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
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-612- 0.27% |
$219K - $263K
|
230K
$124M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-614- 51.25% |
$219K - $264K
|
584
$315K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-615- 6.04% |
$220K - $264K
|
9.58K
$5.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-615- 1.57% |
$220K - $264K
|
38.4K
$20.7M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-625- 1.02% |
$223K - $269K
|
60.4K
$32.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-629- 2.79% |
$225K - $270K
|
21.9K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-632- 3.9% |
$226K - $272K
|
15.6K
$8.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-639- 37.88% |
$228K - $275K
|
1.05K
$565K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-643- 2.41% |
$230K - $276K
|
26K
$14M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-644- 3.6% |
$230K - $277K
|
17.2K
$9.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-645- 53.13% |
$230K - $277K
|
569
$307K
|
|
|
Oct 20, 2022
Q3 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-649- 23.98% |
$232K - $279K
|
2.06K
$1.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-653- 1.8% |
$233K - $281K
|
35.6K
$19.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-654- 4.67% |
$234K - $281K
|
13.3K
$7.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-655- 26.7% |
$234K - $281K
|
1.8K
$969K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-663- 16.93% |
$237K - $285K
|
3.25K
$1.75M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-666- 2.91% |
$238K - $286K
|
22.3K
$12M
|
|
|
Nov 09, 2022
Q3 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-666- 14.13% |
$238K - $286K
|
4.05K
$2.18M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-669- 25.4% |
$239K - $287K
|
1.97K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-669- 6.23% |
$239K - $287K
|
10.1K
$5.43M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-671- 9.21% |
$240K - $288K
|
6.61K
$3.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-676- 9.51% |
$241K - $290K
|
6.43K
$3.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-679- 2.65% |
$243K - $292K
|
24.9K
$13.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-680- 0.91% |
$243K - $292K
|
74.2K
$40M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-681- 7.33% |
$243K - $293K
|
8.61K
$4.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-682- 13.2% |
$244K - $293K
|
4.49K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-684- 1.83% |
$244K - $294K
|
36.8K
$19.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-685- 21.85% |
$245K - $294K
|
2.45K
$1.32M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-690- 34.43% |
$246K - $296K
|
1.31K
$708K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-693- 11.12% |
$248K - $298K
|
5.54K
$2.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-700- 2.37% |
$250K - $301K
|
28.8K
$15.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-707- 0.73% |
$253K - $304K
|
95.6K
$51.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-708- 67.82% |
$253K - $304K
|
336
$181K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-710- 25.54% |
$254K - $305K
|
2.07K
$1.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-718- 12.38% |
$256K - $309K
|
5.08K
$2.74M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-720- 3.5% |
$257K - $309K
|
19.9K
$10.7M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-720- 1.19% |
$257K - $309K
|
59.8K
$32.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-725- 0.82% |
$259K - $312K
|
88K
$47.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-725- 0.53% |
$259K - $312K
|
137K
$74M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-730- 10.82% |
$261K - $314K
|
6.02K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-735- 14.22% |
$263K - $316K
|
4.44K
$2.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-737- 2.83% |
$263K - $317K
|
25.3K
$13.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-750- 4.44% |
$268K - $322K
|
16.2K
$8.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-755- 21.27% |
$270K - $324K
|
2.8K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-757- 41.23% |
$270K - $325K
|
1.08K
$582K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-770- 19.55% |
$275K - $331K
|
3.17K
$1.71M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-772- 4.06% |
$276K - $332K
|
18.2K
$9.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-772- 7.78% |
$276K - $332K
|
9.16K
$4.94M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-774- 4.33% |
$276K - $333K
|
17.1K
$9.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-775- 6.02% |
$277K - $333K
|
12.1K
$6.52M
|