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 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3- -0.0% |
$1.1K - $1.37K
|
122K
$69M
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-3- 0.23% |
$1.1K - $1.37K
|
1.29K
$728K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3- 0.05% |
$1.1K - $1.37K
|
5.99K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3- 0.02% |
$1.1K - $1.37K
|
16.1K
$9.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3- 0.32% |
$1.1K - $1.37K
|
937
$530K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.16% |
$1.1K - $1.37K
|
1.91K
$1.08M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3- -0.0% |
$1.1K - $1.37K
|
122K
$69M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-4- 0.08% |
$1.46K - $1.83K
|
5.12K
$2.89M
|
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.39% |
$1.46K - $1.83K
|
1.03K
$582K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4- 0.63% |
$1.46K - $1.83K
|
635
$359K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4- 0.53% |
$1.46K - $1.83K
|
744
$421K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.07% |
$1.46K - $1.83K
|
5.89K
$3.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-4- 0.04% |
$1.46K - $1.83K
|
9.73K
$5.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-4- 0.1% |
$1.46K - $1.83K
|
3.87K
$2.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-4- 0.67% |
$1.46K - $1.83K
|
595
$336K
|
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-4- 0.1% |
$1.46K - $1.83K
|
4.03K
$2.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-4- 0.04% |
$1.46K - $1.83K
|
10.2K
$5.74M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4- 0.14% |
$1.46K - $1.83K
|
2.85K
$1.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.35% |
$1.46K - $1.83K
|
1.15K
$651K
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 2.81% |
$1.83K - $2.28K
|
173
$97.8K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-5- 0.76% |
$1.83K - $2.28K
|
655
$370K
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-5- 0.32% |
$1.83K - $2.28K
|
1.57K
$888K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
SELL
|
- |
-5- 0.33% |
$1.83K - $2.28K
|
1.5K
$847K
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5- 0.14% |
$1.83K - $2.28K
|
3.55K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-5- 6.25% |
$1.83K - $2.28K
|
75
$42.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-5- 0.15% |
$1.83K - $2.28K
|
3.29K
$1.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 50.0% |
$1.83K - $2.28K
|
5
$2.83K
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.71% |
$2.2K - $2.74K
|
841
$476K
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-6- 4.44% |
$2.2K - $2.74K
|
129
$72.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6- 0.33% |
$2.2K - $2.74K
|
1.81K
$1.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6- 0.74% |
$2.2K - $2.74K
|
808
$457K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.89% |
$2.2K - $2.74K
|
670
$379K
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-7- 0.85% |
$2.56K - $3.2K
|
816
$461K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.28% |
$2.56K - $3.2K
|
2.45K
$1.39M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7- 0.07% |
$2.56K - $3.2K
|
9.89K
$5.59M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-8- 0.95% |
$2.93K - $3.65K
|
836
$473K
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-8- 0.08% |
$2.93K - $3.65K
|
9.73K
$5.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.03% |
$2.93K - $3.65K
|
27.8K
$15.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8- 0.15% |
$2.93K - $3.65K
|
5.33K
$3.01M
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-9- 0.5% |
$3.29K - $4.11K
|
1.81K
$1.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9- 1.62% |
$3.29K - $4.11K
|
546
$309K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9- 2.2% |
$3.29K - $4.11K
|
401
$227K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9Closed |
$3.29K - $4.11K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-9- 0.25% |
$3.29K - $4.11K
|
3.59K
$2.03M
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.48% |
$3.66K - $4.57K
|
666
$377K
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-10- 0.2% |
$3.66K - $4.57K
|
5.1K
$2.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Pachira Investments Inc.
|
SELL
|
- |
-10- 1.83% |
$3.66K - $4.57K
|
537
$304K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10- 0.61% |
$3.66K - $4.57K
|
1.63K
$921K
|
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-10- 0.53% |
$3.66K - $4.57K
|
1.88K
$1.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-10- 0.45% |
$3.66K - $4.57K
|
2.23K
$1.26M
|