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
|
Bank Ozk
|
BUY
|
- |
157+ 2.43% |
$56.1K - $67.5K
|
6.63K
$3.94M
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
157+ 0.74% |
$56.1K - $67.5K
|
21.5K
$12.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
155+ 3.44% |
$55.4K - $66.6K
|
4.66K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
155+ 3.19% |
$55.4K - $66.6K
|
5.01K
$2.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
153+ 6.6% |
$54.6K - $65.7K
|
2.47K
$1.47M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
153+ 3.32% |
$54.6K - $65.7K
|
4.76K
$2.83M
|
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
153+ 22.14% |
$54.6K - $65.7K
|
844
$502K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
152+ 10.72% |
$54.3K - $65.3K
|
1.57K
$934K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 16.95% |
$53.6K - $64.5K
|
1.04K
$616K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
150+ 0.34% |
$53.6K - $64.5K
|
44.5K
$26.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
148+ 0.83% |
$52.9K - $63.6K
|
17.9K
$10.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
147+ 12.94% |
$52.5K - $63.2K
|
1.28K
$763K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
147+ 14.55% |
$52.5K - $63.2K
|
1.16K
$688K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
147+ 12.24% |
$52.5K - $63.2K
|
1.35K
$802K
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
146+ 2.05% |
$52.1K - $62.7K
|
7.28K
$4.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
142+ 1.8% |
$50.7K - $61K
|
8.02K
$4.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
142+ 1.08% |
$50.7K - $61K
|
13.3K
$7.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
142+ 1.53% |
$50.7K - $61K
|
9.4K
$5.59M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
141+ 3.07% |
$50.4K - $60.6K
|
4.74K
$2.82M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$49.3K - $59.3K
|
138
$82.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
137+ 21.44% |
$48.9K - $58.9K
|
776
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
137+ 2.76% |
$48.9K - $58.9K
|
5.1K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
137+ 1.34% |
$48.9K - $58.9K
|
10.4K
$6.17M
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
136+ 18.89% |
$48.6K - $58.4K
|
856
$509K
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
136+ 4.03% |
$48.6K - $58.4K
|
3.51K
$2.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
136+ 0.74% |
$48.6K - $58.4K
|
18.6K
$11.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
136+ 3.24% |
$48.6K - $58.4K
|
4.34K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
135+ 0.9% |
$48.2K - $58K
|
15.1K
$9.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
134+ 13.44% |
$47.9K - $57.6K
|
1.13K
$673K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
134+ 0.41% |
$47.9K - $57.6K
|
32.8K
$19.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
132+ 0.78% |
$47.1K - $56.7K
|
17K
$10.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
130+ 0.6% |
$46.4K - $55.9K
|
21.8K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
130+ 2.38% |
$46.4K - $55.9K
|
5.6K
$3.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
128+ 7.97% |
$45.7K - $55K
|
1.74K
$1.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
128+ 0.88% |
$45.7K - $55K
|
14.7K
$8.77M
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
128+ 1.73% |
$45.7K - $55K
|
7.51K
$4.47M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
126+ 0.27% |
$45K - $54.1K
|
47.1K
$28M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
126+ 1.03% |
$45K - $54.1K
|
12.4K
$7.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
126+ 0.75% |
$45K - $54.1K
|
17K
$10.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
124+ 7.98% |
$44.3K - $53.3K
|
1.68K
$998K
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
122+ 3.62% |
$43.6K - $52.4K
|
3.49K
$2.08M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
120+ 1.75% |
$42.9K - $51.6K
|
6.97K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
120+ 6.39% |
$42.9K - $51.6K
|
2K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
119+ 5.38% |
$42.5K - $51.1K
|
2.33K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
119+ 0.43% |
$42.5K - $51.1K
|
27.9K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
118+ 0.76% |
$42.1K - $50.7K
|
15.6K
$9.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
117+ 2.92% |
$41.8K - $50.3K
|
4.13K
$2.46M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
116+ 0.84% |
$41.4K - $49.8K
|
14K
$8.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
115+ 1.0% |
$41.1K - $49.4K
|
11.6K
$6.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
115+ 6.56% |
$41.1K - $49.4K
|
1.87K
$1.11M
|