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 13, 2022 Q1 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
301
+ 3.23%
$125K - $144K
9.62K $5.64M
Apr 26, 2022 Q1 2022
Wiley Bros. Aintree Capital, LLC

BUY
 -
300
+ 14.32%
$125K - $143K
2.4K $1.4M
Apr 18, 2022 Q1 2022
Aldebaran Financial Inc.

BUY
 -
300
+ 4.96%
$125K - $143K
6.35K $3.72M
Apr 18, 2022 Q1 2022
Curbstone Financial Management Corp

BUY
 -
300
+ 11.03%
$125K - $143K
3.02K $1.77M
May 12, 2022 Q1 2022
Arq Wealth Advisors, LLC

BUY
 -
300
+ 14.49%
$125K - $143K
2.37K $1.39M
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
BUY
 -
300
+ 0.83%
$125K - $143K
36.6K $21.5M
May 10, 2022 Q1 2022
Goldstein Munger & Associates

San Ramon, CA
BUY
 -
298
+ 4.43%
$124K - $142K
7.02K $4.12M
May 16, 2022 Q1 2022
Smith Anglin Financial, LLC

BUY
 -
296
+ 0.81%
$123K - $141K
37K $21.7M
May 11, 2022 Q1 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
295
+ 41.43%
$123K - $141K
1.01K $590K
Apr 14, 2022 Q1 2022
Sl Advisors, LLC

BUY
 -
294
+ 3.65%
$122K - $140K
8.36K $4.9M
Apr 22, 2022 Q1 2022
Grove Bank & Trust

BUY
 -
293
+ 1.33%
$122K - $140K
22.3K $13.1M
Apr 05, 2022 Q1 2022
Appleton Partners Inc

BUY
 -
292
+ 0.94%
$122K - $139K
31.3K $18.3M
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
292
+ 4.87%
$122K - $139K
6.29K $3.69M
May 02, 2022 Q1 2022
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
287
+ 3.56%
$119K - $137K
8.35K $4.9M
Apr 05, 2024 Q1 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
286
+ 4.79%
$119K - $137K
6.26K $3.67M
May 06, 2022 Q1 2022
Aspiriant, LLC

BUY
 -
284
+ 0.44%
$118K - $136K
65.5K $38.4M
Apr 29, 2022 Q1 2022
Bellwether Advisors, LLC

BUY
 -
281
+ 11.29%
$117K - $134K
2.77K $1.62M
May 03, 2022 Q1 2022
Trevian Wealth Management LLC

BUY
 -
279
+ 21.2%
$116K - $133K
1.6K $935K
May 16, 2022 Q1 2022
Ethic Inc.

New York, NY
BUY
 -
279
+ 20.91%
$116K - $133K
1.61K $946K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
276
+ 6.07%
$115K - $132K
4.82K $2.83M
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
268
+ 11.57%
$112K - $128K
2.59K $1.52M
May 16, 2022 Q1 2022
Mairs & Power Inc

St Paul, MN
BUY
 -
268
+ 0.77%
$112K - $128K
35K $20.5M
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
266
New
$111K - $127K
266 $156K
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
265
+ 11.19%
$110K - $127K
2.63K $1.54M
Apr 20, 2022 Q1 2022
Compass Ion Advisors, LLC

BUY
 -
264
+ 3.29%
$110K - $126K
8.3K $4.87M
May 10, 2022 Q1 2022
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
264
+ 3.15%
$110K - $126K
8.65K $5.07M
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
263
+ 0.31%
$109K - $126K
86.2K $50.5M
Apr 13, 2022 Q1 2022
Baldwin Brothers LLC

BUY
 -
262
+ 4.33%
$109K - $125K
6.32K $3.7M
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
262
+ 14.15%
$109K - $125K
2.11K $1.24M
May 02, 2022 Q1 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
259
+ 5.98%
$108K - $124K
4.59K $2.69M
May 04, 2022 Q1 2022
Liberty Capital Management, Inc.

BUY
 -
259
+ 16.3%
$108K - $124K
1.85K $1.08M
May 06, 2022 Q1 2022
Weaver Consulting Group

BUY
 -
258
+ 5.87%
$107K - $123K
4.65K $2.73M
May 10, 2022 Q1 2022
Aft, Forsyth & Company, Inc.

BUY
 -
256
+ 14.51%
$107K - $122K
2.02K $1.18M
Aug 30, 2022 Q1 2022
Heritage Financial Services, LLC

BUY
 -
255
+ 16.62%
$106K - $122K
1.79K $1.05M
Apr 14, 2022 Q1 2022
Hudson Value Partners, LLC

BUY
 -
255
+ 14.41%
$106K - $122K
2.03K $1.19M
May 05, 2022 Q1 2022
Ddd Partners, LLC

BUY
 -
254
+ 21.13%
$106K - $121K
1.46K $854K
Apr 29, 2022 Q1 2022
Brightworth

BUY
 -
253
+ 25.56%
$105K - $121K
1.24K $729K
May 16, 2022 Q1 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
252
+ 15.32%
$105K - $120K
1.9K $1.11M
Jun 02, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
252
+ 4.39%
$105K - $120K
5.99K $3.51M
Apr 12, 2022 Q1 2022
Avondale Wealth Management

BUY
 -
250
+ 83.33%
$104K - $119K
550 $322K
May 16, 2022 Q1 2022
Knott David M Jr

Syosset, NY
BUY
 -
250
New
$104K - $119K
250 $147K
Apr 27, 2022 Q1 2022
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
250
+ 3.35%
$104K - $119K
7.72K $4.53M
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

BUY
 -
249
+ 1.32%
$104K - $119K
19.1K $11.2M
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
249
+ 5.61%
$104K - $119K
4.69K $2.75M
Apr 12, 2022 Q1 2022
ETF Portfolio Partners, Inc.

BUY
 -
248
+ 13.75%
$103K - $118K
2.05K $1.2M
Apr 25, 2022 Q1 2022
Patten & Patten Inc

BUY
 -
247
+ 0.84%
$103K - $118K
29.7K $17.4M
May 16, 2022 Q1 2022
Hyperion Capital Advisors LP

New York, NY
BUY
 -
245
+ 18.79%
$102K - $117K
1.55K $908K
May 18, 2022 Q1 2022
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
245
+ 0.21%
$102K - $117K
118K $69.4M
Apr 25, 2022 Q1 2022
Tsfg, LLC

BUY
 -
244
+ 1.62%
$102K - $117K
15.3K $8.99M

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