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 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
16+ 0.05% |
$5.85K - $7.31K
|
29.7K
$17.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
16+ 0.14% |
$5.85K - $7.31K
|
11.2K
$6.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15+ 0.1% |
$5.49K - $6.85K
|
15.6K
$9.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 1.08% |
$5.49K - $6.85K
|
1.41K
$832K
|
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
15+ 1.49% |
$5.49K - $6.85K
|
1.03K
$607K
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$5.49K - $6.85K
|
5.09K
$3.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
15+ 1.29% |
$5.49K - $6.85K
|
1.18K
$696K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$5.49K - $6.85K
|
8.05K
$4.77M
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
15+ 1.54% |
$5.49K - $6.85K
|
988
$585K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
14New |
$5.12K - $6.4K
|
14
$8.29K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
13+ 0.02% |
$4.76K - $5.94K
|
65.5K
$38.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 4.05% |
$4.76K - $5.94K
|
334
$198K
|
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
BUY
|
- |
13+ 0.25% |
$4.76K - $5.94K
|
5.16K
$3.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13+ 4.35% |
$4.76K - $5.94K
|
312
$185K
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
13+ 0.52% |
$4.76K - $5.94K
|
2.52K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
13+ 1.38% |
$4.76K - $5.94K
|
955
$565K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
13+ 0.22% |
$4.76K - $5.94K
|
5.92K
$3.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
12+ 0.79% |
$4.39K - $5.48K
|
1.53K
$907K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
12+ 0.67% |
$4.39K - $5.48K
|
1.8K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
12+ 0.21% |
$4.39K - $5.48K
|
5.64K
$3.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
12+ 0.15% |
$4.39K - $5.48K
|
7.85K
$4.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
12+ 0.13% |
$4.39K - $5.48K
|
9.4K
$5.56M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.46% |
$4.39K - $5.48K
|
2.6K
$1.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12+ 0.71% |
$4.39K - $5.48K
|
1.7K
$1M
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12+ 0.7% |
$4.39K - $5.48K
|
1.74K
$1.03M
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
11+ 0.24% |
$4.02K - $5.02K
|
4.55K
$2.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 0.23% |
$4.02K - $5.02K
|
4.75K
$2.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
11+ 0.53% |
$4.02K - $5.02K
|
2.08K
$1.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
10+ 0.16% |
$3.66K - $4.57K
|
6.36K
$3.76M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
10+ 0.26% |
$3.66K - $4.57K
|
3.92K
$2.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 0.27% |
$3.29K - $4.11K
|
3.3K
$1.96M
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$3.29K - $4.11K
|
4.93K
$2.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
9+ 0.25% |
$3.29K - $4.11K
|
3.64K
$2.15M
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
9+ 0.35% |
$3.29K - $4.11K
|
2.55K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
8+ 0.03% |
$2.93K - $3.65K
|
27K
$16M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
8+ 0.15% |
$2.93K - $3.65K
|
5.25K
$3.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
8New |
$2.93K - $3.65K
|
8
$4.74K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 0.83% |
$2.56K - $3.2K
|
855
$506K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7+ 0.05% |
$2.56K - $3.2K
|
13.7K
$8.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7+ 0.1% |
$2.56K - $3.2K
|
7.22K
$4.28M
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
7+ 0.18% |
$2.56K - $3.2K
|
3.84K
$2.27M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
7+ 0.15% |
$2.56K - $3.2K
|
4.68K
$2.77M
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7+ 0.42% |
$2.56K - $3.2K
|
1.68K
$997K
|
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
7+ 0.62% |
$2.56K - $3.2K
|
1.13K
$668K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
7+ 0.19% |
$2.56K - $3.2K
|
3.7K
$2.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$2.56K - $3.2K
|
2.62K
$1.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.18% |
$2.56K - $3.2K
|
3.86K
$2.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.61% |
$2.56K - $3.2K
|
1.15K
$682K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7New |
$2.56K - $3.2K
|
7
$4.14K
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
BUY
|
- |
6+ 0.6% |
$2.2K - $2.74K
|
998
$591K
|