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 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-357- 1.2% |
$128K - $153K
|
29.3K
$15.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-359- 4.34% |
$128K - $154K
|
7.91K
$4.26M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-360- 7.61% |
$129K - $155K
|
4.37K
$2.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-362- 1.38% |
$129K - $156K
|
25.9K
$14M
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-362- 2.62% |
$129K - $156K
|
13.4K
$7.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
SELL
|
- |
-364- 20.07% |
$130K - $156K
|
1.45K
$782K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-366- 21.47% |
$131K - $157K
|
1.34K
$722K
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-370- 3.36% |
$132K - $159K
|
10.6K
$5.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
SELL
|
- |
-371- 5.91% |
$133K - $159K
|
5.91K
$3.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-373- 0.48% |
$133K - $160K
|
76.8K
$41.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-374- 1.68% |
$134K - $161K
|
21.8K
$11.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-376- 4.56% |
$134K - $162K
|
7.87K
$4.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-376- 3.94% |
$134K - $162K
|
9.17K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-376- 2.91% |
$134K - $162K
|
12.6K
$6.77M
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-377- 2.32% |
$135K - $162K
|
15.9K
$8.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-381- 0.31% |
$136K - $164K
|
122K
$65.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-383- 1.06% |
$137K - $165K
|
35.6K
$19.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-385- 9.83% |
$138K - $165K
|
3.53K
$1.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-386- 1.09% |
$138K - $166K
|
35.1K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-386- 4.35% |
$138K - $166K
|
8.48K
$4.57M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-387- 12.53% |
$138K - $166K
|
2.7K
$1.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-390- 0.48% |
$139K - $168K
|
80.9K
$43.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-390- 1.62% |
$139K - $168K
|
23.7K
$12.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-399- 1.71% |
$143K - $171K
|
22.9K
$12.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
SELL
|
- |
-400- 17.39% |
$143K - $172K
|
1.9K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-401- 87.75% |
$143K - $172K
|
56
$30.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-413- 1.61% |
$148K - $177K
|
25.2K
$13.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-413- 5.1% |
$148K - $177K
|
7.69K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-413- 0.48% |
$148K - $177K
|
84.9K
$45.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-414- 3.24% |
$148K - $178K
|
12.4K
$6.67M
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-414- 7.83% |
$148K - $178K
|
4.87K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-415- 13.73% |
$148K - $178K
|
2.61K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-418- 3.27% |
$149K - $180K
|
12.4K
$6.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-418- 10.54% |
$149K - $180K
|
3.55K
$1.91M
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-419- 1.64% |
$150K - $180K
|
25.1K
$13.5M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-419- 21.32% |
$150K - $180K
|
1.55K
$833K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-423- 4.22% |
$151K - $182K
|
9.6K
$5.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-423- 4.59% |
$151K - $182K
|
8.8K
$4.74M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-425- 19.36% |
$152K - $183K
|
1.77K
$954K
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-430- 42.79% |
$154K - $185K
|
575
$310K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-432- 21.34% |
$154K - $186K
|
1.59K
$858K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-439- 1.85% |
$157K - $189K
|
23.3K
$12.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-439- 9.6% |
$157K - $189K
|
4.14K
$2.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-441- 0.85% |
$158K - $189K
|
51.6K
$27.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-445- 7.97% |
$159K - $191K
|
5.14K
$2.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-446- 2.0% |
$159K - $192K
|
21.8K
$11.8M
|
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-447- 1.86% |
$160K - $192K
|
23.6K
$12.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-448- 1.58% |
$160K - $193K
|
27.9K
$15M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-449- 7.44% |
$160K - $193K
|
5.59K
$3.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-449- 1.33% |
$160K - $193K
|
33.2K
$17.9M
|