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 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-131- 14.54% |
$54.5K - $62.6K
|
770
$451K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-131- 1.43% |
$54.5K - $62.6K
|
9.01K
$5.28M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-132- 2.48% |
$54.9K - $63.1K
|
5.19K
$3.04M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-132- 0.85% |
$54.9K - $63.1K
|
15.4K
$9.03M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-132- 0.56% |
$54.9K - $63.1K
|
23.6K
$13.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-133- 11.17% |
$55.4K - $63.5K
|
1.06K
$620K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-134- 1.73% |
$55.8K - $64K
|
7.59K
$4.45M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-136- 3.37% |
$56.6K - $65K
|
3.9K
$2.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-136- 0.4% |
$56.6K - $65K
|
34.2K
$20.1M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-137- 3.97% |
$57K - $65.4K
|
3.32K
$1.94M
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-138- 3.17% |
$57.4K - $65.9K
|
4.21K
$2.47M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-138- 20.47% |
$57.4K - $65.9K
|
536
$314K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-138- 13.29% |
$57.4K - $65.9K
|
900
$528K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-142- 2.42% |
$59.1K - $67.8K
|
5.72K
$3.36M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-142- 0.16% |
$59.1K - $67.8K
|
90.2K
$52.9M
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-143- 0.7% |
$59.5K - $68.3K
|
20.3K
$11.9M
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-143- 2.17% |
$59.5K - $68.3K
|
6.44K
$3.78M
|
|
|
Sep 18, 2023
Q1 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-143- 1.0% |
$59.5K - $68.3K
|
14.1K
$8.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-144- 1.69% |
$59.9K - $68.8K
|
8.36K
$4.9M
|
|
|
May 04, 2022
Q1 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-144- 5.67% |
$59.9K - $68.8K
|
2.4K
$1.4M
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-145- 1.16% |
$60.4K - $69.3K
|
12.4K
$7.24M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-145- 6.67% |
$60.4K - $69.3K
|
2.03K
$1.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-145- 1.31% |
$60.4K - $69.3K
|
10.9K
$6.4M
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-145- 1.98% |
$60.4K - $69.3K
|
7.19K
$4.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-146- 0.73% |
$60.8K - $69.7K
|
19.8K
$11.6M
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-146- 1.73% |
$60.8K - $69.7K
|
8.32K
$4.88M
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-147- 16.96% |
$61.2K - $70.2K
|
720
$422K
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-147- 1.51% |
$61.2K - $70.2K
|
9.62K
$5.64M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-147- 0.6% |
$61.2K - $70.2K
|
24.3K
$14.3M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-148- 3.31% |
$61.6K - $70.7K
|
4.32K
$2.53M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-149- 8.38% |
$62K - $71.2K
|
1.63K
$956K
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-149- 0.4% |
$62K - $71.2K
|
37.3K
$21.8M
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-150- 15.59% |
$62.4K - $71.7K
|
812
$476K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-150- 2.38% |
$62.4K - $71.7K
|
6.15K
$3.61M
|
|
|
May 16, 2022
Q1 2022
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-150- 6.54% |
$62.4K - $71.7K
|
2.15K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-150- 2.14% |
$62.4K - $71.7K
|
6.85K
$4.01M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-150- 4.23% |
$62.4K - $71.7K
|
3.39K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-153- 3.47% |
$63.7K - $73.1K
|
4.26K
$2.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-157- 1.87% |
$65.4K - $75K
|
8.26K
$4.84M
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-161- 0.93% |
$67K - $76.9K
|
17.2K
$10.1M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-161- 10.37% |
$67K - $76.9K
|
1.39K
$816K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-163- 2.1% |
$67.8K - $77.9K
|
7.6K
$4.46M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-165- 12.47% |
$68.7K - $78.8K
|
1.16K
$679K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-165- 1.2% |
$68.7K - $78.8K
|
13.6K
$7.99M
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-165- 1.6% |
$68.7K - $78.8K
|
10.1K
$5.94M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-165- 4.75% |
$68.7K - $78.8K
|
3.31K
$1.94M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-166- 4.94% |
$69.1K - $79.3K
|
3.19K
$1.87M
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-166- 14.57% |
$69.1K - $79.3K
|
973
$570K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-166- 4.33% |
$69.1K - $79.3K
|
3.66K
$2.15M
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-168- 8.01% |
$69.9K - $80.3K
|
1.93K
$1.13M
|