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
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
162+ 4.46% |
$57.9K - $69.6K
|
3.8K
$2.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
158+ 2.36% |
$56.4K - $67.9K
|
6.85K
$4.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
158+ 0.69% |
$56.4K - $67.9K
|
23K
$14.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
158+ 1.25% |
$56.4K - $67.9K
|
12.8K
$8.06M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
157+ 3.15% |
$56.1K - $67.5K
|
5.15K
$3.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
157+ 4.53% |
$56.1K - $67.5K
|
3.62K
$2.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
157+ 0.55% |
$56.1K - $67.5K
|
28.9K
$18.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
157+ 2.43% |
$56.1K - $67.5K
|
6.63K
$4.16M
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
157+ 0.74% |
$56.1K - $67.5K
|
21.5K
$13.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
155+ 3.44% |
$55.4K - $66.6K
|
4.66K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
155+ 3.19% |
$55.4K - $66.6K
|
5.01K
$3.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
153+ 6.6% |
$54.6K - $65.7K
|
2.47K
$1.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
153+ 3.32% |
$54.6K - $65.7K
|
4.76K
$2.99M
|
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
153+ 22.14% |
$54.6K - $65.7K
|
844
$530K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
152+ 10.72% |
$54.3K - $65.3K
|
1.57K
$986K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 16.95% |
$53.6K - $64.5K
|
1.04K
$650K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
150+ 0.34% |
$53.6K - $64.5K
|
44.5K
$27.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
148+ 0.83% |
$52.9K - $63.6K
|
17.9K
$11.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
147+ 12.94% |
$52.5K - $63.2K
|
1.28K
$806K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
147+ 14.55% |
$52.5K - $63.2K
|
1.16K
$727K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
147+ 12.24% |
$52.5K - $63.2K
|
1.35K
$847K
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
146+ 2.05% |
$52.1K - $62.7K
|
7.28K
$4.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
142+ 1.8% |
$50.7K - $61K
|
8.02K
$5.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
142+ 1.08% |
$50.7K - $61K
|
13.3K
$8.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
142+ 1.53% |
$50.7K - $61K
|
9.4K
$5.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
141+ 3.07% |
$50.4K - $60.6K
|
4.74K
$2.97M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$49.3K - $59.3K
|
138
$86.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
137+ 21.44% |
$48.9K - $58.9K
|
776
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
137+ 2.76% |
$48.9K - $58.9K
|
5.1K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
137+ 1.34% |
$48.9K - $58.9K
|
10.4K
$6.51M
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
136+ 18.89% |
$48.6K - $58.4K
|
856
$538K
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
136+ 4.03% |
$48.6K - $58.4K
|
3.51K
$2.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
136+ 0.74% |
$48.6K - $58.4K
|
18.6K
$11.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
136+ 3.24% |
$48.6K - $58.4K
|
4.34K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
135+ 0.9% |
$48.2K - $58K
|
15.1K
$9.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
134+ 13.44% |
$47.9K - $57.6K
|
1.13K
$710K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
134+ 0.41% |
$47.9K - $57.6K
|
32.8K
$20.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
132+ 0.78% |
$47.1K - $56.7K
|
17K
$10.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
130+ 0.6% |
$46.4K - $55.9K
|
21.8K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
130+ 2.38% |
$46.4K - $55.9K
|
5.6K
$3.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
128+ 7.97% |
$45.7K - $55K
|
1.74K
$1.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
128+ 0.88% |
$45.7K - $55K
|
14.7K
$9.25M
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
128+ 1.73% |
$45.7K - $55K
|
7.51K
$4.72M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
126+ 0.27% |
$45K - $54.1K
|
47.1K
$29.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
126+ 1.03% |
$45K - $54.1K
|
12.4K
$7.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
126+ 0.75% |
$45K - $54.1K
|
17K
$10.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
124+ 7.98% |
$44.3K - $53.3K
|
1.68K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
122+ 3.62% |
$43.6K - $52.4K
|
3.49K
$2.19M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
120+ 1.75% |
$42.9K - $51.6K
|
6.97K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
120+ 6.39% |
$42.9K - $51.6K
|
2K
$1.26M
|