Purchases and Sales Made in Q3 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-495
- 4.47%
$177K - $213K
10.6K $6.29M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

SELL
 -
-497
- 1.24%
$178K - $214K
39.6K $23.5M
Oct 26, 2022 Q3 2022
Orca Investment Management, LLC

SELL
 -
-497
- 5.18%
$178K - $214K
9.1K $5.41M
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

SELL
 -
-498
- 2.38%
$178K - $214K
20.5K $12.2M
Oct 17, 2022 Q3 2022
Ellenbecker Investment Group

SELL
 -
-500
- 3.15%
$179K - $215K
15.4K $9.16M
Nov 09, 2022 Q3 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-500
- 19.07%
$179K - $215K
2.12K $1.26M
Nov 14, 2022 Q3 2022
Kim, LLC

Wichita, KS
SELL
 -
-500
- 33.33%
$179K - $215K
1K $595K
Nov 14, 2022 Q3 2022
Options Solutions, LLC

Chevy Chase, MD
SELL
 -
-500
- 17.86%
$179K - $215K
2.3K $1.37M
Nov 14, 2022 Q3 2022
Redmont Wealth Advisors LLC

Chicago, IL
SELL
 -
-500
- 16.13%
$179K - $215K
2.6K $1.55M
Dec 05, 2022 Q3 2022
Lfs Asset Management

San Ramon, CA
SELL
 -
-502
- 44.9%
$179K - $216K
616 $367K
Nov 09, 2022 Q3 2022
Compass Financial Group, Inc.

SELL
 -
-510
- 0.63%
$182K - $219K
81K $48.2M
Oct 12, 2022 Q3 2022
Mc Lean Asset Management Corp

SELL
 -
-517
- 2.05%
$185K - $222K
24.7K $14.7M
Oct 11, 2022 Q3 2022
Hudson Valley Investment Advisors Inc

SELL
 -
-529
- 1.51%
$189K - $227K
34.4K $20.5M
Nov 14, 2022 Q3 2022
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-529
Closed
$189K - $227K
0 $0
Nov 03, 2022 Q3 2022
Slate Stone Wealth, LLC

SELL
 -
-530
- 0.44%
$189K - $228K
120K $71.6M
Oct 14, 2022 Q3 2022
Gen Wealth Group, Inc.

SELL
 -
-533
- 2.54%
$190K - $229K
20.5K $12.2M
Nov 08, 2022 Q3 2022
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-534
- 34.63%
$191K - $229K
1.01K $600K
Oct 20, 2022 Q3 2022
Parkside Investments, LLC

SELL
 -
-542
- 11.97%
$194K - $233K
3.99K $2.37M
Sep 15, 2023 Q3 2022
Cjm Wealth Advisers, Ltd.

Falls Church, VA
SELL
 -
-544
Closed
$194K - $234K
0 $0
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

SELL
 -
-558
- 33.94%
$199K - $240K
1.09K $646K
Nov 08, 2022 Q3 2022
Ironwood Investment Counsel, LLC

SELL
 -
-559
- 14.08%
$200K - $240K
3.41K $2.03M
May 09, 2023 Q3 2022
Cornerstone Management, Inc.

Duluth, GA
SELL
 -
-566
- 17.95%
$202K - $243K
2.59K $1.54M
Nov 09, 2022 Q3 2022
Nixon Peabody Trust CO

Boston, MA
SELL
 -
-567
- 7.45%
$203K - $244K
7.05K $4.19M
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-570
- 2.12%
$204K - $245K
26.3K $15.7M
Nov 10, 2022 Q3 2022
United Maritime Capital LLC

New York, NY
SELL
 -
-570
- 14.25%
$204K - $245K
3.43K $2.04M
Nov 01, 2022 Q3 2022
Allegheny Financial Group LTD

Pittsburgh, PA
SELL
 -
-572
- 8.12%
$204K - $246K
6.47K $3.85M
Nov 14, 2022 Q3 2022
Miller Investment Management, LP

West Conshohocken, PA
SELL
 -
-573
- 0.17%
$205K - $246K
327K $195M
Feb 17, 2023 Q3 2022
Old National Bancorp

SELL
 -
-574
- 0.28%
$205K - $247K
208K $124M
Oct 11, 2022 Q3 2022
Burt Wealth Advisors

SELL
 -
-575
- 1.09%
$205K - $247K
52.1K $31M
Oct 13, 2022 Q3 2022
Ewg Elevate Inc.

SELL
 -
-579
- 3.1%
$207K - $249K
18.1K $10.8M
Oct 18, 2022 Q3 2022
Innova Wealth Partners

SELL
 -
-579
- 17.46%
$207K - $249K
2.74K $1.63M
Nov 14, 2022 Q3 2022
Vaughan David Investments LLC

Peoria, IL
SELL
 -
-582
- 16.13%
$208K - $250K
3.03K $1.8M
Oct 17, 2022 Q3 2022
Private Trust CO Na

SELL
 -
-585
- 2.1%
$209K - $251K
27.2K $16.2M
Nov 14, 2022 Q3 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
SELL
 -
-585
- 3.4%
$209K - $251K
16.6K $9.89M
Oct 18, 2022 Q3 2022
Shulman De Meo Asset Management LLC

SELL
 -
-589
- 0.14%
$210K - $253K
418K $249M
Oct 06, 2022 Q3 2022
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-593
Closed
$212K - $255K
0 $0
Nov 14, 2022 Q3 2022
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-594
- 0.28%
$212K - $255K
211K $126M
Oct 28, 2022 Q3 2022
Jordan Park Group LLC

SELL
 -
-598
- 0.16%
$214K - $257K
374K $223M
Nov 14, 2022 Q3 2022
Iron Financial, LLC

SELL
 -
-600
- 3.95%
$214K - $258K
14.6K $8.67M
Nov 07, 2022 Q3 2022
Altman Advisors, Inc.

Chicago, IL
SELL
 -
-604
- 18.56%
$216K - $260K
2.65K $1.58M
Nov 02, 2022 Q3 2022
Flaharty Asset Management, LLC

SELL
 -
-608
- 5.94%
$217K - $261K
9.63K $5.73M
Nov 07, 2022 Q3 2022
Welch Capital Partners LLC

Brooklyn, NY
SELL
 -
-612
- 0.27%
$219K - $263K
230K $137M
Nov 14, 2022 Q3 2022
Brown Advisory Securities, LLC

SELL
 -
-614
- 51.25%
$219K - $264K
584 $347K
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

SELL
 -
-615
- 6.04%
$220K - $264K
9.58K $5.7M
Oct 27, 2022 Q3 2022
Albion Financial Group

SELL
 -
-615
- 1.57%
$220K - $264K
38.4K $22.9M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-625
- 1.02%
$223K - $269K
60.4K $35.9M
Oct 31, 2022 Q3 2022
Gries Financial LLC

Cleveland, OH
SELL
 -
-629
- 2.79%
$225K - $270K
21.9K $13M
Nov 09, 2022 Q3 2022
Journey Advisory Group, LLC

SELL
 -
-632
- 3.9%
$226K - $272K
15.6K $9.26M
Nov 14, 2022 Q3 2022
Interactive Financial Advisors

Chicago, IL
SELL
 -
-639
- 37.88%
$228K - $275K
1.05K $624K

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