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 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-1.66K- 2.72% |
$693K - $795K
|
59.4K
$34.8M
|
|
|
May 05, 2022
Q1 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.7KClosed |
$708K - $812K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-1.7K- 5.78% |
$708K - $812K
|
27.7K
$16.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.7K- 4.94% |
$709K - $814K
|
32.8K
$19.2M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.72K- 3.3% |
$715K - $820K
|
50.4K
$29.5M
|
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.74K- 60.79% |
$725K - $832K
|
1.12K
$658K
|
|
|
May 02, 2022
Q1 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.75K- 78.02% |
$730K - $838K
|
494
$290K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.76K- 2.79% |
$731K - $839K
|
61.3K
$35.9M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.78K- 1.44% |
$740K - $849K
|
122K
$71.5M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.78K- 1.44% |
$740K - $849K
|
122K
$71.5M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.78K- 12.36% |
$741K - $850K
|
12.6K
$7.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.78K- 17.98% |
$741K - $851K
|
8.12K
$4.76M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.79KClosed |
$746K - $856K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.81K- 2.48% |
$753K - $865K
|
71.1K
$41.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.82K- 24.28% |
$758K - $870K
|
5.68K
$3.33M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.84K- 8.16% |
$765K - $878K
|
20.7K
$12.1M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.84K- 12.23% |
$767K - $880K
|
13.2K
$7.75M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.84K- 2.01% |
$768K - $881K
|
89.8K
$52.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.86K- 0.24% |
$775K - $890K
|
789K
$463M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.89K- 6.98% |
$785K - $901K
|
25.1K
$14.7M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.89K- 34.03% |
$786K - $902K
|
3.66K
$2.15M
|
|
|
May 13, 2022
Q1 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-1.91K- 65.18% |
$795K - $912K
|
1.02K
$598K
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.94K- 30.44% |
$805K - $924K
|
4.42K
$2.59M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.94K- 75.35% |
$808K - $927K
|
635
$372K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.95K- 16.44% |
$811K - $931K
|
9.9K
$5.8M
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.97K- 94.26% |
$821K - $942K
|
120
$70.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2K- 2.81% |
$832K - $955K
|
69.3K
$40.6M
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-2K- 4.65% |
$833K - $955K
|
41K
$24M
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.03K- 77.0% |
$843K - $968K
|
605
$355K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.03K- 9.3% |
$844K - $969K
|
19.8K
$11.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.03K- 36.48% |
$845K - $970K
|
3.54K
$2.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-2.04K- 4.81% |
$848K - $973K
|
40.3K
$23.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.04K- 58.19% |
$849K - $974K
|
1.47K
$859K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2.04K- 13.82% |
$849K - $974K
|
12.7K
$7.46M
|
|
|
May 02, 2022
Q1 2022
|
Svenska Handelsbanken Ab (Publ)
|
SELL
|
- |
-2.07K- 12.47% |
$860K - $986K
|
14.5K
$8.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.08K- 40.58% |
$866K - $994K
|
3.05K
$1.79M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 3.37% |
$873K - $1M
|
60.1K
$35.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.11K- 27.35% |
$877K - $1.01M
|
5.59K
$3.28M
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.11K- 48.1% |
$879K - $1.01M
|
2.28K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.12K- 5.29% |
$882K - $1.01M
|
37.9K
$22.2M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.13K- 1.71% |
$886K - $1.02M
|
122K
$71.7M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.18K- 1.55% |
$907K - $1.04M
|
139K
$81.4M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.19K- 4.79% |
$910K - $1.04M
|
43.5K
$25.5M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-2.19K- 5.43% |
$912K - $1.05M
|
38.2K
$22.4M
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.2K- 5.77% |
$915K - $1.05M
|
35.9K
$21M
|
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.23K- 2.66% |
$928K - $1.07M
|
81.7K
$47.9M
|
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.23K- 2.66% |
$928K - $1.07M
|
81.7K
$47.9M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.26K- 21.0% |
$941K - $1.08M
|
8.5K
$4.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.26K- 16.75% |
$942K - $1.08M
|
11.3K
$6.6M
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-2.27K- 81.51% |
$943K - $1.08M
|
514
$301K
|