Purchases and Sales Made in Q1 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 10, 2022 Q1 2022
Northwest Capital Management Inc

BUY
 -
840
+ 28.88%
$350K - $401K
3.75K $2.27M
May 09, 2022 Q1 2022
Parsec Financial Management, Inc.

BUY
 -
834
+ 10.9%
$347K - $398K
8.48K $5.13M
Apr 12, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
832
New
$346K - $397K
832 $503K
May 03, 2022 Q1 2022
Hohimer Wealth Management, LLC

BUY
 -
831
+ 5.97%
$346K - $397K
14.8K $8.92M
May 12, 2022 Q1 2022
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
831
New
$346K - $397K
831 $502K
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
827
+ 109.97%
$344K - $395K
1.58K $954K
Aug 12, 2024 Q1 2022
Abound Wealth Management

Franklin, TN
BUY
 -
824
+ 49.94%
$343K - $394K
2.47K $1.5M
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
823
+ 3.25%
$343K - $393K
26.1K $15.8M
May 16, 2022 Q1 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
823
+ 3.81%
$343K - $393K
22.5K $13.6M
May 09, 2022 Q1 2022
Neumann Capital Management, LLC

BUY
 -
819
+ 3.08%
$341K - $391K
27.4K $16.6M
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
815
+ 6.4%
$339K - $389K
13.5K $8.19M
May 13, 2022 Q1 2022
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
813
+ 4.28%
$338K - $388K
19.8K $12M
May 16, 2022 Q1 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
812
+ 0.24%
$338K - $388K
334K $202M
May 03, 2022 Q1 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
810
+ 33.16%
$337K - $387K
3.25K $1.97M
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
809
+ 41.38%
$337K - $386K
2.76K $1.67M
Apr 12, 2022 Q1 2022
Conservest Capital Advisors, Inc.

BUY
 -
806
+ 0.35%
$335K - $385K
231K $139M
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
803
+ 5.47%
$334K - $384K
15.5K $9.36M
Apr 28, 2022 Q1 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
803
+ 1.29%
$334K - $384K
62.9K $38M
May 13, 2022 Q1 2022
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
802
+ 18.28%
$334K - $383K
5.19K $3.14M
May 12, 2022 Q1 2022
Renasant Bank

BUY
 -
800
+ 50.13%
$333K - $382K
2.4K $1.45M
May 12, 2022 Q1 2022
Holderness Investments CO

Greensboro, NC
BUY
 -
791
+ 64.26%
$329K - $378K
2.02K $1.22M
Apr 11, 2022 Q1 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
785
+ 3.02%
$327K - $375K
26.8K $16.2M
Apr 22, 2022 Q1 2022
James Investment Research Inc

BUY
 -
785
+ 20.21%
$327K - $375K
4.67K $2.82M
May 16, 2022 Q1 2022
Astor Investment Management LLC

BUY
 -
781
+ 3719.05%
$325K - $373K
802 $485K
Apr 22, 2022 Q1 2022
Artemis Wealth Advisors, LLC

BUY
 -
781
New
$325K - $373K
781 $472K
May 06, 2022 Q1 2022
Hilton Capital Management, LLC

BUY
 -
780
New
$325K - $373K
780 $471K
Feb 01, 2023 Q1 2022
Keebeck Alpha, LP

Stamford, CT
BUY
 -
779
New
$324K - $372K
779 $471K
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

BUY
 -
776
+ 80.58%
$323K - $371K
1.74K $1.05M
Apr 06, 2022 Q1 2022
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
775
+ 80.39%
$323K - $370K
1.74K $1.05M
May 06, 2022 Q1 2022
Washburn Capital Management, Inc.

BUY
 -
774
+ 1.24%
$322K - $370K
63.1K $38.1M
May 11, 2022 Q1 2022
Heritage Trust CO

Oklahoma City, OK
BUY
 -
774
+ 4.66%
$322K - $370K
17.4K $10.5M
Apr 12, 2022 Q1 2022
Blue Fin Capital, Inc.

BUY
 -
768
+ 7.25%
$320K - $367K
11.4K $6.87M
May 16, 2022 Q1 2022
Arosa Capital Management LP

Ny, NY
BUY
 -
760
New
$316K - $363K
760 $459K
May 12, 2022 Q1 2022
Quent Capital, LLC

BUY
 -
759
+ 4.5%
$316K - $363K
17.6K $10.6M
Apr 14, 2022 Q1 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
751
+ 54.07%
$313K - $359K
2.14K $1.29M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
750
+ 1.92%
$312K - $358K
39.7K $24M
Apr 19, 2022 Q1 2022
Forth Right Wealth Management, LLC

BUY
 -
746
+ 121.3%
$311K - $356K
1.36K $822K
Apr 19, 2022 Q1 2022
Relyea Zuckerberg Hanson LLC

BUY
 -
742
+ 5.01%
$309K - $354K
15.6K $9.4M
Jul 31, 2024 Q1 2022
First American Bank

Dundee, IL
BUY
 -
737
+ 5.29%
$307K - $352K
14.7K $8.86M
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
736
+ 68.72%
$306K - $352K
1.81K $1.09M
May 03, 2022 Q1 2022
Arthur M. Cohen & Associates, LLC

BUY
 -
735
+ 1.17%
$306K - $351K
63.5K $38.4M
Aug 07, 2024 Q1 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
730
+ 12.67%
$304K - $349K
6.49K $3.92M
May 09, 2022 Q1 2022
Beaumont Financial Partners, LLC

BUY
 -
729
+ 12.92%
$303K - $348K
6.37K $3.85M
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
727
+ 2.84%
$303K - $347K
26.3K $15.9M
Apr 05, 2022 Q1 2022
Adirondack Trust CO

BUY
 -
724
+ 1.62%
$301K - $346K
45.5K $27.5M
May 16, 2022 Q1 2022
Matrix Private Capital Group LLC

New York, NY
BUY
 -
723
+ 12.05%
$301K - $345K
6.72K $4.06M
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
718
+ 58.14%
$299K - $343K
1.95K $1.18M
May 04, 2022 Q1 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
718
+ 19.23%
$299K - $343K
4.45K $2.69M
May 13, 2022 Q1 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
715
+ 1.67%
$298K - $342K
43.6K $26.3M

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