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 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-90- 12.86% |
$32.1K - $38.7K
|
610
$358K
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-91- 4.15% |
$32.5K - $39.1K
|
2.1K
$1.23M
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-92- 0.93% |
$32.9K - $39.5K
|
9.76K
$5.72M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-94- 0.15% |
$33.6K - $40.4K
|
64.5K
$37.8M
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-95- 2.91% |
$33.9K - $40.8K
|
3.18K
$1.86M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-95- 4.38% |
$33.9K - $40.8K
|
2.08K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-98- 2.95% |
$35K - $42.1K
|
3.23K
$1.89M
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-99- 2.62% |
$35.4K - $42.5K
|
3.69K
$2.16M
|
|
Oct 14, 2022
Q3 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-100- 1.95% |
$35.7K - $43K
|
5.04K
$2.95M
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-100- 2.96% |
$35.7K - $43K
|
3.28K
$1.92M
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.94% |
$35.7K - $43K
|
5.06K
$2.97M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-100- 2.2% |
$35.7K - $43K
|
4.45K
$2.61M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-101- 0.91% |
$36.1K - $43.4K
|
11K
$6.44M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-102- 1.62% |
$36.4K - $43.8K
|
6.21K
$3.64M
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-103- 1.01% |
$36.8K - $44.3K
|
10.1K
$5.89M
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-104- 0.39% |
$37.1K - $44.7K
|
26.9K
$15.7M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-105- 0.53% |
$37.5K - $45.1K
|
19.5K
$11.4M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-106- 14.83% |
$37.9K - $45.5K
|
609
$357K
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-107- 6.66% |
$38.2K - $46K
|
1.5K
$879K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-109- 2.09% |
$38.9K - $46.8K
|
5.11K
$3M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-109- 0.73% |
$38.9K - $46.8K
|
14.8K
$8.7M
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-109- 1.81% |
$38.9K - $46.8K
|
5.92K
$3.47M
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
SELL
|
- |
-111- 5.13% |
$39.6K - $47.7K
|
2.05K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-111- 4.63% |
$39.6K - $47.7K
|
2.29K
$1.34M
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-112- 2.98% |
$40K - $48.1K
|
3.65K
$2.14M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-113- 3.33% |
$40.4K - $48.6K
|
3.28K
$1.92M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-114- 5.19% |
$40.7K - $49K
|
2.08K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-114- 0.58% |
$40.7K - $49K
|
19.6K
$11.5M
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-115- 4.7% |
$41.1K - $49.4K
|
2.33K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-115- 0.71% |
$41.1K - $49.4K
|
16K
$9.38M
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-116- 24.52% |
$41.4K - $49.8K
|
357
$209K
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-118- 6.23% |
$42.1K - $50.7K
|
1.78K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-119- 4.92% |
$42.5K - $51.1K
|
2.3K
$1.35M
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-120- 0.78% |
$42.9K - $51.6K
|
15.2K
$8.91M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-120- 2.87% |
$42.9K - $51.6K
|
4.07K
$2.38M
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-121- 2.55% |
$43.2K - $52K
|
4.62K
$2.71M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-122- 0.62% |
$43.6K - $52.4K
|
19.5K
$11.4M
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-123- 3.01% |
$43.9K - $52.9K
|
3.96K
$2.32M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-124- 0.67% |
$44.3K - $53.3K
|
18.5K
$10.8M
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-124- 5.92% |
$44.3K - $53.3K
|
1.97K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-124- 2.93% |
$44.3K - $53.3K
|
4.1K
$2.41M
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-125- 0.93% |
$44.6K - $53.7K
|
13.3K
$7.78M
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.32% |
$44.6K - $53.7K
|
5.25K
$3.08M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-125- 1.52% |
$44.6K - $53.7K
|
8.1K
$4.75M
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-125- 3.34% |
$44.6K - $53.7K
|
3.62K
$2.12M
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-125- 8.3% |
$44.6K - $53.7K
|
1.38K
$809K
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-126- 8.55% |
$45K - $54.1K
|
1.35K
$790K
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-127- 9.87% |
$45.4K - $54.6K
|
1.16K
$680K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-127- 1.36% |
$45.4K - $54.6K
|
9.23K
$5.41M
|
|
Nov 02, 2022
Q3 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-128- 2.52% |
$45.7K - $55K
|
4.95K
$2.9M
|