Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-34- 4.71% |
$14.2K - $16.2K
|
688
$416K
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-35- 4.4% |
$14.6K - $16.7K
|
761
$460K
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-35Closed |
$14.6K - $16.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-35- 0.61% |
$14.6K - $16.7K
|
5.67K
$3.43M
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-36- 0.04% |
$15K - $17.2K
|
89.1K
$53.9M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-36- 2.22% |
$15K - $17.2K
|
1.59K
$961K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-36- 0.63% |
$15K - $17.2K
|
5.66K
$3.42M
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-36- 1.11% |
$15K - $17.2K
|
3.2K
$1.93M
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-36- 6.81% |
$15K - $17.2K
|
493
$298K
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-37- 0.06% |
$15.4K - $17.7K
|
59.7K
$36.1M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-37- 0.28% |
$15.4K - $17.7K
|
13.4K
$8.09M
|
|
May 03, 2022
Q1 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-39- 1.11% |
$16.2K - $18.6K
|
3.47K
$2.1M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-39- 0.21% |
$16.2K - $18.6K
|
18.3K
$11.1M
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-39- 2.26% |
$16.2K - $18.6K
|
1.69K
$1.02M
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-39- 1.17% |
$16.2K - $18.6K
|
3.29K
$1.99M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-40- 0.31% |
$16.7K - $19.1K
|
12.8K
$7.72M
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-40- 0.57% |
$16.7K - $19.1K
|
6.98K
$4.22M
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-41Closed |
$17.1K - $19.6K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-41- 39.42% |
$17.1K - $19.6K
|
63
$38.1K
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-42- 46.67% |
$17.5K - $20.1K
|
48
$29K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-42- 0.33% |
$17.5K - $20.1K
|
12.5K
$7.59M
|
|
Apr 20, 2022
Q1 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-42- 4.83% |
$17.5K - $20.1K
|
828
$501K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-42- 0.16% |
$17.5K - $20.1K
|
27K
$16.3M
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-42- 2.81% |
$17.5K - $20.1K
|
1.46K
$880K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-42- 0.16% |
$17.5K - $20.1K
|
27K
$16.3M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-43- 1.42% |
$17.9K - $20.5K
|
2.99K
$1.81M
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-43- 1.16% |
$17.9K - $20.5K
|
3.67K
$2.22M
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-43- 70.49% |
$17.9K - $20.5K
|
18
$10.9K
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-44- 1.5% |
$18.3K - $21K
|
2.88K
$1.74M
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.86% |
$18.3K - $21K
|
5.07K
$3.07M
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-44- 1.92% |
$18.3K - $21K
|
2.25K
$1.36M
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-45- 0.36% |
$18.7K - $21.5K
|
12.5K
$7.59M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-45- 3.39% |
$18.7K - $21.5K
|
1.28K
$775K
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-45- 3.66% |
$18.7K - $21.5K
|
1.19K
$717K
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-46- 1.87% |
$19.1K - $22K
|
2.42K
$1.46M
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-46- 0.75% |
$19.1K - $22K
|
6.11K
$3.7M
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-46- 2.25% |
$19.1K - $22K
|
2K
$1.21M
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-47- 0.46% |
$19.6K - $22.5K
|
10.1K
$6.12M
|
|
Apr 25, 2022
Q1 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-47- 4.45% |
$19.6K - $22.5K
|
1.01K
$611K
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.88% |
$19.6K - $22.5K
|
5.31K
$3.21M
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-47- 4.51% |
$19.6K - $22.5K
|
995
$602K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-47- 10.28% |
$19.6K - $22.5K
|
410
$248K
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-47- 0.25% |
$19.6K - $22.5K
|
18.9K
$11.4M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-47- 0.85% |
$19.6K - $22.5K
|
5.51K
$3.33M
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-48- 21.24% |
$20K - $22.9K
|
178
$108K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-48- 2.09% |
$20K - $22.9K
|
2.25K
$1.36M
|
|
Feb 04, 2025
Q1 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-48- 1.43% |
$20K - $22.9K
|
3.31K
$2M
|
|
Apr 12, 2022
Q1 2022
|
Spring Capital Management, LLC
|
SELL
|
- |
-49- 1.27% |
$20.4K - $23.4K
|
3.8K
$2.3M
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-49- 3.14% |
$20.4K - $23.4K
|
1.51K
$913K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-49Closed |
$20.4K - $23.4K
|
0
$0
|