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 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
113+ 14.79% |
$40.4K - $48.6K
|
877
$514K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
113+ 7.37% |
$40.4K - $48.6K
|
1.65K
$965K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
113+ 2.41% |
$40.4K - $48.6K
|
4.79K
$2.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
111+ 8.06% |
$39.6K - $47.7K
|
1.49K
$872K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
111+ 0.58% |
$39.6K - $47.7K
|
19.1K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
111+ 6.48% |
$39.6K - $47.7K
|
1.82K
$1.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
110+ 11.97% |
$39.3K - $47.3K
|
1.03K
$603K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
110+ 0.61% |
$39.3K - $47.3K
|
18.2K
$10.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
BUY
|
- |
109+ 10.94% |
$38.9K - $46.8K
|
1.11K
$648K
|
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
109+ 0.29% |
$38.9K - $46.8K
|
37.5K
$22M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
109+ 7.08% |
$38.9K - $46.8K
|
1.65K
$966K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
109+ 0.99% |
$38.9K - $46.8K
|
11.1K
$6.51M
|
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
106+ 0.18% |
$37.9K - $45.5K
|
59K
$34.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
106+ 6.29% |
$37.9K - $45.5K
|
1.79K
$1.05M
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
105+ 2.89% |
$37.5K - $45.1K
|
3.73K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
105+ 0.21% |
$37.5K - $45.1K
|
49.8K
$29.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
104+ 0.71% |
$37.1K - $44.7K
|
14.8K
$8.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
104+ 0.93% |
$37.1K - $44.7K
|
11.3K
$6.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
103+ 0.94% |
$36.8K - $44.3K
|
11K
$6.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
103+ 1.15% |
$36.8K - $44.3K
|
9.06K
$5.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
103+ 4.59% |
$36.8K - $44.3K
|
2.35K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103+ 0.57% |
$36.8K - $44.3K
|
18.2K
$10.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
103+ 1.47% |
$36.8K - $44.3K
|
7.12K
$4.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
103+ 936.36% |
$36.8K - $44.3K
|
114
$66.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
102+ 11.6% |
$36.4K - $43.8K
|
981
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
101+ 0.16% |
$36.1K - $43.4K
|
64.2K
$37.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street LLC
|
BUY
|
- |
100+ 100.0% |
$35.7K - $43K
|
200
$117K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
100+ 0.85% |
$35.7K - $43K
|
11.8K
$6.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 6.33% |
$35.7K - $43K
|
1.68K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 7.47% |
$35.7K - $43K
|
1.44K
$843K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
99+ 0.85% |
$35.4K - $42.5K
|
11.8K
$6.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 2.01% |
$35K - $42.1K
|
4.98K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
98+ 0.07% |
$35K - $42.1K
|
142K
$83.5M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
98+ 2.01% |
$35K - $42.1K
|
4.98K
$2.92M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
97+ 1.76% |
$34.6K - $41.7K
|
5.61K
$3.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
96+ 1.17% |
$34.3K - $41.3K
|
8.31K
$4.87M
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
95+ 0.9% |
$33.9K - $40.8K
|
10.7K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
95+ 1.49% |
$33.9K - $40.8K
|
6.45K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
94+ 0.08% |
$33.6K - $40.4K
|
119K
$69.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
94+ 0.33% |
$33.6K - $40.4K
|
28.8K
$16.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
93+ 4.25% |
$33.2K - $40K
|
2.28K
$1.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
93+ 1.09% |
$33.2K - $40K
|
8.6K
$5.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
92+ 4.54% |
$32.9K - $39.5K
|
2.12K
$1.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
91+ 1.85% |
$32.5K - $39.1K
|
5.01K
$2.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
90+ 0.64% |
$32.1K - $38.7K
|
14.1K
$8.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
89+ 1.81% |
$31.8K - $38.2K
|
5K
$2.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
88+ 0.35% |
$31.4K - $37.8K
|
25.5K
$14.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
87+ 2.38% |
$31.1K - $37.4K
|
3.75K
$2.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
87+ 1.3% |
$31.1K - $37.4K
|
6.8K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
87+ 0.08% |
$31.1K - $37.4K
|
112K
$65.9M
|