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 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.42K+ 36.72% |
$1.58M - $1.9M
|
16.5K
$9.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.4KNew |
$1.57M - $1.89M
|
4.4K
$2.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.4K+ 3.69% |
$1.57M - $1.89M
|
124K
$74.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 6.36% |
$1.57M - $1.89M
|
73.4K
$44.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.38K+ 4.75% |
$1.57M - $1.88M
|
96.5K
$58.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.34K+ 59.49% |
$1.55M - $1.86M
|
11.6K
$7.03M
|
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
4.31K+ 7.09% |
$1.54M - $1.85M
|
65K
$39.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.29K+ 6.34% |
$1.53M - $1.84M
|
72K
$43.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
4.27KNew |
$1.53M - $1.84M
|
4.27K
$2.58M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
4.26K+ 21.47% |
$1.52M - $1.83M
|
24.1K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 5.6% |
$1.48M - $1.78M
|
78.2K
$47.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
4.15K+ 10.23% |
$1.48M - $1.78M
|
44.7K
$27M
|
|
|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
4.14KNew |
$1.48M - $1.78M
|
4.14K
$2.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.11K+ 7.82% |
$1.47M - $1.77M
|
56.6K
$34.2M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
4.1K+ 19.59% |
$1.46M - $1.76M
|
25K
$15.1M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.03K+ 5.24% |
$1.44M - $1.73M
|
80.9K
$48.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4K+ 369.69% |
$1.43M - $1.72M
|
5.08K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.98K+ 17.86% |
$1.42M - $1.71M
|
26.3K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.98K+ 32.58% |
$1.42M - $1.71M
|
16.2K
$9.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
3.97K+ 327.37% |
$1.42M - $1.71M
|
5.18K
$3.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.96K+ 576.13% |
$1.41M - $1.7M
|
4.65K
$2.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.94K+ 344.83% |
$1.41M - $1.69M
|
5.08K
$3.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.89K+ 1.73% |
$1.39M - $1.67M
|
229K
$138M
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
3.87K+ 1.77% |
$1.38M - $1.66M
|
223K
$135M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.8K+ 23.22% |
$1.36M - $1.63M
|
20.2K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.8K+ 227.21% |
$1.36M - $1.63M
|
5.47K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.77K+ 2.96% |
$1.35M - $1.62M
|
131K
$79.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.76K+ 5.21% |
$1.34M - $1.62M
|
75.9K
$45.9M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3.75K+ 21.13% |
$1.34M - $1.61M
|
21.5K
$13M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
3.74K+ 2.26% |
$1.34M - $1.61M
|
169K
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
3.71K+ 42.67% |
$1.33M - $1.6M
|
12.4K
$7.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.7K+ 7.91% |
$1.32M - $1.59M
|
50.4K
$30.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.66K+ 108.5% |
$1.31M - $1.57M
|
7.04K
$4.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.62KNew |
$1.29M - $1.56M
|
3.62K
$2.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.59K+ 2.42% |
$1.28M - $1.54M
|
152K
$91.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
3.58K+ 193.78% |
$1.28M - $1.54M
|
5.43K
$3.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.53K+ 7.58% |
$1.26M - $1.52M
|
50K
$30.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.5KNew |
$1.25M - $1.5M
|
3.5K
$2.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
3.48K+ 6.49% |
$1.24M - $1.5M
|
57.2K
$34.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.46K+ 14.9% |
$1.24M - $1.49M
|
26.7K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
3.45K+ 89.87% |
$1.23M - $1.48M
|
7.29K
$4.4M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.41K+ 183.55% |
$1.22M - $1.47M
|
5.27K
$3.19M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
3.41K+ 35.64% |
$1.22M - $1.47M
|
13K
$7.84M
|
|
|
Oct 04, 2022
Q3 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
3.37K+ 234.73% |
$1.2M - $1.45M
|
4.81K
$2.91M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.36K+ 209.99% |
$1.2M - $1.45M
|
4.97K
$3M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.35K+ 40.21% |
$1.2M - $1.44M
|
11.7K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.35K+ 17.3% |
$1.2M - $1.44M
|
22.7K
$13.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.31K+ 1.48% |
$1.18M - $1.42M
|
227K
$137M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.27K+ 18.59% |
$1.17M - $1.4M
|
20.9K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.25K+ 59.12% |
$1.16M - $1.4M
|
8.74K
$5.28M
|