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 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
577+ 23.88% |
$211K - $264K
|
2.99K
$1.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
577+ 2.28% |
$211K - $264K
|
25.9K
$15.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
574+ 0.48% |
$210K - $262K
|
121K
$72M
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
573+ 9.23% |
$210K - $262K
|
6.78K
$4.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
572+ 128.54% |
$209K - $261K
|
1.02K
$605K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
569+ 2.69% |
$208K - $260K
|
21.8K
$12.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
569New |
$208K - $260K
|
569
$339K
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
565New |
$207K - $258K
|
565
$336K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
560+ 17.25% |
$205K - $256K
|
3.81K
$2.27M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
559New |
$205K - $255K
|
559
$333K
|
|
|
Aug 04, 2022
Q2 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
555+ 112.35% |
$203K - $254K
|
1.05K
$624K
|
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
555New |
$203K - $254K
|
555
$330K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
554+ 12.42% |
$203K - $253K
|
5.01K
$2.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
551New |
$202K - $252K
|
551
$328K
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
550+ 12.09% |
$201K - $251K
|
5.1K
$3.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
547+ 122.1% |
$200K - $250K
|
995
$592K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
546+ 2.27% |
$200K - $249K
|
24.6K
$14.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
544New |
$199K - $248K
|
544
$324K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
542+ 5.15% |
$198K - $248K
|
11.1K
$6.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
540+ 4.92% |
$198K - $247K
|
11.5K
$6.85M
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
538+ 0.72% |
$197K - $246K
|
75.7K
$45.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
534+ 9.06% |
$195K - $244K
|
6.43K
$3.83M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
532+ 2.38% |
$195K - $243K
|
22.9K
$13.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
530+ 0.69% |
$194K - $242K
|
77.3K
$46M
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
530New |
$194K - $242K
|
530
$315K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
529+ 2.06% |
$194K - $242K
|
26.3K
$15.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
529+ 4.55% |
$194K - $242K
|
12.2K
$7.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
528+ 0.48% |
$193K - $241K
|
111K
$65.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
521+ 19.3% |
$191K - $238K
|
3.22K
$1.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
515+ 1.32% |
$188K - $235K
|
39.5K
$23.5M
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
514New |
$188K - $235K
|
514
$306K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
513+ 4.86% |
$188K - $234K
|
11.1K
$6.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
508+ 2.93% |
$186K - $232K
|
17.9K
$10.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
504+ 15.27% |
$184K - $230K
|
3.81K
$2.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
503+ 24.22% |
$184K - $230K
|
2.58K
$1.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
503+ 10.05% |
$184K - $230K
|
5.51K
$3.28M
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
501+ 10.47% |
$183K - $229K
|
5.29K
$3.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
500+ 75.08% |
$183K - $228K
|
1.17K
$694K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
500+ 0.22% |
$183K - $228K
|
230K
$137M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
497+ 17.66% |
$182K - $227K
|
3.31K
$1.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
486+ 0.75% |
$178K - $222K
|
65K
$38.7M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
484+ 420.87% |
$177K - $221K
|
599
$356K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
483+ 12.88% |
$177K - $221K
|
4.23K
$2.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Stairway Partners, LLC
|
BUY
|
- |
478+ 0.24% |
$175K - $218K
|
196K
$116M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
478+ 30.92% |
$175K - $218K
|
2.02K
$1.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
475+ 81.06% |
$174K - $217K
|
1.06K
$631K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
469+ 3.55% |
$172K - $214K
|
13.7K
$8.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
462+ 66.67% |
$169K - $211K
|
1.16K
$687K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
462+ 0.56% |
$169K - $211K
|
83.4K
$49.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
460+ 1.83% |
$168K - $210K
|
25.6K
$15.2M
|