Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.87K+ 3.22% |
$1.05M - $1.31M
|
92K
$55.3M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.86K+ 207.92% |
$1.05M - $1.31M
|
4.24K
$2.55M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.85K+ 5.61% |
$1.04M - $1.3M
|
53.7K
$32.3M
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.85K+ 232.65% |
$1.04M - $1.3M
|
4.08K
$2.45M
|
|
Aug 12, 2022
Q2 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
2.85KNew |
$1.04M - $1.3M
|
2.85K
$1.71M
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
2.85KNew |
$1.04M - $1.3M
|
2.85K
$1.71M
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.84K+ 1.44% |
$1.04M - $1.3M
|
200K
$120M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
2.82K+ 276.99% |
$1.03M - $1.29M
|
3.83K
$2.31M
|
|
Aug 15, 2022
Q2 2022
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.82K+ 46.92% |
$1.03M - $1.29M
|
8.82K
$5.3M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2.79K+ 4.89% |
$1.02M - $1.28M
|
59.9K
$36M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 23.3% |
$1.02M - $1.27M
|
14.7K
$8.85M
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.76K+ 3.85% |
$1.01M - $1.26M
|
74.4K
$44.7M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.75K+ 19.43% |
$1.01M - $1.26M
|
16.9K
$10.2M
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.72K+ 441.17% |
$996K - $1.24M
|
3.34K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.71K+ 2.7% |
$992K - $1.24M
|
103K
$62.1M
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.71K+ 11.31% |
$990K - $1.24M
|
26.6K
$16M
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.69K+ 11.14% |
$983K - $1.23M
|
26.8K
$16.1M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.65K+ 42.58% |
$969K - $1.21M
|
8.87K
$5.33M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.65K+ 6.28% |
$968K - $1.21M
|
44.8K
$26.9M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.63K+ 40.96% |
$964K - $1.2M
|
9.06K
$5.45M
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.63K+ 7.46% |
$963K - $1.2M
|
37.9K
$22.8M
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.63K+ 4.13% |
$962K - $1.2M
|
66.3K
$39.9M
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.6K+ 34.11% |
$952K - $1.19M
|
10.2K
$6.15M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
2.57K+ 14.61% |
$941K - $1.18M
|
20.2K
$12.1M
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.56K+ 8.28% |
$936K - $1.17M
|
33.4K
$20.1M
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.55K+ 7.98% |
$931K - $1.16M
|
34.4K
$20.7M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.53K+ 15.05% |
$926K - $1.16M
|
19.4K
$11.6M
|
|
Aug 15, 2022
Q2 2022
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
2.53KNew |
$924K - $1.15M
|
2.53K
$1.52M
|
|
Aug 15, 2022
Q2 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.51K+ 52.83% |
$919K - $1.15M
|
7.27K
$4.37M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.51K+ 10.62% |
$918K - $1.15M
|
26.1K
$15.7M
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.5K+ 7.48% |
$915K - $1.14M
|
35.9K
$21.6M
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.5K+ 71.69% |
$915K - $1.14M
|
5.99K
$3.6M
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.46K+ 5.7% |
$899K - $1.12M
|
45.6K
$27.4M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.45K+ 62.55% |
$897K - $1.12M
|
6.37K
$3.83M
|
|
Jul 27, 2022
Q2 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.45KNew |
$896K - $1.12M
|
2.45K
$1.47M
|
|
Jul 11, 2022
Q2 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
2.43K+ 4.17% |
$890K - $1.11M
|
60.7K
$36.5M
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.4K+ 117.29% |
$879K - $1.1M
|
4.45K
$2.68M
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.4K+ 38.74% |
$878K - $1.1M
|
8.59K
$5.17M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.4K+ 4.84% |
$878K - $1.1M
|
51.9K
$31.2M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.39K+ 27.01% |
$876K - $1.09M
|
11.3K
$6.77M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.36K+ 10.46% |
$863K - $1.08M
|
24.9K
$15M
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.35K+ 6.08% |
$859K - $1.07M
|
40.9K
$24.6M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.35K+ 2.45% |
$859K - $1.07M
|
98.2K
$59M
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 31.39% |
$846K - $1.06M
|
9.68K
$5.82M
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.31K+ 5.5% |
$846K - $1.06M
|
44.3K
$26.7M
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
2.3KNew |
$841K - $1.05M
|
2.3K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.29K+ 1.75% |
$837K - $1.05M
|
133K
$80M
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.27K+ 224.48% |
$829K - $1.03M
|
3.27K
$1.97M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.26K+ 0.97% |
$827K - $1.03M
|
235K
$141M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.25K+ 500.44% |
$824K - $1.03M
|
2.7K
$1.62M
|