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
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
53+ 1.08% |
$19.4K - $24.2K
|
4.95K
$2.89M
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
52+ 9.68% |
$19K - $23.8K
|
589
$344K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
52+ 21.58% |
$19K - $23.8K
|
293
$171K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
BUY
|
- |
51+ 4.23% |
$18.7K - $23.3K
|
1.26K
$735K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
51+ 0.59% |
$18.7K - $23.3K
|
8.69K
$5.08M
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
51+ 1.87% |
$18.7K - $23.3K
|
2.78K
$1.63M
|
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
50+ 0.91% |
$18.3K - $22.8K
|
5.52K
$3.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 28.57% |
$18.3K - $22.8K
|
225
$132K
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
50+ 7.34% |
$18.3K - $22.8K
|
731
$427K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
50+ 7.73% |
$18.3K - $22.8K
|
697
$407K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
48+ 0.51% |
$17.6K - $21.9K
|
9.41K
$5.5M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
47+ 6.04% |
$17.2K - $21.5K
|
825
$482K
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
47+ 2.78% |
$17.2K - $21.5K
|
1.74K
$1.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
47+ 2.9% |
$17.2K - $21.5K
|
1.67K
$974K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
47+ 4.01% |
$17.2K - $21.5K
|
1.22K
$712K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
47+ 0.19% |
$17.2K - $21.5K
|
24.5K
$14.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
47+ 2.4% |
$17.2K - $21.5K
|
2.01K
$1.17M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
47+ 0.68% |
$17.2K - $21.5K
|
6.93K
$4.05M
|
|
|
Dec 06, 2024
Q2 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
47+ 5.9% |
$17.2K - $21.5K
|
844
$493K
|
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
46+ 0.32% |
$16.8K - $21K
|
14.2K
$8.32M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
46+ 1.45% |
$16.8K - $21K
|
3.22K
$1.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
46+ 0.94% |
$16.8K - $21K
|
4.93K
$2.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
45+ 2.12% |
$16.5K - $20.6K
|
2.17K
$1.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.14% |
$16.5K - $20.6K
|
32.4K
$19M
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
44+ 3.9% |
$16.1K - $20.1K
|
1.17K
$685K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
44+ 2.74% |
$16.1K - $20.1K
|
1.65K
$963K
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
44+ 1.23% |
$16.1K - $20.1K
|
3.63K
$2.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 0.15% |
$16.1K - $20.1K
|
29K
$16.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
43+ 0.29% |
$15.7K - $19.6K
|
14.7K
$8.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
43+ 0.34% |
$15.7K - $19.6K
|
12.7K
$7.41M
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
42+ 0.6% |
$15.4K - $19.2K
|
7.05K
$4.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
42+ 0.46% |
$15.4K - $19.2K
|
9.26K
$5.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
42+ 4.13% |
$15.4K - $19.2K
|
1.06K
$620K
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
40+ 0.48% |
$14.6K - $18.3K
|
8.42K
$4.92M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
40+ 0.7% |
$14.6K - $18.3K
|
5.78K
$3.38M
|
|
|
Aug 01, 2022
Q2 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
39+ 1.03% |
$14.3K - $17.8K
|
3.82K
$2.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39+ 50.0% |
$14.3K - $17.8K
|
117
$68.4K
|
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
39+ 2.11% |
$14.3K - $17.8K
|
1.89K
$1.1M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
38+ 0.22% |
$13.9K - $17.4K
|
17.6K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38+ 0.69% |
$13.9K - $17.4K
|
5.58K
$3.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
37+ 0.35% |
$13.5K - $16.9K
|
10.7K
$6.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
36+ 1.92% |
$13.2K - $16.4K
|
1.92K
$1.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
36+ 0.81% |
$13.2K - $16.4K
|
4.48K
$2.62M
|
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
34+ 0.81% |
$12.4K - $15.5K
|
4.23K
$2.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
34+ 3.76% |
$12.4K - $15.5K
|
938
$548K
|
|
|
Jul 01, 2022
Q2 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
34+ 2.42% |
$12.4K - $15.5K
|
1.44K
$840K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
33+ 0.54% |
$12.1K - $15.1K
|
6.15K
$3.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Goodwin Daniel L
|
BUY
|
- |
33+ 0.13% |
$12.1K - $15.1K
|
24.6K
$14.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
33+ 0.84% |
$12.1K - $15.1K
|
3.95K
$2.31M
|
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
32+ 2.28% |
$11.7K - $14.6K
|
1.44K
$840K
|