Purchases and Sales Made in Q3 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q3 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
Nov 14, 2022 Q3 2022
Causeway Capital Management LLC

Los Angeles, CA
BUY
 -
2.52K
New
$900K - $1.08M
2.52K $1.52M
Nov 14, 2022 Q3 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
2.52K
+ 6.84%
$899K - $1.08M
39.4K $23.8M
Oct 27, 2022 Q3 2022
Bristlecone Advisors, LLC

BUY
 -
2.5K
+ 5.15%
$893K - $1.07M
51.1K $30.9M
Oct 17, 2022 Q3 2022
Caliber Wealth Management, LLC

BUY
 -
2.5K
+ 6.62%
$891K - $1.07M
40.2K $24.3M
Nov 14, 2022 Q3 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.48K
+ 1.68%
$886K - $1.07M
150K $90.8M
Nov 07, 2022 Q3 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
2.48K
+ 35.94%
$885K - $1.06M
9.37K $5.66M
Oct 17, 2022 Q3 2022
North Crest Asset Manangement, LLC

BUY
 -
2.46K
New
$879K - $1.06M
2.46K $1.49M
Oct 17, 2022 Q3 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
2.45K
+ 113.72%
$876K - $1.05M
4.61K $2.79M
Nov 09, 2022 Q3 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
2.41K
+ 20.88%
$859K - $1.03M
13.9K $8.41M
Nov 02, 2022 Q3 2022
First National Trust CO

BUY
 -
2.39K
+ 1.33%
$853K - $1.03M
182K $110M
Nov 10, 2022 Q3 2022
Firestone Capital Management

BUY
 -
2.37K
+ 8.44%
$847K - $1.02M
30.5K $18.4M
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
2.36K
+ 9.63%
$843K - $1.01M
26.8K $16.2M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
2.36K
+ 9.98%
$841K - $1.01M
26K $15.7M
Oct 20, 2022 Q3 2022
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
2.35K
+ 11.65%
$839K - $1.01M
22.5K $13.6M
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
2.33K
+ 3.55%
$833K - $1M
67.9K $41.1M
Oct 12, 2022 Q3 2022
Howard Financial Services, Ltd.

BUY
 -
2.32K
+ 9.79%
$830K - $998K
26.1K $15.7M
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
2.3K
+ 27.93%
$820K - $987K
10.5K $6.36M
Nov 14, 2022 Q3 2022
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
2.26K
New
$809K - $973K
2.26K $1.37M
Oct 27, 2022 Q3 2022
4 J Wealth Management LLC

BUY
 -
2.26K
New
$807K - $971K
2.26K $1.37M
Nov 09, 2022 Q3 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
2.26K
+ 5.02%
$806K - $969K
47.2K $28.5M
Nov 08, 2022 Q3 2022
Stone X Group Inc.

BUY
 -
2.24K
New
$802K - $964K
2.24K $1.36M
Nov 14, 2022 Q3 2022
Palladiem, LLC

BUY
 -
2.24K
+ 27.77%
$800K - $963K
10.3K $6.23M
Oct 17, 2022 Q3 2022
Roman Butler Fullerton & CO

BUY
 -
2.24K
+ 348.44%
$799K - $961K
2.88K $1.74M
Nov 04, 2022 Q3 2022
1 St Source Bank

BUY
 -
2.19K
+ 1.36%
$782K - $941K
164K $98.8M
Nov 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
2.19K
+ 251.03%
$782K - $941K
3.06K $1.85M
Sep 18, 2023 Q3 2022
Washington Capital Management Inc

BUY
 -
2.18K
+ 15.47%
$777K - $935K
16.2K $9.81M
Nov 14, 2022 Q3 2022
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
2.17K
+ 9.68%
$777K - $934K
24.6K $14.9M
Nov 14, 2022 Q3 2022
Bayview Asset Management, LLC

Coral Gables, FL
BUY
 -
2.17K
+ 73.01%
$776K - $933K
5.15K $3.11M
Oct 13, 2022 Q3 2022
Conservest Capital Advisors, Inc.

BUY
 -
2.17K
+ 0.83%
$774K - $932K
263K $159M
Nov 14, 2022 Q3 2022
Bienville Capital Management, LLC

New York, NY
BUY
 -
2.16K
+ 10.91%
$772K - $929K
22K $13.3M
Oct 27, 2022 Q3 2022
Simmons Bank

BUY
 -
2.16K
+ 1.93%
$771K - $928K
114K $69M
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.14K
+ 14.47%
$764K - $919K
16.9K $10.2M
Oct 25, 2022 Q3 2022
Crestone Asset Management LLC

BUY
 -
2.13K
+ 16.2%
$762K - $917K
15.3K $9.25M
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
2.13K
+ 2.02%
$760K - $914K
107K $64.8M
Nov 16, 2022 Q3 2022
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
2.11K
+ 179.97%
$754K - $907K
3.28K $1.98M
Oct 03, 2022 Q3 2022
Confluence Investment Management LLC

BUY
 -
2.1K
+ 8.85%
$750K - $902K
25.8K $15.6M
Nov 14, 2022 Q3 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
2.1K
+ 29.83%
$749K - $901K
9.12K $5.51M
Nov 14, 2022 Q3 2022
Claraphi Advisory Network, LLC

BUY
 -
2.1K
+ 55.88%
$748K - $900K
5.84K $3.53M
Nov 14, 2022 Q3 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
2.09K
+ 0.72%
$747K - $899K
291K $176M
Nov 10, 2022 Q3 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
2.08K
+ 28.31%
$743K - $894K
9.43K $5.7M
Nov 14, 2022 Q3 2022
Sanders Capital, LLC

West Palm Beach, FL
BUY
 -
2.08K
+ 0.14%
$743K - $894K
1.49M $898M
Nov 07, 2022 Q3 2022
Berkshire Bank

BUY
 -
2.07K
+ 1.68%
$739K - $889K
125K $75.8M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
2.07K
+ 7.53%
$738K - $887K
29.5K $17.8M
Nov 13, 2023 Q3 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
2.04K
+ 0.87%
$728K - $876K
237K $143M
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

BUY
 -
2.02K
+ 72.18%
$723K - $870K
4.83K $2.92M
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.02K
+ 189.15%
$722K - $869K
3.09K $1.87M
Oct 17, 2022 Q3 2022
Howland Capital Management LLC

BUY
 -
2.01K
+ 3.58%
$719K - $865K
58.2K $35.2M
Oct 24, 2022 Q3 2022
Artemis Wealth Advisors, LLC

BUY
 -
2K
+ 255.48%
$715K - $861K
2.79K $1.68M
Nov 09, 2022 Q3 2022
Tmd Wealth Management, LLC

BUY
 -
2K
+ 359.71%
$714K - $859K
2.56K $1.54M

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