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
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
500+ 21.74% |
$208K - $239K
|
2.8K
$1.69M
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
498+ 0.12% |
$207K - $238K
|
402K
$243M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
496+ 8.56% |
$206K - $237K
|
6.29K
$3.8M
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
493+ 50.93% |
$205K - $236K
|
1.46K
$883K
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
488+ 7.43% |
$203K - $233K
|
7.06K
$4.26M
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
487+ 48.7% |
$203K - $233K
|
1.49K
$899K
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
483+ 1.26% |
$201K - $231K
|
39K
$23.5M
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
481+ 5.83% |
$200K - $230K
|
8.74K
$5.28M
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
481+ 57.06% |
$200K - $230K
|
1.32K
$800K
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
480New |
$200K - $229K
|
480
$290K
|
|
May 06, 2022
Q1 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
480New |
$200K - $229K
|
480
$290K
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
479+ 13.14% |
$199K - $229K
|
4.13K
$2.49M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
478+ 8.34% |
$199K - $228K
|
6.21K
$3.75M
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
473+ 9.86% |
$197K - $226K
|
5.27K
$3.18M
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
472+ 3.46% |
$196K - $225K
|
14.1K
$8.52M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
472+ 22.66% |
$196K - $225K
|
2.56K
$1.54M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
470+ 9.08% |
$196K - $225K
|
5.65K
$3.41M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
463+ 1.5% |
$193K - $221K
|
31.4K
$19M
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
461New |
$192K - $220K
|
461
$279K
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
458New |
$191K - $219K
|
458
$277K
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
456New |
$190K - $218K
|
456
$276K
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
451+ 26.28% |
$188K - $215K
|
2.17K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
450+ 85.07% |
$187K - $215K
|
979
$592K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
450+ 225.0% |
$187K - $215K
|
650
$393K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
448+ 5.47% |
$186K - $214K
|
8.64K
$5.22M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
448New |
$186K - $214K
|
448
$271K
|
|
May 06, 2022
Q1 2022
|
Sicart Associates LLC
|
BUY
|
- |
447+ 82.78% |
$186K - $214K
|
987
$596K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
444New |
$185K - $212K
|
444
$268K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
443New |
$184K - $212K
|
443
$268K
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
440+ 0.97% |
$183K - $210K
|
45.7K
$27.6M
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
439+ 3.45% |
$183K - $210K
|
13.2K
$7.97M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
439+ 3.16% |
$183K - $210K
|
14.3K
$8.65M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
438+ 3.41% |
$182K - $209K
|
13.3K
$8.03M
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
432+ 4.05% |
$180K - $206K
|
11.1K
$6.71M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
428+ 39.74% |
$178K - $204K
|
1.51K
$909K
|
|
Sep 25, 2024
Q1 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
427+ 29.99% |
$178K - $204K
|
1.85K
$1.12M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
424+ 4.98% |
$176K - $203K
|
8.94K
$5.4M
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
BUY
|
- |
420+ 29.05% |
$175K - $201K
|
1.87K
$1.13M
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
419+ 11.14% |
$174K - $200K
|
4.18K
$2.53M
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
419+ 6.31% |
$174K - $200K
|
7.06K
$4.26M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
418+ 10.05% |
$174K - $200K
|
4.58K
$2.77M
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
417+ 35.76% |
$174K - $199K
|
1.58K
$957K
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
417+ 14.83% |
$174K - $199K
|
3.23K
$1.95M
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
417+ 0.59% |
$174K - $199K
|
71.1K
$43M
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
412+ 36.95% |
$171K - $197K
|
1.53K
$923K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
412+ 15.35% |
$171K - $197K
|
3.1K
$1.87M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
409+ 13.4% |
$170K - $195K
|
3.46K
$2.09M
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
399+ 3.22% |
$166K - $191K
|
12.8K
$7.73M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
396+ 0.73% |
$165K - $189K
|
54.6K
$33M
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
389+ 8.74% |
$162K - $186K
|
4.84K
$2.92M
|