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 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2+ 0.33% |
$732 - $914
|
602
$356K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.12% |
$732 - $914
|
1.67K
$990K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.36% |
$732 - $914
|
558
$330K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 3.17% |
$732 - $914
|
65
$38.5K
|
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
BUY
|
- |
1+ 0.18% |
$366 - $457
|
552
$327K
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$366 - $457
|
1.13K
$669K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1+ 0.06% |
$366 - $457
|
1.59K
$941K
|
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.03% |
$366 - $457
|
3.69K
$2.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.05% |
$366 - $457
|
1.84K
$1.09M
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.06% |
$366 - $457
|
1.76K
$1.04M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$366 - $457
|
3.46K
$2.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.05% |
$366 - $457
|
1.98K
$1.17M
|
|
|
Jul 27, 2022
Q2 2022
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$366 - $457
|
7.88K
$4.66M
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.12% |
$366 - $457
|
870
$515K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.16% |
$366 - $457
|
620
$367K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$366 - $457
|
6.15K
$3.64M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$366 - $457
|
1.05K
$623K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1+ 0.18% |
$366 - $457
|
563
$333K
|
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.04% |
$366 - $457
|
2.29K
$1.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$366 - $457
|
7.86K
$4.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.18% |
$366 - $457
|
559
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 1.89% |
$366 - $457
|
54
$32K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.05% |
$366 - $457
|
2.17K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1+ 0.1% |
$366 - $457
|
1K
$593K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.17% |
$366 - $457
|
580
$343K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$366 - $457
|
2.62K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.81% |
$366 - $457
|
124
$73.4K
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$366 - $457
|
544
$322K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.32% |
$366 - $457
|
316
$187K
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1+ 0.07% |
$366 - $457
|
1.41K
$833K
|
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$366 - $457
|
23.3K
$13.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$366 - $457
|
3.57K
$2.11M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$366 - $457
|
5.25K
$3.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.16% |
$366 - $457
|
609
$360K
|
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1- 0.07% |
$366 - $457
|
1.54K
$909K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1- 0.19% |
$366 - $457
|
529
$313K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-2- 0.1% |
$732 - $914
|
2K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2- 0.1% |
$732 - $914
|
2K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2- 0.44% |
$732 - $914
|
456
$270K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 50.0% |
$732 - $914
|
2
$1.18K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2- 0.05% |
$732 - $914
|
4.05K
$2.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3- 0.05% |
$1.1K - $1.37K
|
6.38K
$3.78M
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-3- 0.22% |
$1.1K - $1.37K
|
1.38K
$817K
|
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-3- 0.06% |
$1.1K - $1.37K
|
5.17K
$3.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3- -0.0% |
$1.1K - $1.37K
|
122K
$72.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-3- 0.23% |
$1.1K - $1.37K
|
1.29K
$762K
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3- 0.05% |
$1.1K - $1.37K
|
5.99K
$3.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3- 0.02% |
$1.1K - $1.37K
|
16.1K
$9.53M
|