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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
33+ 0.54% |
$12.1K - $15.1K
|
6.15K
$3.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Goodwin Daniel L
|
BUY
|
- |
33+ 0.13% |
$12.1K - $15.1K
|
24.6K
$12.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
33+ 0.84% |
$12.1K - $15.1K
|
3.95K
$2.08M
|
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
32+ 2.28% |
$11.7K - $14.6K
|
1.44K
$756K
|
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
32+ 4.95% |
$11.7K - $14.6K
|
679
$357K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
32+ 1.25% |
$11.7K - $14.6K
|
2.6K
$1.37M
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
31+ 0.22% |
$11.3K - $14.2K
|
13.8K
$7.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
30New |
$11K - $13.7K
|
30
$15.8K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
30+ 1.38% |
$11K - $13.7K
|
2.2K
$1.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30+ 300.0% |
$11K - $13.7K
|
40
$21.1K
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
30+ 300.0% |
$11K - $13.7K
|
40
$21.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
29+ 2.88% |
$10.6K - $13.2K
|
1.04K
$545K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
28+ 1.28% |
$10.2K - $12.8K
|
2.21K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
28+ 0.71% |
$10.2K - $12.8K
|
3.96K
$2.08M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
28New |
$10.2K - $12.8K
|
28
$14.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
27+ 11.11% |
$9.88K - $12.3K
|
270
$142K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
27+ 1.37% |
$9.88K - $12.3K
|
2K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
27+ 0.85% |
$9.88K - $12.3K
|
3.21K
$1.69M
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
27+ 0.94% |
$9.88K - $12.3K
|
2.9K
$1.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
27+ 0.33% |
$9.88K - $12.3K
|
8.33K
$4.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
27+ 0.27% |
$9.88K - $12.3K
|
10.2K
$5.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
27+ 0.21% |
$9.88K - $12.3K
|
12.7K
$6.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
26+ 0.4% |
$9.51K - $11.9K
|
6.47K
$3.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
25+ 0.69% |
$9.15K - $11.4K
|
3.62K
$1.91M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
25+ 0.39% |
$9.15K - $11.4K
|
6.42K
$3.38M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
25+ 1.28% |
$9.15K - $11.4K
|
1.97K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
25+ 4.35% |
$9.15K - $11.4K
|
600
$316K
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
25+ 0.54% |
$9.15K - $11.4K
|
4.7K
$2.47M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
24+ 1.07% |
$8.78K - $11K
|
2.26K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.13% |
$8.78K - $11K
|
19K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23+ 0.67% |
$8.41K - $10.5K
|
3.44K
$1.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
23+ 0.7% |
$8.41K - $10.5K
|
3.33K
$1.75M
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
22+ 2.39% |
$8.05K - $10K
|
942
$496K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
22+ 0.15% |
$8.05K - $10K
|
15.1K
$7.94M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.89% |
$7.68K - $9.59K
|
2.39K
$1.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
21+ 0.76% |
$7.68K - $9.59K
|
2.78K
$1.46M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
21+ 1.27% |
$7.68K - $9.59K
|
1.67K
$880K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
21+ 0.16% |
$7.68K - $9.59K
|
13.2K
$6.94M
|
|
|
Jul 07, 2022
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
20New |
$7.32K - $9.14K
|
20
$10.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 0.11% |
$7.32K - $9.14K
|
17.8K
$9.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
20+ 0.27% |
$7.32K - $9.14K
|
7.38K
$3.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Resolute Advisors LLC
|
BUY
|
- |
20+ 0.24% |
$7.32K - $9.14K
|
8.34K
$4.39M
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
20+ 2.5% |
$7.32K - $9.14K
|
820
$432K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
19+ 0.31% |
$6.95K - $8.68K
|
6.11K
$3.21M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
18+ 1.07% |
$6.59K - $8.22K
|
1.71K
$898K
|
|
|
Jul 27, 2022
Q2 2022
|
Appleton Group, LLC
|
BUY
|
- |
18+ 0.88% |
$6.59K - $8.22K
|
2.07K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.23% |
$6.59K - $8.22K
|
7.86K
$4.14M
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
17+ 0.2% |
$6.22K - $7.77K
|
8.36K
$4.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
17+ 1.32% |
$6.22K - $7.77K
|
1.31K
$689K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
17+ 0.79% |
$6.22K - $7.77K
|
2.16K
$1.14M
|