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 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.6K+ 12.13% |
$4.51M - $5.42M
|
117K
$70.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
12.6K+ 16.93% |
$4.5M - $5.42M
|
87.1K
$52.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
12.6K+ 718.48% |
$4.5M - $5.41M
|
14.3K
$8.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
12.6K+ 40.8% |
$4.49M - $5.4M
|
43.4K
$26.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.5K+ 13.38% |
$4.48M - $5.39M
|
106K
$64M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.5K+ 399.11% |
$4.47M - $5.38M
|
15.7K
$9.43M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
12.5K+ 5.43% |
$4.47M - $5.37M
|
243K
$146M
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.5K+ 168.9% |
$4.46M - $5.37M
|
19.9K
$12M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.3K+ 15.95% |
$4.41M - $5.31M
|
89.8K
$54M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.3KNew |
$4.41M - $5.3M
|
12.3K
$7.43M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.3K+ 35.31% |
$4.41M - $5.3M
|
47.3K
$28.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
12.3K+ 102675.0% |
$4.4M - $5.29M
|
12.3K
$7.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
12.2K+ 411.25% |
$4.36M - $5.25M
|
15.2K
$9.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
12.1K+ 74.49% |
$4.34M - $5.22M
|
28.4K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
12KNew |
$4.29M - $5.16M
|
12K
$7.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
11.9K+ 2220.07% |
$4.27M - $5.13M
|
12.5K
$7.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9K+ 31.22% |
$4.25M - $5.12M
|
50.1K
$30.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
11.8K+ 145.5% |
$4.22M - $5.07M
|
19.9K
$12M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.8K+ 116.24% |
$4.21M - $5.06M
|
21.9K
$13.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11.7K+ 390.26% |
$4.19M - $5.04M
|
14.7K
$8.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 367.28% |
$4.14M - $4.98M
|
14.7K
$8.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
11.5K+ 146.58% |
$4.12M - $4.96M
|
19.4K
$11.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
11.5K+ 169.12% |
$4.11M - $4.94M
|
18.3K
$11M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.5K+ 6.16% |
$4.09M - $4.92M
|
198K
$119M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.1K+ 72.45% |
$3.98M - $4.78M
|
26.5K
$15.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
11K+ 448.2% |
$3.92M - $4.72M
|
13.4K
$8.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
10.9K+ 428.26% |
$3.88M - $4.66M
|
13.4K
$8.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.7K+ 4.62% |
$3.83M - $4.61M
|
243K
$146M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
10.5K+ 186.2% |
$3.77M - $4.53M
|
16.2K
$9.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 6.54% |
$3.72M - $4.47M
|
170K
$102M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
10.3K+ 1.67% |
$3.7M - $4.45M
|
629K
$379M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 7.76% |
$3.64M - $4.37M
|
141K
$85.1M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 54.07% |
$3.6M - $4.33M
|
28.7K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10K+ 52.63% |
$3.57M - $4.3M
|
29K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10KNew |
$3.57M - $4.3M
|
10K
$6.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
10KNew |
$3.57M - $4.3M
|
10K
$6.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 8.54% |
$3.56M - $4.28M
|
127K
$76.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9.93K+ 43.36% |
$3.55M - $4.27M
|
32.8K
$19.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
9.78K+ 620.69% |
$3.49M - $4.2M
|
11.4K
$6.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
9.71K+ 30.69% |
$3.47M - $4.17M
|
41.4K
$24.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
9.68K+ 221.61% |
$3.46M - $4.16M
|
14K
$8.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
9.65K+ 762.92% |
$3.45M - $4.15M
|
10.9K
$6.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.62K+ 47.09% |
$3.44M - $4.13M
|
30K
$18.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Iridian Asset Management LLC
|
BUY
|
- |
9.6K+ 4.27% |
$3.43M - $4.13M
|
235K
$141M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
9.55K+ 55.02% |
$3.41M - $4.1M
|
26.9K
$16.2M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.52K+ 81.14% |
$3.4M - $4.09M
|
21.3K
$12.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.49K+ 70.0% |
$3.39M - $4.08M
|
23.1K
$13.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.48K+ 3.24% |
$3.38M - $4.07M
|
302K
$182M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.44K+ 25.66% |
$3.37M - $4.05M
|
46.2K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
9.44K+ 6.66% |
$3.37M - $4.05M
|
151K
$91M
|