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 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.16K+ 1.84% |
$415K - $500K
|
64.3K
$38.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Unison Asset Management LLC
|
BUY
|
- |
1.16KNew |
$414K - $498K
|
1.16K
$700K
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.15K+ 214.95% |
$411K - $494K
|
1.69K
$1.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.15K+ 31.39% |
$410K - $493K
|
4.8K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.15K+ 94.55% |
$409K - $492K
|
2.36K
$1.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.14K+ 2.79% |
$409K - $492K
|
42.1K
$25.4M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
1.14K+ 2.85% |
$408K - $491K
|
41.2K
$24.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.14K+ 1.02% |
$408K - $490K
|
113K
$68.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.14K+ 10.99% |
$407K - $490K
|
11.5K
$6.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.13K+ 1.66% |
$405K - $487K
|
69.3K
$41.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.13K+ 3.39% |
$404K - $486K
|
34.6K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 3.94% |
$404K - $486K
|
29.8K
$18M
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.12K+ 3.08% |
$401K - $482K
|
37.6K
$22.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.12K+ 150.54% |
$400K - $481K
|
1.86K
$1.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.11K+ 30.31% |
$398K - $478K
|
4.79K
$2.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.1K+ 0.48% |
$392K - $471K
|
230K
$139M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.09K+ 2.18% |
$390K - $469K
|
51.2K
$31M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.09K+ 13.34% |
$389K - $468K
|
9.26K
$5.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$386K - $465K
|
1.08K
$653K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.07K+ 58.2% |
$381K - $459K
|
2.9K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.05K+ 14.74% |
$374K - $450K
|
8.16K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.03K+ 1.06% |
$369K - $444K
|
98.4K
$59.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.03KNew |
$368K - $443K
|
1.03K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1.02KNew |
$365K - $439K
|
1.02K
$617K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.02K+ 14.01% |
$364K - $437K
|
8.28K
$5.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.02K+ 12.0% |
$363K - $436K
|
9.47K
$5.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
1.01K+ 24.13% |
$360K - $433K
|
5.19K
$3.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Dempze Nancy E
|
BUY
|
- |
1KNew |
$359K - $431K
|
1K
$607K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 69.59% |
$357K - $430K
|
2.44K
$1.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
998+ 20.51% |
$356K - $429K
|
5.86K
$3.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
993+ 10.18% |
$355K - $427K
|
10.8K
$6.5M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
987+ 3.68% |
$353K - $424K
|
27.8K
$16.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
974+ 43.62% |
$348K - $419K
|
3.21K
$1.94M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
961+ 9.01% |
$343K - $413K
|
11.6K
$7.03M
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
950New |
$339K - $408K
|
950
$574K
|
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
942New |
$336K - $405K
|
942
$569K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
942+ 167.32% |
$336K - $405K
|
1.51K
$909K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
931+ 2.42% |
$333K - $400K
|
39.3K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
930+ 15.68% |
$332K - $400K
|
6.86K
$4.15M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
923+ 63.22% |
$330K - $397K
|
2.38K
$1.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Greenfield Ftc, Inc.
|
BUY
|
- |
920+ 0.12% |
$329K - $395K
|
743K
$449M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
913+ 31.8% |
$326K - $392K
|
3.78K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
906+ 1208.0% |
$324K - $389K
|
981
$593K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
897+ 2.44% |
$320K - $385K
|
37.7K
$22.8M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
895+ 19.67% |
$320K - $385K
|
5.45K
$3.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
890+ 88.82% |
$318K - $382K
|
1.89K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
889+ 0.7% |
$318K - $382K
|
128K
$77.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
882+ 0.37% |
$315K - $379K
|
237K
$143M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
879+ 2.88% |
$314K - $378K
|
31.4K
$19M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
878New |
$314K - $377K
|
878
$531K
|