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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19.3K+ 1653.56% |
$6.88M - $8.28M
|
20.4K
$12.3M
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19.3K+ 89.44% |
$6.88M - $8.28M
|
40.8K
$24.7M
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
19.1K+ 13.12% |
$6.82M - $8.21M
|
165K
$99.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19K+ 0.74% |
$6.8M - $8.18M
|
2.59M
$1.56B
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18.9K+ 105.12% |
$6.75M - $8.12M
|
36.9K
$22.3M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18.8K+ 8.47% |
$6.7M - $8.06M
|
240K
$145M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.7K+ 4.35% |
$6.68M - $8.03M
|
448K
$271M
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
18.4K+ 818.34% |
$6.57M - $7.9M
|
20.6K
$12.5M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
18.2K+ 6.68% |
$6.51M - $7.83M
|
291K
$176M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18K+ 6.98% |
$6.42M - $7.72M
|
275K
$166M
|
|
Nov 10, 2022
Q3 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$6.39M - $7.69M
|
17.9K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.9K+ 34.43% |
$6.38M - $7.67M
|
69.7K
$42.1M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
17.6K+ 16.8% |
$6.3M - $7.58M
|
123K
$74.1M
|
|
Nov 14, 2022
Q3 2022
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
17.6KNew |
$6.29M - $7.56M
|
17.6K
$10.6M
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
17.5K+ 11.38% |
$6.24M - $7.5M
|
171K
$103M
|
|
Oct 26, 2022
Q3 2022
|
Wind River Trust CO
|
BUY
|
- |
17.4K+ 25.15% |
$6.21M - $7.47M
|
86.5K
$52.3M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
17.3KNew |
$6.17M - $7.43M
|
17.3K
$10.4M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 81.38% |
$5.86M - $7.05M
|
36.5K
$22.1M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.2K+ 11.86% |
$5.79M - $6.97M
|
153K
$92.4M
|
|
Nov 14, 2022
Q3 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$5.77M - $6.94M
|
16.1K
$9.76M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 17.03% |
$5.76M - $6.93M
|
111K
$67M
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
16K+ 20.82% |
$5.72M - $6.88M
|
93K
$56.2M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.9K+ 5.48% |
$5.7M - $6.85M
|
307K
$185M
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
15.9K+ 31.81% |
$5.68M - $6.84M
|
65.9K
$39.8M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
15.9K+ 189.86% |
$5.67M - $6.82M
|
24.2K
$14.6M
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.8KNew |
$5.66M - $6.81M
|
15.8K
$9.57M
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.6K+ 9.8% |
$5.57M - $6.7M
|
175K
$106M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15.5K+ 28.96% |
$5.55M - $6.68M
|
69.2K
$41.8M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15.2K+ 9.09% |
$5.45M - $6.55M
|
183K
$111M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15.2K+ 12.39% |
$5.42M - $6.52M
|
138K
$83.1M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.1K+ 19.58% |
$5.38M - $6.48M
|
92K
$55.6M
|
|
Nov 02, 2022
Q3 2022
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
14.9K+ 11.81% |
$5.34M - $6.42M
|
142K
$85.5M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.8KNew |
$5.28M - $6.35M
|
14.8K
$8.93M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 4.29% |
$5.22M - $6.28M
|
355K
$215M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
14.6KNew |
$5.22M - $6.28M
|
14.6K
$8.83M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.1K+ 9.47% |
$5.03M - $6.05M
|
163K
$98.4M
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
13.9K+ 48.47% |
$4.98M - $5.99M
|
42.7K
$25.8M
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
13.7K+ 204.81% |
$4.89M - $5.89M
|
20.4K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
13.5KNew |
$4.82M - $5.8M
|
13.5K
$8.16M
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
13.5KNew |
$4.81M - $5.79M
|
13.5K
$8.14M
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
BUY
|
- |
13.1K+ 95.11% |
$4.66M - $5.61M
|
26.8K
$16.2M
|
|
Nov 14, 2022
Q3 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
12.9KNew |
$4.62M - $5.56M
|
12.9K
$7.82M
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 5.82% |
$4.62M - $5.55M
|
235K
$142M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
12.9K+ 7.09% |
$4.59M - $5.52M
|
194K
$117M
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12.8K+ 249.0% |
$4.56M - $5.48M
|
17.9K
$10.8M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12.7K+ 333.81% |
$4.55M - $5.47M
|
16.6K
$10M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 0.36% |
$4.52M - $5.43M
|
3.51M
$2.12B
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
12.6K+ 60.82% |
$4.52M - $5.43M
|
33.4K
$20.2M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.6K+ 6.15% |
$4.51M - $5.43M
|
218K
$132M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 121.51% |
$4.51M - $5.42M
|
23K
$13.9M
|