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 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-86- 4.02% |
$30.7K - $37K
|
2.05K
$1.08M
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-87- 0.85% |
$31.1K - $37.4K
|
10.2K
$5.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-89- 0.32% |
$31.8K - $38.2K
|
27.7K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-89- 35.04% |
$31.8K - $38.2K
|
165
$86.9K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-90- 2.02% |
$32.1K - $38.7K
|
4.36K
$2.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-90- 8.04% |
$32.1K - $38.7K
|
1.03K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-90- 12.86% |
$32.1K - $38.7K
|
610
$321K
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-91- 4.15% |
$32.5K - $39.1K
|
2.1K
$1.11M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-92- 0.93% |
$32.9K - $39.5K
|
9.76K
$5.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-94- 0.15% |
$33.6K - $40.4K
|
64.5K
$34M
|
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-95- 2.91% |
$33.9K - $40.8K
|
3.18K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-95- 4.38% |
$33.9K - $40.8K
|
2.08K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-98- 2.95% |
$35K - $42.1K
|
3.23K
$1.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-99- 2.62% |
$35.4K - $42.5K
|
3.69K
$1.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-100- 1.95% |
$35.7K - $43K
|
5.04K
$2.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 2.96% |
$35.7K - $43K
|
3.28K
$1.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.94% |
$35.7K - $43K
|
5.06K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-100- 2.2% |
$35.7K - $43K
|
4.45K
$2.34M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-101- 0.91% |
$36.1K - $43.4K
|
11K
$5.78M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-102- 1.62% |
$36.4K - $43.8K
|
6.21K
$3.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-103- 1.01% |
$36.8K - $44.3K
|
10.1K
$5.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-104- 0.39% |
$37.1K - $44.7K
|
26.9K
$14.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-105- 0.53% |
$37.5K - $45.1K
|
19.5K
$10.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-106- 14.83% |
$37.9K - $45.5K
|
609
$321K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-107- 6.66% |
$38.2K - $46K
|
1.5K
$789K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-109- 2.09% |
$38.9K - $46.8K
|
5.11K
$2.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-109- 0.73% |
$38.9K - $46.8K
|
14.8K
$7.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-109- 1.81% |
$38.9K - $46.8K
|
5.92K
$3.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
SELL
|
- |
-111- 5.13% |
$39.6K - $47.7K
|
2.05K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-111- 4.63% |
$39.6K - $47.7K
|
2.29K
$1.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-112- 2.98% |
$40K - $48.1K
|
3.65K
$1.92M
|
|
|
Feb 13, 2025
Q3 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-112- 5.53% |
$40K - $48.1K
|
1.91K
$1.01M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-113- 3.33% |
$40.4K - $48.6K
|
3.28K
$1.73M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-114- 5.19% |
$40.7K - $49K
|
2.08K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-114- 0.58% |
$40.7K - $49K
|
19.6K
$10.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-115- 4.7% |
$41.1K - $49.4K
|
2.33K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-115- 0.71% |
$41.1K - $49.4K
|
16K
$8.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-116- 24.52% |
$41.4K - $49.8K
|
357
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-118- 6.23% |
$42.1K - $50.7K
|
1.78K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-119- 4.92% |
$42.5K - $51.1K
|
2.3K
$1.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-120- 0.78% |
$42.9K - $51.6K
|
15.2K
$8.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-120- 2.87% |
$42.9K - $51.6K
|
4.07K
$2.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-121- 2.55% |
$43.2K - $52K
|
4.62K
$2.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-122- 0.62% |
$43.6K - $52.4K
|
19.5K
$10.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-123- 3.01% |
$43.9K - $52.9K
|
3.96K
$2.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-124- 0.67% |
$44.3K - $53.3K
|
18.5K
$9.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-124- 5.92% |
$44.3K - $53.3K
|
1.97K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-124- 2.93% |
$44.3K - $53.3K
|
4.1K
$2.16M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-125- 0.93% |
$44.6K - $53.7K
|
13.3K
$6.99M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.32% |
$44.6K - $53.7K
|
5.25K
$2.77M
|