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 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
12.7K+ 1479.79% |
$5.27M - $6.05M
|
13.5K
$8.17M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.6K+ 41.23% |
$5.23M - $6.01M
|
43.1K
$26M
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$5.21M - $5.98M
|
12.5K
$7.57M
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
12.4K+ 17.35% |
$5.17M - $5.93M
|
84K
$50.7M
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
12.4KNew |
$5.15M - $5.91M
|
12.4K
$7.48M
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
12.3K+ 275.03% |
$5.11M - $5.86M
|
16.7K
$10.1M
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12K+ 503.51% |
$5.01M - $5.75M
|
14.4K
$8.72M
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
12K+ 140.7% |
$4.99M - $5.73M
|
20.5K
$12.4M
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
11.9K+ 13.51% |
$4.97M - $5.7M
|
100K
$60.6M
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
11.9KNew |
$4.95M - $5.68M
|
11.9K
$7.18M
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
11.9KNew |
$4.94M - $5.67M
|
11.9K
$7.18M
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 172.61% |
$4.89M - $5.61M
|
18.6K
$11.2M
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
11.5K+ 76.43% |
$4.79M - $5.5M
|
26.6K
$16.1M
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 55.41% |
$4.78M - $5.49M
|
32.2K
$19.5M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
11.2K+ 57.9% |
$4.68M - $5.37M
|
30.7K
$18.5M
|
|
May 13, 2022
Q1 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
11K+ 52.22% |
$4.59M - $5.27M
|
32.2K
$19.4M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.8K+ 92.09% |
$4.5M - $5.16M
|
22.5K
$13.6M
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.8KNew |
$4.48M - $5.14M
|
10.8K
$6.5M
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10.8K+ 162.7% |
$4.48M - $5.14M
|
17.4K
$10.5M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
10.8K+ 20.99% |
$4.48M - $5.14M
|
62K
$37.5M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.7K+ 57.88% |
$4.45M - $5.11M
|
29.2K
$17.6M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.6K+ 36.86% |
$4.4M - $5.05M
|
39.3K
$23.7M
|
|
Apr 21, 2022
Q1 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
10.5K+ 717.06% |
$4.39M - $5.04M
|
12K
$7.26M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.5K+ 32.26% |
$4.38M - $5.02M
|
43.1K
$26M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 3.68% |
$4.31M - $4.94M
|
292K
$176M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10.3K+ 87.75% |
$4.3M - $4.93M
|
22.1K
$13.3M
|
|
May 16, 2022
Q1 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
10.3K+ 257.09% |
$4.28M - $4.91M
|
14.3K
$8.63M
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
10.2K+ 124.7% |
$4.23M - $4.85M
|
18.3K
$11.1M
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
10K+ 10.51% |
$4.18M - $4.8M
|
106K
$63.8M
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
9.98K+ 10.55% |
$4.16M - $4.77M
|
105K
$63.2M
|
|
Apr 13, 2022
Q1 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
9.93K+ 11.06% |
$4.13M - $4.74M
|
99.7K
$60.3M
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.93K+ 10.75% |
$4.13M - $4.74M
|
102K
$61.8M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.8K+ 4.4% |
$4.08M - $4.68M
|
233K
$141M
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
9.57K+ 4.38% |
$3.98M - $4.57M
|
228K
$138M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.52K+ 33.08% |
$3.96M - $4.55M
|
38.3K
$23.1M
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
9.49K+ 9.41% |
$3.95M - $4.53M
|
110K
$66.7M
|
|
Apr 07, 2022
Q1 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
9.46K+ 522.13% |
$3.94M - $4.52M
|
11.3K
$6.81M
|
|
May 13, 2022
Q1 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
9.39KNew |
$3.91M - $4.48M
|
9.39K
$5.67M
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
9.38KNew |
$3.91M - $4.48M
|
9.38K
$5.67M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
9.07K+ 3205.3% |
$3.78M - $4.33M
|
9.35K
$5.65M
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
9.05K+ 38.96% |
$3.76M - $4.32M
|
32.3K
$19.5M
|
|
May 16, 2022
Q1 2022
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
8.97K+ 128.47% |
$3.73M - $4.28M
|
15.9K
$9.64M
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
8.83K+ 28.3% |
$3.67M - $4.22M
|
40K
$24.2M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.79K+ 7.62% |
$3.66M - $4.2M
|
124K
$75.1M
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.69K+ 7.56% |
$3.62M - $4.15M
|
124K
$74.7M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.64K+ 74.99% |
$3.6M - $4.13M
|
20.2K
$12.2M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.47K+ 241.78% |
$3.52M - $4.04M
|
12K
$7.23M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.24K+ 20.34% |
$3.43M - $3.93M
|
48.7K
$29.4M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.08K+ 27.95% |
$3.36M - $3.86M
|
37K
$22.4M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
8.07K+ 31.52% |
$3.36M - $3.86M
|
33.7K
$20.4M
|