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
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.12K+ 7.85% |
$410K - $513K
|
15.4K
$9.18M
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
1.12KNew |
$409K - $511K
|
1.12K
$665K
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.12K+ 32.91% |
$408K - $509K
|
4.5K
$2.68M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.11KNew |
$405K - $506K
|
1.11K
$659K
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.1KNew |
$402K - $502K
|
1.1K
$654K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.09K+ 85.32% |
$400K - $499K
|
2.37K
$1.41M
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.09K+ 134.36% |
$399K - $498K
|
1.9K
$1.13M
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.09K+ 33.76% |
$399K - $498K
|
4.32K
$2.57M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.08K+ 7.42% |
$396K - $495K
|
15.7K
$9.32M
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.08K+ 1.52% |
$395K - $493K
|
72.2K
$43M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.08K+ 1.62% |
$395K - $493K
|
67.7K
$40.3M
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
1.08K+ 21.34% |
$395K - $493K
|
6.14K
$3.65M
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.08K+ 14.38% |
$394K - $492K
|
8.57K
$5.1M
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.08K+ 15.85% |
$394K - $492K
|
7.87K
$4.68M
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.07K+ 4.34% |
$393K - $490K
|
25.8K
$15.4M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.07K+ 4.4% |
$390K - $487K
|
25.3K
$15M
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.07K+ 40.48% |
$390K - $486K
|
3.7K
$2.2M
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.06K+ 8.8% |
$387K - $483K
|
13.1K
$7.78M
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.06KNew |
$387K - $483K
|
1.06K
$630K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.06K+ 48.73% |
$387K - $483K
|
3.23K
$1.92M
|
|
Aug 12, 2022
Q2 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
BUY
|
- |
1.05KNew |
$386K - $481K
|
1.05K
$627K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.05K+ 12.89% |
$385K - $481K
|
9.22K
$5.49M
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.04K+ 68.73% |
$382K - $477K
|
2.56K
$1.53M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.04K+ 6.95% |
$382K - $476K
|
16K
$9.54M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.04K+ 48.71% |
$381K - $476K
|
3.18K
$1.89M
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.04K+ 1.81% |
$379K - $474K
|
58.4K
$34.8M
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.04K+ 185.82% |
$379K - $473K
|
1.59K
$947K
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.03K+ 2.35% |
$378K - $472K
|
44.9K
$26.7M
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.02K+ 8.59% |
$375K - $468K
|
12.9K
$7.7M
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.02K+ 1.12% |
$374K - $467K
|
92K
$54.8M
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.02K+ 36.45% |
$374K - $467K
|
3.83K
$2.28M
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.02K+ 101.3% |
$372K - $464K
|
2.02K
$1.2M
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
1.01KNew |
$370K - $461K
|
1.01K
$601K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.01K+ 2.85% |
$370K - $461K
|
36.5K
$21.7M
|
|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.01K+ 167.61% |
$369K - $461K
|
1.61K
$959K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.01K+ 11.23% |
$368K - $459K
|
9.96K
$5.92M
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.01K+ 52.23% |
$368K - $459K
|
2.93K
$1.74M
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 16.67% |
$366K - $457K
|
7K
$4.17M
|
|
Aug 12, 2022
Q2 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1K+ 100.0% |
$366K - $457K
|
2K
$1.19M
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
999+ 4.86% |
$365K - $456K
|
21.6K
$12.8M
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
987+ 24.96% |
$361K - $451K
|
4.94K
$2.94M
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
976+ 9.82% |
$357K - $446K
|
10.9K
$6.49M
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
972+ 23.94% |
$356K - $444K
|
5.03K
$2.99M
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
967+ 47.68% |
$354K - $442K
|
3K
$1.78M
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
967+ 20.11% |
$354K - $442K
|
5.78K
$3.44M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
966+ 3.53% |
$353K - $441K
|
28.4K
$16.9M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
963+ 3.8% |
$352K - $440K
|
26.3K
$15.6M
|
|
Aug 02, 2022
Q2 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
962New |
$352K - $439K
|
962
$572K
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
953+ 3.58% |
$349K - $435K
|
27.5K
$16.4M
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
938New |
$343K - $428K
|
938
$558K
|