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 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
10+ 0.04% |
$4.16K - $4.78K
|
27.8K
$16.8M
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
10+ 1.06% |
$4.16K - $4.78K
|
955
$577K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10+ 0.16% |
$4.16K - $4.78K
|
6.29K
$3.8M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
10+ 0.2% |
$4.16K - $4.78K
|
5.11K
$3.09M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
10+ 1.39% |
$4.16K - $4.78K
|
727
$439K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
10+ 0.14% |
$4.16K - $4.78K
|
7.18K
$4.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
10+ 0.45% |
$4.16K - $4.78K
|
2.22K
$1.34M
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.02% |
$4.16K - $4.78K
|
41.9K
$25.3M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.34% |
$4.16K - $4.78K
|
2.97K
$1.79M
|
|
|
Jul 28, 2023
Q1 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
10+ 0.59% |
$4.16K - $4.78K
|
1.7K
$1.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.03% |
$3.75K - $4.3K
|
28.7K
$17.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.29% |
$3.75K - $4.3K
|
3.15K
$1.9M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
9+ 0.04% |
$3.75K - $4.3K
|
22.4K
$13.5M
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
9+ 0.51% |
$3.75K - $4.3K
|
1.78K
$1.08M
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
9+ 0.98% |
$3.75K - $4.3K
|
924
$558K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9New |
$3.75K - $4.3K
|
9
$5.44K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 2.06% |
$3.75K - $4.3K
|
445
$269K
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
9+ 0.35% |
$3.75K - $4.3K
|
2.55K
$1.54M
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
8+ 1.67% |
$3.33K - $3.82K
|
486
$294K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.09% |
$3.33K - $3.82K
|
8.92K
$5.39M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.51% |
$3.33K - $3.82K
|
1.59K
$958K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
8+ 2.69% |
$3.33K - $3.82K
|
305
$184K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
8+ 0.06% |
$3.33K - $3.82K
|
12.7K
$7.65M
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
8+ 0.07% |
$3.33K - $3.82K
|
11.2K
$6.76M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.38% |
$3.33K - $3.82K
|
2.11K
$1.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
7+ 0.36% |
$2.91K - $3.34K
|
1.97K
$1.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 0.41% |
$2.91K - $3.34K
|
1.73K
$1.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
7+ 0.02% |
$2.91K - $3.34K
|
35.3K
$21.3M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
7+ 0.65% |
$2.91K - $3.34K
|
1.09K
$659K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$2.91K - $3.34K
|
2.5K
$1.51M
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
7+ 1.11% |
$2.91K - $3.34K
|
638
$386K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.38% |
$2.91K - $3.34K
|
1.85K
$1.12M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6+ 0.4% |
$2.5K - $2.87K
|
1.49K
$899K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6+ 0.18% |
$2.5K - $2.87K
|
3.37K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6+ 0.32% |
$2.5K - $2.87K
|
1.91K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6+ 0.08% |
$2.5K - $2.87K
|
7.97K
$4.82M
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
6+ 8.11% |
$2.5K - $2.87K
|
80
$48.3K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.37% |
$2.08K - $2.39K
|
1.36K
$819K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
5+ 0.13% |
$2.08K - $2.39K
|
3.92K
$2.37M
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
5+ 0.23% |
$2.08K - $2.39K
|
2.16K
$1.31M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
5+ 0.08% |
$2.08K - $2.39K
|
6.08K
$3.67M
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
5+ 0.35% |
$2.08K - $2.39K
|
1.43K
$867K
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5+ 0.18% |
$2.08K - $2.39K
|
2.84K
$1.72M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 6.85% |
$2.08K - $2.39K
|
78
$47.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.23% |
$2.08K - $2.39K
|
2.14K
$1.29M
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4+ 0.39% |
$1.67K - $1.91K
|
1.03K
$625K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.38% |
$1.67K - $1.91K
|
1.05K
$633K
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.12% |
$1.67K - $1.91K
|
3.37K
$2.04M
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.54% |
$1.67K - $1.91K
|
748
$452K
|
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
4+ 0.36% |
$1.67K - $1.91K
|
1.12K
$677K
|