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 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.05KNew |
$438K - $503K
|
1.05K
$617K
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 47.26% |
$438K - $503K
|
3.28K
$1.92M
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.05K+ 11.48% |
$437K - $502K
|
10.2K
$5.98M
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 33.2% |
$434K - $498K
|
4.19K
$2.45M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.04K+ 16.17% |
$434K - $498K
|
7.49K
$4.39M
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
1.04K+ 63.88% |
$433K - $497K
|
2.67K
$1.56M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.04K+ 34.02% |
$431K - $495K
|
4.08K
$2.39M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.03K+ 1.09% |
$429K - $492K
|
95.8K
$56.2M
|
|
May 16, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.03KNew |
$428K - $491K
|
1.03K
$603K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.02K+ 2.63% |
$425K - $488K
|
39.9K
$23.4M
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.01K+ 1.26% |
$422K - $484K
|
81.2K
$47.6M
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.01KNew |
$419K - $481K
|
1.01K
$590K
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1KNew |
$417K - $479K
|
1K
$588K
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1KNew |
$417K - $478K
|
1K
$587K
|
|
May 16, 2022
Q1 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1KNew |
$416K - $478K
|
1K
$586K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
994+ 3.1% |
$414K - $475K
|
33.1K
$19.4M
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
BUY
|
- |
992New |
$413K - $474K
|
992
$582K
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
992+ 45.78% |
$413K - $474K
|
3.16K
$1.85M
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
985+ 8.2% |
$410K - $471K
|
13K
$7.62M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
981+ 8.91% |
$408K - $469K
|
12K
$7.03M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
978+ 21.44% |
$407K - $467K
|
5.54K
$3.25M
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
975+ 15.63% |
$406K - $466K
|
7.22K
$4.23M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
969+ 101.47% |
$403K - $463K
|
1.92K
$1.13M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
968+ 0.88% |
$403K - $462K
|
111K
$64.8M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
963+ 3.55% |
$401K - $460K
|
28.1K
$16.5M
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
939New |
$391K - $449K
|
939
$551K
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
935+ 2.66% |
$389K - $447K
|
36.1K
$21.1M
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
933+ 3.04% |
$388K - $446K
|
31.6K
$18.5M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
930New |
$387K - $444K
|
930
$545K
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
930+ 3.95% |
$387K - $444K
|
24.5K
$14.3M
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
928+ 4.11% |
$386K - $443K
|
23.5K
$13.8M
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
926+ 159.93% |
$385K - $442K
|
1.51K
$882K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
921+ 9.56% |
$383K - $440K
|
10.6K
$6.19M
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
913+ 16.87% |
$380K - $436K
|
6.33K
$3.71M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
913+ 8.33% |
$380K - $436K
|
11.9K
$6.96M
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
912+ 3.17% |
$380K - $436K
|
29.7K
$17.4M
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
911+ 10.77% |
$379K - $435K
|
9.37K
$5.49M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
907+ 7.38% |
$378K - $433K
|
13.2K
$7.74M
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
895New |
$373K - $428K
|
895
$525K
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
888+ 36.45% |
$370K - $424K
|
3.32K
$1.95M
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
BUY
|
- |
887+ 5.07% |
$369K - $424K
|
18.4K
$10.8M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
877+ 67.36% |
$365K - $419K
|
2.18K
$1.28M
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
872+ 15.37% |
$363K - $417K
|
6.55K
$3.84M
|
|
May 12, 2022
Q1 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
861+ 0.53% |
$358K - $411K
|
162K
$94.9M
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
858+ 175.1% |
$357K - $410K
|
1.35K
$790K
|
|
May 10, 2022
Q1 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
855New |
$356K - $408K
|
855
$501K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
853+ 3.37% |
$355K - $407K
|
26.2K
$15.4M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
850+ 1.83% |
$354K - $406K
|
47.4K
$27.8M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
849+ 1035.37% |
$353K - $406K
|
931
$546K
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
841New |
$350K - $402K
|
841
$493K
|