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 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-342- 1.25% |
$142K - $163K
|
27K
$15.8M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-345- 2.84% |
$144K - $165K
|
11.8K
$6.92M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-349- 28.49% |
$145K - $167K
|
876
$514K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-349Closed |
$145K - $167K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-349- 9.81% |
$145K - $167K
|
3.21K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-350- 9.92% |
$146K - $167K
|
3.18K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-350- 8.29% |
$146K - $167K
|
3.87K
$2.27M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-351- 0.78% |
$146K - $168K
|
44.4K
$26M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-353- 0.15% |
$147K - $169K
|
231K
$135M
|
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-353- 18.58% |
$147K - $169K
|
1.55K
$907K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-356- 11.23% |
$148K - $170K
|
2.81K
$1.65M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-358- 3.61% |
$149K - $171K
|
9.55K
$5.6M
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-359- 8.97% |
$149K - $171K
|
3.64K
$2.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-359- 0.8% |
$149K - $171K
|
44.4K
$26M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-362- 1.05% |
$151K - $173K
|
34K
$20M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-364- 10.38% |
$152K - $174K
|
3.14K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-368- 9.77% |
$153K - $176K
|
3.4K
$1.99M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-370- 0.3% |
$154K - $177K
|
123K
$72M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-370- 3.72% |
$154K - $177K
|
9.57K
$5.61M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-371Closed |
$154K - $177K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-372- 1.34% |
$155K - $178K
|
27.5K
$16.1M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-372Closed |
$155K - $178K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-372- 5.81% |
$155K - $178K
|
6.03K
$3.53M
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-382- 2.29% |
$159K - $182K
|
16.3K
$9.54M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-385- 16.41% |
$160K - $184K
|
1.96K
$1.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-386- 8.38% |
$161K - $184K
|
4.22K
$2.47M
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-394- 7.63% |
$164K - $188K
|
4.77K
$2.8M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-397- 2.07% |
$165K - $190K
|
18.8K
$11M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-397- 10.73% |
$165K - $190K
|
3.3K
$1.94M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-398- 12.15% |
$166K - $190K
|
2.88K
$1.69M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-398- 1.61% |
$166K - $190K
|
24.4K
$14.3M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-398- 4.52% |
$166K - $190K
|
8.4K
$4.92M
|
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-400- 22.22% |
$167K - $191K
|
1.4K
$821K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-400- 9.16% |
$167K - $191K
|
3.97K
$2.32M
|
|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-400- 0.67% |
$167K - $191K
|
59.3K
$34.8M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-402- 2.29% |
$167K - $192K
|
17.2K
$10.1M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-403- 1.73% |
$168K - $193K
|
22.8K
$13.4M
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-408- 3.12% |
$170K - $195K
|
12.7K
$7.43M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-409- 0.74% |
$170K - $195K
|
55.1K
$32.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-410- 8.43% |
$171K - $196K
|
4.46K
$2.61M
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
SELL
|
- |
-413- 0.55% |
$172K - $197K
|
74.6K
$43.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-415- 6.11% |
$173K - $198K
|
6.38K
$3.74M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-416- 57.06% |
$173K - $199K
|
313
$184K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-418- 26.74% |
$174K - $200K
|
1.15K
$671K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-420- 3.78% |
$175K - $201K
|
10.7K
$6.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-421- 2.09% |
$175K - $201K
|
19.8K
$11.6M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-423- 0.66% |
$176K - $202K
|
63.4K
$37.1M
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-424Closed |
$176K - $203K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
SELL
|
- |
-425- 13.93% |
$177K - $203K
|
2.63K
$1.54M
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-425- 0.33% |
$177K - $203K
|
129K
$75.8M
|