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 03, 2022
Q2 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
89+ 12.73% |
$32.6K - $40.7K
|
788
$461K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
88+ 12.45% |
$32.2K - $40.2K
|
795
$465K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
88+ 1.47% |
$32.2K - $40.2K
|
6.08K
$3.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
87+ 10.16% |
$31.8K - $39.7K
|
943
$551K
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
86+ 0.34% |
$31.5K - $39.3K
|
25.5K
$14.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
85+ 1.31% |
$31.1K - $38.8K
|
6.56K
$3.84M
|
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
84+ 1.19% |
$30.7K - $38.4K
|
7.14K
$4.17M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
81+ 2.54% |
$29.6K - $37K
|
3.27K
$1.91M
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
80+ 8.36% |
$29.3K - $36.5K
|
1.04K
$606K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
80+ 5.75% |
$29.3K - $36.5K
|
1.47K
$860K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
79+ 0.97% |
$28.9K - $36.1K
|
8.26K
$4.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
79+ 1.77% |
$28.9K - $36.1K
|
4.54K
$2.65M
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 5.25% |
$28.9K - $36.1K
|
1.58K
$926K
|
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
78New |
$28.5K - $35.6K
|
78
$45.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
78+ 0.06% |
$28.5K - $35.6K
|
122K
$71.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
75+ 5.63% |
$27.4K - $34.3K
|
1.41K
$822K
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
75+ 0.99% |
$27.4K - $34.3K
|
7.68K
$4.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
75+ 7.8% |
$27.4K - $34.3K
|
1.04K
$606K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
74+ 1.15% |
$27.1K - $33.8K
|
6.5K
$3.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
73+ 0.04% |
$26.7K - $33.3K
|
206K
$121M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
71+ 0.04% |
$26K - $32.4K
|
186K
$109M
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
71+ 4.25% |
$26K - $32.4K
|
1.74K
$1.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
71+ 7.63% |
$26K - $32.4K
|
1K
$586K
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
70+ 1.13% |
$25.6K - $32K
|
6.28K
$3.67M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
70+ 4.64% |
$25.6K - $32K
|
1.58K
$922K
|
|
|
Aug 10, 2022
Q2 2022
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 0.23% |
$25.6K - $32K
|
30.6K
$17.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
70+ 2.08% |
$25.6K - $32K
|
3.43K
$2.01M
|
|
|
Sep 14, 2022
Q2 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
70+ 4.52% |
$25.6K - $32K
|
1.62K
$945K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.3% |
$25.2K - $31.5K
|
5.38K
$3.14M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
68+ 7.0% |
$24.9K - $31.1K
|
1.04K
$607K
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
68+ 2.51% |
$24.9K - $31.1K
|
2.77K
$1.62M
|
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
67+ 10.24% |
$24.5K - $30.6K
|
721
$422K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
67+ 2.13% |
$24.5K - $30.6K
|
3.21K
$1.88M
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
64+ 2.4% |
$23.4K - $29.2K
|
2.73K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
64+ 2.27% |
$23.4K - $29.2K
|
2.89K
$1.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
61+ 2.55% |
$22.3K - $27.9K
|
2.46K
$1.44M
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
61+ 8.82% |
$22.3K - $27.9K
|
753
$440K
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
60+ 11.3% |
$22K - $27.4K
|
591
$346K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
56+ 4.75% |
$20.5K - $25.6K
|
1.24K
$723K
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
56+ 2.26% |
$20.5K - $25.6K
|
2.53K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
56+ 1.24% |
$20.5K - $25.6K
|
4.57K
$2.67M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
55+ 2.83% |
$20.1K - $25.1K
|
2K
$1.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
55+ 1.62% |
$20.1K - $25.1K
|
3.45K
$2.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
55+ 0.03% |
$20.1K - $25.1K
|
205K
$120M
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
55+ 7.42% |
$20.1K - $25.1K
|
796
$465K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
54+ 1.19% |
$19.8K - $24.7K
|
4.59K
$2.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
54+ 0.31% |
$19.8K - $24.7K
|
17.2K
$10.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
53+ 7.26% |
$19.4K - $24.2K
|
783
$458K
|
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
53+ 5.74% |
$19.4K - $24.2K
|
977
$571K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
53+ 0.28% |
$19.4K - $24.2K
|
18.9K
$11.1M
|