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 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
24+ 0.04% |
$8.57K - $10.3K
|
65K
$38.1M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24+ 0.39% |
$8.57K - $10.3K
|
6.1K
$3.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23+ 1.1% |
$8.22K - $9.88K
|
2.11K
$1.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
23+ 0.29% |
$8.22K - $9.88K
|
7.89K
$4.62M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
23+ 0.07% |
$8.22K - $9.88K
|
32.3K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
22+ 0.19% |
$7.86K - $9.45K
|
11.6K
$6.8M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
21+ 0.64% |
$7.5K - $9.02K
|
3.31K
$1.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
21+ 0.14% |
$7.5K - $9.02K
|
14.6K
$8.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
21+ 0.36% |
$7.5K - $9.02K
|
5.91K
$3.47M
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20+ 1.01% |
$7.14K - $8.59K
|
2K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
20+ 2.82% |
$7.14K - $8.59K
|
728
$427K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20+ 1.05% |
$7.14K - $8.59K
|
1.92K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
20+ 0.19% |
$7.14K - $8.59K
|
10.8K
$6.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
20+ 0.24% |
$7.14K - $8.59K
|
8.36K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
20+ 2.12% |
$7.14K - $8.59K
|
963
$565K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19+ 0.25% |
$6.79K - $8.16K
|
7.67K
$4.5M
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
19+ 2.64% |
$6.79K - $8.16K
|
739
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.36% |
$6.79K - $8.16K
|
5.27K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
19+ 0.35% |
$6.79K - $8.16K
|
5.41K
$3.17M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
19+ 5.81% |
$6.79K - $8.16K
|
346
$203K
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
18+ 0.97% |
$6.43K - $7.73K
|
1.88K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
18+ 0.14% |
$6.43K - $7.73K
|
12.9K
$7.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
18+ 3.03% |
$6.43K - $7.73K
|
613
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
18+ 1.63% |
$6.43K - $7.73K
|
1.13K
$660K
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
17+ 0.06% |
$6.07K - $7.3K
|
30.1K
$17.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17+ 6.3% |
$6.07K - $7.3K
|
287
$168K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 1.0% |
$6.07K - $7.3K
|
1.72K
$1.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
17+ 0.59% |
$6.07K - $7.3K
|
2.9K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
17+ 1.76% |
$6.07K - $7.3K
|
983
$576K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16+ 0.25% |
$5.71K - $6.88K
|
6.33K
$3.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
16+ 0.2% |
$5.71K - $6.88K
|
7.87K
$4.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
15+ 2.75% |
$5.36K - $6.45K
|
561
$329K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
15+ 0.34% |
$5.36K - $6.45K
|
4.47K
$2.62M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
15+ 1.12% |
$5.36K - $6.45K
|
1.36K
$795K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
14+ 0.03% |
$5K - $6.02K
|
46.2K
$27.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14+ 4.09% |
$5K - $6.02K
|
356
$209K
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
13+ 0.47% |
$4.64K - $5.59K
|
2.77K
$1.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13+ 1.05% |
$4.64K - $5.59K
|
1.25K
$735K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
13+ 1.39% |
$4.64K - $5.59K
|
948
$556K
|
|
|
Nov 03, 2022
Q3 2022
|
Poplar Forest Capital LLC
|
BUY
|
- |
13+ 0.62% |
$4.64K - $5.59K
|
2.13K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
13+ 0.31% |
$4.64K - $5.59K
|
4.14K
$2.43M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 4.44% |
$4.64K - $5.59K
|
306
$179K
|
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
13+ 0.69% |
$4.64K - $5.59K
|
1.9K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
12+ 0.3% |
$4.29K - $5.16K
|
4.06K
$2.38M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
12+ 1.28% |
$4.29K - $5.16K
|
949
$556K
|
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
11New |
$3.93K - $4.73K
|
11
$6.45K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.08% |
$3.93K - $4.73K
|
14.4K
$8.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
11+ 2.14% |
$3.93K - $4.73K
|
524
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
11+ 0.3% |
$3.93K - $4.73K
|
3.65K
$2.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
10+ 0.74% |
$3.57K - $4.3K
|
1.37K
$803K
|