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
|
Daniels&Tansey,Llp
|
SELL
|
- |
-598- 0.67% |
$219K - $273K
|
88.7K
$52.8M
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-600- 41.84% |
$220K - $274K
|
834
$496K
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-601- 49.92% |
$220K - $275K
|
603
$359K
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-604- 48.2% |
$221K - $276K
|
649
$386K
|
|
Jul 29, 2022
Q2 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-605- 0.79% |
$221K - $276K
|
75.7K
$45M
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-608- 12.81% |
$222K - $278K
|
4.14K
$2.46M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-608- 0.99% |
$222K - $278K
|
61K
$36.3M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-608- 9.88% |
$222K - $278K
|
5.54K
$3.3M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-609Closed |
$223K - $278K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-611- 2.83% |
$224K - $279K
|
21K
$12.5M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-612- 1.4% |
$224K - $280K
|
43.2K
$25.7M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-614- 41.6% |
$225K - $280K
|
862
$513K
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-616- 1.97% |
$225K - $281K
|
30.6K
$18.2M
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-620- 41.72% |
$227K - $283K
|
866
$515K
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-624- 1.91% |
$228K - $285K
|
32.1K
$19.1M
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-625Closed |
$229K - $286K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-627- 7.17% |
$229K - $286K
|
8.12K
$4.83M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-628- 22.72% |
$230K - $287K
|
2.14K
$1.27M
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-630- 2.29% |
$230K - $288K
|
26.8K
$16M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-630Closed |
$230K - $288K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-631- 5.02% |
$231K - $288K
|
11.9K
$7.11M
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-634Closed |
$232K - $290K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-635Closed |
$232K - $290K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-636- 12.07% |
$233K - $291K
|
4.63K
$2.76M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-639- 3.72% |
$234K - $292K
|
16.5K
$9.83M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-640Closed |
$234K - $292K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-641- 7.89% |
$235K - $293K
|
7.48K
$4.45M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-652- 4.0% |
$239K - $298K
|
15.7K
$9.32M
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-652- 5.17% |
$239K - $298K
|
12K
$7.12M
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-655- 16.9% |
$240K - $299K
|
3.22K
$1.92M
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-656Closed |
$240K - $300K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-657- 40.11% |
$240K - $300K
|
981
$584K
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-657- 3.78% |
$240K - $300K
|
16.7K
$9.95M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-658- 7.55% |
$241K - $301K
|
8.06K
$4.79M
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-659- 0.72% |
$241K - $301K
|
90.7K
$54M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-663- 21.77% |
$243K - $303K
|
2.38K
$1.42M
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-665- 1.75% |
$243K - $304K
|
37.3K
$22.2M
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-668- 25.37% |
$244K - $305K
|
1.97K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-669Closed |
$245K - $306K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-670- 6.23% |
$245K - $306K
|
10.1K
$6M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-674- 34.99% |
$247K - $308K
|
1.25K
$745K
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-677- 17.07% |
$248K - $309K
|
3.29K
$1.96M
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-685- 19.43% |
$251K - $313K
|
2.84K
$1.69M
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-688- 65.71% |
$252K - $314K
|
359
$214K
|
|
Aug 04, 2022
Q2 2022
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-692Closed |
$253K - $316K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-693- 9.69% |
$254K - $317K
|
6.46K
$3.84M
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-693- 23.68% |
$254K - $317K
|
2.23K
$1.33M
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-701- 0.33% |
$256K - $320K
|
212K
$126M
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-706- 5.3% |
$258K - $323K
|
12.6K
$7.51M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-708- 0.7% |
$259K - $323K
|
99.9K
$59.4M
|