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 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
121New |
$44.3K - $55.3K
|
121
$70.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
120+ 3.63% |
$43.9K - $54.8K
|
3.42K
$2M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
120+ 0.8% |
$43.9K - $54.8K
|
15.2K
$8.87M
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
120+ 7.35% |
$43.9K - $54.8K
|
1.75K
$1.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
120+ 3.79% |
$43.9K - $54.8K
|
3.29K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
118+ 1.75% |
$43.2K - $53.9K
|
6.84K
$4M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
117+ 3.72% |
$42.8K - $53.4K
|
3.26K
$1.91M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
115+ 0.75% |
$42.1K - $52.5K
|
15.5K
$9.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
115+ 1.63% |
$42.1K - $52.5K
|
7.17K
$4.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
114+ 2.03% |
$41.7K - $52.1K
|
5.74K
$3.35M
|
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
114+ 0.54% |
$41.7K - $52.1K
|
21.3K
$12.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
112+ 2.62% |
$41K - $51.2K
|
4.38K
$2.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
112+ 3.49% |
$41K - $51.2K
|
3.32K
$1.94M
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
110+ 6.06% |
$40.2K - $50.2K
|
1.93K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
110+ 0.78% |
$40.2K - $50.2K
|
14.2K
$8.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
109+ 2.85% |
$39.9K - $49.8K
|
3.94K
$2.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
109+ 2.92% |
$39.9K - $49.8K
|
3.84K
$2.25M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
108+ 4.81% |
$39.5K - $49.3K
|
2.36K
$1.38M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
108+ 1.74% |
$39.5K - $49.3K
|
6.32K
$3.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
108+ 3.29% |
$39.5K - $49.3K
|
3.39K
$1.98M
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
104+ 0.28% |
$38K - $47.5K
|
37.4K
$21.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
103+ 11.26% |
$37.7K - $47.1K
|
1.02K
$595K
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
103+ 5.41% |
$37.7K - $47.1K
|
2.01K
$1.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
102+ 7.02% |
$37.3K - $46.6K
|
1.55K
$909K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
101+ 0.08% |
$37K - $46.1K
|
123K
$72.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
101+ 3.75% |
$37K - $46.1K
|
2.8K
$1.63M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
101+ 4.43% |
$37K - $46.1K
|
2.38K
$1.39M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
100+ 7.81% |
$36.6K - $45.7K
|
1.38K
$807K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street LLC
|
BUY
|
- |
100New |
$36.6K - $45.7K
|
100
$58.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
100+ 4.22% |
$36.6K - $45.7K
|
2.47K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 23.81% |
$36.6K - $45.7K
|
520
$304K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
99+ 1.78% |
$36.2K - $45.2K
|
5.68K
$3.32M
|
|
|
Jul 25, 2022
Q2 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
99+ 4.26% |
$36.2K - $45.2K
|
2.43K
$1.42M
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
98+ 3.04% |
$35.9K - $44.8K
|
3.32K
$1.94M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
98+ 14.37% |
$35.9K - $44.8K
|
780
$456K
|
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
97+ 0.96% |
$35.5K - $44.3K
|
10.2K
$5.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
97+ 0.73% |
$35.5K - $44.3K
|
13.3K
$7.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
97+ 4.59% |
$35.5K - $44.3K
|
2.21K
$1.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
96+ 9.93% |
$35.1K - $43.9K
|
1.06K
$621K
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
95+ 4.21% |
$34.8K - $43.4K
|
2.35K
$1.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
95+ 15.7% |
$34.8K - $43.4K
|
700
$409K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
95+ 3.06% |
$34.8K - $43.4K
|
3.2K
$1.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
94+ 2.96% |
$34.4K - $42.9K
|
3.27K
$1.91M
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
93+ 12.79% |
$34K - $42.5K
|
820
$479K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
92+ 2.87% |
$33.7K - $42K
|
3.3K
$1.93M
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
92+ 2.15% |
$33.7K - $42K
|
4.37K
$2.55M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
91+ 26.69% |
$33.3K - $41.6K
|
432
$253K
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
BUY
|
- |
90+ 0.04% |
$32.9K - $41.1K
|
233K
$136M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
90+ 3.69% |
$32.9K - $41.1K
|
2.53K
$1.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
90+ 12.61% |
$32.9K - $41.1K
|
804
$470K
|