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 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-44- 0.27% |
$15.7K - $18.9K
|
16.3K
$9.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-45- 1.31% |
$16.1K - $19.3K
|
3.38K
$1.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-45- 0.91% |
$16.1K - $19.3K
|
4.9K
$2.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-45- 1.55% |
$16.1K - $19.3K
|
2.86K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-46- 2.88% |
$16.4K - $19.8K
|
1.55K
$911K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-46- 0.17% |
$16.4K - $19.8K
|
26.6K
$15.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-47- 0.24% |
$16.8K - $20.2K
|
19.7K
$11.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-47- 0.26% |
$16.8K - $20.2K
|
18.3K
$10.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-48- 7.82% |
$17.1K - $20.6K
|
566
$332K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-48- 0.71% |
$17.1K - $20.6K
|
6.73K
$3.94M
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-48- 4.01% |
$17.1K - $20.6K
|
1.15K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-48- 0.11% |
$17.1K - $20.6K
|
44.9K
$26.3M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-48- 1.21% |
$17.1K - $20.6K
|
3.91K
$2.29M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-49- 0.38% |
$17.5K - $21.1K
|
13K
$7.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-49- 4.86% |
$17.5K - $21.1K
|
959
$562K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-49- 0.89% |
$17.5K - $21.1K
|
5.43K
$3.18M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-49- 2.7% |
$17.5K - $21.1K
|
1.77K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-50- 4.34% |
$17.9K - $21.5K
|
1.1K
$646K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 0.72% |
$17.9K - $21.5K
|
6.88K
$4.03M
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 0.7% |
$17.9K - $21.5K
|
7.07K
$4.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-50- 7.85% |
$17.9K - $21.5K
|
587
$344K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 2.95% |
$17.9K - $21.5K
|
1.64K
$964K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-50- 6.29% |
$17.9K - $21.5K
|
745
$437K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-50- 1.21% |
$17.9K - $21.5K
|
4.07K
$2.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 3.23% |
$17.9K - $21.5K
|
1.5K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 0.51% |
$17.9K - $21.5K
|
9.77K
$5.73M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-50- 5.06% |
$17.9K - $21.5K
|
938
$550K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-51- 3.41% |
$18.2K - $21.9K
|
1.45K
$848K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-51- 5.13% |
$18.2K - $21.9K
|
944
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-51- 5.34% |
$18.2K - $21.9K
|
904
$530K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-52- 0.72% |
$18.6K - $22.3K
|
7.18K
$4.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-54- 2.55% |
$19.3K - $23.2K
|
2.06K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-54- 1.24% |
$19.3K - $23.2K
|
4.29K
$2.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-55- 0.16% |
$19.6K - $23.6K
|
33.7K
$19.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-55- 7.3% |
$19.6K - $23.6K
|
698
$409K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-55- 0.85% |
$19.6K - $23.6K
|
6.38K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-56- 1.97% |
$20K - $24.1K
|
2.79K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-57- 6.84% |
$20.4K - $24.5K
|
776
$455K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-57- 0.22% |
$20.4K - $24.5K
|
26.5K
$15.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
SELL
|
- |
-58- 0.41% |
$20.7K - $24.9K
|
14.1K
$8.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-59- 1.1% |
$21.1K - $25.4K
|
5.32K
$3.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-59- 0.63% |
$21.1K - $25.4K
|
9.38K
$5.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-60- 1.54% |
$21.4K - $25.8K
|
3.85K
$2.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-60- 0.93% |
$21.4K - $25.8K
|
6.41K
$3.76M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-60- 1.14% |
$21.4K - $25.8K
|
5.18K
$3.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-60- 2.03% |
$21.4K - $25.8K
|
2.9K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-60- 2.96% |
$21.4K - $25.8K
|
1.96K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-61- 0.76% |
$21.8K - $26.2K
|
8K
$4.69M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-62- 72.94% |
$22.1K - $26.6K
|
23
$13.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-63- 0.78% |
$22.5K - $27.1K
|
8.02K
$4.7M
|