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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
460+ 115.0% |
$168K - $210K
|
860
$512K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
457New |
$167K - $209K
|
457
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
453+ 0.06% |
$166K - $207K
|
731K
$435M
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
451+ 2.6% |
$165K - $206K
|
17.8K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
450+ 15.36% |
$165K - $206K
|
3.38K
$2.01M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
448+ 5.82% |
$164K - $205K
|
8.14K
$4.84M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
447+ 25.67% |
$164K - $204K
|
2.19K
$1.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
447+ 6.37% |
$164K - $204K
|
7.47K
$4.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
442+ 4.72% |
$162K - $202K
|
9.8K
$5.83M
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
440+ 13.61% |
$161K - $201K
|
3.67K
$2.18M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
438+ 13.46% |
$160K - $200K
|
3.69K
$2.2M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
437+ 1.33% |
$160K - $200K
|
33.3K
$19.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
430+ 41.75% |
$157K - $196K
|
1.46K
$869K
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
430+ 30.58% |
$157K - $196K
|
1.84K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
427+ 1.01% |
$156K - $195K
|
42.7K
$25.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
425+ 5.63% |
$155K - $194K
|
7.97K
$4.74M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
422+ 0.86% |
$154K - $193K
|
49.8K
$29.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
421+ 1.54% |
$154K - $192K
|
27.8K
$16.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
420+ 3.6% |
$154K - $192K
|
12.1K
$7.19M
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
418+ 19.0% |
$153K - $191K
|
2.62K
$1.56M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
415+ 4.05% |
$152K - $190K
|
10.7K
$6.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
415+ 0.38% |
$152K - $190K
|
111K
$66.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
409+ 0.64% |
$150K - $187K
|
64.6K
$38.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
409+ 0.97% |
$150K - $187K
|
42.5K
$25.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
404+ 2.31% |
$148K - $185K
|
17.9K
$10.6M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
404+ 16.02% |
$148K - $185K
|
2.93K
$1.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
403+ 3.52% |
$147K - $184K
|
11.8K
$7.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
401+ 5.11% |
$147K - $183K
|
8.25K
$4.91M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
401+ 4.29% |
$147K - $183K
|
9.76K
$5.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
400+ 42.6% |
$146K - $183K
|
1.34K
$797K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
396+ 83.54% |
$145K - $181K
|
870
$518K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
396+ 13.66% |
$145K - $181K
|
3.3K
$1.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
395+ 25.77% |
$145K - $180K
|
1.93K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
390+ 7.63% |
$143K - $178K
|
5.5K
$3.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
387+ 129.0% |
$142K - $177K
|
687
$409K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
386+ 11.46% |
$141K - $176K
|
3.76K
$2.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
384New |
$140K - $175K
|
384
$228K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
383+ 12.9% |
$140K - $175K
|
3.35K
$2M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
382+ 31.21% |
$140K - $174K
|
1.61K
$956K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
381+ 7.2% |
$139K - $174K
|
5.67K
$3.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
377+ 0.77% |
$138K - $172K
|
49.5K
$29.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
376+ 7.62% |
$138K - $172K
|
5.31K
$3.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
375+ 1.43% |
$137K - $171K
|
26.5K
$15.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
370+ 25.17% |
$135K - $169K
|
1.84K
$1.09M
|
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
367+ 23.01% |
$134K - $168K
|
1.96K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
366New |
$134K - $167K
|
366
$218K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
365+ 2.13% |
$134K - $167K
|
17.5K
$10.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
365+ 7.61% |
$134K - $167K
|
5.16K
$3.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
365+ 2.87% |
$134K - $167K
|
13.1K
$7.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
364+ 7.59% |
$133K - $166K
|
5.16K
$3.07M
|