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 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
6+ 0.28% |
$2.2K - $2.74K
|
2.17K
$1.28M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$2.2K - $2.74K
|
3.47K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.28% |
$2.2K - $2.74K
|
2.14K
$1.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6+ 0.3% |
$2.2K - $2.74K
|
1.98K
$1.17M
|
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.32% |
$2.2K - $2.74K
|
1.86K
$1.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5+ 0.37% |
$1.83K - $2.28K
|
1.37K
$809K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 0.83% |
$1.83K - $2.28K
|
610
$361K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
5+ 0.1% |
$1.83K - $2.28K
|
5.09K
$3.01M
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
5+ 0.93% |
$1.83K - $2.28K
|
545
$323K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.23% |
$1.83K - $2.28K
|
2.14K
$1.27M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4+ 0.39% |
$1.46K - $1.83K
|
1.03K
$612K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
4+ 0.29% |
$1.46K - $1.83K
|
1.36K
$805K
|
|
|
Jul 25, 2022
Q2 2022
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4+ 0.13% |
$1.46K - $1.83K
|
3.18K
$1.88M
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.46K - $1.83K
|
2.02K
$1.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$1.46K - $1.83K
|
8K
$4.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.79% |
$1.46K - $1.83K
|
513
$304K
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
4+ 0.11% |
$1.46K - $1.83K
|
3.54K
$2.09M
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
3+ 0.03% |
$1.1K - $1.37K
|
11.8K
$6.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3+ 0.16% |
$1.1K - $1.37K
|
1.94K
$1.15M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$1.1K - $1.37K
|
16.7K
$9.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.09% |
$1.1K - $1.37K
|
3.21K
$1.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.3% |
$1.1K - $1.37K
|
995
$589K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.32% |
$1.1K - $1.37K
|
949
$562K
|
|
|
Jul 27, 2022
Q2 2022
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.14% |
$1.1K - $1.37K
|
2.17K
$1.28M
|
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
3+ 0.07% |
$1.1K - $1.37K
|
4.2K
$2.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$1.1K - $1.37K
|
784
$464K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.88% |
$1.1K - $1.37K
|
342
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.15% |
$1.1K - $1.37K
|
2.03K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3+ 0.01% |
$1.1K - $1.37K
|
28.5K
$16.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.1K - $1.37K
|
4.92K
$2.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3+ 0.27% |
$1.1K - $1.37K
|
1.12K
$665K
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.31% |
$1.1K - $1.37K
|
980
$580K
|
|
|
Aug 12, 2022
Q2 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3+ 0.18% |
$1.1K - $1.37K
|
1.64K
$972K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3+ 0.53% |
$1.1K - $1.37K
|
573
$339K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$1.1K - $1.37K
|
784
$464K
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
2+ 0.2% |
$732 - $914
|
1.01K
$597K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2+ 0.14% |
$732 - $914
|
1.42K
$839K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.12% |
$732 - $914
|
1.73K
$1.02M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
2+ 0.23% |
$732 - $914
|
880
$521K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
2+ 0.28% |
$732 - $914
|
719
$426K
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
2+ 0.02% |
$732 - $914
|
9.37K
$5.55M
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.2% |
$732 - $914
|
1.03K
$607K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.07% |
$732 - $914
|
2.79K
$1.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.04% |
$732 - $914
|
5.05K
$2.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$732 - $914
|
1.08K
$638K
|
|
|
Aug 08, 2022
Q2 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$732 - $914
|
640
$379K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$732 - $914
|
557
$330K
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$732 - $914
|
14.7K
$8.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$732 - $914
|
1.47K
$868K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.31% |
$732 - $914
|
645
$382K
|