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 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-74- 1.8% |
$30.8K - $35.4K
|
4.05K
$2.37M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-74- 2.76% |
$30.8K - $35.4K
|
2.61K
$1.53M
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-74- 1.55% |
$30.8K - $35.4K
|
4.71K
$2.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-75- 1.7% |
$31.2K - $35.8K
|
4.33K
$2.54M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-75- 8.79% |
$31.2K - $35.8K
|
778
$456K
|
|
|
Apr 27, 2022
Q1 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-75- 3.36% |
$31.2K - $35.8K
|
2.16K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-75- 4.18% |
$31.2K - $35.8K
|
1.72K
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-75- 0.48% |
$31.2K - $35.8K
|
15.5K
$9.1M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-75- 3.17% |
$31.2K - $35.8K
|
2.29K
$1.34M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-76- 1.7% |
$31.6K - $36.3K
|
4.39K
$2.57M
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-76- 0.32% |
$31.6K - $36.3K
|
24K
$14.1M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-76- 1.75% |
$31.6K - $36.3K
|
4.27K
$2.5M
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
SELL
|
- |
-77- 0.48% |
$32.1K - $36.8K
|
15.9K
$9.33M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-77- 0.94% |
$32.1K - $36.8K
|
8.09K
$4.74M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
SELL
|
- |
-77- 1.54% |
$32.1K - $36.8K
|
4.91K
$2.88M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-77- 59.23% |
$32.1K - $36.8K
|
53
$31.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-78- 54.93% |
$32.5K - $37.3K
|
64
$37.5K
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-80- 1.36% |
$33.3K - $38.2K
|
5.79K
$3.39M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-80- 1.4% |
$33.3K - $38.2K
|
5.63K
$3.3M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 1.45% |
$33.3K - $38.2K
|
5.42K
$3.18M
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-80- 8.0% |
$33.3K - $38.2K
|
920
$539K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-83- 1.52% |
$34.5K - $39.6K
|
5.37K
$3.15M
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-83- 2.64% |
$34.5K - $39.6K
|
3.06K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-83- 0.47% |
$34.5K - $39.6K
|
17.6K
$10.3M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-84- 4.09% |
$35K - $40.1K
|
1.97K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-84Closed |
$35K - $40.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-85- 14.12% |
$35.4K - $40.6K
|
517
$303K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-86- 0.99% |
$35.8K - $41.1K
|
8.63K
$5.06M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-86- 4.27% |
$35.8K - $41.1K
|
1.93K
$1.13M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-87- 2.32% |
$36.2K - $41.6K
|
3.67K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-89Closed |
$37K - $42.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-89- 2.16% |
$37K - $42.5K
|
4.03K
$2.36M
|
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-90- 4.84% |
$37.5K - $43K
|
1.77K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
SELL
|
- |
-90- 1.89% |
$37.5K - $43K
|
4.67K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-90- 1.88% |
$37.5K - $43K
|
4.69K
$2.75M
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-90- 2.16% |
$37.5K - $43K
|
4.08K
$2.39M
|
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-92- 2.02% |
$38.3K - $43.9K
|
4.47K
$2.62M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-92- 6.65% |
$38.3K - $43.9K
|
1.29K
$757K
|
|
|
May 03, 2022
Q1 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-92- 3.26% |
$38.3K - $43.9K
|
2.73K
$1.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-93- 14.53% |
$38.7K - $44.4K
|
547
$321K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.23% |
$38.7K - $44.4K
|
7.44K
$4.36M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-94- 0.11% |
$39.1K - $44.9K
|
86.1K
$50.5M
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-94- 1.19% |
$39.1K - $44.9K
|
7.79K
$4.57M
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-95- 1.71% |
$39.5K - $45.4K
|
5.47K
$3.2M
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-95- 5.09% |
$39.5K - $45.4K
|
1.77K
$1.04M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-96- 9.36% |
$40K - $45.9K
|
930
$545K
|
|
|
Dec 06, 2024
Q1 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-96- 10.75% |
$40K - $45.9K
|
797
$467K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-98- 3.26% |
$40.8K - $46.8K
|
2.91K
$1.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-100- 3.39% |
$41.6K - $47.8K
|
2.85K
$1.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 2.47% |
$41.6K - $47.8K
|
3.95K
$2.31M
|