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
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.02K- 5.94% |
$720K - $867K
|
32K
$19.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.05K- 19.76% |
$733K - $881K
|
8.33K
$5.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.05K- 0.9% |
$733K - $882K
|
226K
$138M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.07K- 5.76% |
$739K - $889K
|
33.9K
$20.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.08K- 5.44% |
$742K - $892K
|
36.1K
$22M
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.09K- 3.78% |
$745K - $896K
|
53.1K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.1K- 10.49% |
$749K - $902K
|
17.9K
$10.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.11K- 64.28% |
$754K - $907K
|
1.17K
$715K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.14K- 15.94% |
$763K - $918K
|
11.3K
$6.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.15KClosed |
$769K - $926K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.17KClosed |
$774K - $932K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.18K- 33.12% |
$777K - $935K
|
4.39K
$2.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.18K- 13.78% |
$778K - $936K
|
13.6K
$8.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.18K- 57.24% |
$778K - $936K
|
1.63K
$993K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.2K- 35.18% |
$786K - $945K
|
4.05K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.21K- 44.69% |
$789K - $949K
|
2.73K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.28K- 10.97% |
$814K - $980K
|
18.5K
$11.3M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.32K- 42.14% |
$829K - $997K
|
3.19K
$1.94M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.34K- 3.58% |
$835K - $1M
|
62.9K
$38.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.34K- 4.99% |
$837K - $1.01M
|
44.7K
$27.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.36K- 73.18% |
$844K - $1.02M
|
866
$528K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-2.37K- 19.75% |
$847K - $1.02M
|
9.63K
$5.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-2.37K- 77.33% |
$848K - $1.02M
|
696
$424K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.39K- 0.89% |
$852K - $1.02M
|
267K
$163M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.4K- 3.73% |
$858K - $1.03M
|
62K
$37.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.44K- 57.66% |
$872K - $1.05M
|
1.79K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.44K- 24.54% |
$873K - $1.05M
|
7.51K
$4.58M
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.45K- 1.46% |
$873K - $1.05M
|
164K
$100M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.45K- 7.17% |
$877K - $1.05M
|
31.8K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-2.45K- 11.19% |
$877K - $1.05M
|
19.5K
$11.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.48K- 3.3% |
$885K - $1.06M
|
72.5K
$44.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Ninepoint Partners LP
|
SELL
|
- |
-2.5K- 2.17% |
$893K - $1.07M
|
113K
$68.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.5K- 11.6% |
$893K - $1.07M
|
19.1K
$11.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.51K- 1.32% |
$897K - $1.08M
|
188K
$115M
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
SELL
|
- |
-2.51K- 2.04% |
$898K - $1.08M
|
121K
$73.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.55K- 8.31% |
$909K - $1.09M
|
28.1K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.56K- 7.86% |
$914K - $1.1M
|
30K
$18.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.57K- 4.96% |
$917K - $1.1M
|
49.2K
$30M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.58K- 26.49% |
$920K - $1.11M
|
7.15K
$4.36M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.6K- 33.33% |
$927K - $1.12M
|
5.19K
$3.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-2.6K- 6.47% |
$930K - $1.12M
|
37.6K
$22.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.65K- 10.55% |
$945K - $1.14M
|
22.4K
$13.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.7K- 28.86% |
$966K - $1.16M
|
6.67K
$4.06M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.73K- 1.38% |
$976K - $1.17M
|
195K
$119M
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.73K- 4.6% |
$977K - $1.17M
|
56.7K
$34.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.77K- 47.89% |
$990K - $1.19M
|
3.02K
$1.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.78K- 8.62% |
$994K - $1.2M
|
29.5K
$18M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.84K- 69.57% |
$1.01M - $1.22M
|
1.24K
$756K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-2.88K- 20.59% |
$1.03M - $1.24M
|
11.1K
$6.78M
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.95K- 59.74% |
$1.05M - $1.27M
|
1.99K
$1.21M
|