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 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.46K- 17.48% |
$523K - $629K
|
6.91K
$4.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.48K- 1.18% |
$528K - $635K
|
124K
$74.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.49K- 2.27% |
$531K - $639K
|
64K
$38.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.49K- 2.97% |
$533K - $641K
|
48.7K
$29.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.5K- 8.07% |
$537K - $646K
|
17.1K
$10.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 11.88% |
$538K - $648K
|
11.2K
$6.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.51K- 2.39% |
$540K - $650K
|
61.8K
$37.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.51K- 12.82% |
$540K - $650K
|
10.3K
$6.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-1.52K- 19.92% |
$541K - $651K
|
6.09K
$3.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.53K- 60.73% |
$545K - $655K
|
986
$593K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.53K- 5.65% |
$546K - $657K
|
25.5K
$15.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.53K- 15.62% |
$547K - $658K
|
8.27K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.53K- 14.22% |
$547K - $658K
|
9.23K
$5.55M
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.53K- 18.12% |
$547K - $658K
|
6.92K
$4.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.55K- 3.97% |
$554K - $667K
|
37.5K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 16.44% |
$558K - $671K
|
7.93K
$4.77M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-1.58K- 1.93% |
$566K - $681K
|
80.4K
$48.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-1.6K- 26.41% |
$570K - $685K
|
4.45K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.6K- 4.09% |
$572K - $688K
|
37.6K
$22.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.61K- 29.08% |
$576K - $693K
|
3.93K
$2.36M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.62K- 3.34% |
$579K - $697K
|
46.9K
$28.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.63K- 29.18% |
$584K - $702K
|
3.97K
$2.38M
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.64K- 16.18% |
$587K - $706K
|
8.51K
$5.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1.65K- 2.35% |
$589K - $709K
|
68.6K
$41.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.66K- 11.74% |
$591K - $711K
|
12.4K
$7.48M
|
|
|
Oct 12, 2022
Q3 2022
|
American Asset Management Inc.
|
SELL
|
- |
-1.66K- 2.01% |
$592K - $712K
|
80.6K
$48.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.66K- 2.28% |
$593K - $713K
|
71.1K
$42.8M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.66K- 11.92% |
$594K - $715K
|
12.3K
$7.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.68K- 3.57% |
$599K - $720K
|
45.3K
$27.3M
|
|
|
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
$63.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.7K- 1.39% |
$607K - $730K
|
120K
$72.4M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.7K- 28.77% |
$609K - $732K
|
4.22K
$2.54M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.71K- 17.62% |
$609K - $733K
|
7.98K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.71K- 21.17% |
$612K - $736K
|
6.38K
$3.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.75K- 2.83% |
$624K - $751K
|
59.9K
$36M
|
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-1.75K- 0.64% |
$625K - $752K
|
272K
$164M
|
|
|
Dec 12, 2024
Q3 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.76K- 2.28% |
$627K - $754K
|
75.3K
$45.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.76K- 14.51% |
$630K - $758K
|
10.4K
$6.25M
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.8K- 8.39% |
$643K - $773K
|
19.7K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.8K- 30.77% |
$643K - $774K
|
4.05K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.81K- 38.11% |
$646K - $778K
|
2.94K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.84K- 37.53% |
$655K - $788K
|
3.05K
$1.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.86K- 7.34% |
$663K - $798K
|
23.4K
$14.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-1.89K- 82.31% |
$673K - $810K
|
405
$244K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 6.56% |
$679K - $817K
|
27.1K
$16.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.95K- 70.41% |
$695K - $836K
|
818
$492K
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2K- 6.41% |
$716K - $861K
|
29.3K
$17.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-2.01K- 52.4% |
$718K - $863K
|
1.83K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.02K- 5.94% |
$720K - $867K
|
32K
$19.2M
|