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 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
244+ 0.64% |
$102K - $117K
|
38.6K
$23.3M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
241+ 3.17% |
$100K - $115K
|
7.84K
$4.74M
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
241+ 3.26% |
$100K - $115K
|
7.63K
$4.61M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
239+ 16.3% |
$99.5K - $114K
|
1.71K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
239+ 16.94% |
$99.5K - $114K
|
1.65K
$997K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
235+ 7.17% |
$97.8K - $112K
|
3.51K
$2.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
235+ 10.36% |
$97.8K - $112K
|
2.5K
$1.51M
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
234+ 5.46% |
$97.4K - $112K
|
4.52K
$2.73M
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
234+ 1.74% |
$97.4K - $112K
|
13.7K
$8.26M
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
233+ 12.04% |
$97K - $111K
|
2.17K
$1.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
232+ 2.69% |
$96.6K - $111K
|
8.85K
$5.34M
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
231+ 2.02% |
$96.2K - $110K
|
11.6K
$7.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
228+ 9.22% |
$94.9K - $109K
|
2.7K
$1.63M
|
|
|
Apr 05, 2022
Q1 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
228+ 7.99% |
$94.9K - $109K
|
3.08K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
228+ 2.04% |
$94.9K - $109K
|
11.4K
$6.9M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
227New |
$94.5K - $108K
|
227
$137K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
225+ 351.56% |
$93.7K - $107K
|
289
$175K
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
218+ 9.14% |
$90.7K - $104K
|
2.6K
$1.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
216+ 3.49% |
$89.9K - $103K
|
6.4K
$3.87M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
216+ 1.3% |
$89.9K - $103K
|
16.9K
$10.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
215+ 4.31% |
$89.5K - $103K
|
5.21K
$3.15M
|
|
|
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
215+ 9.11% |
$89.5K - $103K
|
2.57K
$1.56M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
214+ 1.07% |
$89.1K - $102K
|
20.1K
$12.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
214+ 1.91% |
$89.1K - $102K
|
11.4K
$6.89M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
214+ 0.33% |
$89.1K - $102K
|
65.8K
$39.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
213+ 2.29% |
$88.7K - $102K
|
9.53K
$5.76M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
211+ 16.89% |
$87.8K - $101K
|
1.46K
$882K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
210+ 7.94% |
$87.4K - $100K
|
2.85K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
209+ 11.25% |
$87K - $99.8K
|
2.07K
$1.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
208New |
$86.6K - $99.4K
|
208
$126K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
205+ 1.15% |
$85.3K - $97.9K
|
18K
$10.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
201New |
$83.7K - $96K
|
201
$121K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
200+ 48.19% |
$83.3K - $95.5K
|
615
$372K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
199+ 19.41% |
$82.8K - $95.1K
|
1.22K
$740K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
196+ 2.67% |
$81.6K - $93.6K
|
7.53K
$4.55M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
195+ 5.44% |
$81.2K - $93.2K
|
3.78K
$2.29M
|
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
195+ 3.08% |
$81.2K - $93.2K
|
6.52K
$3.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
194+ 4.13% |
$80.8K - $92.7K
|
4.89K
$2.96M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
194+ 15.43% |
$80.8K - $92.7K
|
1.45K
$877K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
193+ 26.73% |
$80.3K - $92.2K
|
915
$553K
|
|
|
May 11, 2022
Q1 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
190+ 9.36% |
$79.1K - $90.8K
|
2.22K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
190+ 1.2% |
$79.1K - $90.8K
|
16K
$9.67M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
186+ 2.13% |
$77.4K - $88.9K
|
8.91K
$5.38M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
181+ 2.79% |
$75.3K - $86.5K
|
6.67K
$4.03M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
180+ 2.75% |
$74.9K - $86K
|
6.73K
$4.07M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
178+ 0.97% |
$74.1K - $85K
|
18.5K
$11.2M
|
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
177+ 33.91% |
$73.7K - $84.6K
|
699
$422K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
177+ 4.45% |
$73.7K - $84.6K
|
4.16K
$2.51M
|
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
177+ 6.15% |
$73.7K - $84.6K
|
3.05K
$1.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
176New |
$73.3K - $84.1K
|
176
$106K
|