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
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.37K- 3.68% |
$490K - $589K
|
35.9K
$21.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.38K- 60.95% |
$492K - $592K
|
883
$526K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.39K- 4.03% |
$498K - $599K
|
33.1K
$19.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.39K- 8.16% |
$498K - $599K
|
15.7K
$9.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.4K- 1.49% |
$499K - $600K
|
92.4K
$55.1M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.4K- 0.15% |
$500K - $602K
|
946K
$564M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.4K- 8.21% |
$501K - $603K
|
15.7K
$9.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.43K- 0.28% |
$511K - $614K
|
513K
$306M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.43K- 0.24% |
$511K - $615K
|
592K
$353M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.43K- 55.16% |
$512K - $616K
|
1.17K
$694K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.44K- 3.16% |
$514K - $619K
|
44.1K
$26.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.46K- 17.48% |
$523K - $629K
|
6.91K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.48K- 1.18% |
$528K - $635K
|
124K
$74M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.49K- 2.27% |
$531K - $639K
|
64K
$38.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.49K- 2.97% |
$533K - $641K
|
48.7K
$29M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.5K- 8.07% |
$537K - $646K
|
17.1K
$10.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 11.88% |
$538K - $648K
|
11.2K
$6.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.51K- 2.39% |
$540K - $650K
|
61.8K
$36.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.51K- 12.82% |
$540K - $650K
|
10.3K
$6.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-1.52K- 19.92% |
$541K - $651K
|
6.09K
$3.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.53K- 60.73% |
$545K - $655K
|
986
$588K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.53K- 5.65% |
$546K - $657K
|
25.5K
$15.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.53K- 15.62% |
$547K - $658K
|
8.27K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.53K- 14.22% |
$547K - $658K
|
9.23K
$5.5M
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.53K- 18.12% |
$547K - $658K
|
6.92K
$4.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.55K- 3.97% |
$554K - $667K
|
37.5K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 16.44% |
$558K - $671K
|
7.93K
$4.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-1.58K- 1.93% |
$566K - $681K
|
80.4K
$47.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-1.6K- 26.41% |
$570K - $685K
|
4.45K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6K- 4.09% |
$572K - $688K
|
37.6K
$22.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.61K- 29.08% |
$576K - $693K
|
3.93K
$2.34M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.62K- 3.34% |
$579K - $697K
|
46.9K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.63K- 29.18% |
$584K - $702K
|
3.97K
$2.36M
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.64K- 16.18% |
$587K - $706K
|
8.51K
$5.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1.65K- 2.35% |
$589K - $709K
|
68.6K
$40.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.66K- 11.74% |
$591K - $711K
|
12.4K
$7.42M
|
|
|
Oct 12, 2022
Q3 2022
|
American Asset Management Inc.
|
SELL
|
- |
-1.66K- 2.01% |
$592K - $712K
|
80.6K
$48.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.66K- 2.28% |
$593K - $713K
|
71.1K
$42.4M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.66K- 11.92% |
$594K - $715K
|
12.3K
$7.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.68K- 3.57% |
$599K - $720K
|
45.3K
$27M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.68K- 8.44% |
$599K - $721K
|
18.2K
$10.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.69K- 1.56% |
$603K - $725K
|
106K
$63.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.7K- 1.39% |
$607K - $730K
|
120K
$71.7M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.7K- 28.77% |
$609K - $732K
|
4.22K
$2.51M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.71K- 17.62% |
$609K - $733K
|
7.98K
$4.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.71K- 21.17% |
$612K - $736K
|
6.38K
$3.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.75K- 2.83% |
$624K - $751K
|
59.9K
$35.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.75K- 0.64% |
$625K - $752K
|
272K
$162M
|
|
|
Dec 12, 2024
Q3 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.76K- 2.28% |
$627K - $754K
|
75.3K
$44.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.76K- 14.51% |
$630K - $758K
|
10.4K
$6.19M
|