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
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 20.2% |
$8.33K - $9.55K
|
119
$71.9K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 19.23% |
$8.33K - $9.55K
|
124
$74.9K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
19+ 2.83% |
$7.91K - $9.08K
|
691
$418K
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19+ 0.84% |
$7.91K - $9.08K
|
2.28K
$1.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
19+ 3.24% |
$7.91K - $9.08K
|
605
$366K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
19+ 0.27% |
$7.91K - $9.08K
|
6.98K
$4.22M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
19+ 1.64% |
$7.91K - $9.08K
|
1.18K
$710K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
19+ 1.55% |
$7.91K - $9.08K
|
1.24K
$751K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 0.53% |
$7.49K - $8.6K
|
3.39K
$2.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 0.87% |
$7.49K - $8.6K
|
2.08K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
18+ 0.34% |
$7.49K - $8.6K
|
5.24K
$3.16M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.35% |
$7.49K - $8.6K
|
5.17K
$3.12M
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
18New |
$7.49K - $8.6K
|
18
$10.9K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17+ 3.14% |
$7.08K - $8.12K
|
558
$337K
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
17+ 0.1% |
$7.08K - $8.12K
|
16.3K
$9.86M
|
|
|
Apr 22, 2022
Q1 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
16+ 3.13% |
$6.66K - $7.64K
|
527
$318K
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
16+ 3.33% |
$6.66K - $7.64K
|
496
$300K
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
BUY
|
- |
16+ 1.13% |
$6.66K - $7.64K
|
1.43K
$865K
|
|
|
May 09, 2022
Q1 2022
|
Check Capital Management Inc
|
BUY
|
- |
16+ 2.0% |
$6.66K - $7.64K
|
816
$493K
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
16+ 2.91% |
$6.66K - $7.64K
|
566
$342K
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
16+ 0.16% |
$6.66K - $7.64K
|
10.1K
$6.1M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
16+ 1.1% |
$6.66K - $7.64K
|
1.47K
$890K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
16+ 0.79% |
$6.66K - $7.64K
|
2.05K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16+ 0.26% |
$6.66K - $7.64K
|
6.24K
$3.77M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.2% |
$6.24K - $7.17K
|
7.37K
$4.45M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
15+ 1.17% |
$6.24K - $7.17K
|
1.29K
$782K
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
15+ 0.23% |
$6.24K - $7.17K
|
6.66K
$4.03M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
15+ 0.35% |
$6.24K - $7.17K
|
4.27K
$2.58M
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
15+ 1.99% |
$6.24K - $7.17K
|
770
$465K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
15+ 0.17% |
$6.24K - $7.17K
|
8.64K
$5.22M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
15New |
$6.24K - $7.17K
|
15
$9.06K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
15+ 0.28% |
$6.24K - $7.17K
|
5.29K
$3.2M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15+ 0.03% |
$6.24K - $7.17K
|
57.4K
$34.7M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15+ 2.45% |
$6.24K - $7.17K
|
626
$378K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
14+ 0.97% |
$5.83K - $6.69K
|
1.46K
$880K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14+ 1.42% |
$5.83K - $6.69K
|
997
$602K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
14+ 0.11% |
$5.83K - $6.69K
|
12.6K
$7.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
14+ 2.67% |
$5.83K - $6.69K
|
539
$326K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.24% |
$5.41K - $6.21K
|
5.47K
$3.31M
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
13+ 0.23% |
$5.41K - $6.21K
|
5.74K
$3.47M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
13+ 0.45% |
$5.41K - $6.21K
|
2.91K
$1.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12+ 0.13% |
$5K - $5.73K
|
9.5K
$5.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
12+ 1200.0% |
$5K - $5.73K
|
13
$7.86K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12+ 0.42% |
$5K - $5.73K
|
2.9K
$1.75M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
12+ 1.34% |
$5K - $5.73K
|
908
$549K
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
11+ 0.16% |
$4.58K - $5.25K
|
7.01K
$4.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
11+ 0.37% |
$4.58K - $5.25K
|
2.96K
$1.79M
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
11+ 1.09% |
$4.58K - $5.25K
|
1.02K
$614K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
11+ 2.36% |
$4.58K - $5.25K
|
478
$289K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
11+ 2.24% |
$4.58K - $5.25K
|
501
$303K
|