Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.08% |
$357 - $430
|
1.21K
$735K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.02% |
$357 - $430
|
5.45K
$3.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$357 - $430
|
996
$606K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$357 - $430
|
871
$530K
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.0% |
$357 - $430
|
39.9K
$24.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
1+ 0.07% |
$357 - $430
|
1.37K
$835K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$357 - $430
|
2.39K
$1.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$357 - $430
|
3.32K
$2.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1+ 0.04% |
$357 - $430
|
2.35K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$357 - $430
|
2.6K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$357 - $430
|
3.55K
$2.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.05% |
$357 - $430
|
1.94K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.15% |
$357 - $430
|
683
$415K
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1+ 0.12% |
$357 - $430
|
821
$499K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 3.03% |
$357 - $430
|
34
$20.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.19% |
$357 - $430
|
537
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.16% |
$357 - $430
|
630
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.11% |
$357 - $430
|
921
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$357 - $430
|
11.4K
$6.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.1% |
$357 - $430
|
980
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 0.56% |
$357 - $430
|
181
$110K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1+ 0.07% |
$357 - $430
|
1.54K
$934K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$357 - $430
|
1.8K
$1.1M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.32% |
$357 - $430
|
317
$193K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1+ 0.91% |
$357 - $430
|
111
$67.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1- 0.02% |
$357 - $430
|
4.2K
$2.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1- 0.16% |
$357 - $430
|
641
$390K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1- 0.07% |
$357 - $430
|
1.43K
$869K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1- -0.0% |
$357 - $430
|
21.7K
$13.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$357 - $430
|
12.8K
$7.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1- 0.07% |
$357 - $430
|
1.47K
$891K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1- -0.0% |
$357 - $430
|
38.7K
$23.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$357 - $430
|
4.2K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1- 0.07% |
$357 - $430
|
1.36K
$824K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1- 0.03% |
$357 - $430
|
3.8K
$2.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-2- 0.02% |
$714 - $859
|
9.35K
$5.69M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-2- 0.35% |
$714 - $859
|
571
$347K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-3- 0.31% |
$1.07K - $1.29K
|
951
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-3- 0.32% |
$1.07K - $1.29K
|
935
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3- 0.08% |
$1.07K - $1.29K
|
3.62K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-3- 0.08% |
$1.07K - $1.29K
|
3.97K
$2.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-3- 0.28% |
$1.07K - $1.29K
|
1.06K
$643K
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
SELL
|
- |
-4- 0.62% |
$1.43K - $1.72K
|
641
$390K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-4- 1.27% |
$1.43K - $1.72K
|
312
$190K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-4- 0.01% |
$1.43K - $1.72K
|
41.8K
$25.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4- 0.06% |
$1.43K - $1.72K
|
6.28K
$3.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.06% |
$1.43K - $1.72K
|
6.89K
$4.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-4- 3.1% |
$1.43K - $1.72K
|
125
$76K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.12% |
$1.43K - $1.72K
|
3.43K
$2.09M
|