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 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-7.5KClosed |
$3.12M - $3.58M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-7.67KClosed |
$3.19M - $3.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.68K- 68.42% |
$3.2M - $3.67M
|
3.55K
$2.08M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-7.68K- 68.4% |
$3.2M - $3.67M
|
3.55K
$2.08M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-7.82K- 45.72% |
$3.26M - $3.74M
|
9.29K
$5.45M
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-7.95K- 2.7% |
$3.31M - $3.8M
|
286K
$168M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.23K- 22.98% |
$3.42M - $3.93M
|
27.6K
$16.2M
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-8.35K- 38.31% |
$3.48M - $3.99M
|
13.4K
$7.88M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-8.37K- 3.9% |
$3.48M - $4M
|
206K
$121M
|
|
|
May 09, 2022
Q1 2022
|
Ninepoint Partners LP
|
SELL
|
- |
-8.4K- 6.49% |
$3.5M - $4.01M
|
121K
$71M
|
|
|
May 09, 2022
Q1 2022
|
Sturgeon Ventures LLP
|
SELL
|
- |
-8.44KClosed |
$3.51M - $4.03M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.47KClosed |
$3.52M - $4.04M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-8.49KClosed |
$3.53M - $4.05M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gruss & Co., LLC
|
SELL
|
- |
-8.5KClosed |
$3.54M - $4.06M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-8.54K- 2.17% |
$3.56M - $4.08M
|
385K
$225M
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-8.78K- 12.0% |
$3.65M - $4.19M
|
64.3K
$37.7M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-8.86K- 22.59% |
$3.69M - $4.23M
|
30.4K
$17.8M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-9.01K- 37.84% |
$3.75M - $4.3M
|
14.8K
$8.68M
|
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-9.05KClosed |
$3.77M - $4.32M
|
0
$0
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-9.09K- 66.87% |
$3.78M - $4.34M
|
4.51K
$2.64M
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-9.11K- 16.08% |
$3.79M - $4.35M
|
47.6K
$27.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-9.2K- 11.64% |
$3.83M - $4.39M
|
69.8K
$40.9M
|
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-9.26K- 11.64% |
$3.85M - $4.42M
|
70.3K
$41.2M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.34K- 45.22% |
$3.89M - $4.46M
|
11.3K
$6.63M
|
|
|
May 16, 2022
Q1 2022
|
Richmond Hill Investments, LLC
New York, NY |
SELL
|
- |
-9.48KClosed |
$3.95M - $4.53M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-9.49K- 30.77% |
$3.95M - $4.53M
|
21.3K
$12.5M
|
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-9.9KClosed |
$4.12M - $4.73M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.92K- 78.15% |
$4.13M - $4.74M
|
2.77K
$1.63M
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.94K- 73.58% |
$4.14M - $4.75M
|
3.57K
$2.09M
|
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-9.95K- 61.69% |
$4.14M - $4.75M
|
6.18K
$3.62M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.95K- 13.2% |
$4.14M - $4.76M
|
65.5K
$38.4M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-9.99K- 22.48% |
$4.16M - $4.77M
|
34.4K
$20.2M
|
|
|
May 16, 2022
Q1 2022
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-10KClosed |
$4.16M - $4.78M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10K- 26.1% |
$4.17M - $4.78M
|
28.4K
$16.6M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10K- 16.86% |
$4.18M - $4.8M
|
49.5K
$29M
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.1K- 86.26% |
$4.19M - $4.8M
|
1.6K
$939K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 2.4% |
$4.22M - $4.84M
|
412K
$242M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-10.1K- 4.17% |
$4.22M - $4.85M
|
233K
$137M
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-10.2K- 84.48% |
$4.25M - $4.87M
|
1.87K
$1.1M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.2K- 8.81% |
$4.25M - $4.87M
|
106K
$61.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-10.3K- 6.09% |
$4.29M - $4.92M
|
159K
$93.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 92.26% |
$4.29M - $4.92M
|
864
$507K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.3K- 25.2% |
$4.3M - $4.94M
|
30.7K
$18M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-10.3K- 10.44% |
$4.31M - $4.94M
|
88.8K
$52M
|
|
|
May 16, 2022
Q1 2022
|
Lakewood Capital Management, LP
New York, NY |
SELL
|
- |
-10.4KClosed |
$4.33M - $4.97M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-10.4K- 77.28% |
$4.33M - $4.97M
|
3.06K
$1.79M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-10.5K- 4.63% |
$4.36M - $5M
|
215K
$126M
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-10.7K- 18.36% |
$4.46M - $5.12M
|
47.7K
$27.9M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.7K- 0.57% |
$4.47M - $5.13M
|
1.86M
$1.09B
|
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-10.8K- 71.28% |
$4.51M - $5.17M
|
4.36K
$2.56M
|