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 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-170- 5.0% |
$70.8K - $81.2K
|
3.23K
$1.89M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-171- 1.3% |
$71.2K - $81.7K
|
13K
$7.64M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-173- 1.35% |
$72K - $82.6K
|
12.6K
$7.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-174- 2.99% |
$72.4K - $83.1K
|
5.65K
$3.31M
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-174- 4.18% |
$72.4K - $83.1K
|
3.99K
$2.34M
|
|
|
Apr 27, 2022
Q1 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-175- 13.57% |
$72.8K - $83.6K
|
1.12K
$654K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-175- 0.69% |
$72.8K - $83.6K
|
25.1K
$14.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-175- 0.43% |
$72.8K - $83.6K
|
40.1K
$23.5M
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-175- 1.04% |
$72.8K - $83.6K
|
16.7K
$9.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-176- 8.31% |
$73.3K - $84.1K
|
1.94K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-177- 4.48% |
$73.7K - $84.6K
|
3.77K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-180- 9.32% |
$74.9K - $86K
|
1.75K
$1.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-180- 4.11% |
$74.9K - $86K
|
4.2K
$2.46M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-180- 2.53% |
$74.9K - $86K
|
6.93K
$4.07M
|
|
|
May 13, 2022
Q1 2022
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-180- 27.36% |
$74.9K - $86K
|
478
$280K
|
|
|
Jun 06, 2022
Q1 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-180- 9.9% |
$74.9K - $86K
|
1.64K
$961K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-182- 3.77% |
$75.8K - $86.9K
|
4.65K
$2.73M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-182- 1.84% |
$75.8K - $86.9K
|
9.73K
$5.71M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-182- 18.27% |
$75.8K - $86.9K
|
814
$477K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-188- 15.67% |
$78.3K - $89.8K
|
1.01K
$593K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-189- 8.27% |
$78.7K - $90.3K
|
2.1K
$1.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-190- 50.0% |
$79.1K - $90.8K
|
190
$111K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-191- 2.96% |
$79.5K - $91.2K
|
6.27K
$3.68M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-193- 11.51% |
$80.3K - $92.2K
|
1.48K
$870K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-194- 11.37% |
$80.8K - $92.7K
|
1.51K
$886K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-196- 13.22% |
$81.6K - $93.6K
|
1.29K
$755K
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-196- 1.88% |
$81.6K - $93.6K
|
10.2K
$6M
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-196- 23.36% |
$81.6K - $93.6K
|
643
$377K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-197- 1.69% |
$82K - $94.1K
|
11.4K
$6.71M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-199- 1.6% |
$82.8K - $95.1K
|
12.2K
$7.16M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-200- 8.59% |
$83.3K - $95.5K
|
2.13K
$1.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-200- 5.57% |
$83.3K - $95.5K
|
3.39K
$1.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-200- 9.62% |
$83.3K - $95.5K
|
1.88K
$1.1M
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 7.8% |
$83.3K - $95.5K
|
2.37K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-200- 0.76% |
$83.3K - $95.5K
|
26.2K
$15.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-200- 2.37% |
$83.3K - $95.5K
|
8.23K
$4.83M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-201- 2.88% |
$83.7K - $96K
|
6.77K
$3.97M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-201- 0.41% |
$83.7K - $96K
|
49.4K
$28.9M
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-201- 2.12% |
$83.7K - $96K
|
9.29K
$5.44M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-204- 1.66% |
$84.9K - $97.5K
|
12.1K
$7.07M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.14% |
$85.3K - $97.9K
|
17.8K
$10.5M
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-207- 20.39% |
$86.2K - $98.9K
|
808
$474K
|
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-208- 1.46% |
$86.6K - $99.4K
|
14K
$8.23M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-208- 3.82% |
$86.6K - $99.4K
|
5.23K
$3.07M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-209- 15.67% |
$87K - $99.8K
|
1.13K
$660K
|
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-210- 6.13% |
$87.4K - $100K
|
3.21K
$1.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-210- 6.04% |
$87.4K - $100K
|
3.27K
$1.92M
|
|
|
May 02, 2022
Q1 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-211- 12.75% |
$87.8K - $101K
|
1.44K
$847K
|
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-213Closed |
$88.7K - $102K
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-213- 3.68% |
$88.7K - $102K
|
5.57K
$3.27M
|