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
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
35+ 2.7% |
$14.6K - $16.7K
|
1.33K
$804K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
35+ 7.14% |
$14.6K - $16.7K
|
525
$317K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
35+ 5.15% |
$14.6K - $16.7K
|
715
$432K
|
|
|
May 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
34+ 0.67% |
$14.2K - $16.2K
|
5.12K
$3.09M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
34+ 2.97% |
$14.2K - $16.2K
|
1.18K
$713K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
34+ 12.83% |
$14.2K - $16.2K
|
299
$181K
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
34+ 0.59% |
$14.2K - $16.2K
|
5.75K
$3.47M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
32+ 4.41% |
$13.3K - $15.3K
|
758
$458K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
32+ 0.68% |
$13.3K - $15.3K
|
4.76K
$2.88M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
30+ 0.67% |
$12.5K - $14.3K
|
4.54K
$2.74M
|
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
30+ 1.23% |
$12.5K - $14.3K
|
2.48K
$1.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
29+ 0.12% |
$12.1K - $13.9K
|
23.6K
$14.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
29+ 2.89% |
$12.1K - $13.9K
|
1.03K
$624K
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
29+ 1.33% |
$12.1K - $13.9K
|
2.21K
$1.33M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
29+ 0.88% |
$12.1K - $13.9K
|
3.31K
$2M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
28+ 0.48% |
$11.7K - $13.4K
|
5.89K
$3.56M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
28+ 0.36% |
$11.7K - $13.4K
|
7.84K
$4.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
28+ 0.45% |
$11.7K - $13.4K
|
6.19K
$3.74M
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
28+ 3.93% |
$11.7K - $13.4K
|
741
$448K
|
|
|
May 16, 2022
Q1 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
28+ 0.78% |
$11.7K - $13.4K
|
3.63K
$2.19M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
27+ 1.65% |
$11.2K - $12.9K
|
1.67K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
27+ 1.51% |
$11.2K - $12.9K
|
1.82K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
27+ 0.54% |
$11.2K - $12.9K
|
5.06K
$3.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
26+ 0.81% |
$10.8K - $12.4K
|
3.22K
$1.95M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
26+ 1.61% |
$10.8K - $12.4K
|
1.64K
$992K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
26+ 2.13% |
$10.8K - $12.4K
|
1.25K
$753K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
26+ 0.44% |
$10.8K - $12.4K
|
5.9K
$3.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
25+ 0.12% |
$10.4K - $11.9K
|
20.9K
$12.6M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
25+ 0.72% |
$10.4K - $11.9K
|
3.49K
$2.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
24+ 0.17% |
$9.99K - $11.5K
|
14.5K
$8.74M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
24+ 1.76% |
$9.99K - $11.5K
|
1.39K
$840K
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
24+ 0.67% |
$9.99K - $11.5K
|
3.58K
$2.17M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
24+ 2.3% |
$9.99K - $11.5K
|
1.07K
$645K
|
|
|
May 02, 2022
Q1 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
23+ 5.05% |
$9.57K - $11K
|
478
$289K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
23+ 0.84% |
$9.57K - $11K
|
2.75K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
23+ 0.81% |
$9.57K - $11K
|
2.86K
$1.73M
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
22+ 0.16% |
$9.16K - $10.5K
|
13.7K
$8.28M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
22+ 0.26% |
$9.16K - $10.5K
|
8.5K
$5.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 3.18% |
$9.16K - $10.5K
|
714
$431K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
22+ 0.28% |
$9.16K - $10.5K
|
7.85K
$4.74M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 1.36% |
$8.74K - $10K
|
1.57K
$949K
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 1.29% |
$8.74K - $10K
|
1.65K
$999K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
21+ 2.88% |
$8.74K - $10K
|
751
$454K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
21+ 3.67% |
$8.74K - $10K
|
593
$358K
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
20+ 0.59% |
$8.33K - $9.55K
|
3.43K
$2.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
BUY
|
- |
20+ 2.16% |
$8.33K - $9.55K
|
946
$572K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
20+ 0.3% |
$8.33K - $9.55K
|
6.74K
$4.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
20+ 0.21% |
$8.33K - $9.55K
|
9.42K
$5.69M
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
20+ 0.29% |
$8.33K - $9.55K
|
7K
$4.23M
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
20+ 1.82% |
$8.33K - $9.55K
|
1.12K
$677K
|