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 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-96- 9.36% |
$40K - $45.9K
|
930
$563K
|
|
Dec 06, 2024
Q1 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-96- 10.75% |
$40K - $45.9K
|
797
$482K
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-98- 3.26% |
$40.8K - $46.8K
|
2.91K
$1.76M
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-100- 3.39% |
$41.6K - $47.8K
|
2.85K
$1.73M
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 2.47% |
$41.6K - $47.8K
|
3.95K
$2.39M
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-100Closed |
$41.6K - $47.8K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-100- 33.33% |
$41.6K - $47.8K
|
200
$121K
|
|
May 16, 2022
Q1 2022
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-100Closed |
$41.6K - $47.8K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 16.75% |
$41.6K - $47.8K
|
497
$301K
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100- 1.77% |
$41.6K - $47.8K
|
5.54K
$3.35M
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-100- 2.32% |
$41.6K - $47.8K
|
4.21K
$2.55M
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-100- 6.68% |
$41.6K - $47.8K
|
1.4K
$846K
|
|
May 06, 2022
Q1 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-100Closed |
$41.6K - $47.8K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 18.18% |
$41.6K - $47.8K
|
450
$272K
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-100- 9.72% |
$41.6K - $47.8K
|
929
$562K
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-102- 0.2% |
$42.5K - $48.7K
|
51.6K
$31.2M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-103- 1.19% |
$42.9K - $49.2K
|
8.53K
$5.16M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-103- 11.76% |
$42.9K - $49.2K
|
773
$468K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-103- 1.05% |
$42.9K - $49.2K
|
9.67K
$5.85M
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-104- 17.22% |
$43.3K - $49.7K
|
500
$303K
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-104- 0.53% |
$43.3K - $49.7K
|
19.6K
$11.9M
|
|
May 13, 2022
Q1 2022
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-104- 0.05% |
$43.3K - $49.7K
|
230K
$139M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-105- 0.69% |
$43.7K - $50.2K
|
15K
$9.11M
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-105- 2.89% |
$43.7K - $50.2K
|
3.53K
$2.14M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-106- 0.68% |
$44.1K - $50.6K
|
15.6K
$9.43M
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-107- 8.23% |
$44.5K - $51.1K
|
1.19K
$722K
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-107- 5.65% |
$44.5K - $51.1K
|
1.79K
$1.08M
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-109- 14.21% |
$45.4K - $52.1K
|
658
$398K
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-110- 4.43% |
$45.8K - $52.5K
|
2.37K
$1.44M
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-111- 1.18% |
$46.2K - $53K
|
9.29K
$5.62M
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-113- 1.98% |
$47K - $54K
|
5.61K
$3.39M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-114Closed |
$47.5K - $54.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-116- 0.24% |
$48.3K - $55.4K
|
47.3K
$28.7M
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-116- 0.85% |
$48.3K - $55.4K
|
13.6K
$8.23M
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-117- 1.18% |
$48.7K - $55.9K
|
9.84K
$5.95M
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-119- 4.54% |
$49.5K - $56.8K
|
2.51K
$1.52M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-119- 8.29% |
$49.5K - $56.8K
|
1.32K
$797K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-120- 3.73% |
$50K - $57.3K
|
3.1K
$1.88M
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-122- 6.07% |
$50.8K - $58.3K
|
1.89K
$1.14M
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-122Closed |
$50.8K - $58.3K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-123- 1.07% |
$51.2K - $58.8K
|
11.4K
$6.89M
|
|
May 13, 2022
Q1 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-123- 10.69% |
$51.2K - $58.8K
|
1.03K
$622K
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-124- 2.32% |
$51.6K - $59.2K
|
5.21K
$3.15M
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-125- 1.96% |
$52K - $59.7K
|
6.24K
$3.78M
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-125- 0.31% |
$52K - $59.7K
|
40.4K
$24.4M
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-125- 13.68% |
$52K - $59.7K
|
789
$478K
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-126- 9.03% |
$52.4K - $60.2K
|
1.27K
$769K
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-126- 17.12% |
$52.4K - $60.2K
|
610
$369K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-128- 2.84% |
$53.3K - $61.1K
|
4.38K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-128- 1.3% |
$53.3K - $61.1K
|
9.73K
$5.89M
|