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 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
363+ 3.29% |
$133K - $166K
|
11.4K
$6.69M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
362+ 0.82% |
$132K - $165K
|
44.8K
$26.3M
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
361+ 30.65% |
$132K - $165K
|
1.54K
$905K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
360+ 2.89% |
$132K - $164K
|
12.8K
$7.53M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
359New |
$131K - $164K
|
359
$211K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
358+ 3.4% |
$131K - $164K
|
10.9K
$6.4M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
358+ 3.08% |
$131K - $164K
|
12K
$7.05M
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
350+ 1.18% |
$128K - $160K
|
30K
$17.7M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
346+ 0.29% |
$127K - $158K
|
119K
$70.1M
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
344+ 0.62% |
$126K - $157K
|
56.1K
$33M
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
337+ 1.66% |
$123K - $154K
|
20.6K
$12.1M
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
337+ 9.93% |
$123K - $154K
|
3.73K
$2.19M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
336+ 1.47% |
$123K - $153K
|
23.2K
$13.6M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
335+ 6.43% |
$123K - $153K
|
5.55K
$3.26M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
332+ 17.0% |
$121K - $152K
|
2.29K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
330+ 2.78% |
$121K - $151K
|
12.2K
$7.18M
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
BUY
|
- |
325+ 21.4% |
$119K - $148K
|
1.84K
$1.08M
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
319+ 0.39% |
$117K - $146K
|
81.5K
$48M
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
315+ 34.39% |
$115K - $144K
|
1.23K
$724K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
315+ 15.79% |
$115K - $144K
|
2.31K
$1.36M
|
|
Jul 13, 2022
Q2 2022
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
312+ 291.59% |
$114K - $143K
|
419
$246K
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
312+ 3.08% |
$114K - $143K
|
10.4K
$6.14M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
310+ 484.38% |
$113K - $142K
|
374
$220K
|
|
Aug 10, 2022
Q2 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
310+ 4.76% |
$113K - $142K
|
6.83K
$4.02M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
308+ 1.28% |
$113K - $141K
|
24.3K
$14.3M
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
306+ 59.42% |
$112K - $140K
|
821
$483K
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
305+ 9.02% |
$112K - $139K
|
3.69K
$2.17M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
303+ 2.37% |
$111K - $138K
|
13.1K
$7.69M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
301+ 5.59% |
$110K - $137K
|
5.69K
$3.35M
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
BUY
|
- |
300+ 8.25% |
$110K - $137K
|
3.94K
$2.32M
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
299+ 5.66% |
$109K - $137K
|
5.58K
$3.28M
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
297+ 1.19% |
$109K - $136K
|
25.3K
$14.9M
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
297+ 2.6% |
$109K - $136K
|
11.7K
$6.9M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
295+ 4.55% |
$108K - $135K
|
6.78K
$3.99M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
293+ 19.4% |
$107K - $134K
|
1.8K
$1.06M
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
291+ 57.28% |
$106K - $133K
|
799
$470K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
291+ 1.11% |
$106K - $133K
|
26.5K
$15.6M
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
291+ 0.74% |
$106K - $133K
|
39.8K
$23.4M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
290+ 4.98% |
$106K - $132K
|
6.12K
$3.6M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
287+ 9.58% |
$105K - $131K
|
3.28K
$1.93M
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
287+ 28.08% |
$105K - $131K
|
1.31K
$770K
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
286+ 4.25% |
$105K - $131K
|
7.02K
$4.13M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
284+ 32.87% |
$104K - $130K
|
1.15K
$675K
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
284+ 1.78% |
$104K - $130K
|
16.3K
$9.58M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
283+ 0.27% |
$104K - $129K
|
106K
$62.4M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
281+ 65.81% |
$103K - $128K
|
708
$416K
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
280+ 1.53% |
$102K - $128K
|
18.6K
$11M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
279+ 1.49% |
$102K - $127K
|
19K
$11.2M
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
279+ 2.0% |
$102K - $127K
|
14.2K
$8.37M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
277+ 16.63% |
$101K - $127K
|
1.94K
$1.14M
|