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 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.25K- 66.67% |
$520K - $597K
|
625
$366K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 6.1% |
$523K - $600K
|
19.3K
$11.3M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.29K- 7.87% |
$535K - $614K
|
15.1K
$8.83M
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.3K- 5.51% |
$540K - $620K
|
22.3K
$13M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.31K- 2.84% |
$546K - $627K
|
44.8K
$26.3M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.31K- 17.42% |
$546K - $627K
|
6.22K
$3.65M
|
|
May 13, 2022
Q1 2022
|
Performa LTD (Us), LLC
|
SELL
|
- |
-1.33K- 0.58% |
$552K - $634K
|
226K
$132M
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.33K- 20.55% |
$552K - $634K
|
5.13K
$3.01M
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.33K- 42.71% |
$554K - $636K
|
1.79K
$1.05M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.34K- 5.97% |
$559K - $642K
|
21.2K
$12.4M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.34K- 13.82% |
$559K - $642K
|
8.38K
$4.91M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.35K- 2.99% |
$560K - $643K
|
43.7K
$25.6M
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.4K- 8.04% |
$581K - $666K
|
16K
$9.36M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.42K- 2.55% |
$591K - $679K
|
54.2K
$31.8M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.43K- 15.9% |
$594K - $681K
|
7.55K
$4.42M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.44K- 39.06% |
$599K - $688K
|
2.25K
$1.32M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.44K- 1.28% |
$601K - $690K
|
112K
$65.4M
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.45K- 19.97% |
$602K - $691K
|
5.8K
$3.4M
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.45K- 14.68% |
$604K - $693K
|
8.43K
$4.94M
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.45K- 3.32% |
$605K - $694K
|
42.3K
$24.8M
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.46K- 8.75% |
$608K - $698K
|
15.2K
$8.93M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.47K- 6.78% |
$610K - $700K
|
20.1K
$11.8M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.47K- 0.22% |
$611K - $702K
|
676K
$396M
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-1.48K- 15.04% |
$615K - $706K
|
8.34K
$4.89M
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.49KClosed |
$619K - $711K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.5K- 0.51% |
$622K - $714K
|
293K
$172M
|
|
Aug 21, 2023
Q1 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 65.7% |
$623K - $715K
|
781
$458K
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.5K- 55.49% |
$625K - $717K
|
1.2K
$706K
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.51K- 76.07% |
$627K - $720K
|
474
$278K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.53K- 10.23% |
$635K - $729K
|
13.4K
$7.85M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.53K- 16.32% |
$635K - $729K
|
7.83K
$4.59M
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.53K- 33.57% |
$636K - $729K
|
3.02K
$1.77M
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.54K- 35.42% |
$639K - $733K
|
2.8K
$1.64M
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.54KClosed |
$639K - $734K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.54K- 1.24% |
$639K - $734K
|
122K
$71.5M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.54K- 0.32% |
$643K - $738K
|
479K
$281M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.55K- 3.08% |
$644K - $739K
|
48.7K
$28.6M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.56K- 8.61% |
$649K - $745K
|
16.6K
$9.71M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.56K- 7.05% |
$649K - $745K
|
20.6K
$12.1M
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-1.58K- 7.04% |
$656K - $752K
|
20.8K
$12.2M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.58K- 68.04% |
$659K - $756K
|
743
$436K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.59K- 33.86% |
$661K - $759K
|
3.1K
$1.82M
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.6K- 58.97% |
$666K - $765K
|
1.11K
$653K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.61K- 3.07% |
$668K - $767K
|
50.7K
$29.7M
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.61K- 24.39% |
$672K - $771K
|
5K
$2.93M
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.62K- 8.2% |
$672K - $772K
|
18.1K
$10.6M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.63K- 1.6% |
$678K - $778K
|
100K
$58.9M
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.63K- 0.68% |
$678K - $779K
|
238K
$139M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.64K- 4.39% |
$683K - $784K
|
35.8K
$21M
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.65KClosed |
$685K - $786K
|
0
$0
|