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 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
215+ 1.84% |
$76.8K - $92.4K
|
11.9K
$6.96M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
214+ 1.24% |
$76.4K - $92K
|
17.5K
$10.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Benin Management Corp
|
BUY
|
- |
214+ 0.08% |
$76.4K - $92K
|
269K
$158M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
213+ 2.61% |
$76.1K - $91.5K
|
8.38K
$4.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
213+ 27.7% |
$76.1K - $91.5K
|
982
$576K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
212+ 2.75% |
$75.7K - $91.1K
|
7.91K
$4.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
212New |
$75.7K - $91.1K
|
212
$124K
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
211+ 27.05% |
$75.4K - $90.7K
|
991
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
209+ 0.56% |
$74.7K - $89.8K
|
37.4K
$21.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
208+ 3.64% |
$74.3K - $89.4K
|
5.92K
$3.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
207+ 17.88% |
$73.9K - $88.9K
|
1.37K
$800K
|
|
|
Nov 14, 2022
Q3 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
207+ 5.27% |
$73.9K - $88.9K
|
4.13K
$2.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
205+ 10.26% |
$73.2K - $88.1K
|
2.2K
$1.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
205+ 0.52% |
$73.2K - $88.1K
|
39.6K
$23.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
202+ 9.03% |
$72.2K - $86.8K
|
2.44K
$1.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
202+ 6.29% |
$72.2K - $86.8K
|
3.41K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
201+ 0.65% |
$71.8K - $86.4K
|
31.1K
$18.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
201+ 4.1% |
$71.8K - $86.4K
|
5.11K
$2.99M
|
|
|
Oct 19, 2022
Q3 2022
|
Goodwin Daniel L
|
BUY
|
- |
200+ 0.81% |
$71.4K - $85.9K
|
24.8K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
200+ 0.44% |
$71.4K - $85.9K
|
45.8K
$26.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
BUY
|
- |
199+ 21.28% |
$71.1K - $85.5K
|
1.13K
$665K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
188+ 1.59% |
$67.1K - $80.8K
|
12K
$7.03M
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
188+ 1.35% |
$67.1K - $80.8K
|
14.1K
$8.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
186+ 4.62% |
$66.4K - $79.9K
|
4.22K
$2.47M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
184+ 1.35% |
$65.7K - $79.1K
|
13.9K
$8.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
182+ 4.2% |
$65K - $78.2K
|
4.52K
$2.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
182+ 14.05% |
$65K - $78.2K
|
1.48K
$866K
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
181+ 10.11% |
$64.6K - $77.8K
|
1.97K
$1.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
180+ 2.26% |
$64.3K - $77.3K
|
8.16K
$4.78M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
180+ 22.58% |
$64.3K - $77.3K
|
977
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
178+ 5.6% |
$63.6K - $76.5K
|
3.36K
$1.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
176+ 1.16% |
$62.9K - $75.6K
|
15.3K
$8.97M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
176+ 0.4% |
$62.9K - $75.6K
|
44K
$25.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
174+ 1.41% |
$62.1K - $74.8K
|
12.5K
$7.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
172+ 1.17% |
$61.4K - $73.9K
|
14.9K
$8.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
172+ 2.07% |
$61.4K - $73.9K
|
8.5K
$4.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
172+ 3.03% |
$61.4K - $73.9K
|
5.85K
$3.43M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
170+ 6.46% |
$60.7K - $73K
|
2.8K
$1.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
169+ 9.17% |
$60.4K - $72.6K
|
2.01K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
169+ 3.42% |
$60.4K - $72.6K
|
5.12K
$3M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
165+ 4.85% |
$58.9K - $70.9K
|
3.57K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
165+ 22.63% |
$58.9K - $70.9K
|
894
$524K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
163+ 0.81% |
$58.2K - $70K
|
20.3K
$11.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
162+ 4.46% |
$57.9K - $69.6K
|
3.8K
$2.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
158+ 2.36% |
$56.4K - $67.9K
|
6.85K
$4.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
158+ 0.69% |
$56.4K - $67.9K
|
23K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
158+ 1.25% |
$56.4K - $67.9K
|
12.8K
$7.52M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
157+ 3.15% |
$56.1K - $67.5K
|
5.15K
$3.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
157+ 4.53% |
$56.1K - $67.5K
|
3.62K
$2.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
157+ 0.55% |
$56.1K - $67.5K
|
28.9K
$16.9M
|