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
|
West Branch Capital LLC
|
BUY
|
- |
86+ 0.4% |
$30.7K - $37K
|
21.8K
$12.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
86+ 1.75% |
$30.7K - $37K
|
5K
$2.93M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
86+ 9.13% |
$30.7K - $37K
|
1.03K
$603K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
86+ 2.31% |
$30.7K - $37K
|
3.82K
$2.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
85+ 12.27% |
$30.4K - $36.5K
|
778
$456K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
84+ 10.5% |
$30K - $36.1K
|
884
$518K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
84+ 1.93% |
$30K - $36.1K
|
4.43K
$2.59M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
83New |
$29.6K - $35.7K
|
83
$48.7K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
83+ 1.87% |
$29.6K - $35.7K
|
4.51K
$2.64M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
82+ 4.24% |
$29.3K - $35.2K
|
2.02K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
82+ 6.58% |
$29.3K - $35.2K
|
1.33K
$779K
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
81+ 4.02% |
$28.9K - $34.8K
|
2.1K
$1.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Oak Thistle LLC
|
BUY
|
- |
81+ 5.66% |
$28.9K - $34.8K
|
1.51K
$886K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
81+ 1.38% |
$28.9K - $34.8K
|
5.97K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
81+ 0.91% |
$28.9K - $34.8K
|
8.99K
$5.27M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
81+ 0.48% |
$28.9K - $34.8K
|
16.9K
$9.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
80+ 4.02% |
$28.6K - $34.4K
|
2.07K
$1.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
80+ 2.12% |
$28.6K - $34.4K
|
3.85K
$2.26M
|
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
80+ 3.7% |
$28.6K - $34.4K
|
2.24K
$1.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
79+ 2.81% |
$28.2K - $33.9K
|
2.89K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 0.1% |
$28.2K - $33.9K
|
76.8K
$45M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
78+ 8.87% |
$27.9K - $33.5K
|
957
$561K
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
78+ 1.92% |
$27.9K - $33.5K
|
4.13K
$2.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
78+ 5.95% |
$27.9K - $33.5K
|
1.39K
$814K
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
77+ 0.69% |
$27.5K - $33.1K
|
11.3K
$6.61M
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
75+ 4.67% |
$26.8K - $32.2K
|
1.68K
$986K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
75+ 0.16% |
$26.8K - $32.2K
|
47.2K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
75+ 7.23% |
$26.8K - $32.2K
|
1.11K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
75+ 0.26% |
$26.8K - $32.2K
|
28.9K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
75+ 0.66% |
$26.8K - $32.2K
|
11.5K
$6.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
74+ 84.09% |
$26.4K - $31.8K
|
162
$95K
|
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
72+ 1.02% |
$25.7K - $30.9K
|
7.12K
$4.17M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
72+ 21.56% |
$25.7K - $30.9K
|
406
$238K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
71+ 0.29% |
$25.4K - $30.5K
|
24.8K
$14.6M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
70+ 0.77% |
$25K - $30.1K
|
9.13K
$5.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
70+ 3.11% |
$25K - $30.1K
|
2.32K
$1.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
70+ 2.42% |
$25K - $30.1K
|
2.97K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
70+ 4.26% |
$25K - $30.1K
|
1.71K
$1M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
68+ 1.94% |
$24.3K - $29.2K
|
3.57K
$2.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
67+ 0.68% |
$23.9K - $28.8K
|
9.87K
$5.79M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
67+ 1.14% |
$23.9K - $28.8K
|
5.95K
$3.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
67+ 0.88% |
$23.9K - $28.8K
|
7.71K
$4.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
67+ 0.4% |
$23.9K - $28.8K
|
16.8K
$9.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
66+ 0.34% |
$23.6K - $28.4K
|
19.5K
$11.4M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
BUY
|
- |
65+ 0.83% |
$23.2K - $27.9K
|
7.93K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
63+ 0.61% |
$22.5K - $27.1K
|
10.4K
$6.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 2.63% |
$22.1K - $26.6K
|
2.42K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
62+ 0.35% |
$22.1K - $26.6K
|
17.8K
$10.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
61+ 7.44% |
$21.8K - $26.2K
|
881
$517K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
60+ 1.14% |
$21.4K - $25.8K
|
5.31K
$3.11M
|