Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-18- 1.03% |
$7.49K - $8.6K
|
1.74K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 2.19% |
$7.91K - $9.08K
|
847
$544K
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-19- 0.94% |
$7.91K - $9.08K
|
2K
$1.29M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20Closed |
$8.33K - $9.55K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
SELL
|
- |
-20- 1.75% |
$8.33K - $9.55K
|
1.12K
$720K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.06% |
$8.33K - $9.55K
|
32.4K
$20.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.36% |
$8.33K - $9.55K
|
5.59K
$3.59M
|
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-21- 4.5% |
$8.74K - $10K
|
446
$287K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-21- 1.53% |
$8.74K - $10K
|
1.35K
$869K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-21- 0.53% |
$8.74K - $10K
|
3.95K
$2.54M
|
|
|
May 09, 2022
Q1 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-21- 1.0% |
$8.74K - $10K
|
2.07K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21- 0.53% |
$8.74K - $10K
|
3.92K
$2.52M
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-21- 0.79% |
$8.74K - $10K
|
2.62K
$1.69M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-22- 1.96% |
$9.16K - $10.5K
|
1.1K
$706K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-22- 0.09% |
$9.16K - $10.5K
|
25.3K
$16.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-22- 1.31% |
$9.16K - $10.5K
|
1.66K
$1.07M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-22- 0.59% |
$9.16K - $10.5K
|
3.69K
$2.37M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-23- 1.42% |
$9.57K - $11K
|
1.59K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-23- 0.09% |
$9.57K - $11K
|
25.4K
$16.3M
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
SELL
|
- |
-23- 3.97% |
$9.57K - $11K
|
556
$357K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-23- 0.89% |
$9.57K - $11K
|
2.57K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-24- 1.45% |
$9.99K - $11.5K
|
1.63K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-25- 0.67% |
$10.4K - $11.9K
|
3.69K
$2.37M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-25- 0.63% |
$10.4K - $11.9K
|
3.92K
$2.52M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-25- 0.51% |
$10.4K - $11.9K
|
4.92K
$3.16M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-25- 0.86% |
$10.4K - $11.9K
|
2.88K
$1.85M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 0.3% |
$10.4K - $11.9K
|
8.18K
$5.26M
|
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-25- 1.62% |
$10.4K - $11.9K
|
1.52K
$976K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-25- 0.78% |
$10.4K - $11.9K
|
3.17K
$2.04M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 2.72% |
$10.4K - $11.9K
|
895
$575K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-25- 2.08% |
$10.4K - $11.9K
|
1.18K
$758K
|
|
|
May 13, 2022
Q1 2022
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-26- 0.26% |
$10.8K - $12.4K
|
9.87K
$6.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-27- 4.08% |
$11.2K - $12.9K
|
634
$407K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-27- 0.86% |
$11.2K - $12.9K
|
3.11K
$2M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-27- 0.62% |
$11.2K - $12.9K
|
4.3K
$2.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-27- 1.27% |
$11.2K - $12.9K
|
2.1K
$1.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-27- 0.21% |
$11.2K - $12.9K
|
12.7K
$8.18M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-28- 5.76% |
$11.7K - $13.4K
|
458
$294K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-28- 1.11% |
$11.7K - $13.4K
|
2.5K
$1.61M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28- 0.01% |
$11.7K - $13.4K
|
312K
$201M
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-28- 0.74% |
$11.7K - $13.4K
|
3.73K
$2.4M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-28- 0.32% |
$11.7K - $13.4K
|
8.77K
$5.64M
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-29- 0.35% |
$12.1K - $13.9K
|
8.22K
$5.28M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-29- 0.25% |
$12.1K - $13.9K
|
11.6K
$7.46M
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-30- 5.71% |
$12.5K - $14.3K
|
495
$318K
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-30- 1.33% |
$12.5K - $14.3K
|
2.22K
$1.43M
|
|
|
Apr 19, 2022
Q1 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-31Closed |
$12.9K - $14.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 0.44% |
$13.3K - $15.3K
|
7.29K
$4.69M
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-32- 0.51% |
$13.3K - $15.3K
|
6.19K
$3.98M
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-33- 3.18% |
$13.7K - $15.8K
|
1.01K
$647K
|