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 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-172- 0.41% |
$61.4K - $73.9K
|
41.7K
$24.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-173- 9.93% |
$61.8K - $74.3K
|
1.57K
$934K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-174- 3.41% |
$62.1K - $74.8K
|
4.93K
$2.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-175- 16.84% |
$62.5K - $75.2K
|
864
$514K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-176- 2.89% |
$62.9K - $75.6K
|
5.91K
$3.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-177- 11.9% |
$63.2K - $76.1K
|
1.31K
$780K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-177- 1.79% |
$63.2K - $76.1K
|
9.72K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-177- 8.05% |
$63.2K - $76.1K
|
2.02K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-179- 0.3% |
$63.9K - $76.9K
|
60.1K
$35.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-180- 17.68% |
$64.3K - $77.3K
|
838
$499K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-180- 15.25% |
$64.3K - $77.3K
|
1K
$595K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-181- 2.26% |
$64.6K - $77.8K
|
7.84K
$4.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-181- 7.92% |
$64.6K - $77.8K
|
2.1K
$1.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-185- 1.21% |
$66.1K - $79.5K
|
15.1K
$9.01M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-187- 2.91% |
$66.8K - $80.4K
|
6.24K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-187- 11.31% |
$66.8K - $80.4K
|
1.47K
$873K
|
|
|
Oct 12, 2022
Q3 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-189- 0.22% |
$67.5K - $81.2K
|
87.2K
$51.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-189- 6.63% |
$67.5K - $81.2K
|
2.66K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-189- 0.81% |
$67.5K - $81.2K
|
23.1K
$13.7M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-192- 6.56% |
$68.6K - $82.5K
|
2.73K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-193- 4.06% |
$68.9K - $82.9K
|
4.56K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-193- 2.72% |
$68.9K - $82.9K
|
6.89K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-194- 10.22% |
$69.3K - $83.4K
|
1.7K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-195- 9.01% |
$69.7K - $83.8K
|
1.97K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-195- 1.49% |
$69.7K - $83.8K
|
12.9K
$7.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-197- 4.71% |
$70.4K - $84.7K
|
3.99K
$2.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-199- 5.12% |
$71.1K - $85.5K
|
3.68K
$2.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200- 13.33% |
$71.4K - $85.9K
|
1.3K
$774K
|
|
|
Oct 31, 2022
Q3 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-200- 2.93% |
$71.4K - $85.9K
|
6.63K
$3.94M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-200- 2.06% |
$71.4K - $85.9K
|
9.53K
$5.67M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-200- 1.76% |
$71.4K - $85.9K
|
11.2K
$6.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-201- 0.39% |
$71.8K - $86.4K
|
51K
$30.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-205- 0.92% |
$73.2K - $88.1K
|
22.1K
$13.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-206- 9.33% |
$73.6K - $88.5K
|
2K
$1.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-209- 1.31% |
$74.7K - $89.8K
|
15.7K
$9.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-209- 1.41% |
$74.7K - $89.8K
|
14.6K
$8.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-209- 0.6% |
$74.7K - $89.8K
|
34.7K
$20.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-213- 5.89% |
$76.1K - $91.5K
|
3.4K
$2.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Kidder Stephen W
|
SELL
|
- |
-215- 8.51% |
$76.8K - $92.4K
|
2.31K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-220- 19.64% |
$78.6K - $94.5K
|
900
$536K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-223- 0.2% |
$79.7K - $95.8K
|
111K
$66.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-225- 4.13% |
$80.4K - $96.7K
|
5.22K
$3.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-225- 1.8% |
$80.4K - $96.7K
|
12.3K
$7.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-225- 1.31% |
$80.4K - $96.7K
|
17K
$10.1M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-227- 11.18% |
$81.1K - $97.5K
|
1.8K
$1.07M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-227- 11.18% |
$81.1K - $97.5K
|
1.8K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-228- 1.94% |
$81.4K - $98K
|
11.5K
$6.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-230- 40.42% |
$82.2K - $98.8K
|
339
$202K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-232- 2.39% |
$82.9K - $99.7K
|
9.49K
$5.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-233- 5.89% |
$83.2K - $100K
|
3.73K
$2.22M
|