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 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-13- 0.65% |
$4.64K - $5.59K
|
1.99K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13- 0.03% |
$4.64K - $5.59K
|
42.5K
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.24% |
$4.64K - $5.59K
|
5.44K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-14- 0.34% |
$5K - $6.02K
|
4.07K
$2.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.35% |
$5.36K - $6.45K
|
4.22K
$2.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-15- 0.71% |
$5.36K - $6.45K
|
2.11K
$1.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-15- 0.28% |
$5.36K - $6.45K
|
5.31K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-15- 0.91% |
$5.36K - $6.45K
|
1.63K
$954K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 26.32% |
$5.36K - $6.45K
|
42
$24.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.17% |
$5.36K - $6.45K
|
8.68K
$5.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-16- 0.42% |
$5.71K - $6.88K
|
3.82K
$2.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-16- 0.03% |
$5.71K - $6.88K
|
54.4K
$31.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-16- 1.92% |
$5.71K - $6.88K
|
818
$479K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-17- 0.98% |
$6.07K - $7.3K
|
1.71K
$1M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-17- 0.15% |
$6.07K - $7.3K
|
11.3K
$6.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-17- 0.95% |
$6.07K - $7.3K
|
1.77K
$1.04M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-18- 0.82% |
$6.43K - $7.73K
|
2.17K
$1.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-18- 0.36% |
$6.43K - $7.73K
|
5.03K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-18- 9.18% |
$6.43K - $7.73K
|
178
$104K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-19- 0.18% |
$6.79K - $8.16K
|
10.5K
$6.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-19- 0.37% |
$6.79K - $8.16K
|
5.07K
$2.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.73% |
$6.79K - $8.16K
|
2.6K
$1.52M
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-19- 1.02% |
$6.79K - $8.16K
|
1.84K
$1.08M
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-19- 2.24% |
$6.79K - $8.16K
|
830
$486K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.42% |
$7.14K - $8.59K
|
808
$474K
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-20- 1.97% |
$7.14K - $8.59K
|
994
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20- 2.33% |
$7.14K - $8.59K
|
840
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-20- 0.12% |
$7.14K - $8.59K
|
16.3K
$9.53M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-21- 3.5% |
$7.5K - $9.02K
|
579
$339K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-21- 0.18% |
$7.5K - $9.02K
|
11.9K
$7M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.03% |
$7.5K - $9.02K
|
1.01K
$594K
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-21- 0.35% |
$7.5K - $9.02K
|
5.92K
$3.47M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-21- 2.56% |
$7.5K - $9.02K
|
799
$468K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-22- 0.36% |
$7.86K - $9.45K
|
6.08K
$3.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-22- 1.21% |
$7.86K - $9.45K
|
1.79K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 1.03% |
$7.86K - $9.45K
|
2.11K
$1.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-22- 0.25% |
$7.86K - $9.45K
|
8.72K
$5.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-22- 1.96% |
$7.86K - $9.45K
|
1.1K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-22- 0.62% |
$7.86K - $9.45K
|
3.54K
$2.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-23- 0.22% |
$8.22K - $9.88K
|
10.2K
$6M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-23- 0.89% |
$8.22K - $9.88K
|
2.57K
$1.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-23- 0.25% |
$8.22K - $9.88K
|
9.03K
$5.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-23- 0.19% |
$8.22K - $9.88K
|
11.8K
$6.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-23- 0.61% |
$8.22K - $9.88K
|
3.77K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-23- 1.67% |
$8.22K - $9.88K
|
1.36K
$795K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-24- 0.72% |
$8.57K - $10.3K
|
3.29K
$1.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-24- 2.9% |
$8.57K - $10.3K
|
804
$471K
|
|
|
Nov 09, 2022
Q3 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-24- 0.49% |
$8.57K - $10.3K
|
4.9K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-24- 2.92% |
$8.57K - $10.3K
|
797
$467K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-25- 0.42% |
$8.93K - $10.7K
|
5.92K
$3.47M
|