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 |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
2.52K+ 143.26% |
$1.05M - $1.2M
|
4.27K
$2.55M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.51K+ 22.41% |
$1.04M - $1.2M
|
13.7K
$8.18M
|
|
May 13, 2022
Q1 2022
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
2.5K+ 16.1% |
$1.04M - $1.19M
|
18K
$10.8M
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.49K+ 11.64% |
$1.04M - $1.19M
|
23.9K
$14.3M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.47K+ 14.23% |
$1.03M - $1.18M
|
19.8K
$11.8M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.46K+ 170.22% |
$1.02M - $1.17M
|
3.9K
$2.33M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.45K+ 8.33% |
$1.02M - $1.17M
|
31.9K
$19.1M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.44K+ 42.57% |
$1.02M - $1.17M
|
8.17K
$4.88M
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.41K+ 413.21% |
$1M - $1.15M
|
2.99K
$1.79M
|
|
Apr 25, 2022
Q1 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.37K+ 76.48% |
$988K - $1.13M
|
5.48K
$3.27M
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.35KNew |
$977K - $1.12M
|
2.35K
$1.4M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.34K+ 13.5% |
$976K - $1.12M
|
19.7K
$11.8M
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
2.34K+ 0.85% |
$973K - $1.12M
|
279K
$167M
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.34K+ 7.35% |
$972K - $1.12M
|
34.1K
$20.4M
|
|
Apr 27, 2022
Q1 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.33KNew |
$968K - $1.11M
|
2.33K
$1.39M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.32K+ 3.18% |
$967K - $1.11M
|
75.3K
$45M
|
|
May 13, 2022
Q1 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
2.31KNew |
$962K - $1.1M
|
2.31K
$1.38M
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.21K+ 0.32% |
$919K - $1.05M
|
698K
$417M
|
|
Apr 14, 2022
Q1 2022
|
Addenda Capital Inc.
|
BUY
|
- |
2.21KNew |
$918K - $1.05M
|
2.21K
$1.32M
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.21K+ 77.92% |
$918K - $1.05M
|
5.04K
$3.01M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.18K+ 0.65% |
$907K - $1.04M
|
336K
$201M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.17K+ 55.13% |
$903K - $1.04M
|
6.11K
$3.65M
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.16K+ 18.35% |
$901K - $1.03M
|
14K
$8.34M
|
|
May 13, 2022
Q1 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
2.14K+ 15307.14% |
$892K - $1.02M
|
2.16K
$1.29M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
2.13K+ 0.94% |
$888K - $1.02M
|
230K
$138M
|
|
Apr 22, 2022
Q1 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2.1K+ 366.49% |
$874K - $1M
|
2.67K
$1.6M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 20.3% |
$872K - $1M
|
12.4K
$7.42M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.09K+ 8.89% |
$871K - $1M
|
25.6K
$15.3M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.07K+ 3.48% |
$862K - $990K
|
61.7K
$36.8M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.06K+ 47.23% |
$858K - $985K
|
6.43K
$3.84M
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.04K+ 8.98% |
$849K - $975K
|
24.7K
$14.8M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$844K - $969K
|
2.03K
$1.21M
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.01K+ 9.76% |
$836K - $960K
|
22.6K
$13.5M
|
|
May 13, 2022
Q1 2022
|
Ing Groep Nv
|
BUY
|
- |
1.94K+ 0.12% |
$808K - $927K
|
1.58M
$943M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 331.18% |
$791K - $908K
|
2.48K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.89K+ 16.55% |
$788K - $904K
|
13.3K
$7.96M
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.88K+ 104.72% |
$784K - $900K
|
3.68K
$2.2M
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.86K+ 6.29% |
$773K - $888K
|
31.4K
$18.8M
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
BUY
|
- |
1.84KNew |
$766K - $879K
|
1.84K
$1.1M
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.84K+ 6.84% |
$765K - $878K
|
28.7K
$17.2M
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
1.84K+ 6.85% |
$765K - $878K
|
28.6K
$17.1M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.84KNew |
$764K - $877K
|
1.84K
$1.1M
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.83K+ 37.73% |
$763K - $875K
|
6.69K
$4M
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.83K+ 7.74% |
$761K - $873K
|
25.4K
$15.2M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.82K+ 8.83% |
$757K - $869K
|
22.4K
$13.4M
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.8K+ 18.24% |
$751K - $862K
|
11.7K
$6.99M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.79KNew |
$746K - $856K
|
1.79K
$1.07M
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.79K+ 6.85% |
$745K - $855K
|
27.9K
$16.7M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
1.78K+ 109.59% |
$742K - $851K
|
3.41K
$2.04M
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.75K+ 7.57% |
$727K - $834K
|
24.8K
$14.8M
|