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 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.08K+ 11.16% |
$2.59M - $3.24M
|
70.5K
$42.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
7.08K+ 0.39% |
$2.59M - $3.23M
|
1.84M
$1.11B
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.05K+ 4.05% |
$2.58M - $3.22M
|
181K
$109M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.98K+ 5.62% |
$2.55M - $3.19M
|
131K
$78.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
6.95K+ 20.18% |
$2.54M - $3.18M
|
41.4K
$24.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
6.85K+ 13.88% |
$2.51M - $3.13M
|
56.2K
$33.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.75KNew |
$2.47M - $3.08M
|
6.75K
$4.06M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.69K+ 0.15% |
$2.45M - $3.06M
|
4.37M
$2.63B
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.63K+ 214.02% |
$2.42M - $3.03M
|
9.72K
$5.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.58K+ 7.69% |
$2.41M - $3.01M
|
92.2K
$55.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.57K+ 61.52% |
$2.4M - $3M
|
17.3K
$10.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6.56K+ 10.64% |
$2.4M - $3M
|
68.2K
$41M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.55K+ 4.0% |
$2.4M - $2.99M
|
171K
$103M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.51KNew |
$2.38M - $2.97M
|
6.51K
$3.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.51K+ 65.2% |
$2.38M - $2.97M
|
16.5K
$9.92M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
6.44K+ 23.93% |
$2.36M - $2.94M
|
33.3K
$20.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
6.34K+ 4.68% |
$2.32M - $2.89M
|
142K
$85.3M
|
|
|
Oct 20, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.28KNew |
$2.3M - $2.87M
|
6.28K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
6.22K+ 7.08% |
$2.27M - $2.84M
|
94K
$56.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6.12K+ 18.3% |
$2.24M - $2.79M
|
39.5K
$23.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.1K+ 3.6% |
$2.23M - $2.79M
|
175K
$105M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
6.07K+ 358.87% |
$2.22M - $2.77M
|
7.76K
$4.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
6.03K+ 162.31% |
$2.21M - $2.75M
|
9.75K
$5.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
6.01K+ 3.92% |
$2.2M - $2.74M
|
159K
$95.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
6K+ 14.29% |
$2.2M - $2.74M
|
48K
$28.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.98K+ 8.78% |
$2.19M - $2.73M
|
74K
$44.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.95K+ 68.98% |
$2.18M - $2.72M
|
14.6K
$8.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
5.93K+ 14.44% |
$2.17M - $2.71M
|
47K
$28.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.91K+ 251.79% |
$2.16M - $2.7M
|
8.25K
$4.96M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.9K+ 5.27% |
$2.16M - $2.7M
|
118K
$70.9M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.87K+ 7.84% |
$2.15M - $2.68M
|
80.7K
$48.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.86K+ 83.03% |
$2.14M - $2.67M
|
12.9K
$7.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Mount Capital LTD
|
BUY
|
- |
5.85K+ 39.66% |
$2.14M - $2.67M
|
20.6K
$12.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.84K+ 10.59% |
$2.14M - $2.67M
|
61K
$36.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
5.72K+ 168.5% |
$2.09M - $2.61M
|
9.12K
$5.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.6K+ 27.72% |
$2.05M - $2.56M
|
25.8K
$15.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Key Square Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.52K+ 482.17% |
$2.02M - $2.52M
|
6.66K
$4M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.51K+ 2.71% |
$2.02M - $2.52M
|
209K
$126M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.5K+ 7.64% |
$2.01M - $2.51M
|
77.4K
$46.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.46K+ 6.18% |
$2M - $2.5M
|
93.8K
$56.4M
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.44K+ 9.76% |
$1.99M - $2.48M
|
61.1K
$36.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
BUY
|
- |
5.43K+ 249.17% |
$1.99M - $2.48M
|
7.61K
$4.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.41K+ 176.03% |
$1.98M - $2.47M
|
8.48K
$5.1M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.38K+ 1.99% |
$1.97M - $2.46M
|
275K
$166M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
5.28K+ 3.03% |
$1.93M - $2.41M
|
179K
$108M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
5.26KNew |
$1.92M - $2.4M
|
5.26K
$3.16M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
5.22K+ 16.45% |
$1.91M - $2.38M
|
36.9K
$22.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
5.21K+ 3.22% |
$1.91M - $2.38M
|
167K
$101M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.19K+ 29.44% |
$1.9M - $2.37M
|
22.8K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.19K+ 65.18% |
$1.9M - $2.37M
|
13.2K
$7.91M
|