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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
711+ 103.34% |
$254K - $306K
|
1.4K
$845K
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
711+ 21.66% |
$254K - $306K
|
3.99K
$2.41M
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
709New |
$253K - $305K
|
709
$428K
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
707New |
$253K - $304K
|
707
$427K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
700New |
$250K - $301K
|
700
$423K
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
700New |
$250K - $301K
|
700
$423K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
696+ 22.26% |
$249K - $299K
|
3.82K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
695+ 2.16% |
$248K - $299K
|
32.8K
$19.8M
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
685+ 57.76% |
$245K - $294K
|
1.87K
$1.13M
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
684New |
$244K - $294K
|
684
$413K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
683+ 3.79% |
$244K - $293K
|
18.7K
$11.3M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
678+ 0.18% |
$242K - $291K
|
374K
$226M
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
676New |
$241K - $290K
|
676
$409K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
670+ 3.11% |
$239K - $288K
|
22.2K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
667New |
$238K - $287K
|
667
$403K
|
|
Mar 17, 2023
Q3 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
663New |
$237K - $285K
|
663
$401K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
661+ 3.8% |
$236K - $284K
|
18K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
660+ 2.55% |
$236K - $284K
|
26.5K
$16M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
658+ 8.57% |
$235K - $283K
|
8.33K
$5.04M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
657+ 4.64% |
$235K - $282K
|
14.8K
$8.95M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
655+ 2.27% |
$234K - $281K
|
29.4K
$17.8M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
653+ 7.61% |
$233K - $281K
|
9.23K
$5.58M
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
650New |
$232K - $279K
|
650
$393K
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
650+ 2.42% |
$232K - $279K
|
27.5K
$16.6M
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
644New |
$230K - $277K
|
644
$389K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
642+ 1.72% |
$229K - $276K
|
37.9K
$22.9M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
642+ 2.78% |
$229K - $276K
|
23.7K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
641+ 10.06% |
$229K - $275K
|
7.01K
$4.24M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
641+ 30.76% |
$229K - $275K
|
2.73K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
637+ 0.87% |
$228K - $274K
|
73.8K
$44.6M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
637+ 43.3% |
$228K - $274K
|
2.11K
$1.27M
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
636+ 12.09% |
$227K - $273K
|
5.9K
$3.56M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
632+ 3.95% |
$226K - $272K
|
16.6K
$10M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
630+ 24.62% |
$225K - $271K
|
3.19K
$1.93M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
630New |
$225K - $271K
|
630
$381K
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
626+ 6.21% |
$224K - $269K
|
10.7K
$6.47M
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
622New |
$222K - $267K
|
622
$376K
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
620New |
$221K - $266K
|
620
$375K
|
|
Nov 08, 2022
Q3 2022
|
Somerville Kurt F
|
BUY
|
- |
620+ 114.81% |
$221K - $266K
|
1.16K
$701K
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
615+ 27.15% |
$220K - $264K
|
2.88K
$1.74M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
613+ 10.3% |
$219K - $263K
|
6.56K
$3.97M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
613+ 1.46% |
$219K - $263K
|
42.7K
$25.8M
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
612New |
$219K - $263K
|
612
$370K
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
612+ 3.91% |
$219K - $263K
|
16.3K
$9.83M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
609+ 0.7% |
$218K - $262K
|
87.9K
$53.1M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
605+ 0.98% |
$216K - $260K
|
62.2K
$37.6M
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
605New |
$216K - $260K
|
605
$366K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
602+ 5.42% |
$215K - $259K
|
11.7K
$7.08M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
600+ 1.67% |
$214K - $258K
|
36.6K
$22.1M
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
600+ 21.45% |
$214K - $258K
|
3.4K
$2.05M
|