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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
600+ 6.66% |
$214K - $258K
|
9.61K
$5.72M
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
595+ 33.65% |
$213K - $256K
|
2.36K
$1.41M
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
594New |
$212K - $255K
|
594
$353K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
590+ 24.76% |
$211K - $254K
|
2.97K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
586New |
$209K - $252K
|
586
$349K
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
585New |
$209K - $251K
|
585
$348K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
581+ 1.28% |
$208K - $250K
|
46.1K
$27.5M
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
579+ 8.15% |
$207K - $249K
|
7.68K
$4.57M
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
579+ 47.11% |
$207K - $249K
|
1.81K
$1.08M
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
577+ 35.44% |
$206K - $248K
|
2.21K
$1.31M
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
572+ 11.09% |
$204K - $246K
|
5.73K
$3.41M
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
572+ 18.45% |
$204K - $246K
|
3.67K
$2.19M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
567New |
$203K - $244K
|
567
$337K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
567+ 4.73% |
$203K - $244K
|
12.6K
$7.48M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
567+ 7.2% |
$203K - $244K
|
8.44K
$5.02M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
565+ 17.07% |
$202K - $243K
|
3.87K
$2.31M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
563New |
$201K - $242K
|
563
$335K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
558+ 6.33% |
$199K - $240K
|
9.37K
$5.58M
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
553+ 19.94% |
$198K - $238K
|
3.33K
$1.98M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
552New |
$197K - $237K
|
552
$328K
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
550+ 11.71% |
$196K - $236K
|
5.25K
$3.12M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
550+ 2.43% |
$196K - $236K
|
23.2K
$13.8M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
547+ 11.44% |
$195K - $235K
|
5.33K
$3.17M
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
546+ 4.6% |
$195K - $235K
|
12.4K
$7.39M
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
544+ 19.9% |
$194K - $234K
|
3.28K
$1.95M
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
537+ 2.13% |
$192K - $231K
|
25.7K
$15.3M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
535+ 0.26% |
$191K - $230K
|
210K
$125M
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
531+ 11.55% |
$190K - $228K
|
5.13K
$3.05M
|
|
Nov 09, 2022
Q3 2022
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
529+ 1.73% |
$189K - $227K
|
31.1K
$18.5M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
529+ 61.37% |
$189K - $227K
|
1.39K
$828K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
527+ 15.28% |
$188K - $226K
|
3.98K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
527+ 3.96% |
$188K - $226K
|
13.8K
$8.23M
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
524+ 4.01% |
$187K - $225K
|
13.6K
$8.08M
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
515+ 3.85% |
$184K - $221K
|
13.9K
$8.26M
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
511+ 0.18% |
$183K - $220K
|
287K
$171M
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
510+ 22.4% |
$182K - $219K
|
2.79K
$1.66M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
506+ 0.41% |
$181K - $217K
|
123K
$72.9M
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
500+ 66.49% |
$179K - $215K
|
1.25K
$745K
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
494+ 1.91% |
$176K - $212K
|
26.3K
$15.7M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
492+ 83.96% |
$176K - $211K
|
1.08K
$641K
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
492+ 1.22% |
$176K - $211K
|
40.8K
$24.3M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
492+ 15.33% |
$176K - $211K
|
3.7K
$2.2M
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
488+ 0.22% |
$174K - $210K
|
227K
$135M
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
BUY
|
- |
487+ 10.38% |
$174K - $209K
|
5.18K
$3.08M
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
487+ 10.52% |
$174K - $209K
|
5.12K
$3.04M
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
484+ 3.45% |
$173K - $208K
|
14.5K
$8.64M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
474+ 3.26% |
$169K - $204K
|
15K
$8.92M
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
472+ 119.49% |
$169K - $203K
|
867
$516K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
471+ 3.05% |
$168K - $202K
|
15.9K
$9.47M
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
466+ 1.95% |
$166K - $200K
|
24.3K
$14.5M
|