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 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9K+ 23.15% |
$2.46M - $2.82M
|
31.4K
$20.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 85.75% |
$2.43M - $2.79M
|
12.7K
$8.14M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.84K+ 579.17% |
$2.43M - $2.79M
|
6.85K
$4.4M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5.83K+ 1.5% |
$2.43M - $2.79M
|
394K
$253M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.83K+ 7.72% |
$2.43M - $2.79M
|
81.3K
$52.3M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.78K+ 0.61% |
$2.41M - $2.76M
|
955K
$614M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.77K+ 24.6% |
$2.4M - $2.76M
|
29.2K
$18.8M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.72K+ 11.49% |
$2.38M - $2.73M
|
55.5K
$35.7M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.66K+ 9.8% |
$2.36M - $2.71M
|
63.5K
$40.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
5.64K+ 19.95% |
$2.35M - $2.69M
|
33.9K
$21.8M
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5.62K+ 272.04% |
$2.34M - $2.69M
|
7.69K
$4.94M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
5.56K+ 23.32% |
$2.31M - $2.66M
|
29.4K
$18.9M
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
5.49K+ 160.43% |
$2.29M - $2.62M
|
8.91K
$5.73M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
5.41K+ 6.67% |
$2.25M - $2.59M
|
86.5K
$55.6M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5.41K+ 22.93% |
$2.25M - $2.58M
|
29K
$18.6M
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.34KNew |
$2.22M - $2.55M
|
5.34K
$3.43M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
5.33K+ 3.39% |
$2.22M - $2.55M
|
162K
$104M
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
5.22K+ 5.9% |
$2.17M - $2.49M
|
93.7K
$60.2M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.2K+ 15.71% |
$2.16M - $2.48M
|
38.3K
$24.6M
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
5.17K+ 5.96% |
$2.15M - $2.47M
|
92K
$59.1M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.16K+ 31.2% |
$2.15M - $2.47M
|
21.7K
$14M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
5.07K+ 502.38% |
$2.11M - $2.42M
|
6.08K
$3.91M
|
|
|
Apr 19, 2022
Q1 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
5.07K+ 2.07% |
$2.11M - $2.42M
|
250K
$161M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.03K+ 2.32% |
$2.1M - $2.4M
|
222K
$142M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.01K+ 2.73% |
$2.08M - $2.39M
|
188K
$121M
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5KNew |
$2.08M - $2.39M
|
5K
$3.21M
|
|
|
May 13, 2022
Q1 2022
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
4.94KNew |
$2.06M - $2.36M
|
4.94K
$3.17M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.93K+ 3.57% |
$2.05M - $2.35M
|
143K
$91.8M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
4.84KNew |
$2.01M - $2.31M
|
4.84K
$3.11M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.8K+ 62.88% |
$2M - $2.29M
|
12.4K
$7.99M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8K+ 13.32% |
$2M - $2.29M
|
40.8K
$26.2M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
4.78K+ 278.94% |
$1.99M - $2.28M
|
6.5K
$4.17M
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.77K+ 15.31% |
$1.98M - $2.28M
|
35.9K
$23.1M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.73K+ 2.97% |
$1.97M - $2.26M
|
164K
$105M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
4.72K+ 4.98% |
$1.96M - $2.25M
|
99.4K
$63.9M
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.7K+ 143.91% |
$1.96M - $2.25M
|
7.97K
$5.12M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.7K+ 13.31% |
$1.96M - $2.24M
|
40K
$25.7M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.68K+ 3.9% |
$1.95M - $2.23M
|
125K
$80.2M
|
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
4.67KNew |
$1.94M - $2.23M
|
4.67K
$3M
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.64K+ 14.64% |
$1.93M - $2.22M
|
36.4K
$23.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
4.64K+ 8.83% |
$1.93M - $2.21M
|
57.1K
$36.7M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
4.55K+ 6.21% |
$1.89M - $2.17M
|
77.8K
$50M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.42K+ 12.74% |
$1.84M - $2.11M
|
39.1K
$25.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.41K+ 7.09% |
$1.83M - $2.11M
|
66.6K
$42.8M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.38K+ 353.72% |
$1.82M - $2.09M
|
5.62K
$3.61M
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.37KNew |
$1.82M - $2.09M
|
4.37K
$2.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
4.34K+ 5.42% |
$1.8M - $2.07M
|
84.3K
$54.2M
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.32KNew |
$1.8M - $2.07M
|
4.32K
$2.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.32K+ 44.97% |
$1.8M - $2.06M
|
13.9K
$8.94M
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.3KNew |
$1.79M - $2.06M
|
4.3K
$2.76M
|