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 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$416 - $478
|
6.56K
$3.84M
|
|
|
May 13, 2022
Q1 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1+ 0.01% |
$416 - $478
|
11.9K
$6.96M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.07% |
$416 - $478
|
1.46K
$858K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$416 - $478
|
477
$280K
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.17% |
$416 - $478
|
600
$352K
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$416 - $478
|
450
$264K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.15% |
$416 - $478
|
669
$392K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.1% |
$416 - $478
|
1.02K
$597K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.09% |
$416 - $478
|
1.16K
$678K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.13% |
$416 - $478
|
800
$469K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$416 - $478
|
543
$318K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.32% |
$416 - $478
|
315
$185K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1+ 0.04% |
$416 - $478
|
2.39K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1- 0.23% |
$416 - $478
|
443
$260K
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-2- 0.16% |
$833 - $955
|
1.26K
$736K
|
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
SELL
|
- |
-2- 0.06% |
$833 - $955
|
3.15K
$1.85M
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2- 0.09% |
$833 - $955
|
2.25K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-2- 0.07% |
$833 - $955
|
2.67K
$1.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2- 0.24% |
$833 - $955
|
837
$491K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.01% |
$1.25K - $1.43K
|
24.2K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 0.44% |
$1.25K - $1.43K
|
676
$396K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3- 0.25% |
$1.25K - $1.43K
|
1.19K
$699K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.39% |
$1.67K - $1.91K
|
1.03K
$604K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-4- 0.74% |
$1.67K - $1.91K
|
540
$317K
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-4- 0.05% |
$1.67K - $1.91K
|
8.48K
$4.97M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-4- 0.42% |
$1.67K - $1.91K
|
954
$559K
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-4- 0.29% |
$1.67K - $1.91K
|
1.37K
$803K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4- 0.34% |
$1.67K - $1.91K
|
1.18K
$691K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4- 0.71% |
$1.67K - $1.91K
|
557
$327K
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5- 0.83% |
$2.08K - $2.39K
|
599
$351K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5- 0.08% |
$2.08K - $2.39K
|
5.99K
$3.51M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.1% |
$2.08K - $2.39K
|
4.97K
$2.91M
|
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-5- 0.55% |
$2.08K - $2.39K
|
904
$530K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5- 0.13% |
$2.08K - $2.39K
|
3.93K
$2.3M
|
|
|
Apr 19, 2022
Q1 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-6- 0.45% |
$2.5K - $2.87K
|
1.34K
$783K
|
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-6- 1.27% |
$2.5K - $2.87K
|
467
$274K
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-6- 0.1% |
$2.5K - $2.87K
|
5.98K
$3.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-6- 0.03% |
$2.5K - $2.87K
|
17.6K
$10.3M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$2.91K - $3.34K
|
14.4K
$8.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-8- 0.6% |
$3.33K - $3.82K
|
1.33K
$780K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-8- 0.43% |
$3.33K - $3.82K
|
1.84K
$1.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-8- 1.55% |
$3.33K - $3.82K
|
509
$298K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-8- 0.77% |
$3.33K - $3.82K
|
1.03K
$603K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-8- 0.72% |
$3.33K - $3.82K
|
1.1K
$646K
|
|
|
Apr 18, 2022
Q1 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-9- 0.29% |
$3.75K - $4.3K
|
3.05K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-9- 0.05% |
$3.75K - $4.3K
|
18.4K
$10.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-9- 0.55% |
$3.75K - $4.3K
|
1.63K
$954K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.65% |
$3.75K - $4.3K
|
1.38K
$811K
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9- 0.23% |
$3.75K - $4.3K
|
3.9K
$2.29M
|