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 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
714+ 8.2% |
$297K - $341K
|
9.42K
$5.69M
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
712+ 6.4% |
$296K - $340K
|
11.8K
$7.15M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
711+ 1.16% |
$296K - $340K
|
62K
$37.5M
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
710+ 12.82% |
$296K - $339K
|
6.25K
$3.78M
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
709+ 7.22% |
$295K - $339K
|
10.5K
$6.36M
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
707New |
$294K - $338K
|
707
$427K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
706+ 5.52% |
$294K - $337K
|
13.5K
$8.16M
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
702+ 17.32% |
$292K - $335K
|
4.76K
$2.87M
|
|
Apr 29, 2022
Q1 2022
|
Retirement Solution Inc.
|
BUY
|
- |
701+ 86.97% |
$292K - $335K
|
1.51K
$911K
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
700+ 71.79% |
$291K - $334K
|
1.68K
$1.01M
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
700+ 22.04% |
$291K - $334K
|
3.88K
$2.34M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
699+ 6.52% |
$291K - $334K
|
11.4K
$6.9M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
696+ 13.78% |
$290K - $332K
|
5.75K
$3.47M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
696+ 13.78% |
$290K - $332K
|
5.75K
$3.47M
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
695+ 13.29% |
$289K - $332K
|
5.92K
$3.58M
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
695+ 101.91% |
$289K - $332K
|
1.38K
$832K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
692+ 11.86% |
$288K - $331K
|
6.53K
$3.94M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
692+ 17.46% |
$288K - $331K
|
4.66K
$2.81M
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
692New |
$288K - $331K
|
692
$418K
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
688+ 13.1% |
$286K - $329K
|
5.94K
$3.59M
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
688+ 10.81% |
$286K - $329K
|
7.05K
$4.26M
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
687+ 4.07% |
$286K - $328K
|
17.6K
$10.6M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
687+ 4.26% |
$286K - $328K
|
16.8K
$10.2M
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
686+ 0.69% |
$286K - $328K
|
100K
$60.6M
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
683+ 1.58% |
$284K - $326K
|
43.9K
$26.5M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
682New |
$284K - $326K
|
682
$412K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
676+ 0.58% |
$281K - $323K
|
116K
$70.4M
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
BUY
|
- |
672+ 2.15% |
$280K - $321K
|
31.9K
$19.3M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
671+ 16.48% |
$279K - $321K
|
4.74K
$2.87M
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
668+ 10.07% |
$278K - $319K
|
7.3K
$4.41M
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
667+ 41.27% |
$278K - $319K
|
2.28K
$1.38M
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
666New |
$277K - $318K
|
666
$402K
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
654+ 5.16% |
$272K - $312K
|
13.3K
$8.06M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
652+ 2.73% |
$271K - $311K
|
24.6K
$14.8M
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
650+ 4.8% |
$271K - $311K
|
14.2K
$8.57M
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
645New |
$268K - $308K
|
645
$390K
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
645+ 3.14% |
$268K - $308K
|
21.2K
$12.8M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
636+ 6.81% |
$265K - $304K
|
9.98K
$6.03M
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
634+ 16.42% |
$264K - $303K
|
4.49K
$2.72M
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
630New |
$262K - $301K
|
630
$381K
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
629+ 2.19% |
$262K - $300K
|
29.3K
$17.7M
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
629+ 13.21% |
$262K - $300K
|
5.39K
$3.26M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
626+ 0.88% |
$261K - $299K
|
71.7K
$43.3M
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
625+ 1.88% |
$260K - $299K
|
33.9K
$20.5M
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
624+ 79.8% |
$260K - $298K
|
1.41K
$850K
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
623+ 0.29% |
$259K - $298K
|
213K
$128M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
620+ 13.01% |
$258K - $296K
|
5.39K
$3.25M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
618+ 17.97% |
$257K - $295K
|
4.06K
$2.45M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
615+ 10.48% |
$256K - $294K
|
6.48K
$3.92M
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
613+ 5.95% |
$255K - $293K
|
10.9K
$6.6M
|