Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
160+ 9.55% |
$58.5K - $73.1K
|
1.84K
$966K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
160+ 1.75% |
$58.5K - $73.1K
|
9.32K
$4.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
159+ 2.75% |
$58.2K - $72.6K
|
5.95K
$3.13M
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
157+ 3.76% |
$57.4K - $71.7K
|
4.34K
$2.28M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
157+ 0.04% |
$57.4K - $71.7K
|
430K
$226M
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
156+ 20.03% |
$57.1K - $71.3K
|
935
$492K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
156+ 1.87% |
$57.1K - $71.3K
|
8.51K
$4.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
156+ 5.3% |
$57.1K - $71.3K
|
3.1K
$1.63M
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
155+ 13.19% |
$56.7K - $70.8K
|
1.33K
$700K
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
154+ 0.63% |
$56.3K - $70.3K
|
24.7K
$13M
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
154+ 0.48% |
$56.3K - $70.3K
|
31.9K
$16.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
152+ 4.29% |
$55.6K - $69.4K
|
3.69K
$1.94M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
151+ 2.4% |
$55.2K - $69K
|
6.44K
$3.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
150+ 1.11% |
$54.9K - $68.5K
|
13.7K
$7.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
148+ 3.06% |
$54.1K - $67.6K
|
4.99K
$2.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
148+ 4.21% |
$54.1K - $67.6K
|
3.66K
$1.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
146+ 9.99% |
$53.4K - $66.7K
|
1.61K
$846K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
145+ 1.57% |
$53K - $66.2K
|
9.37K
$4.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
145+ 9.87% |
$53K - $66.2K
|
1.61K
$850K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
145+ 185.9% |
$53K - $66.2K
|
223
$117K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
143+ 2.82% |
$52.3K - $65.3K
|
5.22K
$2.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
143+ 12.76% |
$52.3K - $65.3K
|
1.26K
$665K
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
142+ 9.16% |
$52K - $64.9K
|
1.69K
$891K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
142+ 2366.67% |
$52K - $64.9K
|
148
$77.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
141+ 2.45% |
$51.6K - $64.4K
|
5.89K
$3.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
140+ 0.59% |
$51.2K - $64K
|
23.7K
$12.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
140+ 8.62% |
$51.2K - $64K
|
1.76K
$929K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
138+ 3.14% |
$50.5K - $63K
|
4.53K
$2.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
138+ 6.53% |
$50.5K - $63K
|
2.25K
$1.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
137+ 22.28% |
$50.1K - $62.6K
|
752
$396K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
137+ 1.01% |
$50.1K - $62.6K
|
13.7K
$7.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
137+ 1.56% |
$50.1K - $62.6K
|
8.91K
$4.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
137+ 0.3% |
$50.1K - $62.6K
|
45.6K
$24M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
136+ 1.69% |
$49.8K - $62.1K
|
8.17K
$4.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
136+ 19.26% |
$49.8K - $62.1K
|
842
$443K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
135+ 0.42% |
$49.4K - $61.7K
|
32.3K
$17M
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
134+ 18.72% |
$49K - $61.2K
|
850
$447K
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
134+ 8.29% |
$49K - $61.2K
|
1.75K
$921K
|
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
134+ 7.72% |
$49K - $61.2K
|
1.87K
$984K
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
134+ 9.14% |
$49K - $61.2K
|
1.6K
$842K
|
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
133+ 10.87% |
$48.7K - $60.8K
|
1.36K
$714K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
130+ 2.92% |
$47.6K - $59.4K
|
4.58K
$2.41M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
130+ 10.46% |
$47.6K - $59.4K
|
1.37K
$723K
|
|
|
Jul 25, 2022
Q2 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
130+ 10.66% |
$47.6K - $59.4K
|
1.35K
$710K
|
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
BUY
|
- |
130New |
$47.6K - $59.4K
|
130
$68.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
130+ 1.27% |
$47.6K - $59.4K
|
10.4K
$5.46M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
129+ 3.06% |
$47.2K - $58.9K
|
4.35K
$2.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
BUY
|
- |
125+ 0.74% |
$45.7K - $57.1K
|
17.1K
$8.99M
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
124+ 6.52% |
$45.4K - $56.6K
|
2.03K
$1.07M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
123+ 4.19% |
$45K - $56.2K
|
3.06K
$1.61M
|