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 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.73K- 1.38% |
$976K - $1.17M
|
195K
$105M
|
|
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
$30.6M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.77K- 47.89% |
$990K - $1.19M
|
3.02K
$1.63M
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.78K- 8.62% |
$994K - $1.2M
|
29.5K
$15.9M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.84K- 69.57% |
$1.01M - $1.22M
|
1.24K
$669K
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-2.88K- 20.59% |
$1.03M - $1.24M
|
11.1K
$6M
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.95K- 59.74% |
$1.05M - $1.27M
|
1.99K
$1.07M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.98K- 4.52% |
$1.07M - $1.28M
|
63K
$33.9M
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-2.99K- 22.83% |
$1.07M - $1.28M
|
10.1K
$5.44M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.99K- 21.1% |
$1.07M - $1.29M
|
11.2K
$6.03M
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.04K- 35.66% |
$1.09M - $1.31M
|
5.48K
$2.96M
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.04K- 2.06% |
$1.09M - $1.31M
|
145K
$78M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.04K- 0.68% |
$1.09M - $1.31M
|
444K
$239M
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.06K- 7.14% |
$1.09M - $1.31M
|
39.8K
$21.4M
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.08K- 99.97% |
$1.1M - $1.32M
|
1
$539
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3.1K- 36.24% |
$1.11M - $1.33M
|
5.46K
$2.94M
|
|
Nov 10, 2022
Q3 2022
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-3.13K- 14.79% |
$1.12M - $1.34M
|
18K
$9.72M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.14K- 2.45% |
$1.12M - $1.35M
|
125K
$67.2M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.15K- 19.08% |
$1.12M - $1.35M
|
13.3K
$7.19M
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-3.23K- 38.15% |
$1.16M - $1.39M
|
5.24K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.32K- 2.98% |
$1.19M - $1.43M
|
108K
$58.2M
|
|
Nov 14, 2022
Q3 2022
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.4K- 68.0% |
$1.21M - $1.46M
|
1.6K
$863K
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.41K- 23.04% |
$1.22M - $1.46M
|
11.4K
$6.13M
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-3.42K- 45.72% |
$1.22M - $1.47M
|
4.06K
$2.19M
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.45K- 96.05% |
$1.23M - $1.48M
|
142
$76.6K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.46K- 2.84% |
$1.24M - $1.49M
|
118K
$63.9M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.46K- 2.84% |
$1.24M - $1.49M
|
118K
$63.9M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.56K- 8.32% |
$1.27M - $1.53M
|
39.2K
$21.2M
|
|
Feb 07, 2025
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.57K- 23.87% |
$1.27M - $1.53M
|
11.4K
$6.13M
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.58K- 65.94% |
$1.28M - $1.54M
|
1.85K
$997K
|
|
Oct 07, 2022
Q3 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.58K- 86.0% |
$1.28M - $1.54M
|
583
$314K
|
|
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
$10.1M
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.61K- 2.77% |
$1.29M - $1.55M
|
127K
$68.4M
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.67K- 23.12% |
$1.31M - $1.58M
|
12.2K
$6.59M
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.79K- 12.72% |
$1.35M - $1.63M
|
26K
$14M
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.8K- 84.77% |
$1.36M - $1.63M
|
683
$368K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.84K- 77.06% |
$1.37M - $1.65M
|
1.14K
$616K
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.85K- 3.21% |
$1.38M - $1.66M
|
116K
$62.6M
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-3.89K- 41.74% |
$1.39M - $1.67M
|
5.43K
$2.93M
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3.92K- 18.36% |
$1.4M - $1.68M
|
17.4K
$9.39M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.94K- 77.52% |
$1.41M - $1.69M
|
1.14K
$616K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.96K- 3.97% |
$1.42M - $1.7M
|
95.9K
$51.7M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.97K- 10.1% |
$1.42M - $1.7M
|
35.3K
$19M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.97K- 2.61% |
$1.42M - $1.71M
|
148K
$79.8M
|
|
Oct 31, 2022
Q3 2022
|
Eos Management, L.P.
|
SELL
|
- |
-3.98K- 4.24% |
$1.42M - $1.71M
|
90K
$48.5M
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.01K- 43.62% |
$1.43M - $1.72M
|
5.19K
$2.8M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.03K- 18.88% |
$1.44M - $1.73M
|
17.3K
$9.33M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.08K- 11.56% |
$1.46M - $1.75M
|
31.2K
$16.8M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.09K- 1.49% |
$1.46M - $1.76M
|
271K
$146M
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.1K- 15.2% |
$1.46M - $1.76M
|
22.9K
$12.3M
|