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 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.35% |
$1.43K - $1.72K
|
1.16K
$678K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.42% |
$1.43K - $1.72K
|
953
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
4+ 0.29% |
$1.43K - $1.72K
|
1.39K
$813K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
4+ 0.43% |
$1.43K - $1.72K
|
925
$542K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$1.43K - $1.72K
|
5.92K
$3.47M
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.07% |
$1.07K - $1.29K
|
4.51K
$2.64M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.23% |
$1.07K - $1.29K
|
1.31K
$769K
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3+ 0.23% |
$1.07K - $1.29K
|
1.3K
$763K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.05% |
$1.07K - $1.29K
|
5.49K
$3.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
3+ 0.38% |
$1.07K - $1.29K
|
802
$470K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3+ 0.01% |
$1.07K - $1.29K
|
25.9K
$15.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.06% |
$1.07K - $1.29K
|
4.66K
$2.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.07K - $1.29K
|
811
$475K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3+ 0.02% |
$1.07K - $1.29K
|
15.6K
$9.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.05% |
$1.07K - $1.29K
|
5.95K
$3.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.47% |
$1.07K - $1.29K
|
648
$380K
|
|
|
Nov 09, 2022
Q3 2022
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$1.07K - $1.29K
|
3.19K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
3+ 0.04% |
$1.07K - $1.29K
|
6.7K
$3.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$1.07K - $1.29K
|
3.42K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.33% |
$1.07K - $1.29K
|
912
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3+ 0.47% |
$1.07K - $1.29K
|
648
$380K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.56% |
$714 - $859
|
361
$212K
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.1% |
$714 - $859
|
2.03K
$1.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
2+ 0.17% |
$714 - $859
|
1.19K
$696K
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$714 - $859
|
559
$328K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.19% |
$714 - $859
|
1.03K
$603K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.23% |
$714 - $859
|
862
$505K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.13% |
$714 - $859
|
1.58K
$925K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2+ 0.03% |
$714 - $859
|
5.95K
$3.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.68% |
$714 - $859
|
295
$173K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2+ 4.88% |
$714 - $859
|
43
$25.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2+ 0.33% |
$714 - $859
|
604
$354K
|
|
|
Nov 03, 2022
Q3 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
2+ 0.22% |
$714 - $859
|
891
$522K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.1% |
$714 - $859
|
2.08K
$1.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$714 - $859
|
6.91K
$4.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.12% |
$714 - $859
|
1.7K
$997K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
2+ 0.16% |
$714 - $859
|
1.26K
$738K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$714 - $859
|
14.7K
$8.62M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$714 - $859
|
1.78K
$1.04M
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2+ 0.36% |
$714 - $859
|
565
$331K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1+ 0.06% |
$357 - $430
|
1.66K
$973K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.15% |
$357 - $430
|
656
$384K
|
|
|
Oct 11, 2022
Q3 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
1+ 0.03% |
$357 - $430
|
3K
$1.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.18% |
$357 - $430
|
566
$332K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$357 - $430
|
5.83K
$3.41M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.02% |
$357 - $430
|
4.57K
$2.68M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$357 - $430
|
3.82K
$2.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1+ 0.07% |
$357 - $430
|
1.52K
$890K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.03% |
$357 - $430
|
3.31K
$1.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.08% |
$357 - $430
|
1.21K
$709K
|