Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
3.24K+ 22.97% |
$1.35M - $1.55M
|
17.4K
$10.4M
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.21K+ 202.78% |
$1.33M - $1.53M
|
4.79K
$2.86M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 31.6% |
$1.33M - $1.53M
|
13.3K
$7.96M
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
3.17K+ 9.19% |
$1.32M - $1.51M
|
37.6K
$22.5M
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.1K+ 19.35% |
$1.29M - $1.48M
|
19.1K
$11.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
3.1K+ 6.04% |
$1.29M - $1.48M
|
54.5K
$32.5M
|
|
|
May 16, 2022
Q1 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
3.1K+ 7.16% |
$1.29M - $1.48M
|
46.4K
$27.7M
|
|
|
May 11, 2022
Q1 2022
|
Westwood Wealth Management
|
BUY
|
- |
3.09KNew |
$1.28M - $1.47M
|
3.09K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.07K+ 13.28% |
$1.28M - $1.46M
|
26.1K
$15.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Stairway Partners, LLC
|
BUY
|
- |
3.06K+ 1.59% |
$1.27M - $1.46M
|
195K
$117M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.05K+ 16.09% |
$1.27M - $1.46M
|
22K
$13.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.04K+ 42.76% |
$1.26M - $1.45M
|
10.1K
$6.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.03K+ 3.34% |
$1.26M - $1.45M
|
94K
$56.1M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.03K+ 41.5% |
$1.26M - $1.45M
|
10.3K
$6.18M
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.01K+ 1.33% |
$1.25M - $1.44M
|
230K
$137M
|
|
|
May 11, 2022
Q1 2022
|
American Asset Management Inc.
|
BUY
|
- |
3K+ 3.65% |
$1.25M - $1.44M
|
85.3K
$51M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.99K+ 3.56% |
$1.25M - $1.43M
|
87K
$52M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.99K+ 185.83% |
$1.24M - $1.43M
|
4.6K
$2.75M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.97K+ 33.13% |
$1.24M - $1.42M
|
11.9K
$7.14M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.97K+ 33.13% |
$1.24M - $1.42M
|
11.9K
$7.14M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.97K+ 5.02% |
$1.23M - $1.42M
|
62K
$37M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.91K+ 27.4% |
$1.21M - $1.39M
|
13.5K
$8.08M
|
|
|
May 13, 2022
Q1 2022
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
2.91K+ 6.37% |
$1.21M - $1.39M
|
48.5K
$29M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.85K+ 0.45% |
$1.19M - $1.36M
|
634K
$379M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.83K+ 35.05% |
$1.18M - $1.35M
|
10.9K
$6.52M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.83K+ 0.88% |
$1.18M - $1.35M
|
324K
$194M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.83K+ 6.83% |
$1.18M - $1.35M
|
44.2K
$26.4M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
2.81K+ 7.77% |
$1.17M - $1.34M
|
39K
$23.3M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.81K+ 13.44% |
$1.17M - $1.34M
|
23.7K
$14.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
2.77K+ 9.01% |
$1.15M - $1.32M
|
33.5K
$20M
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 29.12% |
$1.14M - $1.31M
|
12.2K
$7.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.75K+ 8.44% |
$1.14M - $1.31M
|
35.3K
$21.1M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.75K+ 1.6% |
$1.14M - $1.31M
|
174K
$104M
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.75K+ 52.32% |
$1.14M - $1.31M
|
7.99K
$4.78M
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.74K+ 281.42% |
$1.14M - $1.31M
|
3.72K
$2.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$1.13M - $1.3M
|
2.73K
$1.63M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.72KNew |
$1.13M - $1.3M
|
2.72K
$1.62M
|
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
BUY
|
- |
2.72K+ 41.47% |
$1.13M - $1.3M
|
9.26K
$5.53M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.7K+ 31.61% |
$1.12M - $1.29M
|
11.2K
$6.72M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.69K+ 4.48% |
$1.12M - $1.28M
|
62.6K
$37.4M
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
2.66K+ 10.55% |
$1.11M - $1.27M
|
27.9K
$16.7M
|
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
2.64K+ 5.13% |
$1.1M - $1.26M
|
54.1K
$32.3M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.63K+ 5.41% |
$1.1M - $1.26M
|
51.3K
$30.7M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.63K+ 22.18% |
$1.09M - $1.26M
|
14.5K
$8.66M
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$1.09M - $1.25M
|
2.61K
$1.56M
|
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
2.6KNew |
$1.08M - $1.24M
|
2.6K
$1.55M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.6K+ 54.73% |
$1.08M - $1.24M
|
7.36K
$4.4M
|
|
|
May 13, 2022
Q1 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$1.08M - $1.24M
|
2.59K
$1.55M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.58K+ 337.3% |
$1.07M - $1.23M
|
3.34K
$2M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 19.28% |
$1.06M - $1.22M
|
15.8K
$9.42M
|