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 14, 2022
Q2 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
275+ 0.7% |
$101K - $126K
|
39.4K
$23.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
273+ 1.75% |
$99.9K - $125K
|
15.9K
$9.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
273+ 0.32% |
$99.9K - $125K
|
86.5K
$50.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
273+ 8.46% |
$99.9K - $125K
|
3.5K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
273+ 59.87% |
$99.9K - $125K
|
729
$429K
|
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
272+ 0.64% |
$99.5K - $124K
|
42.7K
$25.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
272+ 2.75% |
$99.5K - $124K
|
10.2K
$5.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
269+ 1.22% |
$98.4K - $123K
|
22.3K
$13.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
268+ 3.42% |
$98.1K - $122K
|
8.1K
$4.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
267+ 2.01% |
$97.7K - $122K
|
13.6K
$7.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
260+ 5.92% |
$95.1K - $119K
|
4.65K
$2.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
258+ 13.16% |
$94.4K - $118K
|
2.22K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
258+ 0.86% |
$94.4K - $118K
|
30.4K
$17.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
255+ 1.51% |
$93.3K - $116K
|
17.1K
$10.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
254+ 8.96% |
$92.9K - $116K
|
3.09K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
254New |
$92.9K - $116K
|
254
$149K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
253+ 6.91% |
$92.6K - $116K
|
3.92K
$2.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
252+ 7.78% |
$92.2K - $115K
|
3.49K
$2.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
252+ 0.7% |
$92.2K - $115K
|
36K
$21.2M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
252+ 7.61% |
$92.2K - $115K
|
3.56K
$2.1M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
252+ 10.99% |
$92.2K - $115K
|
2.55K
$1.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
251+ 23.01% |
$91.8K - $115K
|
1.34K
$789K
|
|
|
Aug 15, 2022
Q2 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
250+ 3.15% |
$91.5K - $114K
|
8.19K
$4.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
248+ 15.1% |
$90.7K - $113K
|
1.89K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
244+ 3.72% |
$89.3K - $111K
|
6.8K
$4M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
243+ 3.01% |
$88.9K - $111K
|
8.33K
$4.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
242+ 5.03% |
$88.5K - $111K
|
5.05K
$2.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
242+ 11.65% |
$88.5K - $111K
|
2.32K
$1.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
241+ 7.14% |
$88.2K - $110K
|
3.62K
$2.13M
|
|
|
Jul 06, 2022
Q2 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
240+ 7.0% |
$87.8K - $110K
|
3.67K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
240+ 1.51% |
$87.8K - $110K
|
16.1K
$9.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Jvl Associates LLC
|
BUY
|
- |
238+ 21.76% |
$87.1K - $109K
|
1.33K
$784K
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
238+ 9.59% |
$87.1K - $109K
|
2.72K
$1.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
BUY
|
- |
236+ 1.84% |
$86.3K - $108K
|
13K
$7.67M
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
236+ 5.25% |
$86.3K - $108K
|
4.73K
$2.78M
|
|
|
Jul 26, 2022
Q2 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
235+ 7.62% |
$86K - $107K
|
3.32K
$1.95M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
228+ 9.52% |
$83.4K - $104K
|
2.62K
$1.54M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
228+ 11.57% |
$83.4K - $104K
|
2.2K
$1.29M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
226+ 1.77% |
$82.7K - $103K
|
13K
$7.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
225+ 0.98% |
$82.3K - $103K
|
23.2K
$13.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
223+ 18.91% |
$81.6K - $102K
|
1.4K
$825K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
222+ 4.29% |
$81.2K - $101K
|
5.39K
$3.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
220+ 4.68% |
$80.5K - $100K
|
4.92K
$2.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
217+ 4.5% |
$79.4K - $99.1K
|
5.04K
$2.96M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
216+ 216.0% |
$79K - $98.7K
|
316
$186K
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
216+ 6.13% |
$79K - $98.7K
|
3.74K
$2.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
215+ 9.36% |
$78.7K - $98.2K
|
2.51K
$1.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
214New |
$78.3K - $97.8K
|
214
$126K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
212+ 15.47% |
$77.6K - $96.8K
|
1.58K
$931K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
210New |
$76.8K - $95.9K
|
210
$124K
|