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 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 6232.14% |
$726K - $834K
|
1.77K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 4.08% |
$726K - $833K
|
44.5K
$26.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.74K+ 9.45% |
$726K - $833K
|
20.2K
$12.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1.74K+ 68.46% |
$726K - $833K
|
4.29K
$2.59M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.72K+ 30.09% |
$717K - $823K
|
7.45K
$4.5M
|
|
|
May 05, 2022
Q1 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.72K+ 2.31% |
$716K - $822K
|
76.3K
$46.1M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.69K+ 14.18% |
$702K - $806K
|
13.6K
$8.21M
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.67K+ 1.22% |
$696K - $798K
|
138K
$83.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.66K+ 2.17% |
$689K - $791K
|
77.9K
$47.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.65K+ 89.55% |
$685K - $786K
|
3.48K
$2.11M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.65K+ 2.32% |
$685K - $786K
|
72.5K
$43.8M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.64K+ 12.69% |
$684K - $785K
|
14.6K
$8.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.62K+ 3.85% |
$676K - $775K
|
43.8K
$26.5M
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.62K+ 7.21% |
$675K - $775K
|
24.1K
$14.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.62K+ 18.89% |
$673K - $772K
|
10.2K
$6.15M
|
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.61KNew |
$671K - $770K
|
1.61K
$974K
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.59K+ 235.61% |
$661K - $759K
|
2.26K
$1.37M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.59K+ 84.41% |
$661K - $758K
|
3.47K
$2.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.58K+ 10.16% |
$659K - $756K
|
17.2K
$10.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.58K+ 4.27% |
$658K - $755K
|
38.6K
$23.3M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.58K+ 10.79% |
$656K - $752K
|
16.2K
$9.77M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.55K+ 8.61% |
$646K - $741K
|
19.6K
$11.8M
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.51K+ 0.97% |
$628K - $720K
|
158K
$95.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.51K+ 3.27% |
$627K - $719K
|
47.6K
$28.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5K+ 54.19% |
$624K - $717K
|
4.27K
$2.58M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.49K+ 12.76% |
$620K - $712K
|
13.2K
$7.96M
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.48K+ 4.35% |
$615K - $706K
|
35.4K
$21.4M
|
|
|
May 12, 2022
Q1 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
1.47KNew |
$612K - $702K
|
1.47K
$888K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.47K+ 110.19% |
$612K - $702K
|
2.8K
$1.69M
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.23% |
$611K - $701K
|
67.2K
$40.6M
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.47K+ 15.75% |
$610K - $700K
|
10.8K
$6.51M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.46K+ 0.77% |
$609K - $698K
|
191K
$116M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1.46K+ 175.69% |
$608K - $697K
|
2.29K
$1.38M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 9.07% |
$603K - $692K
|
17.4K
$10.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
1.44K+ 2.81% |
$599K - $688K
|
52.6K
$31.8M
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.44K+ 159.2% |
$598K - $686K
|
2.34K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.44K+ 0.84% |
$597K - $686K
|
173K
$104M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.43K+ 7.63% |
$596K - $684K
|
20.2K
$12.2M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.42K+ 1136.8% |
$591K - $679K
|
1.55K
$934K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.42KNew |
$591K - $679K
|
1.42K
$859K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.41K+ 28.38% |
$587K - $674K
|
6.38K
$3.86M
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
1.4K+ 20.07% |
$583K - $669K
|
8.38K
$5.06M
|
|
|
May 11, 2022
Q1 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.4K+ 2.15% |
$583K - $669K
|
66.5K
$40.2M
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.4K+ 76.59% |
$583K - $669K
|
3.23K
$1.95M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 131.86% |
$582K - $668K
|
2.46K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.4KNew |
$581K - $667K
|
1.4K
$844K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
1.39K+ 11.44% |
$577K - $662K
|
13.5K
$8.16M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.39K+ 29.68% |
$577K - $662K
|
6.05K
$3.66M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.38K+ 4.23% |
$576K - $661K
|
34K
$20.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
1.37K+ 10.62% |
$569K - $653K
|
14.2K
$8.6M
|