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 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7.9K+ 40.46% |
$3.29M - $3.77M
|
27.4K
$16.6M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.87K+ 21.17% |
$3.27M - $3.76M
|
45K
$27.2M
|
|
|
May 06, 2022
Q1 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
7.85KNew |
$3.27M - $3.75M
|
7.85K
$4.75M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.82K+ 17.02% |
$3.26M - $3.74M
|
53.8K
$32.5M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.81K+ 61.97% |
$3.25M - $3.73M
|
20.4K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 0.41% |
$3.25M - $3.73M
|
1.89M
$1.14B
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.75K+ 8.38% |
$3.23M - $3.7M
|
100K
$60.6M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.63K+ 5.58% |
$3.18M - $3.65M
|
144K
$87.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.61K+ 18.5% |
$3.17M - $3.64M
|
48.7K
$29.5M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.58K+ 31.81% |
$3.16M - $3.62M
|
31.4K
$19M
|
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
7.56K+ 13.49% |
$3.15M - $3.61M
|
63.6K
$38.5M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.56K+ 123.98% |
$3.15M - $3.61M
|
13.7K
$8.25M
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.53K+ 47.56% |
$3.14M - $3.6M
|
23.4K
$14.1M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
7.52KNew |
$3.13M - $3.59M
|
7.52K
$4.54M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.44KNew |
$3.1M - $3.56M
|
7.44K
$4.5M
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
7.44K+ 13.79% |
$3.1M - $3.55M
|
61.4K
$37.1M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.44K+ 154.83% |
$3.1M - $3.55M
|
12.2K
$7.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.34K+ 36.8% |
$3.06M - $3.51M
|
27.3K
$16.5M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.3K+ 7.43% |
$3.04M - $3.49M
|
106K
$63.8M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.12K+ 6.83% |
$2.96M - $3.4M
|
111K
$67.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.09K+ 7.58% |
$2.95M - $3.39M
|
101K
$60.8M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.04K+ 38.59% |
$2.93M - $3.36M
|
25.3K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.02K+ 3.58% |
$2.92M - $3.36M
|
203K
$123M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.02K+ 223.1% |
$2.92M - $3.35M
|
10.2K
$6.14M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.96KNew |
$2.9M - $3.33M
|
6.96K
$4.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
6.91K+ 11.64% |
$2.88M - $3.3M
|
66.3K
$40.1M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
6.82K+ 9.13% |
$2.84M - $3.26M
|
81.5K
$49.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Wind River Trust CO
|
BUY
|
- |
6.78K+ 10.87% |
$2.82M - $3.24M
|
69.1K
$41.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.78K+ 3.78% |
$2.82M - $3.24M
|
186K
$112M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.74K+ 6.4% |
$2.81M - $3.22M
|
112K
$67.7M
|
|
|
May 16, 2022
Q1 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
6.7KNew |
$2.79M - $3.2M
|
6.7K
$4.05M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.68K+ 72.8% |
$2.78M - $3.19M
|
15.9K
$9.58M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.65K+ 66.62% |
$2.77M - $3.18M
|
16.6K
$10.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
6.62K+ 890.85% |
$2.76M - $3.16M
|
7.36K
$4.45M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.55K+ 3.33% |
$2.73M - $3.13M
|
203K
$123M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6.46K+ 8.14% |
$2.69M - $3.09M
|
85.8K
$51.9M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.38K+ 12.01% |
$2.65M - $3.05M
|
59.5K
$35.9M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
6.36KNew |
$2.65M - $3.04M
|
6.36K
$3.85M
|
|
|
May 10, 2022
Q1 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
6.18KNew |
$2.57M - $2.95M
|
6.18K
$3.74M
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6.15K+ 84.58% |
$2.56M - $2.94M
|
13.4K
$8.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 31.44% |
$2.53M - $2.91M
|
25.4K
$15.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
6.08K+ 5.91% |
$2.53M - $2.9M
|
109K
$65.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.07K+ 843.61% |
$2.53M - $2.9M
|
6.79K
$4.11M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.04K+ 69.28% |
$2.52M - $2.89M
|
14.8K
$8.92M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
6.04K+ 59.32% |
$2.52M - $2.89M
|
16.2K
$9.81M
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
6KNew |
$2.5M - $2.86M
|
6K
$3.62M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.91K+ 10.91% |
$2.46M - $2.82M
|
60.1K
$36.3M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.9K+ 23.15% |
$2.46M - $2.82M
|
31.4K
$19M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
5.85K+ 85.75% |
$2.43M - $2.79M
|
12.7K
$7.66M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.84K+ 579.17% |
$2.43M - $2.79M
|
6.85K
$4.14M
|