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 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
284+ 0.84% |
$101K - $122K
|
34.2K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
281+ 41.08% |
$100K - $121K
|
965
$574K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
281+ 1.93% |
$100K - $121K
|
14.9K
$8.84M
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
276+ 0.75% |
$98.6K - $119K
|
37.2K
$22.1M
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
275+ 6.09% |
$98.2K - $118K
|
4.79K
$2.85M
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
275+ 6.3% |
$98.2K - $118K
|
4.64K
$2.76M
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
271+ 1.98% |
$96.8K - $116K
|
14K
$8.32M
|
|
Oct 27, 2022
Q3 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
270+ 20.01% |
$96.4K - $116K
|
1.62K
$963K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
268+ 8.19% |
$95.7K - $115K
|
3.54K
$2.11M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
268+ 4.8% |
$95.7K - $115K
|
5.85K
$3.48M
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
266+ 7.97% |
$95K - $114K
|
3.61K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
265+ 1.19% |
$94.7K - $114K
|
22.5K
$13.4M
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
260+ 12.98% |
$92.9K - $112K
|
2.26K
$1.35M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
258+ 3.45% |
$92.2K - $111K
|
7.73K
$4.6M
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
258+ 1.11% |
$92.2K - $111K
|
23.5K
$14M
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
255+ 25.37% |
$91.1K - $110K
|
1.26K
$750K
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
254+ 6.92% |
$90.7K - $109K
|
3.92K
$2.33M
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
254+ 5.68% |
$90.7K - $109K
|
4.73K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
253+ 2.03% |
$90.4K - $109K
|
12.7K
$7.57M
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
252+ 6.73% |
$90K - $108K
|
3.99K
$2.38M
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
BUY
|
- |
251+ 10.89% |
$89.7K - $108K
|
2.56K
$1.52M
|
|
Oct 21, 2022
Q3 2022
|
Ht Partners LLC
|
BUY
|
- |
250+ 21.74% |
$89.3K - $107K
|
1.4K
$833K
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
250+ 23.23% |
$89.3K - $107K
|
1.33K
$789K
|
|
Oct 26, 2022
Q3 2022
|
Searle & Co.
|
BUY
|
- |
250+ 6.17% |
$89.3K - $107K
|
4.3K
$2.56M
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
250+ 2.53% |
$89.3K - $107K
|
10.1K
$6.02M
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
249+ 14.16% |
$88.9K - $107K
|
2.01K
$1.19M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
248+ 44.36% |
$88.6K - $107K
|
807
$480K
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
247+ 6.91% |
$88.2K - $106K
|
3.82K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
247+ 37.83% |
$88.2K - $106K
|
900
$536K
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
246+ 18.47% |
$87.9K - $106K
|
1.58K
$939K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
245+ 3.57% |
$87.5K - $105K
|
7.11K
$4.23M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
244+ 2.36% |
$87.2K - $105K
|
10.6K
$6.29M
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
243+ 8.54% |
$86.8K - $104K
|
3.09K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
242+ 6.75% |
$86.4K - $104K
|
3.83K
$2.28M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
240+ 2.84% |
$85.7K - $103K
|
8.7K
$5.18M
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
237+ 10.52% |
$84.7K - $102K
|
2.49K
$1.48M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
234+ 5.77% |
$83.6K - $101K
|
4.29K
$2.55M
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
231+ 8.26% |
$82.5K - $99.3K
|
3.03K
$1.8M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
230+ 3.53% |
$82.2K - $98.8K
|
6.74K
$4.01M
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
229+ 2.43% |
$81.8K - $98.4K
|
9.66K
$5.75M
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
229+ 10.05% |
$81.8K - $98.4K
|
2.51K
$1.49M
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
224+ 1.41% |
$80K - $96.3K
|
16.1K
$9.56M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
224+ 0.59% |
$80K - $96.3K
|
38K
$22.6M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
224+ 1.43% |
$80K - $96.3K
|
15.9K
$9.46M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
222+ 0.39% |
$79.3K - $95.4K
|
57.8K
$34.4M
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
220+ 6.26% |
$78.6K - $94.5K
|
3.74K
$2.22M
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
219+ 9.15% |
$78.2K - $94.1K
|
2.61K
$1.55M
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
219+ 8.02% |
$78.2K - $94.1K
|
2.95K
$1.75M
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
218+ 8.83% |
$77.9K - $93.7K
|
2.69K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
218+ 19.95% |
$77.9K - $93.7K
|
1.31K
$780K
|