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 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-261- 3.37% |
$109K - $125K
|
7.49K
$4.39M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-262- 4.79% |
$109K - $125K
|
5.2K
$3.05M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-263- 1.85% |
$109K - $126K
|
14K
$8.2M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-267- 1.2% |
$111K - $128K
|
22K
$12.9M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-271- 1.23% |
$113K - $129K
|
21.8K
$12.8M
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-274- 1.83% |
$114K - $131K
|
14.7K
$8.62M
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-276- 2.64% |
$115K - $132K
|
10.2K
$5.96M
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-277Closed |
$115K - $132K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-279- 7.64% |
$116K - $133K
|
3.38K
$1.98M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-281- 10.4% |
$117K - $134K
|
2.42K
$1.42M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-285- 5.21% |
$119K - $136K
|
5.18K
$3.04M
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-291- 35.84% |
$121K - $139K
|
521
$305K
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-293- 2.19% |
$122K - $140K
|
13.1K
$7.66M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-293- 1.83% |
$122K - $140K
|
15.7K
$9.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-295- 8.02% |
$123K - $141K
|
3.38K
$1.98M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-298- 11.49% |
$124K - $142K
|
2.3K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-298- 9.04% |
$124K - $142K
|
3K
$1.76M
|
|
|
May 04, 2022
Q1 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-301- 35.58% |
$125K - $144K
|
545
$320K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-303- 1.39% |
$126K - $145K
|
21.6K
$12.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-305- 13.26% |
$127K - $146K
|
2K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-305- 8.55% |
$127K - $146K
|
3.26K
$1.91M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-307- 2.41% |
$128K - $147K
|
12.4K
$7.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-308- 8.57% |
$128K - $147K
|
3.29K
$1.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-311- 23.09% |
$129K - $149K
|
1.04K
$607K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-313- 12.21% |
$130K - $150K
|
2.25K
$1.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-317- 0.82% |
$132K - $151K
|
38.2K
$22.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-317Closed |
$132K - $151K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-320- 2.09% |
$133K - $153K
|
15K
$8.79M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
SELL
|
- |
-322- 9.74% |
$134K - $154K
|
2.98K
$1.75M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-324- 0.3% |
$135K - $155K
|
109K
$63.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-324- 3.4% |
$135K - $155K
|
9.21K
$5.4M
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-325- 8.67% |
$135K - $155K
|
3.42K
$2.01M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-325- 24.13% |
$135K - $155K
|
1.02K
$599K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-325- 3.51% |
$135K - $155K
|
8.93K
$5.24M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-326- 10.02% |
$136K - $156K
|
2.93K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-329- 1.06% |
$137K - $157K
|
30.7K
$18M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-329- 3.75% |
$137K - $157K
|
8.44K
$4.95M
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-331- 1.2% |
$138K - $158K
|
27.1K
$15.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-333- 1.92% |
$139K - $159K
|
17K
$9.98M
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-333- 52.61% |
$139K - $159K
|
300
$176K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-334- 16.39% |
$139K - $160K
|
1.7K
$999K
|
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-334- 6.41% |
$139K - $160K
|
4.88K
$2.86M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-334- 2.47% |
$139K - $160K
|
13.2K
$7.72M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-335- 0.74% |
$139K - $160K
|
44.7K
$26.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-336- 1.54% |
$140K - $161K
|
21.4K
$12.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-338- 4.99% |
$141K - $161K
|
6.43K
$3.77M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-338- 10.07% |
$141K - $161K
|
3.02K
$1.77M
|
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
SELL
|
- |
-338- 13.7% |
$141K - $161K
|
2.13K
$1.25M
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-341- 3.27% |
$142K - $163K
|
10.1K
$5.91M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-341- 14.98% |
$142K - $163K
|
1.94K
$1.13M
|