Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$528K - $659K
|
1.44K
$862K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.43K+ 4.81% |
$525K - $655K
|
31.3K
$18.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
BUY
|
- |
1.43KNew |
$523K - $653K
|
1.43K
$855K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.43KNew |
$522K - $651K
|
1.43K
$852K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.42K+ 6.98% |
$521K - $650K
|
21.8K
$13M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.42K+ 189.08% |
$520K - $649K
|
2.17K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
1.41KNew |
$517K - $646K
|
1.41K
$845K
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.41K+ 31.48% |
$514K - $642K
|
5.87K
$3.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
1.4K+ 124.18% |
$511K - $638K
|
2.52K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.39K+ 33.12% |
$510K - $636K
|
5.6K
$3.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1.38K+ 29.73% |
$506K - $632K
|
6.04K
$3.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.38K+ 2.35% |
$504K - $629K
|
60K
$35.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.36K+ 26.29% |
$499K - $623K
|
6.55K
$3.92M
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 47.2% |
$497K - $620K
|
4.24K
$2.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.36K+ 5.26% |
$497K - $620K
|
27.2K
$16.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
1.35K+ 17.71% |
$493K - $616K
|
8.96K
$5.35M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.33K+ 15.02% |
$488K - $609K
|
10.2K
$6.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.33K+ 3.69% |
$487K - $608K
|
37.4K
$22.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
1.33K+ 118.92% |
$485K - $606K
|
2.44K
$1.46M
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.32K+ 48.46% |
$484K - $605K
|
4.06K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.32K+ 11.78% |
$484K - $605K
|
12.6K
$7.51M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.32K+ 54.34% |
$483K - $603K
|
3.75K
$2.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
1.3KNew |
$474K - $592K
|
1.3K
$774K
|
|
|
Aug 15, 2022
Q2 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.28K+ 113.62% |
$467K - $583K
|
2.4K
$1.43M
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
1.27K+ 1.36% |
$464K - $579K
|
94.4K
$56.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.25K+ 15.05% |
$457K - $571K
|
9.55K
$5.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.25K+ 3.67% |
$455K - $569K
|
35.2K
$21M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.23K+ 34.78% |
$451K - $564K
|
4.78K
$2.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.23K+ 77.76% |
$450K - $562K
|
2.81K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.23K+ 3413.89% |
$450K - $561K
|
1.27K
$756K
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.23K+ 19.83% |
$448K - $560K
|
7.4K
$4.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.22K+ 32.63% |
$448K - $559K
|
4.98K
$2.97M
|
|
|
Jul 21, 2022
Q2 2022
|
Davis Rea Ltd.
|
BUY
|
- |
1.22K+ 168.23% |
$447K - $559K
|
1.95K
$1.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.22K+ 47.59% |
$445K - $555K
|
3.77K
$2.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.18KNew |
$432K - $539K
|
1.18K
$705K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.17K+ 233.33% |
$428K - $534K
|
1.67K
$998K
|
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
1.17K+ 6.25% |
$426K - $532K
|
19.8K
$11.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.16K+ 8.69% |
$426K - $532K
|
14.6K
$8.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 9.48% |
$425K - $530K
|
13.4K
$8.01M
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.16K+ 3.68% |
$424K - $529K
|
32.6K
$19.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.16K+ 28.93% |
$423K - $529K
|
5.16K
$3.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.16K+ 155.59% |
$423K - $528K
|
1.9K
$1.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.15K+ 10.1% |
$421K - $525K
|
12.5K
$7.49M
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.14K+ 5.02% |
$415K - $518K
|
23.7K
$14.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.14K+ 22.54% |
$415K - $518K
|
6.17K
$3.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.13KNew |
$413K - $516K
|
1.13K
$675K
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.13K+ 51.53% |
$412K - $515K
|
3.31K
$1.98M
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
BUY
|
- |
1.13K+ 57.92% |
$412K - $514K
|
3.07K
$1.83M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
1.13K+ 20.89% |
$412K - $514K
|
6.51K
$3.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13KNew |
$412K - $514K
|
1.13K
$672K
|