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
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.1% |
$21.4K - $25.8K
|
61.9K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
58+ 1.14% |
$20.7K - $24.9K
|
5.14K
$3.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
57+ 1.16% |
$20.4K - $24.5K
|
4.96K
$2.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
57+ 1.27% |
$20.4K - $24.5K
|
4.54K
$2.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
57+ 2.13% |
$20.4K - $24.5K
|
2.73K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
57+ 2.47% |
$20.4K - $24.5K
|
2.36K
$1.39M
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
57+ 4.7% |
$20.4K - $24.5K
|
1.27K
$744K
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
56+ 1.1% |
$20K - $24.1K
|
5.15K
$3.02M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
55+ 1.59% |
$19.6K - $23.6K
|
3.52K
$2.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
54+ 0.84% |
$19.3K - $23.2K
|
6.48K
$3.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
54+ 1.33% |
$19.3K - $23.2K
|
4.1K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
54+ 4.78% |
$19.3K - $23.2K
|
1.18K
$694K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
53+ 6.66% |
$18.9K - $22.8K
|
849
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
53+ 9.72% |
$18.9K - $22.8K
|
598
$351K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
52+ 1.01% |
$18.6K - $22.3K
|
5.21K
$3.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
52+ 0.04% |
$18.6K - $22.3K
|
139K
$81.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
51+ 2.57% |
$18.2K - $21.9K
|
2.03K
$1.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
51+ 1.4% |
$18.2K - $21.9K
|
3.7K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
51+ 6.9% |
$18.2K - $21.9K
|
790
$463K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
51+ 1.0% |
$18.2K - $21.9K
|
5.14K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
51+ 4.81% |
$18.2K - $21.9K
|
1.11K
$651K
|
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
50+ 0.84% |
$17.9K - $21.5K
|
6.03K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
50+ 1.12% |
$17.9K - $21.5K
|
4.52K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
50+ 4.82% |
$17.9K - $21.5K
|
1.09K
$637K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
49+ 0.25% |
$17.5K - $21.1K
|
19.7K
$11.5M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
48+ 4.04% |
$17.1K - $20.6K
|
1.24K
$725K
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
48+ 1.15% |
$17.1K - $20.6K
|
4.21K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
48+ 0.77% |
$17.1K - $20.6K
|
6.31K
$3.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
47+ 1.87% |
$16.8K - $20.2K
|
2.56K
$1.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
47+ 1.96% |
$16.8K - $20.2K
|
2.45K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
47+ 1.32% |
$16.8K - $20.2K
|
3.61K
$2.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
45+ 1.36% |
$16.1K - $19.3K
|
3.37K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
44+ 0.44% |
$15.7K - $18.9K
|
10K
$5.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
44+ 2.31% |
$15.7K - $18.9K
|
1.95K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
44+ 0.72% |
$15.7K - $18.9K
|
6.16K
$3.61M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
43+ 0.29% |
$15.4K - $18.5K
|
15.1K
$8.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
42+ 3.35% |
$15K - $18K
|
1.29K
$759K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
42+ 4.53% |
$15K - $18K
|
969
$568K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
42+ 0.27% |
$15K - $18K
|
15.8K
$9.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
42+ 1.94% |
$15K - $18K
|
2.21K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
42+ 5.33% |
$15K - $18K
|
830
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
42+ 5.4% |
$15K - $18K
|
820
$481K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
41+ 3.53% |
$14.6K - $17.6K
|
1.2K
$705K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
41+ 2.64% |
$14.6K - $17.6K
|
1.6K
$935K
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
41+ 0.27% |
$14.6K - $17.6K
|
15.1K
$8.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
41+ 0.45% |
$14.6K - $17.6K
|
9.22K
$5.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
40+ 24.69% |
$14.3K - $17.2K
|
202
$118K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 285.71% |
$14.3K - $17.2K
|
54
$31.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
40+ 0.46% |
$14.3K - $17.2K
|
8.68K
$5.09M
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
40+ 0.54% |
$14.3K - $17.2K
|
7.44K
$4.36M
|