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 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
60+ 3.31% |
$25K - $28.7K
|
1.87K
$1.1M
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
60+ 7.6% |
$25K - $28.7K
|
849
$498K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
60+ 1.77% |
$25K - $28.7K
|
3.44K
$2.02M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
59+ 2.05% |
$24.6K - $28.2K
|
2.94K
$1.72M
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
58+ 0.14% |
$24.1K - $27.7K
|
42.4K
$24.9M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
58+ 0.73% |
$24.1K - $27.7K
|
8.04K
$4.71M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
58+ 0.66% |
$24.1K - $27.7K
|
8.89K
$5.21M
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
57+ 10.96% |
$23.7K - $27.2K
|
577
$338K
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
57+ 0.43% |
$23.7K - $27.2K
|
13.2K
$7.75M
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
57+ 4.96% |
$23.7K - $27.2K
|
1.21K
$708K
|
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
57+ 10.18% |
$23.7K - $27.2K
|
617
$362K
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
56+ 1.57% |
$23.3K - $26.8K
|
3.63K
$2.13M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
56+ 0.23% |
$23.3K - $26.8K
|
24.8K
$14.5M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
56+ 1.83% |
$23.3K - $26.8K
|
3.11K
$1.82M
|
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
55+ 13.82% |
$22.9K - $26.3K
|
453
$266K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 35.48% |
$22.9K - $26.3K
|
210
$123K
|
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
55+ 0.99% |
$22.9K - $26.3K
|
5.62K
$3.3M
|
|
|
May 04, 2022
Q1 2022
|
Verger Capital Management LLC
|
BUY
|
- |
53+ 0.37% |
$22.1K - $25.3K
|
14.2K
$8.32M
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
51+ 8.4% |
$21.2K - $24.4K
|
658
$386K
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
50+ 3.05% |
$20.8K - $23.9K
|
1.69K
$992K
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
50+ 0.81% |
$20.8K - $23.9K
|
6.21K
$3.64M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
50+ 0.05% |
$20.8K - $23.9K
|
103K
$60.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
49+ 2.42% |
$20.4K - $23.4K
|
2.08K
$1.22M
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
49+ 1.83% |
$20.4K - $23.4K
|
2.73K
$1.6M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
49+ 0.19% |
$20.4K - $23.4K
|
25.7K
$15.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
49+ 1.01% |
$20.4K - $23.4K
|
4.92K
$2.88M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
BUY
|
- |
48+ 2.92% |
$20K - $22.9K
|
1.69K
$991K
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
48+ 2.43% |
$20K - $22.9K
|
2.02K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
48+ 0.96% |
$20K - $22.9K
|
5.06K
$2.97M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
48+ 160.0% |
$20K - $22.9K
|
78
$45.7K
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
47+ 0.19% |
$19.6K - $22.5K
|
24.5K
$14.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
45+ 0.19% |
$18.7K - $21.5K
|
23.2K
$13.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
43+ 3.13% |
$17.9K - $20.5K
|
1.42K
$830K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
43+ 2.01% |
$17.9K - $20.5K
|
2.19K
$1.28M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42New |
$17.5K - $20.1K
|
42
$24.6K
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
41+ 0.93% |
$17.1K - $19.6K
|
4.46K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
41+ 2.17% |
$17.1K - $19.6K
|
1.93K
$1.13M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
41New |
$17.1K - $19.6K
|
41
$24K
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
40+ 1.91% |
$16.7K - $19.1K
|
2.13K
$1.25M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
39+ 2.06% |
$16.2K - $18.6K
|
1.93K
$1.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
39+ 0.64% |
$16.2K - $18.6K
|
6.15K
$3.61M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
39+ 4.18% |
$16.2K - $18.6K
|
971
$569K
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
39+ 1.46% |
$16.2K - $18.6K
|
2.71K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
38+ 1.18% |
$15.8K - $18.2K
|
3.25K
$1.91M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37+ 2.64% |
$15.4K - $17.7K
|
1.44K
$844K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
37+ 1.18% |
$15.4K - $17.7K
|
3.17K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 1.11% |
$15.4K - $17.7K
|
3.38K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.36% |
$15K - $17.2K
|
9.95K
$5.83M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
36New |
$15K - $17.2K
|
36
$21.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
35+ 1.43% |
$14.6K - $16.7K
|
2.48K
$1.46M
|