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 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
877+ 2.43% |
$313K - $377K
|
36.9K
$22M
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
873+ 1.43% |
$312K - $375K
|
62K
$36.9M
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
869+ 33.19% |
$310K - $373K
|
3.49K
$2.07M
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
868+ 19.12% |
$310K - $373K
|
5.41K
$3.22M
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
866+ 18.79% |
$309K - $372K
|
5.48K
$3.26M
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
866+ 5.8% |
$309K - $372K
|
15.8K
$9.4M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
863+ 7.14% |
$308K - $371K
|
12.9K
$7.7M
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
859+ 26.67% |
$307K - $369K
|
4.08K
$2.43M
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
859+ 0.98% |
$307K - $369K
|
88.7K
$52.8M
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
852+ 48.3% |
$304K - $366K
|
2.62K
$1.56M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
852+ 227.81% |
$304K - $366K
|
1.23K
$729K
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
847New |
$303K - $364K
|
847
$504K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
841+ 0.76% |
$300K - $361K
|
112K
$66.6M
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
840+ 1.72% |
$300K - $361K
|
49.6K
$29.5M
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
832New |
$297K - $358K
|
832
$495K
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
826+ 1.14% |
$295K - $355K
|
73K
$43.4M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
824+ 0.8% |
$294K - $354K
|
104K
$61.9M
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
822+ 1.46% |
$294K - $353K
|
57K
$33.9M
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
819+ 4.87% |
$293K - $352K
|
17.6K
$10.5M
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
803+ 53.82% |
$287K - $345K
|
2.3K
$1.37M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
800+ 6.82% |
$286K - $344K
|
12.5K
$7.45M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
800+ 7.22% |
$286K - $344K
|
11.9K
$7.07M
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
796+ 73.84% |
$284K - $342K
|
1.87K
$1.12M
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
793+ 7.77% |
$283K - $341K
|
11K
$6.54M
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
793+ 11.4% |
$283K - $341K
|
7.75K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
791+ 40.13% |
$283K - $340K
|
2.76K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
790New |
$282K - $339K
|
790
$470K
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
BUY
|
- |
786+ 41.65% |
$281K - $338K
|
2.67K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
779+ 3.33% |
$278K - $335K
|
24.1K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
779+ 13.13% |
$278K - $335K
|
6.71K
$3.99M
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
773+ 119.11% |
$276K - $332K
|
1.42K
$846K
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
771+ 29.69% |
$275K - $331K
|
3.37K
$2M
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
769+ 9.13% |
$275K - $330K
|
9.19K
$5.47M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
767+ 11.22% |
$274K - $330K
|
7.6K
$4.52M
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
764+ 3.02% |
$273K - $328K
|
26K
$15.5M
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
758+ 5.28% |
$271K - $326K
|
15.1K
$8.99M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
758New |
$271K - $326K
|
758
$451K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
755+ 6.37% |
$270K - $324K
|
12.6K
$7.5M
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
755+ 5.32% |
$270K - $324K
|
14.9K
$8.89M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
751+ 15.63% |
$268K - $323K
|
5.56K
$3.31M
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
749+ 45.48% |
$268K - $322K
|
2.4K
$1.43M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
746+ 2.53% |
$266K - $321K
|
30.2K
$18M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
742+ 3.73% |
$265K - $319K
|
20.6K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
735+ 9.35% |
$263K - $316K
|
8.6K
$5.12M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
727+ 2.8% |
$260K - $312K
|
26.7K
$15.9M
|
|
Oct 19, 2022
Q3 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
721+ 2.17% |
$258K - $310K
|
33.9K
$20.2M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
718+ 13.78% |
$256K - $309K
|
5.93K
$3.53M
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
715+ 4.95% |
$255K - $307K
|
15.1K
$9.01M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
715+ 15.43% |
$255K - $307K
|
5.35K
$3.18M
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
713+ 9.87% |
$255K - $306K
|
7.94K
$4.72M
|