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 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-53- 0.96% |
$19.4K - $24.2K
|
5.45K
$3.19M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-54- 1.65% |
$19.8K - $24.7K
|
3.21K
$1.88M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-54- 0.02% |
$19.8K - $24.7K
|
312K
$182M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-54- 0.47% |
$19.8K - $24.7K
|
11.4K
$6.64M
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-55Closed |
$20.1K - $25.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-55- 12.14% |
$20.1K - $25.1K
|
398
$233K
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-55- 0.93% |
$20.1K - $25.1K
|
5.89K
$3.44M
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-55- 0.08% |
$20.1K - $25.1K
|
68K
$39.8M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-56- 0.74% |
$20.5K - $25.6K
|
7.53K
$4.4M
|
|
Jul 13, 2022
Q2 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-56- 1.83% |
$20.5K - $25.6K
|
3K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-56- 0.03% |
$20.5K - $25.6K
|
181K
$106M
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-58- 5.83% |
$21.2K - $26.5K
|
937
$548K
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-59- 3.08% |
$21.6K - $27K
|
1.86K
$1.09M
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-60- 1.89% |
$22K - $27.4K
|
3.12K
$1.83M
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-60- 3.2% |
$22K - $27.4K
|
1.81K
$1.06M
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-60- 2.02% |
$22K - $27.4K
|
2.91K
$1.7M
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-60- 0.29% |
$22K - $27.4K
|
20.3K
$11.9M
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-60- 0.6% |
$22K - $27.4K
|
10K
$5.85M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-60- 0.96% |
$22K - $27.4K
|
6.21K
$3.63M
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-60- 9.58% |
$22K - $27.4K
|
566
$331K
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-61- 4.19% |
$22.3K - $27.9K
|
1.39K
$815K
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-62- 6.72% |
$22.7K - $28.3K
|
860
$503K
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-62- 72.94% |
$22.7K - $28.3K
|
23
$13.4K
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-63- 0.66% |
$23K - $28.8K
|
9.44K
$5.52M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-64- 10.74% |
$23.4K - $29.2K
|
532
$311K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-64- 0.19% |
$23.4K - $29.2K
|
34.4K
$20.1M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-64- 0.1% |
$23.4K - $29.2K
|
64.1K
$37.5M
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-65- 2.24% |
$23.8K - $29.7K
|
2.84K
$1.66M
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-65- 3.62% |
$23.8K - $29.7K
|
1.73K
$1.01M
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-65Closed |
$23.8K - $29.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-65Closed |
$23.8K - $29.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-65- 5.89% |
$23.8K - $29.7K
|
1.04K
$607K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-65- 6.18% |
$23.8K - $29.7K
|
986
$576K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-65- 5.81% |
$23.8K - $29.7K
|
1.05K
$616K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-66- 0.65% |
$24.1K - $30.1K
|
10.1K
$5.92M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-66- 0.59% |
$24.1K - $30.1K
|
11.1K
$6.46M
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-67- 0.71% |
$24.5K - $30.6K
|
9.36K
$5.47M
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-67Closed |
$24.5K - $30.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-67- 10.18% |
$24.5K - $30.6K
|
591
$346K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-69- 7.85% |
$25.2K - $31.5K
|
810
$474K
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-69- 4.05% |
$25.2K - $31.5K
|
1.64K
$956K
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-69- 4.5% |
$25.2K - $31.5K
|
1.46K
$856K
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-70- 3.14% |
$25.6K - $32K
|
2.16K
$1.26M
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-70- 9.83% |
$25.6K - $32K
|
642
$375K
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-70- 0.34% |
$25.6K - $32K
|
20.5K
$12M
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-70- 1.26% |
$25.6K - $32K
|
5.47K
$3.2M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-71- 5.1% |
$26K - $32.4K
|
1.32K
$773K
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-71- 1.18% |
$26K - $32.4K
|
5.93K
$3.47M
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-72- 0.37% |
$26.3K - $32.9K
|
19.6K
$11.5M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-72- 0.75% |
$26.3K - $32.9K
|
9.57K
$5.6M
|