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 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.37K+ 3.29% |
$569K - $653K
|
42.9K
$25.9M
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.37K+ 47.95% |
$568K - $652K
|
4.21K
$2.55M
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.34K+ 24.14% |
$558K - $640K
|
6.89K
$4.16M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.33K+ 4.23% |
$555K - $637K
|
32.9K
$19.9M
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.32K+ 95.6% |
$551K - $632K
|
2.71K
$1.64M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.31K+ 2.07% |
$545K - $626K
|
64.5K
$39M
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.3K+ 26.46% |
$541K - $621K
|
6.21K
$3.75M
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 4.33% |
$539K - $619K
|
31.2K
$18.9M
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.3K+ 52.47% |
$539K - $619K
|
3.76K
$2.27M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.29K+ 7.54% |
$537K - $616K
|
18.4K
$11.1M
|
|
May 16, 2022
Q1 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
1.29K+ 4.72% |
$537K - $616K
|
28.6K
$17.3M
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
1.28K+ 32.91% |
$533K - $612K
|
5.17K
$3.13M
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
1.25K+ 1.03% |
$520K - $597K
|
122K
$73.8M
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.25K+ 13.24% |
$519K - $596K
|
10.7K
$6.45M
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.24K+ 3.73% |
$515K - $591K
|
34.4K
$20.8M
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 4.02% |
$512K - $588K
|
31.8K
$19.2M
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.23K+ 32.2% |
$512K - $588K
|
5.05K
$3.05M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
1.2K+ 9.09% |
$500K - $573K
|
14.4K
$8.7M
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.2K+ 16.88% |
$499K - $573K
|
8.3K
$5.02M
|
|
Apr 29, 2022
Q1 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.19K+ 49.9% |
$496K - $569K
|
3.58K
$2.16M
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
1.19K+ 18.49% |
$495K - $568K
|
7.61K
$4.6M
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.18K+ 21.88% |
$492K - $564K
|
6.58K
$3.98M
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
1.17K+ 4.54% |
$487K - $559K
|
27K
$16.3M
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.17K+ 2.57% |
$487K - $558K
|
46.6K
$28.1M
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.17K+ 0.37% |
$485K - $557K
|
319K
$193M
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.17K+ 1.35% |
$485K - $557K
|
87.8K
$53M
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.16K+ 11.75% |
$482K - $553K
|
11K
$6.66M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.16K+ 17.24% |
$482K - $553K
|
7.87K
$4.75M
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.16K+ 127.85% |
$482K - $553K
|
2.06K
$1.25M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 78.79% |
$481K - $552K
|
2.62K
$1.58M
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.15K+ 14.88% |
$478K - $549K
|
8.87K
$5.36M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.15K+ 3.86% |
$477K - $548K
|
30.9K
$18.7M
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.15K+ 12.18% |
$477K - $547K
|
10.5K
$6.37M
|
|
May 10, 2022
Q1 2022
|
Key Square Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.14KNew |
$476K - $547K
|
1.14K
$691K
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.14K+ 0.82% |
$474K - $544K
|
140K
$84.5M
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.13K+ 22.06% |
$472K - $542K
|
6.27K
$3.79M
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.13K+ 4.93% |
$472K - $541K
|
24.1K
$14.6M
|
|
May 16, 2022
Q1 2022
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
1.12K+ 8.06% |
$466K - $535K
|
15K
$9.08M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.11K+ 77.09% |
$464K - $532K
|
2.56K
$1.55M
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
1.11K+ 927.5% |
$463K - $532K
|
1.23K
$745K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 18.68% |
$460K - $528K
|
7.02K
$4.24M
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.1K+ 5.62% |
$459K - $527K
|
20.7K
$12.5M
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.1K+ 143.23% |
$458K - $525K
|
1.87K
$1.13M
|
|
Apr 21, 2022
Q1 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.08KNew |
$451K - $517K
|
1.08K
$654K
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.08K+ 4.51% |
$450K - $516K
|
25.1K
$15.2M
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.08K+ 3.67% |
$450K - $516K
|
30.5K
$18.5M
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.08K+ 2.3% |
$449K - $515K
|
47.9K
$29M
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.07K+ 9.3% |
$445K - $511K
|
12.6K
$7.6M
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
1.05KNew |
$439K - $504K
|
1.05K
$637K
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.05K+ 51.02% |
$438K - $503K
|
3.11K
$1.88M
|