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 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-41- 0.5% |
$14.6K - $17.6K
|
8.22K
$4.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-41- 0.76% |
$14.6K - $17.6K
|
5.33K
$3.17M
|
|
|
Dec 06, 2024
Q3 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-41- 4.86% |
$14.6K - $17.6K
|
803
$477K
|
|
|
Nov 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-43- 2.72% |
$15.4K - $18.5K
|
1.54K
$915K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-44- 1.08% |
$15.7K - $18.9K
|
4.04K
$2.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-44- 0.86% |
$15.7K - $18.9K
|
5.07K
$3.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-44- 2.73% |
$15.7K - $18.9K
|
1.57K
$932K
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-44- 0.27% |
$15.7K - $18.9K
|
16.3K
$9.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-45- 1.31% |
$16.1K - $19.3K
|
3.38K
$2.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-45- 0.91% |
$16.1K - $19.3K
|
4.9K
$2.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-45- 1.55% |
$16.1K - $19.3K
|
2.86K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-46- 2.88% |
$16.4K - $19.8K
|
1.55K
$924K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-46- 0.17% |
$16.4K - $19.8K
|
26.6K
$15.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-47- 0.24% |
$16.8K - $20.2K
|
19.7K
$11.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-47- 0.26% |
$16.8K - $20.2K
|
18.3K
$10.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-48- 7.82% |
$17.1K - $20.6K
|
566
$336K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-48- 0.71% |
$17.1K - $20.6K
|
6.73K
$4M
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-48- 4.01% |
$17.1K - $20.6K
|
1.15K
$683K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-48- 0.11% |
$17.1K - $20.6K
|
44.9K
$26.7M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-48- 1.21% |
$17.1K - $20.6K
|
3.91K
$2.32M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-49- 0.38% |
$17.5K - $21.1K
|
13K
$7.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-49- 4.86% |
$17.5K - $21.1K
|
959
$570K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-49- 0.89% |
$17.5K - $21.1K
|
5.43K
$3.23M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-49- 2.7% |
$17.5K - $21.1K
|
1.77K
$1.05M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-50- 4.34% |
$17.9K - $21.5K
|
1.1K
$655K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 0.72% |
$17.9K - $21.5K
|
6.88K
$4.09M
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 0.7% |
$17.9K - $21.5K
|
7.07K
$4.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-50- 7.85% |
$17.9K - $21.5K
|
587
$349K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 2.95% |
$17.9K - $21.5K
|
1.64K
$977K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-50- 6.29% |
$17.9K - $21.5K
|
745
$443K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-50- 1.21% |
$17.9K - $21.5K
|
4.07K
$2.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 3.23% |
$17.9K - $21.5K
|
1.5K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 0.51% |
$17.9K - $21.5K
|
9.77K
$5.81M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-50- 5.06% |
$17.9K - $21.5K
|
938
$557K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-51- 3.41% |
$18.2K - $21.9K
|
1.45K
$859K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-51- 5.13% |
$18.2K - $21.9K
|
944
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-51- 5.34% |
$18.2K - $21.9K
|
904
$537K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-52- 0.72% |
$18.6K - $22.3K
|
7.18K
$4.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-54- 2.55% |
$19.3K - $23.2K
|
2.06K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-54- 1.24% |
$19.3K - $23.2K
|
4.29K
$2.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-55- 0.16% |
$19.6K - $23.6K
|
33.7K
$20M
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-55- 7.3% |
$19.6K - $23.6K
|
698
$415K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-55- 0.85% |
$19.6K - $23.6K
|
6.38K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-56- 1.97% |
$20K - $24.1K
|
2.79K
$1.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-57- 6.84% |
$20.4K - $24.5K
|
776
$461K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-57- 0.22% |
$20.4K - $24.5K
|
26.5K
$15.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
SELL
|
- |
-58- 0.41% |
$20.7K - $24.9K
|
14.1K
$8.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-59- 1.1% |
$21.1K - $25.4K
|
5.32K
$3.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-59- 0.63% |
$21.1K - $25.4K
|
9.38K
$5.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-60- 1.54% |
$21.4K - $25.8K
|
3.85K
$2.29M
|