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 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
612+ 0.93% |
$255K - $292K
|
66.7K
$40.3M
|
|
May 12, 2022
Q1 2022
|
United Maritime Capital LLC
New York, NY |
BUY
|
- |
611+ 13.28% |
$254K - $292K
|
5.21K
$3.15M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
610+ 11.89% |
$254K - $291K
|
5.74K
$3.47M
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
608+ 25.8% |
$253K - $290K
|
2.97K
$1.79M
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
607+ 1.32% |
$253K - $290K
|
46.5K
$28.1M
|
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
605+ 0.13% |
$252K - $289K
|
468K
$283M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
601+ 1.34% |
$250K - $287K
|
45.4K
$27.5M
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
600+ 1.16% |
$250K - $287K
|
52.4K
$31.6M
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
600+ 15.46% |
$250K - $287K
|
4.48K
$2.71M
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
595New |
$248K - $284K
|
595
$360K
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
595New |
$248K - $284K
|
595
$360K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
589+ 5.34% |
$245K - $281K
|
11.6K
$7.03M
|
|
Apr 14, 2022
Q1 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
587+ 1.02% |
$244K - $280K
|
58.3K
$35.2M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
584+ 26.85% |
$243K - $279K
|
2.76K
$1.67M
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
583+ 6.43% |
$243K - $279K
|
9.65K
$5.83M
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
581+ 6.01% |
$242K - $278K
|
10.3K
$6.2M
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
581+ 1.05% |
$242K - $278K
|
55.8K
$33.7M
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
578+ 5.11% |
$241K - $276K
|
11.9K
$7.18M
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
576+ 1.28% |
$240K - $275K
|
45.5K
$27.5M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
575+ 4.56% |
$239K - $275K
|
13.2K
$7.98M
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
570+ 59.19% |
$237K - $272K
|
1.53K
$926K
|
|
May 05, 2022
Q1 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
568+ 0.61% |
$236K - $271K
|
93.1K
$56.3M
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
566+ 1.63% |
$236K - $270K
|
35.2K
$21.3M
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
565New |
$235K - $270K
|
565
$341K
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
553+ 43.72% |
$230K - $264K
|
1.82K
$1.1M
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
552New |
$230K - $264K
|
552
$334K
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
551+ 7.43% |
$229K - $263K
|
7.97K
$4.81M
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
544+ 36.58% |
$226K - $260K
|
2.03K
$1.23M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
539+ 6.59% |
$224K - $257K
|
8.72K
$5.27M
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
539+ 0.79% |
$224K - $257K
|
69.1K
$41.8M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
538+ 7.96% |
$224K - $257K
|
7.3K
$4.41M
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
535+ 25.82% |
$223K - $256K
|
2.61K
$1.58M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
530New |
$221K - $253K
|
530
$320K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
528+ 5.21% |
$220K - $252K
|
10.7K
$6.45M
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
525New |
$219K - $251K
|
525
$317K
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
520+ 9.43% |
$216K - $248K
|
6.04K
$3.65M
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
518+ 7.53% |
$216K - $247K
|
7.4K
$4.47M
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
512+ 1.47% |
$213K - $245K
|
35.2K
$21.3M
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
511New |
$213K - $244K
|
511
$309K
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
509+ 3.06% |
$212K - $243K
|
17.2K
$10.4M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
509+ 2.71% |
$212K - $243K
|
19.3K
$11.6M
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
507+ 0.71% |
$211K - $242K
|
71.9K
$43.5M
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
503+ 34.91% |
$209K - $240K
|
1.94K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
502+ 19.92% |
$209K - $240K
|
3.02K
$1.83M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
501+ 4.9% |
$209K - $239K
|
10.7K
$6.48M
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
501New |
$209K - $239K
|
501
$303K
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
BUY
|
- |
500+ 95.79% |
$208K - $239K
|
1.02K
$618K
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
500+ 11.78% |
$208K - $239K
|
4.75K
$2.87M
|
|
May 13, 2022
Q1 2022
|
Spring Creek Capital LLC
Wichita, KS |
BUY
|
- |
500+ 25.0% |
$208K - $239K
|
2.5K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
500+ 19.23% |
$208K - $239K
|
3.1K
$1.87M
|