Purchases and Sales Made in Q1 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 15, 2022 Q1 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-803
- 2.6%
$334K - $384K
30.1K $17.7M
May 09, 2022 Q1 2022
Wolff Wiese Magana LLC

SELL
 -
-811
- 48.88%
$338K - $387K
848 $497K
May 06, 2022 Q1 2022
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-815
- 1.82%
$339K - $389K
44K $25.8M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-817
- 4.13%
$340K - $390K
19K $11.1M
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

SELL
 -
-822
- 3.38%
$342K - $393K
23.5K $13.8M
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

SELL
 -
-828
- 3.31%
$345K - $396K
24.2K $14.2M
May 16, 2022 Q1 2022
Inscription Capital, LLC

Houston, TX
SELL
 -
-830
- 1.28%
$345K - $396K
64.2K $37.6M
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

SELL
 -
-833
- 0.38%
$347K - $398K
221K $129M
May 09, 2022 Q1 2022
Peloton Wealth Strategists

Indianapolis, IN
SELL
 -
-835
- 57.99%
$348K - $399K
605 $355K
May 12, 2022 Q1 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-836
- 56.64%
$348K - $399K
640 $375K
May 05, 2022 Q1 2022
Noesis Capital Mangement Corp

SELL
 -
-841
- 14.12%
$350K - $402K
5.12K $3M
May 11, 2022 Q1 2022
Lokken Investment Group LLC

SELL
 -
-845
- 17.75%
$352K - $404K
3.92K $2.3M
Apr 25, 2022 Q1 2022
Smithbridge Asset Management Inc

SELL
 -
-850
Closed
$354K - $406K
0 $0
Apr 29, 2022 Q1 2022
Covenant Asset Management, LLC

SELL
 -
-855
- 10.81%
$356K - $408K
7.05K $4.14M
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-861
- 10.25%
$358K - $411K
7.54K $4.42M
May 03, 2022 Q1 2022
Measured Wealth Private Client Group, LLC

SELL
 -
-865
- 14.86%
$360K - $413K
4.96K $2.91M
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-872
- 18.86%
$363K - $417K
3.75K $2.2M
May 11, 2022 Q1 2022
Financial Insights, Inc.

SELL
 -
-873
Closed
$363K - $417K
0 $0
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

SELL
 -
-883
- 11.84%
$368K - $422K
6.58K $3.86M
May 09, 2022 Q1 2022
Summitry LLC

Foster City, CA
SELL
 -
-885
Closed
$368K - $423K
0 $0
May 06, 2022 Q1 2022
Crabel Capital Management, LLC

Milwaukee, WI
SELL
 -
-885
- 41.84%
$368K - $423K
1.23K $721K
May 16, 2022 Q1 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-893
- 2.07%
$372K - $427K
42.2K $24.8M
Apr 07, 2022 Q1 2022
Rvw Wealth, LLC

SELL
 -
-901
- 49.51%
$375K - $430K
919 $539K
Jul 18, 2022 Q1 2022
Retirement Guys Formula LLC

SELL
 -
-914
- 15.53%
$380K - $437K
4.97K $2.91M
May 02, 2022 Q1 2022
Altfest L J & CO Inc

SELL
 -
-920
- 21.88%
$383K - $439K
3.28K $1.93M
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

SELL
 -
-925
- 65.98%
$385K - $442K
477 $280K
May 03, 2022 Q1 2022
Dubuque Bank & Trust CO

SELL
 -
-931
- 6.77%
$388K - $445K
12.8K $7.52M
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-936
- 7.47%
$390K - $447K
11.6K $6.8M
Apr 29, 2022 Q1 2022
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-940
- 4.12%
$391K - $449K
21.9K $12.8M
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

SELL
 -
-942
- 7.91%
$392K - $450K
11K $6.43M
May 13, 2022 Q1 2022
Parkside Financial Bank & Trust

SELL
 -
-946
- 17.52%
$394K - $452K
4.45K $2.61M
Apr 26, 2022 Q1 2022
Belmont Capital, LLC

SELL
 -
-949
- 3.35%
$395K - $453K
27.4K $16.1M
May 06, 2022 Q1 2022
Integrity Financial Corp

SELL
 -
-952
- 37.55%
$396K - $455K
1.58K $928K
May 03, 2022 Q1 2022
Clifford Swan Investment Counsel LLC

SELL
 -
-953
- 5.36%
$397K - $455K
16.8K $9.87M
May 13, 2022 Q1 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-953
- 4.59%
$397K - $455K
19.8K $11.6M
Apr 22, 2022 Q1 2022
Spectrum Wealth Advisory Group, LLC

SELL
 -
-957
- 15.93%
$398K - $457K
5.05K $2.96M
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-957
- 1.85%
$398K - $457K
50.8K $29.8M
Apr 27, 2022 Q1 2022
Winning Points Advisors, LLC

Boca Raton, FL
SELL
 -
-958
Closed
$399K - $458K
0 $0
Apr 14, 2022 Q1 2022
Schwab Charitable Fund

SELL
 -
-961
- 38.75%
$400K - $459K
1.52K $891K
May 12, 2022 Q1 2022
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-963
- 7.48%
$401K - $460K
11.9K $6.99M
Apr 13, 2022 Q1 2022
Traverso Chambers Private Wealth Management, LLC

SELL
 -
-967
- 1.27%
$403K - $462K
75.5K $44.2M
May 11, 2022 Q1 2022
Boston Family Office LLC

Boston, MA
SELL
 -
-970
- 1.25%
$404K - $463K
76.8K $45M
May 16, 2022 Q1 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-974
- 47.14%
$405K - $465K
1.09K $640K
Apr 26, 2022 Q1 2022
Suncoast Equity Management

SELL
 -
-977
Closed
$407K - $467K
0 $0
Apr 29, 2022 Q1 2022
Bigelow Investment Advisors, LLC

SELL
 -
-985
- 3.26%
$410K - $471K
29.2K $17.1M
Apr 21, 2022 Q1 2022
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-990
- 11.78%
$412K - $473K
7.41K $4.35M
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-997
- 7.26%
$415K - $476K
12.7K $7.47M
May 13, 2022 Q1 2022
Yale University

New Haven, CT
SELL
 -
-1K
- 14.29%
$416K - $478K
6K $3.52M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
SELL
 -
-1K
- 2.75%
$416K - $478K
35.3K $20.7M

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