Purchases and Sales Made in Q3 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 09, 2022 Q3 2022
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
466
+ 2.28%
$166K - $200K
20.9K $12.4M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
465
+ 3.06%
$166K - $200K
15.7K $9.31M
Nov 02, 2022 Q3 2022
Montz Harcus Wealth Management LLC

BUY
 -
463
+ 1.03%
$165K - $199K
45.4K $27M
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
462
+ 1.87%
$165K - $199K
25.1K $14.9M
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
462
+ 54.93%
$165K - $199K
1.3K $775K
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
460
+ 12.08%
$164K - $198K
4.27K $2.54M
Nov 10, 2022 Q3 2022
Staley Capital Advisers Inc

BUY
 -
459
+ 16.87%
$164K - $197K
3.18K $1.89M
Nov 14, 2022 Q3 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
455
+ 8.81%
$163K - $196K
5.62K $3.34M
Nov 14, 2022 Q3 2022
Osterweis Capital Management Inc

San Francisco, CA
BUY
 -
451
New
$161K - $194K
451 $268K
Oct 27, 2022 Q3 2022
Symphony Financial, Ltd. Co.

BUY
 -
448
+ 4.98%
$160K - $193K
9.44K $5.62M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
446
+ 4.79%
$159K - $192K
9.76K $5.81M
Nov 14, 2022 Q3 2022
Little House Capital LLC

Braintree, MA
BUY
 -
442
+ 22.0%
$158K - $190K
2.45K $1.46M
Nov 10, 2022 Q3 2022
Lansing Street Advisors

BUY
 -
438
+ 2.76%
$156K - $188K
16.3K $9.69M
Oct 21, 2022 Q3 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
436
+ 7.09%
$156K - $187K
6.59K $3.92M
Nov 10, 2022 Q3 2022
Biltmore Family Office, LLC

BUY
 -
436
+ 5.13%
$156K - $187K
8.93K $5.32M
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
433
+ 25.03%
$155K - $186K
2.16K $1.29M
Oct 31, 2022 Q3 2022
Moloney Securities Asset Management, LLC

BUY
 -
426
+ 3.02%
$152K - $183K
14.5K $8.65M
Nov 10, 2022 Q3 2022
L2 Asset Management, LLC

Wayland, MA
BUY
 -
426
+ 45.42%
$152K - $183K
1.36K $812K
Oct 28, 2022 Q3 2022
Redw Wealth LLC

BUY
 -
423
+ 1.9%
$151K - $182K
22.7K $13.5M
Nov 07, 2022 Q3 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
420
+ 3.45%
$150K - $180K
12.6K $7.49M
Nov 14, 2022 Q3 2022
Advisory Research Inc

Chicago, IL
BUY
 -
416
+ 29.8%
$149K - $179K
1.81K $1.08M
Sep 18, 2023 Q3 2022
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
413
+ 25.81%
$148K - $177K
2.01K $1.2M
Nov 08, 2022 Q3 2022
Van Hulzen Asset Management, LLC

BUY
 -
411
+ 2.95%
$147K - $177K
14.4K $8.54M
Oct 12, 2022 Q3 2022
Steigerwald, Gordon & Koch Inc.

BUY
 -
410
+ 15.07%
$146K - $176K
3.13K $1.86M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
410
+ 0.83%
$146K - $176K
49.9K $29.7M
Oct 13, 2022 Q3 2022
Cooper Financial Group

BUY
 -
407
+ 15.48%
$145K - $175K
3.04K $1.81M
Oct 21, 2022 Q3 2022
Rb Capital Management, LLC

BUY
 -
396
+ 3.07%
$141K - $170K
13.3K $7.92M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
396
+ 2.09%
$141K - $170K
19.3K $11.5M
Nov 09, 2022 Q3 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
395
+ 0.68%
$141K - $170K
58.8K $35M
Oct 06, 2022 Q3 2022
Beese Fulmer Investment Management, Inc.

BUY
 -
393
+ 9.7%
$140K - $169K
4.45K $2.65M
Oct 26, 2022 Q3 2022
Prw Wealth Management LLC

BUY
 -
393
+ 15.48%
$140K - $169K
2.93K $1.74M
Nov 14, 2022 Q3 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
391
+ 0.83%
$140K - $168K
47.7K $28.4M
Nov 14, 2022 Q3 2022
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
390
+ 29.77%
$139K - $168K
1.7K $1.01M
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
388
+ 7.06%
$139K - $167K
5.88K $3.5M
Nov 07, 2022 Q3 2022
Am Investment Strategies LLC

BUY
 -
386
+ 49.17%
$138K - $166K
1.17K $697K
Nov 08, 2022 Q3 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
379
+ 6.66%
$135K - $163K
6.07K $3.61M
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
376
+ 12.98%
$134K - $162K
3.27K $1.95M
Nov 14, 2022 Q3 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
375
+ 4.09%
$134K - $161K
9.55K $5.68M
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
374
+ 4.51%
$134K - $161K
8.66K $5.15M
Nov 14, 2022 Q3 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
374
+ 0.59%
$134K - $161K
63.9K $38M
Nov 10, 2022 Q3 2022
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
372
+ 3.01%
$133K - $160K
12.7K $7.57M
Oct 20, 2022 Q3 2022
Beam Wealth Advisors, Inc.

BUY
 -
370
+ 6.47%
$132K - $159K
6.09K $3.62M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
370
+ 2.9%
$132K - $159K
13.1K $7.8M
Oct 24, 2022 Q3 2022
Trevian Wealth Management LLC

BUY
 -
362
+ 18.45%
$129K - $156K
2.32K $1.38M
Nov 18, 2022 Q3 2022
Horizon Wealth Management, LLC

BUY
 -
362
+ 8.38%
$129K - $156K
4.68K $2.79M
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
361
+ 0.31%
$129K - $155K
117K $69.9M
Nov 08, 2022 Q3 2022
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
359
+ 9.72%
$128K - $154K
4.05K $2.41M
Nov 16, 2022 Q3 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
358
+ 3.0%
$128K - $154K
12.3K $7.32M
Oct 27, 2022 Q3 2022
Signal Point Asset Management, LLC

BUY
 -
356
+ 12.93%
$127K - $153K
3.11K $1.85M

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