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 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
125+ 3.61% |
$52K - $59.7K
|
3.58K
$2.17M
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
125+ 6.78% |
$52K - $59.7K
|
1.97K
$1.19M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
124+ 3.16% |
$51.6K - $59.2K
|
4.05K
$2.45M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
122+ 2.38% |
$50.8K - $58.3K
|
5.24K
$3.17M
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
120+ 0.68% |
$50K - $57.3K
|
17.7K
$10.7M
|
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
119+ 0.32% |
$49.5K - $56.8K
|
37.3K
$22.5M
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
119+ 9.13% |
$49.5K - $56.8K
|
1.42K
$860K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
119+ 11.31% |
$49.5K - $56.8K
|
1.17K
$708K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
118+ 0.84% |
$49.1K - $56.4K
|
14.2K
$8.57M
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
115+ 8.92% |
$47.9K - $54.9K
|
1.4K
$848K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
115+ 6.01% |
$47.9K - $54.9K
|
2.03K
$1.23M
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
115+ 6.1% |
$47.9K - $54.9K
|
2K
$1.21M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
115+ 2.32% |
$47.9K - $54.9K
|
5.08K
$3.07M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
115+ 0.12% |
$47.9K - $54.9K
|
97.9K
$59.1M
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
115New |
$47.9K - $54.9K
|
115
$69.5K
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
114+ 4.92% |
$47.5K - $54.5K
|
2.43K
$1.47M
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
114+ 4.29% |
$47.5K - $54.5K
|
2.77K
$1.67M
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
113New |
$47K - $54K
|
113
$68.3K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
113+ 6.23% |
$47K - $54K
|
1.93K
$1.16M
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
113+ 1.82% |
$47K - $54K
|
6.34K
$3.83M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
113+ 5.58% |
$47K - $54K
|
2.14K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
113+ 1.12% |
$47K - $54K
|
10.2K
$6.19M
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
111+ 7.62% |
$46.2K - $53K
|
1.57K
$948K
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
110+ 5.76% |
$45.8K - $52.5K
|
2.02K
$1.22M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
109+ 5.93% |
$45.4K - $52.1K
|
1.95K
$1.18M
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
108+ 0.54% |
$45K - $51.6K
|
20.3K
$12.2M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
108+ 0.14% |
$45K - $51.6K
|
78.2K
$47.3M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
108+ 12.11% |
$45K - $51.6K
|
1K
$604K
|
|
Apr 26, 2022
Q1 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
107+ 6.84% |
$44.5K - $51.1K
|
1.67K
$1.01M
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
106+ 1.16% |
$44.1K - $50.6K
|
9.23K
$5.58M
|
|
May 03, 2022
Q1 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
106+ 2.59% |
$44.1K - $50.6K
|
4.2K
$2.54M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
105+ 0.45% |
$43.7K - $50.2K
|
23.3K
$14.1M
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
105+ 6.32% |
$43.7K - $50.2K
|
1.77K
$1.07M
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
104+ 19.05% |
$43.3K - $49.7K
|
650
$393K
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
104+ 6.76% |
$43.3K - $49.7K
|
1.64K
$992K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
104+ 1.78% |
$43.3K - $49.7K
|
5.95K
$3.59M
|
|
May 06, 2022
Q1 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
103+ 11.29% |
$42.9K - $49.2K
|
1.02K
$613K
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
103+ 11.84% |
$42.9K - $49.2K
|
973
$588K
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
101+ 1.27% |
$42K - $48.2K
|
8.03K
$4.85M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
101+ 2.85% |
$42K - $48.2K
|
3.65K
$2.21M
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
101+ 11.73% |
$42K - $48.2K
|
962
$581K
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
101+ 0.55% |
$42K - $48.2K
|
18.4K
$11.1M
|
|
May 10, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 0.01% |
$41.6K - $47.8K
|
667K
$403M
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
100+ 87.72% |
$41.6K - $47.8K
|
214
$129K
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
100+ 15.17% |
$41.6K - $47.8K
|
759
$459K
|
|
Apr 26, 2022
Q1 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
100+ 2.72% |
$41.6K - $47.8K
|
3.78K
$2.28M
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
99+ 1.75% |
$41.2K - $47.3K
|
5.76K
$3.48M
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
99+ 8.63% |
$41.2K - $47.3K
|
1.25K
$753K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
96+ 2.89% |
$40K - $45.9K
|
3.41K
$2.06M
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
95+ 2.83% |
$39.5K - $45.4K
|
3.45K
$2.08M
|