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 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3- 0.32% |
$1.1K - $1.37K
|
937
$555K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.16% |
$1.1K - $1.37K
|
1.91K
$1.13M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3- -0.0% |
$1.1K - $1.37K
|
122K
$72.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-4- 0.08% |
$1.46K - $1.83K
|
5.12K
$3.03M
|
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.39% |
$1.46K - $1.83K
|
1.03K
$610K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4- 0.63% |
$1.46K - $1.83K
|
635
$376K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4- 0.53% |
$1.46K - $1.83K
|
744
$440K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.07% |
$1.46K - $1.83K
|
5.89K
$3.49M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-4- 0.04% |
$1.46K - $1.83K
|
9.73K
$5.76M
|
|
|
Jul 27, 2022
Q2 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-4- 0.1% |
$1.46K - $1.83K
|
3.87K
$2.29M
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-4- 0.67% |
$1.46K - $1.83K
|
595
$352K
|
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-4- 0.1% |
$1.46K - $1.83K
|
4.03K
$2.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-4- 0.04% |
$1.46K - $1.83K
|
10.2K
$6.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4- 0.14% |
$1.46K - $1.83K
|
2.85K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.35% |
$1.46K - $1.83K
|
1.15K
$682K
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-5- 2.81% |
$1.83K - $2.28K
|
173
$102K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-5- 0.76% |
$1.83K - $2.28K
|
655
$388K
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-5- 0.32% |
$1.83K - $2.28K
|
1.57K
$930K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
SELL
|
- |
-5- 0.33% |
$1.83K - $2.28K
|
1.5K
$886K
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5- 0.14% |
$1.83K - $2.28K
|
3.55K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-5- 6.25% |
$1.83K - $2.28K
|
75
$44.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-5- 0.15% |
$1.83K - $2.28K
|
3.29K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 50.0% |
$1.83K - $2.28K
|
5
$2.96K
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.71% |
$2.2K - $2.74K
|
841
$498K
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-6- 4.44% |
$2.2K - $2.74K
|
129
$76.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-6- 0.33% |
$2.2K - $2.74K
|
1.81K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6- 0.74% |
$2.2K - $2.74K
|
808
$478K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 0.89% |
$2.2K - $2.74K
|
670
$397K
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-7- 0.85% |
$2.56K - $3.2K
|
816
$483K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.28% |
$2.56K - $3.2K
|
2.45K
$1.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7- 0.07% |
$2.56K - $3.2K
|
9.89K
$5.86M
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-8- 0.95% |
$2.93K - $3.65K
|
836
$495K
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-8- 0.08% |
$2.93K - $3.65K
|
9.73K
$5.76M
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-8- 0.03% |
$2.93K - $3.65K
|
27.8K
$16.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8- 0.15% |
$2.93K - $3.65K
|
5.33K
$3.15M
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-9- 0.5% |
$3.29K - $4.11K
|
1.81K
$1.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9- 1.62% |
$3.29K - $4.11K
|
546
$323K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-9- 2.2% |
$3.29K - $4.11K
|
401
$237K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9Closed |
$3.29K - $4.11K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-9- 0.25% |
$3.29K - $4.11K
|
3.59K
$2.12M
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.48% |
$3.66K - $4.57K
|
666
$394K
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-10- 0.2% |
$3.66K - $4.57K
|
5.1K
$3.02M
|
|
|
Jul 19, 2022
Q2 2022
|
Pachira Investments Inc.
|
SELL
|
- |
-10- 1.83% |
$3.66K - $4.57K
|
537
$318K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10- 0.61% |
$3.66K - $4.57K
|
1.63K
$964K
|
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-10- 0.53% |
$3.66K - $4.57K
|
1.88K
$1.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-10- 0.45% |
$3.66K - $4.57K
|
2.23K
$1.32M
|
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-10- 0.54% |
$3.66K - $4.57K
|
1.86K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 1.12% |
$3.66K - $4.57K
|
885
$524K
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 5.59% |
$3.66K - $4.57K
|
169
$100K
|
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-11- 1.08% |
$4.02K - $5.02K
|
1.01K
$595K
|