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 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-120- 5.43% |
$43.9K - $54.8K
|
2.09K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-120- 10.49% |
$43.9K - $54.8K
|
1.02K
$599K
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-120- 7.5% |
$43.9K - $54.8K
|
1.48K
$865K
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-122- 2.53% |
$44.6K - $55.7K
|
4.69K
$2.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-122- 2.02% |
$44.6K - $55.7K
|
5.93K
$3.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-122- 1.71% |
$44.6K - $55.7K
|
7.03K
$4.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-123- 1.23% |
$45K - $56.2K
|
9.85K
$5.76M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-123- 21.32% |
$45K - $56.2K
|
454
$265K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-124- 16.29% |
$45.4K - $56.6K
|
637
$372K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-124- 0.82% |
$45.4K - $56.6K
|
15K
$8.76M
|
|
|
Jul 11, 2022
Q2 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-125- 5.97% |
$45.7K - $57.1K
|
1.97K
$1.15M
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-127- 1.28% |
$46.5K - $58K
|
9.77K
$5.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-127- 2.36% |
$46.5K - $58K
|
5.24K
$3.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-128- 3.38% |
$46.8K - $58.5K
|
3.65K
$2.14M
|
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-131- 1.29% |
$47.9K - $59.8K
|
9.99K
$5.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-132- 4.25% |
$48.3K - $60.3K
|
2.98K
$1.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-133- 1.24% |
$48.7K - $60.8K
|
10.6K
$6.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-134- 0.36% |
$49K - $61.2K
|
37.2K
$21.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-135- 8.93% |
$49.4K - $61.7K
|
1.38K
$805K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-136- 11.54% |
$49.8K - $62.1K
|
1.04K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-136- 2.34% |
$49.8K - $62.1K
|
5.68K
$3.32M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-137- 0.66% |
$50.1K - $62.6K
|
20.8K
$12.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-138- 0.34% |
$50.5K - $63K
|
39.9K
$23.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-139- 2.85% |
$50.9K - $63.5K
|
4.75K
$2.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-139- 3.14% |
$50.9K - $63.5K
|
4.28K
$2.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-141- 3.48% |
$51.6K - $64.4K
|
3.91K
$2.28M
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-142- 8.33% |
$52K - $64.9K
|
1.56K
$913K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-142- 5.13% |
$52K - $64.9K
|
2.63K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-144- 0.95% |
$52.7K - $65.8K
|
15K
$8.77M
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-147- 1.79% |
$53.8K - $67.1K
|
8.08K
$4.73M
|
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-147- 2.8% |
$53.8K - $67.1K
|
5.09K
$2.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-148- 0.35% |
$54.1K - $67.6K
|
41.8K
$24.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-150- 9.5% |
$54.9K - $68.5K
|
1.43K
$835K
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-151- 2.14% |
$55.2K - $69K
|
6.91K
$4.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-151- 10.41% |
$55.2K - $69K
|
1.3K
$760K
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-152- 2.47% |
$55.6K - $69.4K
|
6K
$3.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-153- 72.86% |
$56K - $69.9K
|
57
$33.3K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-154- 2.73% |
$56.3K - $70.3K
|
5.5K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-155- 0.51% |
$56.7K - $70.8K
|
30.5K
$17.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-155- 1.34% |
$56.7K - $70.8K
|
11.5K
$6.69M
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-156- 4.0% |
$57.1K - $71.3K
|
3.74K
$2.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-157- 2.99% |
$57.4K - $71.7K
|
5.1K
$2.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-157- 4.79% |
$57.4K - $71.7K
|
3.12K
$1.82M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-158- 5.43% |
$57.8K - $72.2K
|
2.75K
$1.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-160- 1.09% |
$58.5K - $73.1K
|
14.5K
$8.5M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-162- 1.82% |
$59.3K - $74K
|
8.75K
$5.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-163- 1.29% |
$59.6K - $74.5K
|
12.5K
$7.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-164- 16.45% |
$60K - $74.9K
|
833
$487K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-165- 0.86% |
$60.4K - $75.4K
|
19K
$11.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-165- 2.36% |
$60.4K - $75.4K
|
6.82K
$3.99M
|