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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4- 0.04% |
$1.43K - $1.72K
|
10.9K
$6.39M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-5- 0.57% |
$1.79K - $2.15K
|
876
$513K
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-5- 0.08% |
$1.79K - $2.15K
|
6.2K
$3.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-5- 0.32% |
$1.79K - $2.15K
|
1.57K
$918K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-5- 0.15% |
$1.79K - $2.15K
|
3.4K
$1.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-5- 0.97% |
$1.79K - $2.15K
|
509
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5- 6.85% |
$1.79K - $2.15K
|
68
$39.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-6- 0.04% |
$2.14K - $2.58K
|
13.6K
$8M
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.1% |
$2.14K - $2.58K
|
5.73K
$3.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$2.14K - $2.58K
|
5.78K
$3.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-6- 0.48% |
$2.14K - $2.58K
|
1.23K
$722K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6- 0.06% |
$2.14K - $2.58K
|
10K
$5.87M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6- 1.32% |
$2.14K - $2.58K
|
448
$263K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-7- 1.15% |
$2.5K - $3.01K
|
600
$352K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7- 0.2% |
$2.5K - $3.01K
|
3.56K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-7- 0.69% |
$2.5K - $3.01K
|
1.01K
$590K
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-8- 0.96% |
$2.86K - $3.44K
|
829
$486K
|
|
|
Nov 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-8- 0.13% |
$2.86K - $3.44K
|
6.2K
$3.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-8- 0.6% |
$2.86K - $3.44K
|
1.33K
$782K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-9- 0.16% |
$3.21K - $3.87K
|
5.47K
$3.21M
|
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
SELL
|
- |
-9- 0.29% |
$3.21K - $3.87K
|
3.12K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-9- 0.19% |
$3.21K - $3.87K
|
4.76K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9- 0.06% |
$3.21K - $3.87K
|
16K
$9.39M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-9- 0.52% |
$3.21K - $3.87K
|
1.73K
$1.01M
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-9- 0.79% |
$3.21K - $3.87K
|
1.14K
$666K
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-10- 50.0% |
$3.57K - $4.3K
|
10
$5.86K
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-10- 0.46% |
$3.57K - $4.3K
|
2.15K
$1.26M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.1% |
$3.57K - $4.3K
|
9.76K
$5.72M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-10- 0.91% |
$3.57K - $4.3K
|
1.09K
$638K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 1.88% |
$3.57K - $4.3K
|
522
$306K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.08% |
$3.57K - $4.3K
|
12.5K
$7.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-10- 0.23% |
$3.57K - $4.3K
|
4.32K
$2.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.38% |
$3.57K - $4.3K
|
2.63K
$1.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-10- 0.93% |
$3.57K - $4.3K
|
1.07K
$625K
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-10- 0.05% |
$3.57K - $4.3K
|
18.9K
$11.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10- 0.8% |
$3.57K - $4.3K
|
1.24K
$724K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 1.54% |
$3.57K - $4.3K
|
638
$374K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10- 0.36% |
$3.57K - $4.3K
|
2.78K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-10- 0.06% |
$3.57K - $4.3K
|
15.7K
$9.22M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 1.19% |
$3.57K - $4.3K
|
832
$488K
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
SELL
|
- |
-10- 0.71% |
$3.57K - $4.3K
|
1.39K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-10- 0.17% |
$3.57K - $4.3K
|
5.98K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10- 0.76% |
$3.57K - $4.3K
|
1.31K
$768K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-11- 0.21% |
$3.93K - $4.73K
|
5.27K
$3.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-12- 0.86% |
$4.29K - $5.16K
|
1.38K
$809K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-12- 1.22% |
$4.29K - $5.16K
|
968
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-12- 0.81% |
$4.29K - $5.16K
|
1.46K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.63% |
$4.29K - $5.16K
|
1.9K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-13- 0.23% |
$4.64K - $5.59K
|
5.54K
$3.24M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13- 0.23% |
$4.64K - $5.59K
|
5.64K
$3.31M
|