$20.5M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.31KClosed |
$2.62M - $3.01M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.33K- 33.28% |
$2.64M - $3.03M
|
12.7K
$7.68M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.45K- 38.93% |
$2.69M - $3.08M
|
10.1K
$6.12M
|
|
|
May 16, 2022
Q1 2022
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-6.52K- 86.7% |
$2.71M - $3.11M
|
1K
$605K
|
|
|
May 11, 2022
Q1 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-6.54K- 33.69% |
$2.72M - $3.12M
|
12.9K
$7.79M
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-6.55K- 34.03% |
$2.73M - $3.13M
|
12.7K
$7.69M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.72K- 4.09% |
$2.8M - $3.21M
|
157K
$95.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-6.73KClosed |
$2.8M - $3.21M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.82K- 1.29% |
$2.84M - $3.26M
|
522K
$316M
|
|
|
May 16, 2022
Q1 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-6.84K- 64.51% |
$2.85M - $3.27M
|
3.76K
$2.27M
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6.84K- 2.29% |
$2.85M - $3.27M
|
291K
$176M
|
|
|
Apr 21, 2022
Q1 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-6.85K- 23.23% |
$2.85M - $3.27M
|
22.6K
$13.7M
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-6.86KClosed |
$2.86M - $3.28M
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.88K- 2.97% |
$2.86M - $3.29M
|
225K
$136M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.9K- 9.2% |
$2.87M - $3.3M
|
68.1K
$41.2M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.95K- 24.61% |
$2.89M - $3.32M
|
21.3K
$12.9M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-7.01K- 0.83% |
$2.92M - $3.35M
|
836K
$506M
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-7.07KClosed |
$2.94M - $3.38M
|
0
$0
|