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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
4+ 0.34% |
$1.67K - $1.91K
|
1.18K
$691K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.41% |
$1.67K - $1.91K
|
977
$573K
|
|
|
May 10, 2022
Q1 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4+ 0.19% |
$1.67K - $1.91K
|
2.06K
$1.21M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.25K - $1.43K
|
918
$538K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
3+ 0.56% |
$1.25K - $1.43K
|
537
$315K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.32% |
$1.25K - $1.43K
|
946
$555K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.42% |
$1.25K - $1.43K
|
717
$420K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.14% |
$1.25K - $1.43K
|
2.16K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.25K - $1.43K
|
2.79K
$1.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
3+ 0.35% |
$1.25K - $1.43K
|
858
$503K
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3+ 0.39% |
$1.25K - $1.43K
|
775
$454K
|
|
|
May 12, 2022
Q1 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3+ 0.25% |
$1.25K - $1.43K
|
1.22K
$718K
|
|
|
Apr 05, 2022
Q1 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3+ 0.21% |
$1.25K - $1.43K
|
1.4K
$823K
|
|
|
Apr 26, 2022
Q1 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$833 - $955
|
1.26K
$738K
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2+ 0.13% |
$833 - $955
|
1.55K
$909K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$833 - $955
|
11.7K
$6.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.11% |
$833 - $955
|
1.75K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$833 - $955
|
3.18K
$1.87M
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2+ 0.01% |
$833 - $955
|
25K
$14.7M
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.2% |
$833 - $955
|
1.02K
$600K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.24% |
$833 - $955
|
850
$498K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.23% |
$833 - $955
|
869
$509K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$833 - $955
|
1.08K
$631K
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$833 - $955
|
508
$298K
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$833 - $955
|
638
$374K
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$833 - $955
|
555
$325K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.35% |
$833 - $955
|
579
$339K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.12% |
$833 - $955
|
1.67K
$979K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.36% |
$833 - $955
|
556
$326K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
2+ 0.35% |
$833 - $955
|
570
$334K
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
1+ 0.18% |
$416 - $478
|
558
$327K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
1+ 0.18% |
$416 - $478
|
550
$322K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $478
|
2.02K
$1.19M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.2% |
$416 - $478
|
504
$295K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$416 - $478
|
243
$142K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.05% |
$416 - $478
|
1.9K
$1.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.03% |
$416 - $478
|
3.3K
$1.93M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.06% |
$416 - $478
|
1.76K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
19.2K
$11.3M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
10.6K
$6.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1+ 0.14% |
$416 - $478
|
708
$415K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.16% |
$416 - $478
|
609
$357K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.3% |
$416 - $478
|
339
$199K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$416 - $478
|
4.61K
$2.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1+ 0.56% |
$416 - $478
|
180
$106K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1+ 0.04% |
$416 - $478
|
2.48K
$1.45M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.36% |
$416 - $478
|
282
$165K
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$416 - $478
|
1
$586
|
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
12.9K
$7.57M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$416 - $478
|
1.36K
$797K
|