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 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-290- 1.4% |
$106K - $132K
|
20.4K
$12M
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-300- 5.52% |
$110K - $137K
|
5.14K
$3.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 9.93% |
$110K - $137K
|
2.72K
$1.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-303- 3.99% |
$111K - $138K
|
7.3K
$4.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-303- 15.35% |
$111K - $138K
|
1.67K
$983K
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
SELL
|
- |
-305- 32.24% |
$112K - $139K
|
641
$377K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-305- 0.76% |
$112K - $139K
|
40.1K
$23.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-305- 29.02% |
$112K - $139K
|
746
$439K
|
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-308- 12.32% |
$113K - $141K
|
2.19K
$1.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-309- 23.27% |
$113K - $141K
|
1.02K
$599K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-309- 26.19% |
$113K - $141K
|
871
$512K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-310- 24.88% |
$113K - $142K
|
936
$551K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-319- 5.91% |
$117K - $146K
|
5.08K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-321- 1.14% |
$117K - $147K
|
27.8K
$16.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-321- 2.84% |
$117K - $147K
|
11K
$6.47M
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-323- 3.78% |
$118K - $148K
|
8.23K
$4.84M
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-324- 1.21% |
$119K - $148K
|
26.4K
$15.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-325- 2.73% |
$119K - $148K
|
11.6K
$6.81M
|
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-329- 37.56% |
$120K - $150K
|
547
$322K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-329- 11.16% |
$120K - $150K
|
2.62K
$1.54M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
SELL
|
- |
-332- 0.5% |
$121K - $152K
|
66K
$38.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-332- 0.76% |
$121K - $152K
|
43.3K
$25.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-332- 20.22% |
$121K - $152K
|
1.31K
$771K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-333- 3.92% |
$122K - $152K
|
8.17K
$4.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-334- 3.13% |
$122K - $153K
|
10.3K
$6.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-335- 16.18% |
$123K - $153K
|
1.74K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-336- 2.06% |
$123K - $153K
|
15.9K
$9.38M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-339- 3.01% |
$124K - $155K
|
10.9K
$6.42M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-340- 2.39% |
$124K - $155K
|
13.9K
$8.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-341- 22.33% |
$125K - $156K
|
1.19K
$698K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-342- 1.5% |
$125K - $156K
|
22.5K
$13.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Westwood Wealth Management
|
SELL
|
- |
-342- 11.08% |
$125K - $156K
|
2.74K
$1.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-348- 0.81% |
$127K - $159K
|
42.5K
$25M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-348- 6.25% |
$127K - $159K
|
5.22K
$3.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-350- 53.85% |
$128K - $160K
|
300
$176K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-350- 1.49% |
$128K - $160K
|
23.2K
$13.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-353- 8.28% |
$129K - $161K
|
3.91K
$2.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-356- 2.3% |
$130K - $163K
|
15.1K
$8.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-357- 1.05% |
$131K - $163K
|
33.7K
$19.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-357- 36.77% |
$131K - $163K
|
614
$361K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-358- 5.23% |
$131K - $164K
|
6.49K
$3.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-358- 5.1% |
$131K - $164K
|
6.67K
$3.92M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-359- 2.28% |
$131K - $164K
|
15.4K
$9.05M
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-360- 3.3% |
$132K - $164K
|
10.6K
$6.21M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-364- 6.96% |
$133K - $166K
|
4.87K
$2.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-367- 13.5% |
$134K - $168K
|
2.35K
$1.38M
|
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-369- 7.49% |
$135K - $169K
|
4.56K
$2.68M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-371- 14.85% |
$136K - $169K
|
2.13K
$1.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Sicart Associates LLC
|
SELL
|
- |
-372- 37.69% |
$136K - $170K
|
615
$362K
|
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-373- 13.27% |
$136K - $170K
|
2.44K
$1.43M
|