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 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-458- 1.95% |
$168K - $209K
|
23.1K
$13.7M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-459- 35.66% |
$168K - $210K
|
828
$493K
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-461Closed |
$169K - $211K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-462- 17.09% |
$169K - $211K
|
2.24K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-463Closed |
$169K - $211K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-464Closed |
$170K - $212K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-465- 4.89% |
$170K - $212K
|
9.05K
$5.39M
|
|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-467Closed |
$171K - $213K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-468- 23.78% |
$171K - $214K
|
1.5K
$893K
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-468Closed |
$171K - $214K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-468- 6.52% |
$171K - $214K
|
6.72K
$4M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-470- 0.77% |
$172K - $215K
|
60.8K
$36.2M
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-470Closed |
$172K - $215K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-474Closed |
$173K - $217K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-474Closed |
$173K - $217K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-476- 10.52% |
$174K - $217K
|
4.05K
$2.41M
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-477- 3.5% |
$175K - $218K
|
13.2K
$7.83M
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-477Closed |
$175K - $218K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-478Closed |
$175K - $218K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-478Closed |
$175K - $218K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-479- 4.47% |
$175K - $219K
|
10.2K
$6.09M
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-480Closed |
$176K - $219K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-480Closed |
$176K - $219K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-486Closed |
$178K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-486- 30.99% |
$178K - $222K
|
1.08K
$644K
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-488- 1.42% |
$179K - $223K
|
33.9K
$20.2M
|
|
Aug 11, 2022
Q2 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-490- 33.93% |
$179K - $224K
|
954
$568K
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-493Closed |
$180K - $225K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-493Closed |
$180K - $225K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-494- 26.92% |
$181K - $226K
|
1.34K
$798K
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-494Closed |
$181K - $226K
|
0
$0
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-494Closed |
$181K - $226K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-496Closed |
$181K - $227K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-497Closed |
$182K - $227K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-497- 5.14% |
$182K - $227K
|
9.17K
$5.46M
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500Closed |
$183K - $228K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-500Closed |
$183K - $228K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-500Closed |
$183K - $228K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-500Closed |
$183K - $228K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 0.75% |
$183K - $228K
|
66.4K
$39.5M
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-501Closed |
$183K - $229K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-504Closed |
$184K - $230K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-504- 1.66% |
$184K - $230K
|
29.9K
$17.8M
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-508- 0.77% |
$186K - $232K
|
65.3K
$38.8M
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-510Closed |
$187K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-510- 9.83% |
$187K - $233K
|
4.68K
$2.78M
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-511Closed |
$187K - $233K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-511- 33.91% |
$187K - $233K
|
996
$593K
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-511- 14.07% |
$187K - $233K
|
3.12K
$1.86M
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-511Closed |
$187K - $233K
|
0
$0
|