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 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-235- 2.74% |
$83.9K - $101K
|
8.35K
$4.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-236- 0.59% |
$84.3K - $101K
|
40K
$23.8M
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-237- 19.04% |
$84.7K - $102K
|
1.01K
$600K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-238- 2.48% |
$85K - $102K
|
9.35K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-238- 3.1% |
$85K - $102K
|
7.43K
$4.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-241- 1.59% |
$86.1K - $104K
|
14.9K
$8.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-241- 2.4% |
$86.1K - $104K
|
9.79K
$5.83M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-242- 23.03% |
$86.4K - $104K
|
809
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-242- 0.99% |
$86.4K - $104K
|
24.3K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-242- 15.72% |
$86.4K - $104K
|
1.3K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-242- 1.02% |
$86.4K - $104K
|
23.4K
$13.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-243- 19.41% |
$86.8K - $104K
|
1.01K
$600K
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-247- 14.24% |
$88.2K - $106K
|
1.49K
$885K
|
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-248- 12.13% |
$88.6K - $107K
|
1.8K
$1.07M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-250- 1.29% |
$89.3K - $107K
|
19.1K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 8.65% |
$89.3K - $107K
|
2.64K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-251- 6.36% |
$89.7K - $108K
|
3.7K
$2.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-252- 0.93% |
$90K - $108K
|
26.9K
$16M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-254- 15.53% |
$90.7K - $109K
|
1.38K
$822K
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-257- 8.23% |
$91.8K - $110K
|
2.86K
$1.7M
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-257- 0.67% |
$91.8K - $110K
|
38.1K
$22.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-261- 13.38% |
$93.2K - $112K
|
1.69K
$1M
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-262- 2.29% |
$93.6K - $113K
|
11.2K
$6.66M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-262- 4.23% |
$93.6K - $113K
|
5.93K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-262- 5.27% |
$93.6K - $113K
|
4.71K
$2.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-263- 26.27% |
$93.9K - $113K
|
738
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-264- 2.2% |
$94.3K - $113K
|
11.7K
$6.97M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-265- 5.88% |
$94.7K - $114K
|
4.24K
$2.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-265- 3.52% |
$94.7K - $114K
|
7.27K
$4.33M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-269- 4.39% |
$96.1K - $116K
|
5.86K
$3.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-269- 1.28% |
$96.1K - $116K
|
20.8K
$12.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-270- 24.37% |
$96.4K - $116K
|
838
$499K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-271- 1.39% |
$96.8K - $116K
|
19.2K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-271- 1.57% |
$96.8K - $116K
|
17K
$10.1M
|
|
|
Mar 23, 2023
Q3 2022
|
Metlife Inc
New York, NY |
SELL
|
- |
-271- 2.83% |
$96.8K - $116K
|
9.31K
$5.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-272- 12.44% |
$97.2K - $117K
|
1.91K
$1.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-274- 3.66% |
$97.9K - $118K
|
7.21K
$4.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-275- 5.42% |
$98.2K - $118K
|
4.8K
$2.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-277- 15.97% |
$98.9K - $119K
|
1.46K
$867K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-277- 3.19% |
$98.9K - $119K
|
8.4K
$5M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-280- 3.98% |
$100K - $120K
|
6.76K
$4.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-281- 3.36% |
$100K - $121K
|
8.07K
$4.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-284- 3.5% |
$101K - $122K
|
7.83K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-286- 0.62% |
$102K - $123K
|
45.9K
$27.3M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-286- 5.47% |
$102K - $123K
|
4.95K
$2.94M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-288- 24.94% |
$103K - $124K
|
867
$516K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-289- 9.0% |
$103K - $124K
|
2.92K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-289- 0.68% |
$103K - $124K
|
42.4K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-289- 1.89% |
$103K - $124K
|
15K
$8.95M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-291- 1.43% |
$104K - $125K
|
20K
$11.9M
|