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 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-228- 1.59% |
$83.4K - $104K
|
14.1K
$8.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-229- 1.52% |
$83.8K - $105K
|
14.8K
$8.73M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-229- 4.73% |
$83.8K - $105K
|
4.61K
$2.71M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-230- 53.0% |
$84.1K - $105K
|
204
$120K
|
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-230- 9.6% |
$84.1K - $105K
|
2.17K
$1.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-231- 18.12% |
$84.5K - $106K
|
1.04K
$614K
|
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-231- 11.97% |
$84.5K - $106K
|
1.7K
$999K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-231- 1.98% |
$84.5K - $106K
|
11.4K
$6.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-232- 10.44% |
$84.9K - $106K
|
1.99K
$1.17M
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-235- 4.95% |
$86K - $107K
|
4.52K
$2.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-235- 1.85% |
$86K - $107K
|
12.5K
$7.35M
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-236- 25.38% |
$86.3K - $108K
|
694
$408K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-238- 4.62% |
$87.1K - $109K
|
4.92K
$2.89M
|
|
|
Jul 21, 2022
Q2 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-238- 2.42% |
$87.1K - $109K
|
9.6K
$5.65M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-238- 4.56% |
$87.1K - $109K
|
4.98K
$2.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-238- 5.05% |
$87.1K - $109K
|
4.47K
$2.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-240- 7.22% |
$87.8K - $110K
|
3.08K
$1.81M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-241- 12.79% |
$88.2K - $110K
|
1.64K
$967K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-241- 2.02% |
$88.2K - $110K
|
11.7K
$6.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-241- 5.72% |
$88.2K - $110K
|
3.97K
$2.34M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-241- 2.02% |
$88.2K - $110K
|
11.7K
$6.88M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-245- 60.2% |
$89.6K - $112K
|
162
$95.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-245- 0.72% |
$89.6K - $112K
|
34K
$20M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-245- 1.51% |
$89.6K - $112K
|
16K
$9.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-246- 0.35% |
$90K - $112K
|
69.9K
$41.1M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-246- 0.35% |
$90K - $112K
|
69.9K
$41.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-247- 2.76% |
$90.4K - $113K
|
8.69K
$5.11M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-250- 45.45% |
$91.5K - $114K
|
300
$176K
|
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-250- 2.64% |
$91.5K - $114K
|
9.23K
$5.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-250Closed |
$91.5K - $114K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-250- 0.5% |
$91.5K - $114K
|
50.1K
$29.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-250- 12.32% |
$91.5K - $114K
|
1.78K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-252- 15.89% |
$92.2K - $115K
|
1.33K
$785K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-253- 8.62% |
$92.6K - $116K
|
2.68K
$1.58M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-255- 17.67% |
$93.3K - $116K
|
1.19K
$699K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-260- 1.07% |
$95.1K - $119K
|
23.9K
$14.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-262- 0.66% |
$95.9K - $120K
|
39.5K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-265- 13.26% |
$97K - $121K
|
1.73K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-266Closed |
$97.3K - $122K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-270- 0.58% |
$98.8K - $123K
|
46.2K
$27.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-270- 3.6% |
$98.8K - $123K
|
7.24K
$4.26M
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-273- 6.65% |
$99.9K - $125K
|
3.83K
$2.25M
|
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-273- 18.52% |
$99.9K - $125K
|
1.2K
$706K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-275Closed |
$101K - $126K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-279- 0.53% |
$102K - $127K
|
52.7K
$31M
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-279- 2.76% |
$102K - $127K
|
9.82K
$5.78M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-282- 10.44% |
$103K - $129K
|
2.42K
$1.42M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-283- 2.8% |
$104K - $129K
|
9.84K
$5.79M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-285- 1.21% |
$104K - $130K
|
23.3K
$13.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-286- 0.71% |
$105K - $131K
|
39.8K
$23.4M
|