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 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-295- 1.68% |
$105K - $127K
|
17.2K
$10.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-296- 6.02% |
$106K - $127K
|
4.62K
$2.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-298- 8.99% |
$106K - $128K
|
3.02K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-299- 0.99% |
$107K - $128K
|
30K
$17.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
SELL
|
- |
-300- 3.59% |
$107K - $129K
|
8.06K
$4.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-300- 8.14% |
$107K - $129K
|
3.39K
$1.99M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-300- 2.04% |
$107K - $129K
|
14.4K
$8.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-300- 0.13% |
$107K - $129K
|
232K
$136M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-300- 29.44% |
$107K - $129K
|
719
$421K
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-301- 10.66% |
$108K - $129K
|
2.52K
$1.48M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-302- 5.78% |
$108K - $130K
|
4.92K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-304- 5.45% |
$109K - $131K
|
5.27K
$3.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-310- 2.95% |
$111K - $133K
|
10.2K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-310- 2.81% |
$111K - $133K
|
10.7K
$6.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-313- 35.09% |
$112K - $134K
|
579
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-313- 0.46% |
$112K - $134K
|
67.8K
$39.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-316- 1.52% |
$113K - $136K
|
20.5K
$12M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-316- 0.28% |
$113K - $136K
|
114K
$66.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-318- 7.31% |
$114K - $137K
|
4.03K
$2.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-320- 5.63% |
$114K - $138K
|
5.36K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-322- 8.46% |
$115K - $138K
|
3.49K
$2.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-324- 31.06% |
$116K - $139K
|
719
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-325- 3.97% |
$116K - $140K
|
7.86K
$4.61M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-327- 2.45% |
$117K - $141K
|
13K
$7.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-327- 22.88% |
$117K - $141K
|
1.1K
$646K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-330- 2.54% |
$118K - $142K
|
12.7K
$7.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-332- 0.37% |
$119K - $143K
|
89.7K
$52.6M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-332- 18.4% |
$119K - $143K
|
1.47K
$863K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-334- 3.74% |
$119K - $144K
|
8.6K
$5.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-335- 5.16% |
$120K - $144K
|
6.15K
$3.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-336- 2.31% |
$120K - $144K
|
14.2K
$8.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-340- 0.97% |
$121K - $146K
|
34.8K
$20.4M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-342- 0.72% |
$122K - $147K
|
46.9K
$27.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-343- 0.27% |
$123K - $147K
|
128K
$75.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-345- 3.2% |
$123K - $148K
|
10.4K
$6.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-348- 0.23% |
$124K - $150K
|
150K
$87.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-350- 3.43% |
$125K - $150K
|
9.85K
$5.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-350- 7.26% |
$125K - $150K
|
4.47K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-350- 19.59% |
$125K - $150K
|
1.44K
$842K
|
|
|
Nov 08, 2022
Q3 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-356- 3.43% |
$127K - $153K
|
10K
$5.88M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-356- 13.18% |
$127K - $153K
|
2.35K
$1.37M
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-357- 1.2% |
$128K - $153K
|
29.3K
$17.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-359- 4.34% |
$128K - $154K
|
7.91K
$4.64M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-360- 7.61% |
$129K - $155K
|
4.37K
$2.56M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-362- 1.38% |
$129K - $156K
|
25.9K
$15.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-362- 2.62% |
$129K - $156K
|
13.4K
$7.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
SELL
|
- |
-364- 20.07% |
$130K - $156K
|
1.45K
$850K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-366- 21.47% |
$131K - $157K
|
1.34K
$785K
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-370- 3.36% |
$132K - $159K
|
10.6K
$6.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
SELL
|
- |
-371- 5.91% |
$133K - $159K
|
5.91K
$3.46M
|