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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 13.91% |
$1.59M - $1.82M
|
23.6K
$13.9M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.83K- 25.1% |
$1.59M - $1.83M
|
11.4K
$6.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.85K- 4.3% |
$1.6M - $1.84M
|
85.6K
$50.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.86K- 45.89% |
$1.61M - $1.84M
|
4.55K
$2.67M
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-3.87K- 15.41% |
$1.61M - $1.85M
|
21.2K
$12.4M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.87K- 1.65% |
$1.61M - $1.85M
|
231K
$135M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.9K- 5.16% |
$1.62M - $1.86M
|
71.6K
$42M
|
|
|
May 13, 2022
Q1 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-4KClosed |
$1.67M - $1.91M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-4.03K- 4.32% |
$1.68M - $1.92M
|
89.3K
$52.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.05KClosed |
$1.69M - $1.94M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.13K- 19.44% |
$1.72M - $1.97M
|
17.1K
$10M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.15K- 35.41% |
$1.73M - $1.98M
|
7.57K
$4.44M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.18K- 85.8% |
$1.74M - $2M
|
692
$406K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-4.19K- 11.71% |
$1.74M - $2M
|
31.6K
$18.5M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.27K- 3.13% |
$1.78M - $2.04M
|
132K
$77.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.29K- 19.96% |
$1.79M - $2.05M
|
17.2K
$10.1M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.29KClosed |
$1.79M - $2.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.3K- 68.66% |
$1.79M - $2.05M
|
1.96K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.3K- 84.67% |
$1.79M - $2.05M
|
779
$457K
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-4.41KClosed |
$1.84M - $2.11M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.42K- 81.0% |
$1.84M - $2.11M
|
1.04K
$607K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.45KClosed |
$1.85M - $2.12M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-4.48K- 30.51% |
$1.86M - $2.14M
|
10.2K
$5.98M
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-4.49K- 63.05% |
$1.87M - $2.14M
|
2.63K
$1.54M
|
|
|
May 05, 2022
Q1 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-4.5K- 9.8% |
$1.87M - $2.15M
|
41.5K
$24.3M
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-4.52K- 48.43% |
$1.88M - $2.16M
|
4.81K
$2.82M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.53K- 3.75% |
$1.88M - $2.16M
|
116K
$68.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.55K- 11.27% |
$1.89M - $2.17M
|
35.8K
$21M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.57K- 4.2% |
$1.9M - $2.18M
|
104K
$61.1M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.62K- 6.17% |
$1.92M - $2.21M
|
70.3K
$41.2M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-4.64K- 0.69% |
$1.93M - $2.21M
|
666K
$390M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.65K- 16.54% |
$1.93M - $2.22M
|
23.4K
$13.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-4.66K- 23.13% |
$1.94M - $2.23M
|
15.5K
$9.08M
|
|
|
May 16, 2022
Q1 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-4.69KClosed |
$1.95M - $2.24M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.7K- 5.11% |
$1.95M - $2.24M
|
87.1K
$51.1M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.7K- 13.14% |
$1.96M - $2.25M
|
31.1K
$18.2M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4.73K- 30.65% |
$1.97M - $2.26M
|
10.7K
$6.28M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.81K- 43.89% |
$2M - $2.3M
|
6.15K
$3.61M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.83K- 2.19% |
$2.01M - $2.31M
|
216K
$127M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-4.84K- 57.12% |
$2.02M - $2.31M
|
3.64K
$2.13M
|
|
|
May 04, 2022
Q1 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-4.86K- 11.85% |
$2.02M - $2.32M
|
36.2K
$21.2M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.94K- 2.35% |
$2.06M - $2.36M
|
205K
$120M
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.95K- 12.9% |
$2.06M - $2.36M
|
33.4K
$19.6M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.96K- 13.78% |
$2.06M - $2.37M
|
31K
$18.2M
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-4.99K- 14.32% |
$2.08M - $2.38M
|
29.8K
$17.5M
|
|
|
May 16, 2022
Q1 2022
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
SELL
|
- |
-5KClosed |
$2.08M - $2.39M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.07K- 5.24% |
$2.11M - $2.42M
|
91.6K
$53.7M
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-5.08K- 25.23% |
$2.11M - $2.43M
|
15.1K
$8.83M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.12K- 65.21% |
$2.13M - $2.45M
|
2.73K
$1.6M
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-5.14K- 56.53% |
$2.14M - $2.46M
|
3.95K
$2.32M
|