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 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-376- 4.01% |
$138K - $172K
|
8.99K
$5.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-379- 13.84% |
$139K - $173K
|
2.36K
$1.39M
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-380- 11.37% |
$139K - $174K
|
2.96K
$1.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-381- 1.36% |
$139K - $174K
|
27.6K
$16.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-386- 19.97% |
$141K - $176K
|
1.55K
$910K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-388- 2.68% |
$142K - $177K
|
14.1K
$8.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-389- 1.06% |
$142K - $178K
|
36.5K
$21.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-389- 12.7% |
$142K - $178K
|
2.67K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-390- 5.31% |
$143K - $178K
|
6.96K
$4.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-391- 14.5% |
$143K - $179K
|
2.31K
$1.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-394- 0.16% |
$144K - $180K
|
250K
$147M
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-395- 36.47% |
$145K - $180K
|
688
$405K
|
|
|
Aug 15, 2022
Q2 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-395- 14.04% |
$145K - $180K
|
2.42K
$1.42M
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
SELL
|
- |
-400- 19.79% |
$146K - $183K
|
1.62K
$954K
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-400- 13.91% |
$146K - $183K
|
2.48K
$1.46M
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-400- 9.62% |
$146K - $183K
|
3.76K
$2.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-400- 8.93% |
$146K - $183K
|
4.08K
$2.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-402- 5.51% |
$147K - $184K
|
6.89K
$4.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Sl Advisors, LLC
|
SELL
|
- |
-402- 4.81% |
$147K - $184K
|
7.95K
$4.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-403- 0.92% |
$147K - $184K
|
43.6K
$25.6M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-404- 0.65% |
$148K - $185K
|
61.6K
$36.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-417- 2.68% |
$153K - $190K
|
15.2K
$8.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-424- 4.77% |
$155K - $194K
|
8.46K
$4.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-425- 17.03% |
$155K - $194K
|
2.07K
$1.22M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-427- 11.7% |
$156K - $195K
|
3.22K
$1.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-427Closed |
$156K - $195K
|
0
$0
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-428- 28.44% |
$157K - $196K
|
1.08K
$634K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-430- 1.13% |
$157K - $196K
|
37.7K
$22.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-431- 0.91% |
$158K - $197K
|
47.1K
$27.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-432- 1.24% |
$158K - $197K
|
34.5K
$20.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-433- 29.18% |
$158K - $198K
|
1.05K
$618K
|
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-434- 4.24% |
$159K - $198K
|
9.8K
$5.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-435- 10.17% |
$159K - $199K
|
3.84K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-436- 21.14% |
$160K - $199K
|
1.63K
$956K
|
|
|
Aug 09, 2022
Q2 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-436- 8.47% |
$160K - $199K
|
4.71K
$2.77M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-440- 3.2% |
$161K - $201K
|
13.3K
$7.83M
|
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-440- 32.35% |
$161K - $201K
|
920
$541K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-442- 44.33% |
$162K - $202K
|
555
$326K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-443- 1.52% |
$162K - $202K
|
28.8K
$16.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-443Closed |
$162K - $202K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-443Closed |
$162K - $202K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-444Closed |
$162K - $203K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-445- 21.69% |
$163K - $203K
|
1.61K
$945K
|
|
|
Jul 11, 2022
Q2 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-446Closed |
$163K - $204K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-450Closed |
$165K - $206K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-451Closed |
$165K - $206K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-452- 12.69% |
$165K - $206K
|
3.11K
$1.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-453- 4.93% |
$166K - $207K
|
8.74K
$5.14M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-456- 6.05% |
$167K - $208K
|
7.09K
$4.17M
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-458- 53.38% |
$168K - $209K
|
400
$235K
|