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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.98K- 4.52% |
$1.07M - $1.28M
|
63K
$38.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.99K- 22.83% |
$1.07M - $1.28M
|
10.1K
$6.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.99K- 21.1% |
$1.07M - $1.29M
|
11.2K
$6.82M
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.04K- 35.66% |
$1.09M - $1.31M
|
5.48K
$3.34M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 2.06% |
$1.09M - $1.31M
|
145K
$88.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.04K- 0.68% |
$1.09M - $1.31M
|
444K
$270M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.06K- 7.14% |
$1.09M - $1.31M
|
39.8K
$24.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.08K- 99.97% |
$1.1M - $1.32M
|
1
$610
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.1K- 36.24% |
$1.11M - $1.33M
|
5.46K
$3.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-3.13K- 14.79% |
$1.12M - $1.34M
|
18K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.14K- 2.45% |
$1.12M - $1.35M
|
125K
$76M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.15K- 19.08% |
$1.12M - $1.35M
|
13.3K
$8.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3.23K- 38.15% |
$1.16M - $1.39M
|
5.24K
$3.2M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.32K- 2.98% |
$1.19M - $1.43M
|
108K
$65.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.4K- 68.0% |
$1.21M - $1.46M
|
1.6K
$976K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.41K- 23.04% |
$1.22M - $1.46M
|
11.4K
$6.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-3.42K- 45.72% |
$1.22M - $1.47M
|
4.06K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 96.05% |
$1.23M - $1.48M
|
142
$86.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.46K- 2.84% |
$1.24M - $1.49M
|
118K
$72.2M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.46K- 2.84% |
$1.24M - $1.49M
|
118K
$72.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.56K- 8.32% |
$1.27M - $1.53M
|
39.2K
$23.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.58K- 65.94% |
$1.28M - $1.54M
|
1.85K
$1.13M
|
|
|
Oct 07, 2022
Q3 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.58K- 86.0% |
$1.28M - $1.54M
|
583
$355K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.58K- 16.11% |
$1.28M - $1.54M
|
18.7K
$11.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.61K- 2.77% |
$1.29M - $1.55M
|
127K
$77.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.67K- 23.12% |
$1.31M - $1.58M
|
12.2K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.79K- 12.72% |
$1.35M - $1.63M
|
26K
$15.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.8K- 84.77% |
$1.36M - $1.63M
|
683
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.84K- 77.06% |
$1.37M - $1.65M
|
1.14K
$696K
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.85K- 3.21% |
$1.38M - $1.66M
|
116K
$70.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-3.89K- 41.74% |
$1.39M - $1.67M
|
5.43K
$3.31M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3.92K- 18.36% |
$1.4M - $1.68M
|
17.4K
$10.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.94K- 77.52% |
$1.41M - $1.69M
|
1.14K
$696K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.96K- 3.97% |
$1.42M - $1.7M
|
95.9K
$58.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.97K- 10.1% |
$1.42M - $1.7M
|
35.3K
$21.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.97K- 2.61% |
$1.42M - $1.71M
|
148K
$90.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Eos Management, L.P.
|
SELL
|
- |
-3.98K- 4.24% |
$1.42M - $1.71M
|
90K
$54.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.01K- 43.62% |
$1.43M - $1.72M
|
5.19K
$3.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.03K- 18.88% |
$1.44M - $1.73M
|
17.3K
$10.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.08K- 11.56% |
$1.46M - $1.75M
|
31.2K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.09K- 1.49% |
$1.46M - $1.76M
|
271K
$165M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.1K- 15.2% |
$1.46M - $1.76M
|
22.9K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.17K- 1.5% |
$1.49M - $1.79M
|
274K
$167M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-4.25K- 21.46% |
$1.52M - $1.83M
|
15.6K
$9.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.26K- 26.52% |
$1.52M - $1.83M
|
11.8K
$7.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-4.28KClosed |
$1.53M - $1.84M
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-4.31K- 24.12% |
$1.54M - $1.85M
|
13.6K
$8.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
SELL
|
- |
-4.38K- 6.43% |
$1.56M - $1.88M
|
63.7K
$38.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.43K- 23.91% |
$1.58M - $1.9M
|
14.1K
$8.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.43K- 34.3% |
$1.58M - $1.9M
|
8.48K
$5.17M
|