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 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-370- 3.36% |
$132K - $159K
|
10.6K
$6.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
SELL
|
- |
-371- 5.91% |
$133K - $159K
|
5.91K
$3.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-373- 0.48% |
$133K - $160K
|
76.8K
$46.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-374- 1.68% |
$134K - $161K
|
21.8K
$13.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-376- 4.56% |
$134K - $162K
|
7.87K
$4.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-376- 3.94% |
$134K - $162K
|
9.17K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-376- 2.91% |
$134K - $162K
|
12.6K
$7.56M
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-377- 2.32% |
$135K - $162K
|
15.9K
$9.54M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-381- 0.31% |
$136K - $164K
|
122K
$73.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-383- 1.06% |
$137K - $165K
|
35.6K
$21.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-385- 9.83% |
$138K - $165K
|
3.53K
$2.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-386- 1.09% |
$138K - $166K
|
35.1K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-386- 4.35% |
$138K - $166K
|
8.48K
$5.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-387- 12.53% |
$138K - $166K
|
2.7K
$1.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-390- 0.48% |
$139K - $168K
|
80.9K
$48.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-390- 1.62% |
$139K - $168K
|
23.7K
$14.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-399- 1.71% |
$143K - $171K
|
22.9K
$13.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
SELL
|
- |
-400- 17.39% |
$143K - $172K
|
1.9K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-401- 87.75% |
$143K - $172K
|
56
$33.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-413- 1.61% |
$148K - $177K
|
25.2K
$15.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-413- 5.1% |
$148K - $177K
|
7.69K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-413- 0.48% |
$148K - $177K
|
84.9K
$51.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-414- 3.24% |
$148K - $178K
|
12.4K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-414- 7.83% |
$148K - $178K
|
4.87K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-415- 13.73% |
$148K - $178K
|
2.61K
$1.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-418- 3.27% |
$149K - $180K
|
12.4K
$7.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-418- 10.54% |
$149K - $180K
|
3.55K
$2.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-419- 1.64% |
$150K - $180K
|
25.1K
$15.1M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-419- 21.32% |
$150K - $180K
|
1.55K
$930K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-423- 4.22% |
$151K - $182K
|
9.6K
$5.77M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-423- 4.59% |
$151K - $182K
|
8.8K
$5.29M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-425- 19.36% |
$152K - $183K
|
1.77K
$1.07M
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-430- 42.79% |
$154K - $185K
|
575
$346K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-432- 21.34% |
$154K - $186K
|
1.59K
$958K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-439- 1.85% |
$157K - $189K
|
23.3K
$14M
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-439- 9.6% |
$157K - $189K
|
4.14K
$2.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-441- 0.85% |
$158K - $189K
|
51.6K
$31M
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-445- 7.97% |
$159K - $191K
|
5.14K
$3.09M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-446- 2.0% |
$159K - $192K
|
21.8K
$13.1M
|
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-447- 1.86% |
$160K - $192K
|
23.6K
$14.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-448- 1.58% |
$160K - $193K
|
27.9K
$16.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-449- 7.44% |
$160K - $193K
|
5.59K
$3.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-449- 1.33% |
$160K - $193K
|
33.2K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-462- 0.86% |
$165K - $199K
|
53.2K
$32M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-466- 3.66% |
$166K - $200K
|
12.3K
$7.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-467- 3.95% |
$167K - $201K
|
11.4K
$6.84M
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-468- 2.58% |
$167K - $201K
|
17.7K
$10.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-470- 1.93% |
$168K - $202K
|
23.9K
$14.4M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-481- 16.06% |
$172K - $207K
|
2.51K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-484- 80.8% |
$173K - $208K
|
115
$69.2K
|