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 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39+ 1.22% |
$13.9K - $16.8K
|
3.24K
$1.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
38+ 0.61% |
$13.6K - $16.3K
|
6.31K
$3.7M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
38+ 4.57% |
$13.6K - $16.3K
|
869
$509K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
37+ 1.04% |
$13.2K - $15.9K
|
3.6K
$2.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
37+ 0.06% |
$13.2K - $15.9K
|
62.7K
$36.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
37+ 0.4% |
$13.2K - $15.9K
|
9.19K
$5.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
36+ 5.37% |
$12.9K - $15.5K
|
706
$414K
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
35+ 2.26% |
$12.5K - $15K
|
1.58K
$927K
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
35+ 0.8% |
$12.5K - $15K
|
4.42K
$2.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
35+ 1.37% |
$12.5K - $15K
|
2.6K
$1.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
34+ 1.43% |
$12.1K - $14.6K
|
2.42K
$1.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
34+ 0.25% |
$12.1K - $14.6K
|
13.7K
$8.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
34+ 6.13% |
$12.1K - $14.6K
|
589
$345K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33+ 28.21% |
$11.8K - $14.2K
|
150
$87.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
33+ 2.04% |
$11.8K - $14.2K
|
1.65K
$970K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
32+ 0.12% |
$11.4K - $13.8K
|
27.6K
$16.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
32+ 0.93% |
$11.4K - $13.8K
|
3.47K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
32+ 4.68% |
$11.4K - $13.8K
|
716
$420K
|
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
32+ 3.28% |
$11.4K - $13.8K
|
1.01K
$592K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
31+ 1.4% |
$11.1K - $13.3K
|
2.24K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
31+ 0.39% |
$11.1K - $13.3K
|
7.88K
$4.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
31+ 5.08% |
$11.1K - $13.3K
|
641
$376K
|
|
|
Oct 12, 2022
Q3 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
30+ 1.67% |
$10.7K - $12.9K
|
1.83K
$1.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30+ 9.62% |
$10.7K - $12.9K
|
342
$201K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
30+ 3.06% |
$10.7K - $12.9K
|
1.01K
$593K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
30+ 0.51% |
$10.7K - $12.9K
|
5.9K
$3.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
30New |
$10.7K - $12.9K
|
30
$17.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
30+ 0.03% |
$10.7K - $12.9K
|
86.3K
$50.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.36% |
$10.4K - $12.5K
|
8.08K
$4.74M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
29+ 2.38% |
$10.4K - $12.5K
|
1.25K
$731K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
29+ 0.58% |
$10.4K - $12.5K
|
5.03K
$2.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 0.25% |
$10.4K - $12.5K
|
11.5K
$6.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 0.07% |
$10.4K - $12.5K
|
43.2K
$25.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
29+ 5.0% |
$10.4K - $12.5K
|
609
$357K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
29+ 1.31% |
$10.4K - $12.5K
|
2.25K
$1.32M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
28New |
$10K - $12K
|
28
$16.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.34% |
$10K - $12K
|
8.26K
$4.84M
|
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
27+ 0.07% |
$9.64K - $11.6K
|
39.8K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
27+ 0.33% |
$9.64K - $11.6K
|
8.13K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
27+ 2.85% |
$9.64K - $11.6K
|
974
$571K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
26+ 0.68% |
$9.29K - $11.2K
|
3.86K
$2.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
26+ 0.8% |
$9.29K - $11.2K
|
3.27K
$1.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
26+ 0.34% |
$9.29K - $11.2K
|
7.58K
$4.44M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
25+ 0.64% |
$8.93K - $10.7K
|
3.95K
$2.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25+ 0.97% |
$8.93K - $10.7K
|
2.61K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
25+ 3.48% |
$8.93K - $10.7K
|
744
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
25+ 0.05% |
$8.93K - $10.7K
|
49.6K
$29.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
25+ 0.16% |
$8.93K - $10.7K
|
16.1K
$9.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.09% |
$8.57K - $10.3K
|
26.4K
$15.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 2.13% |
$8.57K - $10.3K
|
1.15K
$674K
|