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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-60- 2.03% |
$21.4K - $25.8K
|
2.9K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-60- 2.96% |
$21.4K - $25.8K
|
1.96K
$1.03M
|
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-60- 2.48% |
$21.4K - $25.8K
|
2.36K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-61- 0.76% |
$21.8K - $26.2K
|
8K
$4.21M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-62- 72.94% |
$22.1K - $26.6K
|
23
$12.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-63- 0.78% |
$22.5K - $27.1K
|
8.02K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-63- 0.5% |
$22.5K - $27.1K
|
12.6K
$6.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-64- 2.09% |
$22.9K - $27.5K
|
2.99K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-64- 0.24% |
$22.9K - $27.5K
|
26.8K
$14.1M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-64- 0.24% |
$22.9K - $27.5K
|
26.8K
$14.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-65- 2.36% |
$23.2K - $27.9K
|
2.69K
$1.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-66- 2.09% |
$23.6K - $28.4K
|
3.1K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-66- 3.4% |
$23.6K - $28.4K
|
1.88K
$988K
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-66- 4.08% |
$23.6K - $28.4K
|
1.55K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-66- 1.28% |
$23.6K - $28.4K
|
5.11K
$2.69M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-67- 1.08% |
$23.9K - $28.8K
|
6.15K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-67- 0.84% |
$23.9K - $28.8K
|
7.88K
$4.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-68- 0.4% |
$24.3K - $29.2K
|
17K
$8.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-68- 0.4% |
$24.3K - $29.2K
|
16.9K
$8.88M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-68- 3.64% |
$24.3K - $29.2K
|
1.8K
$948K
|
|
|
Oct 14, 2022
Q3 2022
|
Sl Advisors, LLC
|
SELL
|
- |
-69- 0.87% |
$24.6K - $29.6K
|
7.89K
$4.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-69- 2.24% |
$24.6K - $29.6K
|
3.02K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-69- 2.78% |
$24.6K - $29.6K
|
2.41K
$1.27M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-70- 8.47% |
$25K - $30.1K
|
756
$398K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-70- 0.69% |
$25K - $30.1K
|
10.1K
$5.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-70- 3.89% |
$25K - $30.1K
|
1.73K
$911K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.32% |
$25K - $30.1K
|
21.5K
$11.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-70- 2.04% |
$25K - $30.1K
|
3.36K
$1.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-71- 5.05% |
$25.4K - $30.5K
|
1.33K
$702K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-71- 2.69% |
$25.4K - $30.5K
|
2.57K
$1.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-72- 2.52% |
$25.7K - $30.9K
|
2.78K
$1.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-72- 1.87% |
$25.7K - $30.9K
|
3.77K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-72- 1.84% |
$25.7K - $30.9K
|
3.84K
$2.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-73- 0.32% |
$26.1K - $31.4K
|
23.1K
$12.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-73- 2.36% |
$26.1K - $31.4K
|
3.02K
$1.59M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-73- 1.15% |
$26.1K - $31.4K
|
6.28K
$3.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-75- 0.41% |
$26.8K - $32.2K
|
18.1K
$9.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-75- 8.0% |
$26.8K - $32.2K
|
862
$454K
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-75- 9.68% |
$26.8K - $32.2K
|
700
$368K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-77- 7.14% |
$27.5K - $33.1K
|
1K
$527K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-77- 0.18% |
$27.5K - $33.1K
|
42.4K
$22.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-80- 2.98% |
$28.6K - $34.4K
|
2.6K
$1.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-80- 35.87% |
$28.6K - $34.4K
|
143
$75.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-81- 2.5% |
$28.9K - $34.8K
|
3.16K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-82- 1.25% |
$29.3K - $35.2K
|
6.48K
$3.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-83- 4.47% |
$29.6K - $35.7K
|
1.77K
$934K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-84- 0.7% |
$30K - $36.1K
|
11.9K
$6.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-84- 2.41% |
$30K - $36.1K
|
3.41K
$1.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-85- 1.7% |
$30.4K - $36.5K
|
4.93K
$2.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-85- 12.52% |
$30.4K - $36.5K
|
594
$313K
|