Purchases and Sales Made in Q3 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 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 15, 2022
Q3 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2KNew |
$714K - $859K
|
2K
$1.21M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
2KNew |
$713K - $857K
|
2K
$1.21M
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.98K+ 5.92% |
$706K - $849K
|
35.3K
$21.4M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.97K+ 6.19% |
$702K - $845K
|
33.8K
$20.4M
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.95K+ 9.36% |
$697K - $838K
|
22.8K
$13.8M
|
|
Oct 04, 2022
Q3 2022
|
Stairway Partners, LLC
|
BUY
|
- |
1.95K+ 0.99% |
$695K - $836K
|
198K
$119M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.93KNew |
$689K - $829K
|
1.93K
$1.17M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.92K+ 3.27% |
$686K - $826K
|
60.8K
$36.7M
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.92K+ 11.4% |
$685K - $824K
|
18.7K
$11.3M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.91K+ 1.42% |
$684K - $822K
|
136K
$82.5M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.91K+ 2.97% |
$682K - $820K
|
66.1K
$40M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.9KNew |
$679K - $817K
|
1.9K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.9K+ 6.66% |
$677K - $814K
|
30.4K
$18.3M
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.89K+ 9.15% |
$674K - $811K
|
22.5K
$13.6M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.87K+ 21.42% |
$669K - $805K
|
10.6K
$6.42M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.85K+ 4.27% |
$660K - $795K
|
45.2K
$27.3M
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.85K+ 50.03% |
$660K - $795K
|
5.55K
$3.35M
|
|
Nov 15, 2022
Q3 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.84K+ 38.74% |
$658K - $792K
|
6.6K
$3.99M
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.84KNew |
$658K - $792K
|
1.84K
$1.11M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.84K+ 44.66% |
$657K - $791K
|
5.96K
$3.6M
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 5.74% |
$655K - $788K
|
33.8K
$20.4M
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
1.82K+ 25.1% |
$649K - $781K
|
9.06K
$5.47M
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 5.46% |
$648K - $779K
|
35K
$21.2M
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
1.8K+ 34.9% |
$644K - $774K
|
6.97K
$4.21M
|
|
Nov 14, 2022
Q3 2022
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
1.8KNew |
$643K - $773K
|
1.8K
$1.09M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.77K+ 0.81% |
$633K - $761K
|
220K
$133M
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
1.76K+ 41.54% |
$628K - $755K
|
5.99K
$3.62M
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
1.76K+ 30.92% |
$628K - $755K
|
7.44K
$4.5M
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.74KNew |
$623K - $749K
|
1.74K
$1.05M
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.71K+ 2.34% |
$609K - $733K
|
74.5K
$45M
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.7K+ 6.19% |
$609K - $732K
|
29.2K
$17.7M
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.68K+ 173.76% |
$598K - $720K
|
2.64K
$1.59M
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1.67K+ 31.48% |
$597K - $718K
|
6.98K
$4.22M
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.67K+ 23.22% |
$595K - $715K
|
8.84K
$5.34M
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.65K+ 13.17% |
$591K - $711K
|
14.2K
$8.59M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.65K+ 17.3% |
$590K - $710K
|
11.2K
$6.77M
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.62KNew |
$580K - $698K
|
1.62K
$981K
|
|
Nov 14, 2022
Q3 2022
|
Noked Capital LTD
Tel Aviv, L3 |
BUY
|
- |
1.62KNew |
$577K - $694K
|
1.62K
$976K
|
|
Nov 14, 2022
Q3 2022
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
1.62KNew |
$577K - $694K
|
1.62K
$976K
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.6K+ 23.55% |
$570K - $686K
|
8.37K
$5.06M
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.59K+ 3.44% |
$568K - $684K
|
47.9K
$28.9M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.57K+ 4.7% |
$560K - $673K
|
34.9K
$21.1M
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
1.56K+ 118.31% |
$559K - $672K
|
2.89K
$1.74M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.55K+ 3.58% |
$555K - $667K
|
44.9K
$27.2M
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.55K+ 200.0% |
$554K - $666K
|
2.33K
$1.4M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.53K+ 4.4% |
$545K - $656K
|
36.3K
$21.9M
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1.53K+ 33.41% |
$545K - $656K
|
6.09K
$3.68M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.52K+ 11.09% |
$542K - $652K
|
15.2K
$9.19M
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.52KNew |
$541K - $651K
|
1.52K
$915K
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.51K+ 1.96% |
$541K - $651K
|
78.8K
$47.6M
|