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 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-63- 0.5% |
$22.5K - $27.1K
|
12.6K
$7.38M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-64- 2.09% |
$22.9K - $27.5K
|
2.99K
$1.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-64- 0.24% |
$22.9K - $27.5K
|
26.8K
$15.7M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-64- 0.24% |
$22.9K - $27.5K
|
26.8K
$15.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-65- 2.36% |
$23.2K - $27.9K
|
2.69K
$1.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-66- 2.09% |
$23.6K - $28.4K
|
3.1K
$1.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-66- 3.4% |
$23.6K - $28.4K
|
1.88K
$1.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-66- 4.08% |
$23.6K - $28.4K
|
1.55K
$909K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-66- 1.28% |
$23.6K - $28.4K
|
5.11K
$2.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-67- 1.08% |
$23.9K - $28.8K
|
6.15K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-67- 0.84% |
$23.9K - $28.8K
|
7.88K
$4.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-68- 0.4% |
$24.3K - $29.2K
|
17K
$9.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-68- 0.4% |
$24.3K - $29.2K
|
16.9K
$9.88M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-68- 3.64% |
$24.3K - $29.2K
|
1.8K
$1.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Sl Advisors, LLC
|
SELL
|
- |
-69- 0.87% |
$24.6K - $29.6K
|
7.89K
$4.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-69- 2.24% |
$24.6K - $29.6K
|
3.02K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-69- 2.78% |
$24.6K - $29.6K
|
2.41K
$1.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-70- 8.47% |
$25K - $30.1K
|
756
$443K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-70- 0.69% |
$25K - $30.1K
|
10.1K
$5.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-70- 3.89% |
$25K - $30.1K
|
1.73K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.32% |
$25K - $30.1K
|
21.5K
$12.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-70- 2.04% |
$25K - $30.1K
|
3.36K
$1.97M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-71- 5.05% |
$25.4K - $30.5K
|
1.33K
$782K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-71- 2.69% |
$25.4K - $30.5K
|
2.57K
$1.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-72- 2.52% |
$25.7K - $30.9K
|
2.78K
$1.63M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-72- 1.87% |
$25.7K - $30.9K
|
3.77K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-72- 1.84% |
$25.7K - $30.9K
|
3.84K
$2.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-73- 0.32% |
$26.1K - $31.4K
|
23.1K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-73- 2.36% |
$26.1K - $31.4K
|
3.02K
$1.77M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-73- 1.15% |
$26.1K - $31.4K
|
6.28K
$3.68M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-75- 0.41% |
$26.8K - $32.2K
|
18.1K
$10.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-75- 8.0% |
$26.8K - $32.2K
|
862
$505K
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-75- 9.68% |
$26.8K - $32.2K
|
700
$410K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-77- 7.14% |
$27.5K - $33.1K
|
1K
$587K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-77- 0.18% |
$27.5K - $33.1K
|
42.4K
$24.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-80- 2.98% |
$28.6K - $34.4K
|
2.6K
$1.53M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-80- 35.87% |
$28.6K - $34.4K
|
143
$83.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-81- 2.5% |
$28.9K - $34.8K
|
3.16K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-82- 1.25% |
$29.3K - $35.2K
|
6.48K
$3.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-83- 4.47% |
$29.6K - $35.7K
|
1.77K
$1.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-84- 0.7% |
$30K - $36.1K
|
11.9K
$6.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-84- 2.41% |
$30K - $36.1K
|
3.41K
$2M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-85- 1.7% |
$30.4K - $36.5K
|
4.93K
$2.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-85- 12.52% |
$30.4K - $36.5K
|
594
$348K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-86- 4.02% |
$30.7K - $37K
|
2.05K
$1.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-87- 0.85% |
$31.1K - $37.4K
|
10.2K
$5.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-89- 0.32% |
$31.8K - $38.2K
|
27.7K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-89- 35.04% |
$31.8K - $38.2K
|
165
$96.7K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-90- 2.02% |
$32.1K - $38.7K
|
4.36K
$2.55M
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-90- 8.04% |
$32.1K - $38.7K
|
1.03K
$603K
|