Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.51K+ 292.43% |
$538K - $647K
|
2.02K
$1.2M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.5K+ 26.75% |
$534K - $643K
|
7.09K
$4.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.49K+ 3.92% |
$533K - $642K
|
39.6K
$23.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.49K+ 192.5% |
$531K - $639K
|
2.26K
$1.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.49KNew |
$531K - $639K
|
1.49K
$885K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.48K+ 22.65% |
$530K - $638K
|
8.04K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.48K+ 11.31% |
$529K - $636K
|
14.6K
$8.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.47KNew |
$526K - $633K
|
1.47K
$876K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.46K+ 2.05% |
$523K - $629K
|
72.8K
$43.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.45K+ 2.09% |
$519K - $624K
|
71.1K
$42.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.43K+ 2.7% |
$512K - $616K
|
54.5K
$32.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.43K+ 2.15% |
$511K - $614K
|
67.9K
$40.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 63.5% |
$509K - $612K
|
3.67K
$2.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.41K+ 25.3% |
$504K - $606K
|
6.99K
$4.16M
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.41K+ 5.33% |
$503K - $605K
|
27.9K
$16.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.41K+ 22.11% |
$502K - $604K
|
7.76K
$4.62M
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.4KNew |
$501K - $602K
|
1.4K
$834K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.4K+ 5.29% |
$500K - $602K
|
27.9K
$16.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.4K+ 3.54% |
$500K - $602K
|
40.9K
$24.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.39K+ 5.17% |
$495K - $596K
|
28.2K
$16.8M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.39K+ 3.28% |
$495K - $595K
|
43.6K
$25.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
1.38K+ 18.72% |
$494K - $595K
|
8.78K
$5.22M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
1.37K+ 55.35% |
$489K - $589K
|
3.85K
$2.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.35K+ 1.79% |
$484K - $582K
|
76.8K
$45.7M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.35K+ 1.76% |
$483K - $581K
|
78K
$46.4M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.35K+ 9.45% |
$480K - $578K
|
15.6K
$9.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.34K+ 42.97% |
$479K - $576K
|
4.46K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.33K+ 9.52% |
$474K - $571K
|
15.3K
$9.09M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.31K+ 11.45% |
$469K - $564K
|
12.8K
$7.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.31K+ 33.49% |
$467K - $562K
|
5.21K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.28K+ 214.36% |
$459K - $552K
|
1.88K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.28K+ 1.83% |
$458K - $551K
|
71.3K
$42.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.28K+ 45.14% |
$458K - $551K
|
4.12K
$2.45M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.27K+ 2.75% |
$452K - $544K
|
47.3K
$28.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.26K+ 6.3% |
$451K - $543K
|
21.3K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.25K+ 41.73% |
$446K - $537K
|
4.24K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.25K+ 77.28% |
$445K - $535K
|
2.86K
$1.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
1.24K+ 5.03% |
$444K - $534K
|
26K
$15.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.23K+ 995.16% |
$441K - $530K
|
1.36K
$808K
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.23K+ 15.98% |
$438K - $527K
|
8.9K
$5.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.22KNew |
$437K - $526K
|
1.22K
$728K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.22K+ 0.59% |
$435K - $523K
|
208K
$123M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.21K+ 1811.94% |
$434K - $522K
|
1.28K
$762K
|
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.21K+ 70.29% |
$432K - $520K
|
2.93K
$1.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.2K+ 11.06% |
$430K - $517K
|
12.1K
$7.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
1.19K+ 113.82% |
$426K - $513K
|
2.24K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.19K+ 4.31% |
$425K - $512K
|
28.8K
$17.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.19K+ 61.02% |
$424K - $510K
|
3.14K
$1.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
1.18K+ 8.29% |
$421K - $507K
|
15.4K
$9.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.17K+ 95.67% |
$419K - $504K
|
2.4K
$1.43M
|