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
Oct 13, 2022 Q3 2022
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
355
+ 4.13%
$127K - $153K
8.95K $5.32M
Oct 20, 2022 Q3 2022
Consilio Wealth Advisors, LLC

BUY
 -
354
+ 10.67%
$126K - $152K
3.67K $2.18M
Nov 01, 2022 Q3 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
352
+ 26.89%
$126K - $151K
1.66K $988K
Nov 14, 2022 Q3 2022
Financial Advisors, LLC

Andover, MA
BUY
 -
352
+ 58.96%
$126K - $151K
949 $565K
Feb 27, 2023 Q3 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
350
+ 0.38%
$125K - $150K
92.4K $55M
Nov 15, 2022 Q3 2022
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
349
+ 2.32%
$125K - $150K
15.4K $9.15M
Nov 14, 2022 Q3 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
347
+ 1239.29%
$124K - $149K
375 $223K
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

BUY
 -
345
+ 5.41%
$123K - $148K
6.72K $4M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
343
+ 0.32%
$123K - $147K
106K $63.3M
Oct 27, 2022 Q3 2022
Riverstone Advisors, LLC

BUY
 -
341
+ 12.57%
$122K - $147K
3.05K $1.82M
Oct 17, 2022 Q3 2022
Archford Capital Strategies, LLC

BUY
 -
338
+ 10.24%
$121K - $145K
3.64K $2.17M
Oct 13, 2022 Q3 2022
Chandler Asset Management, Inc.

BUY
 -
337
New
$120K - $145K
337 $201K
Oct 11, 2022 Q3 2022
Bennett Selby Investments LP

BUY
 -
336
+ 9.12%
$120K - $144K
4.02K $2.39M
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
335
+ 10.39%
$120K - $144K
3.56K $2.12M
Oct 13, 2022 Q3 2022
Cypress Financial Planning LLC

BUY
 -
334
+ 3.26%
$119K - $144K
10.6K $6.3M
Nov 08, 2022 Q3 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
334
+ 0.84%
$119K - $144K
40.1K $23.9M
Nov 14, 2022 Q3 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
334
+ 2.62%
$119K - $144K
13.1K $7.79M
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
332
+ 19.87%
$119K - $143K
2K $1.19M
Oct 05, 2022 Q3 2022
Curbstone Financial Management Corp

BUY
 -
326
+ 11.98%
$116K - $140K
3.05K $1.81M
Oct 18, 2022 Q3 2022
Abacus Planning Group, Inc.

BUY
 -
326
+ 5.11%
$116K - $140K
6.71K $3.99M
Oct 11, 2022 Q3 2022
Jvl Associates LLC

BUY
 -
324
+ 24.32%
$116K - $139K
1.66K $985K
Oct 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
324
+ 0.53%
$116K - $139K
61.1K $36.4M
Oct 13, 2022 Q3 2022
Sitrin Capital Management LLC

BUY
 -
323
+ 3.04%
$115K - $139K
11K $6.52M
Oct 28, 2022 Q3 2022
Better Money Decisions, LLC

BUY
 -
321
+ 30.2%
$115K - $138K
1.38K $823K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
319
+ 4.3%
$114K - $137K
7.74K $4.61M
Oct 18, 2022 Q3 2022
Simpli Fi, Inc.

BUY
 -
318
+ 0.74%
$114K - $137K
43K $25.6M
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
314
+ 1.2%
$112K - $135K
26.5K $15.7M
Nov 14, 2022 Q3 2022
Maltin Wealth Management, Inc.

BUY
 -
312
+ 9.31%
$111K - $134K
3.67K $2.18M
Oct 13, 2022 Q3 2022
Exeter Financial, LLC

BUY
 -
311
+ 25.7%
$111K - $134K
1.52K $905K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
310
New
$111K - $133K
310 $184K
Nov 14, 2022 Q3 2022
Oribel Capital Management, LP

New York, NY
BUY
 -
310
+ 16.85%
$111K - $133K
2.15K $1.28M
Oct 18, 2022 Q3 2022
York Bridge Wealth Partners, LLC

BUY
 -
308
+ 0.41%
$110K - $132K
76K $45.2M
Oct 12, 2022 Q3 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
305
+ 7.54%
$109K - $131K
4.35K $2.59M
Nov 02, 2022 Q3 2022
Grant

BUY
 -
305
+ 22.02%
$109K - $131K
1.69K $1.01M
Oct 13, 2022 Q3 2022
Solitude Financial Services

BUY
 -
302
+ 0.55%
$108K - $130K
55.6K $33.1M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
301
+ 1.39%
$108K - $129K
22K $13.1M
Oct 26, 2022 Q3 2022
Websterrogers Financial Advisors, LLC

BUY
 -
301
+ 17.74%
$108K - $129K
2K $1.19M
Oct 17, 2022 Q3 2022
Canton Hathaway, LLC

BUY
 -
300
+ 73.17%
$107K - $129K
710 $422K
Nov 14, 2022 Q3 2022
Lloyd Park, LLC

Wilmette, IL
BUY
 -
297
+ 1.89%
$106K - $128K
16K $9.51M
Sep 07, 2023 Q3 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
297
+ 0.47%
$106K - $128K
64.2K $38.2M
Nov 15, 2022 Q3 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
296
+ 90.24%
$106K - $127K
624 $371K
Jan 19, 2024 Q3 2022
Cedrus LLC

Littleton, CO
BUY
 -
296
+ 9.92%
$106K - $127K
3.28K $1.95M
Nov 02, 2022 Q3 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
294
+ 0.89%
$105K - $126K
33.5K $19.9M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
293
+ 11.51%
$105K - $126K
2.84K $1.69M
Nov 14, 2022 Q3 2022
Marco Investment Management LLC

BUY
 -
293
+ 1.26%
$105K - $126K
23.5K $14M
Oct 17, 2022 Q3 2022
3 Edge Asset Management, LP

BUY
 -
291
+ 40.36%
$104K - $125K
1.01K $602K
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
289
+ 2.59%
$103K - $124K
11.4K $6.81M
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
287
+ 8.67%
$103K - $123K
3.6K $2.14M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
285
+ 28.9%
$102K - $122K
1.27K $756K

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