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 14, 2022
Q3 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-3- 0.08% |
$1.07K - $1.29K
|
3.97K
$2.59M
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-3- 0.28% |
$1.07K - $1.29K
|
1.06K
$690K
|
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
SELL
|
- |
-4- 0.62% |
$1.43K - $1.72K
|
641
$418K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-4- 1.27% |
$1.43K - $1.72K
|
312
$203K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-4- 0.01% |
$1.43K - $1.72K
|
41.8K
$27.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4- 0.06% |
$1.43K - $1.72K
|
6.28K
$4.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.06% |
$1.43K - $1.72K
|
6.89K
$4.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-4- 3.1% |
$1.43K - $1.72K
|
125
$81.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4- 0.12% |
$1.43K - $1.72K
|
3.43K
$2.24M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 0.18% |
$1.43K - $1.72K
|
2.23K
$1.46M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4- 0.04% |
$1.43K - $1.72K
|
10.9K
$7.11M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-5- 0.57% |
$1.79K - $2.15K
|
876
$571K
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-5- 0.08% |
$1.79K - $2.15K
|
6.2K
$4.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-5- 0.32% |
$1.79K - $2.15K
|
1.57K
$1.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-5- 0.15% |
$1.79K - $2.15K
|
3.4K
$2.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-5- 0.97% |
$1.79K - $2.15K
|
509
$332K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5- 6.85% |
$1.79K - $2.15K
|
68
$44.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-6- 0.04% |
$2.14K - $2.58K
|
13.6K
$8.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.1% |
$2.14K - $2.58K
|
5.73K
$3.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$2.14K - $2.58K
|
5.78K
$3.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-6- 0.48% |
$2.14K - $2.58K
|
1.23K
$804K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6- 0.06% |
$2.14K - $2.58K
|
10K
$6.53M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6- 1.32% |
$2.14K - $2.58K
|
448
$292K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-7- 1.15% |
$2.5K - $3.01K
|
600
$391K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7- 0.2% |
$2.5K - $3.01K
|
3.56K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-7- 0.69% |
$2.5K - $3.01K
|
1.01K
$657K
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-8- 0.96% |
$2.86K - $3.44K
|
829
$541K
|
|
|
Nov 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-8- 0.13% |
$2.86K - $3.44K
|
6.2K
$4.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-8- 0.6% |
$2.86K - $3.44K
|
1.33K
$870K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-9- 0.16% |
$3.21K - $3.87K
|
5.47K
$3.57M
|
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
SELL
|
- |
-9- 0.29% |
$3.21K - $3.87K
|
3.12K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-9- 0.19% |
$3.21K - $3.87K
|
4.76K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9- 0.06% |
$3.21K - $3.87K
|
16K
$10.5M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-9- 0.52% |
$3.21K - $3.87K
|
1.73K
$1.13M
|
|
|
Dec 01, 2022
Q3 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-9- 0.79% |
$3.21K - $3.87K
|
1.14K
$742K
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-10- 50.0% |
$3.57K - $4.3K
|
10
$6.52K
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-10- 0.46% |
$3.57K - $4.3K
|
2.15K
$1.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-10- 0.1% |
$3.57K - $4.3K
|
9.76K
$6.37M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-10- 0.91% |
$3.57K - $4.3K
|
1.09K
$710K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 1.88% |
$3.57K - $4.3K
|
522
$340K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.08% |
$3.57K - $4.3K
|
12.5K
$8.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-10- 0.23% |
$3.57K - $4.3K
|
4.32K
$2.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.38% |
$3.57K - $4.3K
|
2.63K
$1.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-10- 0.93% |
$3.57K - $4.3K
|
1.07K
$696K
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-10- 0.05% |
$3.57K - $4.3K
|
18.9K
$12.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-10- 0.8% |
$3.57K - $4.3K
|
1.24K
$805K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10- 1.54% |
$3.57K - $4.3K
|
638
$416K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10- 0.36% |
$3.57K - $4.3K
|
2.78K
$1.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-10- 0.06% |
$3.57K - $4.3K
|
15.7K
$10.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 1.19% |
$3.57K - $4.3K
|
832
$543K
|