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 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
740+ 37.09% |
$271K - $338K
|
2.74K
$1.63M
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
739+ 61.38% |
$270K - $338K
|
1.94K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
738+ 12.22% |
$270K - $337K
|
6.78K
$4.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
738+ 11.27% |
$270K - $337K
|
7.28K
$4.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
727+ 39.9% |
$266K - $332K
|
2.55K
$1.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
718+ 11.25% |
$263K - $328K
|
7.1K
$4.23M
|
|
|
Jul 26, 2022
Q2 2022
|
Riverstone Advisors, LLC
|
BUY
|
- |
718+ 35.99% |
$263K - $328K
|
2.71K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
707+ 118.82% |
$259K - $323K
|
1.3K
$775K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
701+ 31.94% |
$256K - $320K
|
2.9K
$1.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
697New |
$255K - $318K
|
697
$415K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
690+ 8.11% |
$252K - $315K
|
9.19K
$5.47M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
687+ 2.02% |
$251K - $314K
|
34.7K
$20.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
686+ 12.82% |
$251K - $313K
|
6.04K
$3.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
682New |
$250K - $312K
|
682
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
680+ 1.52% |
$249K - $311K
|
45.4K
$27M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
676+ 10.92% |
$247K - $309K
|
6.87K
$4.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
669+ 0.57% |
$245K - $306K
|
117K
$69.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
663+ 0.08% |
$243K - $303K
|
786K
$468M
|
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
662+ 32.39% |
$242K - $302K
|
2.71K
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Asset Planning Services Inc
|
BUY
|
- |
660+ 35.37% |
$241K - $301K
|
2.53K
$1.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
653+ 0.7% |
$239K - $298K
|
93.7K
$55.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
653New |
$239K - $298K
|
653
$389K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
651+ 1.71% |
$238K - $297K
|
38.8K
$23.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
649+ 18.35% |
$237K - $296K
|
4.19K
$2.49M
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
647+ 4.98% |
$237K - $296K
|
13.6K
$8.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
646+ 66.87% |
$236K - $295K
|
1.61K
$959K
|
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
BUY
|
- |
645New |
$236K - $295K
|
645
$384K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
643+ 1.23% |
$235K - $294K
|
53K
$31.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
641+ 6.9% |
$235K - $293K
|
9.93K
$5.91M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
637+ 3.31% |
$233K - $291K
|
19.9K
$11.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
630+ 15.8% |
$230K - $288K
|
4.62K
$2.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
627+ 17.66% |
$229K - $286K
|
4.18K
$2.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
625+ 4.73% |
$229K - $286K
|
13.8K
$8.24M
|
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
615+ 78.75% |
$225K - $281K
|
1.4K
$831K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
606+ 14.08% |
$222K - $277K
|
4.91K
$2.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
602+ 3.88% |
$220K - $275K
|
16.1K
$9.59M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
600New |
$220K - $274K
|
600
$357K
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
599+ 100.0% |
$219K - $274K
|
1.2K
$713K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
597+ 4.02% |
$218K - $273K
|
15.5K
$9.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
597New |
$218K - $273K
|
597
$355K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
594+ 3.29% |
$217K - $271K
|
18.6K
$11.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
594+ 26.44% |
$217K - $271K
|
2.84K
$1.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
594+ 5.0% |
$217K - $271K
|
12.5K
$7.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
593+ 115.37% |
$217K - $271K
|
1.11K
$659K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
591+ 5.67% |
$216K - $270K
|
11K
$6.55M
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
BUY
|
- |
590New |
$216K - $270K
|
590
$351K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
585+ 7.77% |
$214K - $267K
|
8.11K
$4.83M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
582+ 1.02% |
$213K - $266K
|
57.4K
$34.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
581+ 3.81% |
$213K - $265K
|
15.8K
$9.43M
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
580+ 2.36% |
$212K - $265K
|
25.2K
$15M
|