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 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
387+ 9.32% |
$161K - $185K
|
4.54K
$2.74M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
386+ 5.94% |
$161K - $184K
|
6.88K
$4.16M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
384+ 44.19% |
$160K - $183K
|
1.25K
$757K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
383+ 6.29% |
$159K - $183K
|
6.48K
$3.91M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
380+ 121.41% |
$158K - $182K
|
693
$419K
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
380+ 2.24% |
$158K - $182K
|
17.3K
$10.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
376+ 1.47% |
$157K - $180K
|
25.9K
$15.7M
|
|
|
May 16, 2022
Q1 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
375+ 15.38% |
$156K - $179K
|
2.81K
$1.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
373+ 5.45% |
$155K - $178K
|
7.21K
$4.36M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
370+ 7.73% |
$154K - $177K
|
5.16K
$3.12M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
369+ 1.52% |
$154K - $176K
|
24.6K
$14.9M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
367+ 45.14% |
$153K - $175K
|
1.18K
$713K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
363+ 4.13% |
$151K - $173K
|
9.16K
$5.53M
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
362+ 0.92% |
$151K - $173K
|
39.5K
$23.9M
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
354+ 1.39% |
$147K - $169K
|
25.7K
$15.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
354+ 1.35% |
$147K - $169K
|
26.6K
$16.1M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
353+ 2.63% |
$147K - $169K
|
13.8K
$8.31M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
351+ 1.23% |
$146K - $168K
|
28.8K
$17.4M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
350+ 0.39% |
$146K - $167K
|
90.1K
$54.4M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
350+ 16.75% |
$146K - $167K
|
2.44K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
350+ 17.05% |
$146K - $167K
|
2.4K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
349+ 59.15% |
$145K - $167K
|
939
$567K
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
349+ 3.26% |
$145K - $167K
|
11.1K
$6.68M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
348+ 2.9% |
$145K - $166K
|
12.4K
$7.46M
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
345+ 29.82% |
$144K - $165K
|
1.5K
$908K
|
|
|
May 10, 2022
Q1 2022
|
Miramar Capital, LLC
|
BUY
|
- |
343+ 17.13% |
$143K - $164K
|
2.35K
$1.42M
|
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
342+ 7.85% |
$142K - $163K
|
4.7K
$2.84M
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
342+ 2.53% |
$142K - $163K
|
13.9K
$8.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
340+ 1.55% |
$142K - $162K
|
22.3K
$13.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
340+ 20.81% |
$142K - $162K
|
1.97K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
340+ 2.94% |
$142K - $162K
|
11.9K
$7.19M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
339+ 6.76% |
$141K - $162K
|
5.35K
$3.23M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
338+ 3.05% |
$141K - $161K
|
11.4K
$6.91M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
336+ 0.74% |
$140K - $161K
|
45.5K
$27.5M
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
334+ 1.06% |
$139K - $160K
|
31.7K
$19.2M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
330+ 4.83% |
$137K - $158K
|
7.16K
$4.32M
|
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
327+ 9.29% |
$136K - $156K
|
3.85K
$2.32M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
325+ 27.22% |
$135K - $155K
|
1.52K
$918K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
325+ 4.79% |
$135K - $155K
|
7.12K
$4.3M
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
322+ 6.66% |
$134K - $154K
|
5.16K
$3.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
320+ 0.65% |
$133K - $153K
|
49.3K
$29.8M
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
318+ 8.38% |
$132K - $152K
|
4.11K
$2.48M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
312+ 1.29% |
$130K - $149K
|
24.6K
$14.9M
|
|
|
May 13, 2022
Q1 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
307+ 26.44% |
$128K - $147K
|
1.47K
$887K
|
|
|
May 13, 2022
Q1 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
307+ 2.19% |
$128K - $147K
|
14.3K
$8.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
307+ 4.5% |
$128K - $147K
|
7.13K
$4.31M
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
305+ 1.28% |
$127K - $146K
|
24.1K
$14.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
304+ 0.48% |
$127K - $145K
|
64.2K
$38.8M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
304+ 5.86% |
$127K - $145K
|
5.49K
$3.32M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
302+ 5.21% |
$126K - $144K
|
6.1K
$3.68M
|