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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.77KNew |
$647K - $808K
|
1.77K
$1.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
1.77K+ 15.49% |
$646K - $807K
|
13.2K
$7.84M
|
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.77K+ 12.57% |
$646K - $806K
|
15.8K
$9.41M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
1.76K+ 1.08% |
$645K - $805K
|
165K
$98.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.74KNew |
$637K - $796K
|
1.74K
$1.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.74K+ 0.79% |
$637K - $796K
|
223K
$133M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
1.74K+ 1.58% |
$636K - $794K
|
112K
$66.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.73K+ 5.48% |
$634K - $792K
|
33.4K
$19.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.73KNew |
$633K - $790K
|
1.73K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.73K+ 27.68% |
$633K - $790K
|
7.98K
$4.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.72K+ 27.0% |
$629K - $786K
|
8.09K
$4.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.7K+ 0.26% |
$622K - $776K
|
668K
$397M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.7K+ 18.01% |
$620K - $775K
|
11.1K
$6.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
1.69KNew |
$616K - $770K
|
1.69K
$1M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
1.68K+ 30.18% |
$613K - $766K
|
7.23K
$4.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.68K+ 29.82% |
$613K - $765K
|
7.29K
$4.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.66K+ 143.45% |
$609K - $760K
|
2.82K
$1.68M
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
1.66K+ 11.63% |
$606K - $756K
|
15.9K
$9.46M
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.64KNew |
$600K - $750K
|
1.64K
$976K
|
|
|
Aug 15, 2022
Q2 2022
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.63KNew |
$597K - $746K
|
1.63K
$972K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
1.63KNew |
$596K - $744K
|
1.63K
$969K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.63K+ 2.6% |
$595K - $742K
|
64.2K
$38.2M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.62K+ 160.28% |
$593K - $741K
|
2.63K
$1.57M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.62K+ 27.26% |
$592K - $740K
|
7.56K
$4.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.61K+ 7.81% |
$590K - $737K
|
22.3K
$13.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
1.61K+ 284.07% |
$587K - $733K
|
2.17K
$1.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
1.6K+ 20.14% |
$587K - $733K
|
9.57K
$5.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.6K+ 3.57% |
$585K - $730K
|
46.4K
$27.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.59K+ 8.86% |
$581K - $725K
|
19.5K
$11.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
1.58K+ 11.75% |
$578K - $722K
|
15K
$8.94M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.57K+ 11.92% |
$576K - $719K
|
14.8K
$8.79M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
1.57K+ 4.08% |
$575K - $719K
|
40.1K
$23.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.57K+ 7.93% |
$574K - $717K
|
21.3K
$12.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.55K+ 6.81% |
$568K - $709K
|
24.3K
$14.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.55K+ 0.99% |
$568K - $709K
|
159K
$94.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
1.54K+ 105.77% |
$563K - $703K
|
3K
$1.78M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.54K+ 49.33% |
$562K - $701K
|
4.65K
$2.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.53K+ 1.88% |
$558K - $697K
|
82.8K
$49.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.52K+ 4.3% |
$556K - $694K
|
36.8K
$21.9M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.52K+ 2.01% |
$555K - $693K
|
76.8K
$45.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.51K+ 12.06% |
$554K - $691K
|
14.1K
$8.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Kim, LLC
Wichita, KS |
BUY
|
- |
1.5KNew |
$549K - $685K
|
1.5K
$893K
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.5K+ 0.66% |
$549K - $685K
|
229K
$137M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.49K+ 8.09% |
$544K - $680K
|
19.9K
$11.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.49KNew |
$544K - $680K
|
1.49K
$885K
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
1.47K+ 24.83% |
$538K - $672K
|
7.4K
$4.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.47K+ 308.18% |
$538K - $671K
|
1.95K
$1.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.46K+ 14.1% |
$535K - $668K
|
11.8K
$7.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
1.46K+ 11.63% |
$534K - $666K
|
14K
$8.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.45K+ 4.43% |
$531K - $663K
|
34.2K
$20.4M
|