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
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5.13K+ 3.64% |
$1.88M - $2.34M
|
146K
$87.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
5.12KNew |
$1.87M - $2.34M
|
5.12K
$3.06M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.08K+ 27.44% |
$1.86M - $2.32M
|
23.6K
$14.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5.05K+ 60.17% |
$1.85M - $2.31M
|
13.5K
$8.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.02K+ 7.0% |
$1.84M - $2.29M
|
76.7K
$45.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
5KNew |
$1.83M - $2.28M
|
5K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Cohanzick Management, LLC
Pleasantville, NY |
BUY
|
- |
5KNew |
$1.83M - $2.28M
|
5K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.98KNew |
$1.82M - $2.27M
|
4.98K
$2.97M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.97K+ 36.72% |
$1.82M - $2.27M
|
18.5K
$11.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
4.93K+ 213.25% |
$1.8M - $2.25M
|
7.24K
$4.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4.87K+ 1.09% |
$1.78M - $2.23M
|
454K
$271M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.86KNew |
$1.78M - $2.22M
|
4.86K
$2.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
4.86K+ 28.02% |
$1.78M - $2.22M
|
22.2K
$13.3M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.84K+ 727.82% |
$1.77M - $2.21M
|
5.51K
$3.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.82K+ 1.69% |
$1.76M - $2.2M
|
290K
$173M
|
|
|
Aug 16, 2022
Q2 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.81KNew |
$1.76M - $2.19M
|
4.81K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.77K+ 4.85% |
$1.74M - $2.18M
|
103K
$61.6M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.77K+ 4.85% |
$1.74M - $2.18M
|
103K
$61.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.76K+ 30.86% |
$1.74M - $2.17M
|
20.2K
$12.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
4.74K+ 21.2% |
$1.73M - $2.17M
|
27.1K
$16.2M
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
4.73K+ 124.97% |
$1.73M - $2.16M
|
8.52K
$5.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.73K+ 64.79% |
$1.73M - $2.16M
|
12K
$7.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.71K+ 63.64% |
$1.72M - $2.15M
|
12.1K
$7.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4.69K+ 1.13% |
$1.72M - $2.14M
|
419K
$250M
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
4.63K+ 5.32% |
$1.69M - $2.11M
|
91.5K
$54.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4.62K+ 6.12% |
$1.69M - $2.11M
|
80.1K
$47.9M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.6K+ 20.74% |
$1.68M - $2.1M
|
26.8K
$16M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
4.6K+ 24.05% |
$1.68M - $2.1M
|
23.7K
$14.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.58K+ 2.35% |
$1.67M - $2.09M
|
199K
$119M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.51K+ 8.27% |
$1.65M - $2.06M
|
59.1K
$35.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.47KNew |
$1.64M - $2.04M
|
4.47K
$2.67M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.46K+ 168.84% |
$1.63M - $2.04M
|
7.11K
$4.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
BUY
|
- |
4.44K+ 241.41% |
$1.63M - $2.03M
|
6.28K
$3.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Alta Capital Management LLC
|
BUY
|
- |
4.38K+ 274.94% |
$1.6M - $2M
|
5.97K
$3.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.33K+ 37.24% |
$1.59M - $1.98M
|
16K
$9.54M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.31K+ 60.16% |
$1.58M - $1.97M
|
11.5K
$6.85M
|
|
|
Jul 13, 2022
Q2 2022
|
Addenda Capital Inc.
|
BUY
|
- |
4.3K+ 195.01% |
$1.57M - $1.96M
|
6.51K
$3.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
4.3K+ 85.53% |
$1.57M - $1.96M
|
9.32K
$5.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
4.29K+ 14.41% |
$1.57M - $1.96M
|
34K
$20.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.29K+ 21.48% |
$1.57M - $1.96M
|
24.2K
$14.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.26K+ 56.46% |
$1.56M - $1.95M
|
11.8K
$7.05M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.23KNew |
$1.55M - $1.93M
|
4.23K
$2.53M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.22K+ 3.88% |
$1.54M - $1.93M
|
113K
$67.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
4.19K+ 111.41% |
$1.53M - $1.91M
|
7.95K
$4.75M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 19.73% |
$1.53M - $1.91M
|
25.4K
$15.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
4.17KNew |
$1.52M - $1.9M
|
4.17K
$2.49M
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
4.16K+ 540.0% |
$1.52M - $1.9M
|
4.93K
$2.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.13K+ 10.12% |
$1.51M - $1.89M
|
44.9K
$26.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.1K+ 67.19% |
$1.5M - $1.87M
|
10.2K
$6.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.95K+ 454.55% |
$1.45M - $1.8M
|
4.82K
$2.88M
|