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 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11- 0.29% |
$4.02K - $5.02K
|
3.76K
$2.23M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 0.32% |
$4.02K - $5.02K
|
3.39K
$2.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11- 0.4% |
$4.02K - $5.02K
|
2.76K
$1.63M
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-11- 0.15% |
$4.02K - $5.02K
|
7.4K
$4.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-11- 0.53% |
$4.02K - $5.02K
|
2.08K
$1.23M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-12- 2.04% |
$4.39K - $5.48K
|
575
$340K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-12- 66.67% |
$4.39K - $5.48K
|
6
$3.55K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-12- 3.93% |
$4.39K - $5.48K
|
293
$173K
|
|
|
Jul 12, 2022
Q2 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-13- 1.03% |
$4.76K - $5.94K
|
1.25K
$737K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-13- 0.28% |
$4.76K - $5.94K
|
4.56K
$2.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-13- 0.18% |
$4.76K - $5.94K
|
7.12K
$4.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
SELL
|
- |
-13- 0.47% |
$4.76K - $5.94K
|
2.76K
$1.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-13- 1.05% |
$4.76K - $5.94K
|
1.23K
$728K
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-13- 0.03% |
$4.76K - $5.94K
|
37.2K
$22M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-14- 0.36% |
$5.12K - $6.4K
|
3.91K
$2.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-14- 0.11% |
$5.12K - $6.4K
|
12.7K
$7.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-14- 0.73% |
$5.12K - $6.4K
|
1.91K
$1.13M
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-15- 0.13% |
$5.49K - $6.85K
|
11.3K
$6.72M
|
|
|
Jul 08, 2022
Q2 2022
|
Spring Capital Management, LLC
|
SELL
|
- |
-15- 0.39% |
$5.49K - $6.85K
|
3.79K
$2.24M
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-15- 1.05% |
$5.49K - $6.85K
|
1.42K
$839K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-15- 0.12% |
$5.49K - $6.85K
|
13K
$7.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-15- 1.2% |
$5.49K - $6.85K
|
1.24K
$734K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-15- 0.46% |
$5.49K - $6.85K
|
3.24K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-15Closed |
$5.49K - $6.85K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 0.48% |
$5.49K - $6.85K
|
3.09K
$1.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-15- 1.26% |
$5.49K - $6.85K
|
1.18K
$697K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 1.02% |
$5.85K - $7.31K
|
1.55K
$920K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-16- 1.55% |
$5.85K - $7.31K
|
1.02K
$602K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 0.41% |
$5.85K - $7.31K
|
3.86K
$2.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-16- 0.29% |
$5.85K - $7.31K
|
5.44K
$3.22M
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-16- 0.05% |
$5.85K - $7.31K
|
35.2K
$20.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-17- 0.04% |
$6.22K - $7.77K
|
39K
$23.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-17- 1.02% |
$6.22K - $7.77K
|
1.64K
$973K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-17- 1.55% |
$6.22K - $7.77K
|
1.08K
$638K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-18- 0.05% |
$6.59K - $8.22K
|
35.6K
$21.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-18- 0.4% |
$6.59K - $8.22K
|
4.45K
$2.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-18- 1.46% |
$6.59K - $8.22K
|
1.21K
$717K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-18- 0.36% |
$6.59K - $8.22K
|
4.97K
$2.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-18Closed |
$6.59K - $8.22K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-19- 0.76% |
$6.95K - $8.68K
|
2.49K
$1.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-19- 0.09% |
$6.95K - $8.68K
|
22.3K
$13.2M
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-19- 0.77% |
$6.95K - $8.68K
|
2.46K
$1.46M
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-19- 6.74% |
$6.95K - $8.68K
|
263
$156K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-20- 1.48% |
$7.32K - $9.14K
|
1.33K
$788K
|
|
|
Jul 18, 2022
Q2 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-20- 2.09% |
$7.32K - $9.14K
|
935
$553K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-20- 0.73% |
$7.32K - $9.14K
|
2.73K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-20- 0.99% |
$7.32K - $9.14K
|
2.01K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-20- 0.3% |
$7.32K - $9.14K
|
6.67K
$3.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-20- 0.07% |
$7.32K - $9.14K
|
28.7K
$17M
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-20- 1.0% |
$7.32K - $9.14K
|
1.98K
$1.17M
|