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 11, 2022
Q1 2022
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-654Closed |
$272K - $312K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-660Closed |
$275K - $315K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-660- 2.98% |
$275K - $315K
|
21.5K
$12.6M
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-666- 24.47% |
$277K - $318K
|
2.06K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-666- 0.5% |
$277K - $318K
|
133K
$78M
|
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-671Closed |
$279K - $321K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-673- 4.71% |
$280K - $321K
|
13.6K
$7.98M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-684- 3.16% |
$285K - $327K
|
21K
$12.3M
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-694- 14.46% |
$289K - $332K
|
4.11K
$2.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-701- 2.96% |
$292K - $335K
|
23K
$13.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-702- 3.53% |
$292K - $335K
|
19.2K
$11.2M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-705Closed |
$293K - $337K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-706- 30.58% |
$294K - $337K
|
1.6K
$940K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-708- 17.95% |
$295K - $338K
|
3.24K
$1.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-709Closed |
$295K - $339K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-713- 10.72% |
$297K - $341K
|
5.94K
$3.48M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-715Closed |
$298K - $342K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-716- 8.01% |
$298K - $342K
|
8.23K
$4.82M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-716Closed |
$298K - $342K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-718- 1.64% |
$299K - $343K
|
43.1K
$25.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-721- 15.59% |
$300K - $344K
|
3.91K
$2.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-725- 6.3% |
$302K - $346K
|
10.8K
$6.32M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-725- 6.6% |
$302K - $346K
|
10.3K
$6.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-729- 2.75% |
$303K - $348K
|
25.8K
$15.1M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-730- 0.11% |
$304K - $349K
|
648K
$380M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-731- 2.02% |
$304K - $349K
|
35.5K
$20.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-734- 30.32% |
$306K - $351K
|
1.69K
$989K
|
|
|
Apr 14, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-739- 54.58% |
$308K - $353K
|
615
$361K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-740- 91.02% |
$308K - $354K
|
73
$42.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-743Closed |
$309K - $355K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-744- 8.39% |
$310K - $355K
|
8.12K
$4.76M
|
|
|
May 02, 2022
Q1 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-750Closed |
$312K - $358K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-752- 6.77% |
$313K - $359K
|
10.4K
$6.07M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-761- 1.81% |
$317K - $364K
|
41.3K
$24.2M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-761- 6.14% |
$317K - $364K
|
11.6K
$6.82M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-763- 1.07% |
$318K - $364K
|
70.2K
$41.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-769- 9.29% |
$320K - $367K
|
7.51K
$4.4M
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-774- 39.13% |
$322K - $370K
|
1.2K
$706K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-775- 30.89% |
$323K - $370K
|
1.73K
$1.02M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-779- 2.07% |
$324K - $372K
|
36.8K
$21.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-780- 1.45% |
$325K - $373K
|
52.9K
$31M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-785- 21.3% |
$327K - $375K
|
2.9K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-785- 18.87% |
$327K - $375K
|
3.37K
$1.98M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-786- 30.22% |
$327K - $375K
|
1.82K
$1.06M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-786- 1.39% |
$327K - $375K
|
55.7K
$32.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-786- 7.71% |
$327K - $375K
|
9.41K
$5.51M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-799- 8.2% |
$333K - $382K
|
8.95K
$5.25M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-799- 1.97% |
$333K - $382K
|
39.7K
$23.3M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-800- 1.08% |
$333K - $382K
|
73.2K
$42.9M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-803- 8.41% |
$334K - $384K
|
8.75K
$5.13M
|