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 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-9- 0.04% |
$3.75K - $4.3K
|
22.8K
$13.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.27% |
$3.75K - $4.3K
|
3.27K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9- 0.18% |
$3.75K - $4.3K
|
4.99K
$2.92M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10- 3.1% |
$4.16K - $4.78K
|
313
$184K
|
|
|
May 11, 2022
Q1 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-10- 1.28% |
$4.16K - $4.78K
|
770
$451K
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-10- 0.28% |
$4.16K - $4.78K
|
3.56K
$2.08M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 1.41% |
$4.16K - $4.78K
|
698
$409K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-11- 0.72% |
$4.58K - $5.25K
|
1.52K
$892K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-11- 1.13% |
$4.58K - $5.25K
|
966
$566K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
SELL
|
- |
-12- 0.52% |
$5K - $5.73K
|
2.29K
$1.34M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12- 75.0% |
$5K - $5.73K
|
4
$2.35K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-12- 0.24% |
$5K - $5.73K
|
4.89K
$2.87M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-12- 4.74% |
$5K - $5.73K
|
241
$141K
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-13- 0.3% |
$5.41K - $6.21K
|
4.28K
$2.51M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-13Closed |
$5.41K - $6.21K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-13- 0.33% |
$5.41K - $6.21K
|
3.88K
$2.27M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
SELL
|
- |
-13- 0.47% |
$5.41K - $6.21K
|
2.77K
$1.62M
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-13- 1.17% |
$5.41K - $6.21K
|
1.1K
$642K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-13- 0.48% |
$5.41K - $6.21K
|
2.68K
$1.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-14- 2.64% |
$5.83K - $6.69K
|
516
$303K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-14- 0.34% |
$5.83K - $6.69K
|
4.05K
$2.37M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14- 2.37% |
$5.83K - $6.69K
|
577
$338K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-15- 0.13% |
$6.24K - $7.17K
|
11.4K
$6.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-15- 1.03% |
$6.24K - $7.17K
|
1.44K
$846K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-15- 0.04% |
$6.24K - $7.17K
|
36.1K
$21.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-15- 0.16% |
$6.24K - $7.17K
|
9.37K
$5.49M
|
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-15- 1.81% |
$6.24K - $7.17K
|
816
$478K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15- 2.73% |
$6.24K - $7.17K
|
535
$314K
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15- 1.08% |
$6.24K - $7.17K
|
1.37K
$803K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-15- 0.09% |
$6.24K - $7.17K
|
15.9K
$9.3M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-16- 0.46% |
$6.66K - $7.64K
|
3.46K
$2.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16- 0.98% |
$6.66K - $7.64K
|
1.62K
$949K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16- 0.3% |
$6.66K - $7.64K
|
5.4K
$3.17M
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-17- 0.45% |
$7.08K - $8.12K
|
3.78K
$2.22M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-17- 0.28% |
$7.08K - $8.12K
|
6K
$3.52M
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-18- 1.74% |
$7.49K - $8.6K
|
1.01K
$594K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-18- 0.04% |
$7.49K - $8.6K
|
40.1K
$23.5M
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-18- 1.03% |
$7.49K - $8.6K
|
1.74K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 2.19% |
$7.91K - $9.08K
|
847
$497K
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-19- 0.94% |
$7.91K - $9.08K
|
2K
$1.17M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20Closed |
$8.33K - $9.55K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
SELL
|
- |
-20- 1.75% |
$8.33K - $9.55K
|
1.12K
$657K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.06% |
$8.33K - $9.55K
|
32.4K
$19M
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.36% |
$8.33K - $9.55K
|
5.59K
$3.28M
|
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-21- 4.5% |
$8.74K - $10K
|
446
$261K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-21- 1.53% |
$8.74K - $10K
|
1.35K
$793K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-21- 0.53% |
$8.74K - $10K
|
3.95K
$2.32M
|
|
|
May 09, 2022
Q1 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-21- 1.0% |
$8.74K - $10K
|
2.07K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21- 0.53% |
$8.74K - $10K
|
3.92K
$2.3M
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-21- 0.79% |
$8.74K - $10K
|
2.62K
$1.54M
|