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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-12- 0.81% |
$4.29K - $5.16K
|
1.46K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.63% |
$4.29K - $5.16K
|
1.9K
$1.15M
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-13- 0.23% |
$4.64K - $5.59K
|
5.54K
$3.34M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13- 0.23% |
$4.64K - $5.59K
|
5.64K
$3.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-13- 0.65% |
$4.64K - $5.59K
|
1.99K
$1.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13- 0.03% |
$4.64K - $5.59K
|
42.5K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.24% |
$4.64K - $5.59K
|
5.44K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-14- 0.34% |
$5K - $6.02K
|
4.07K
$2.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.35% |
$5.36K - $6.45K
|
4.22K
$2.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-15- 0.71% |
$5.36K - $6.45K
|
2.11K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-15- 0.28% |
$5.36K - $6.45K
|
5.31K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-15- 0.91% |
$5.36K - $6.45K
|
1.63K
$982K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 26.32% |
$5.36K - $6.45K
|
42
$25.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.17% |
$5.36K - $6.45K
|
8.68K
$5.24M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-16- 0.42% |
$5.71K - $6.88K
|
3.82K
$2.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-16- 0.03% |
$5.71K - $6.88K
|
54.4K
$32.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-16- 1.92% |
$5.71K - $6.88K
|
818
$494K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-17- 0.98% |
$6.07K - $7.3K
|
1.71K
$1.03M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-17- 0.15% |
$6.07K - $7.3K
|
11.3K
$6.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-17- 0.95% |
$6.07K - $7.3K
|
1.77K
$1.07M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-18- 0.82% |
$6.43K - $7.73K
|
2.17K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-18- 0.36% |
$6.43K - $7.73K
|
5.03K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-18- 9.18% |
$6.43K - $7.73K
|
178
$107K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-19- 0.18% |
$6.79K - $8.16K
|
10.5K
$6.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-19- 0.37% |
$6.79K - $8.16K
|
5.07K
$3.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.73% |
$6.79K - $8.16K
|
2.6K
$1.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-19- 1.02% |
$6.79K - $8.16K
|
1.84K
$1.11M
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-19- 2.24% |
$6.79K - $8.16K
|
830
$501K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.42% |
$7.14K - $8.59K
|
808
$488K
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-20- 1.97% |
$7.14K - $8.59K
|
994
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20- 2.33% |
$7.14K - $8.59K
|
840
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-20- 0.12% |
$7.14K - $8.59K
|
16.3K
$9.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-21- 3.5% |
$7.5K - $9.02K
|
579
$349K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-21- 0.18% |
$7.5K - $9.02K
|
11.9K
$7.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-21- 2.03% |
$7.5K - $9.02K
|
1.01K
$612K
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-21- 0.35% |
$7.5K - $9.02K
|
5.92K
$3.57M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-21- 2.56% |
$7.5K - $9.02K
|
799
$482K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-22- 0.36% |
$7.86K - $9.45K
|
6.08K
$3.67M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-22- 1.21% |
$7.86K - $9.45K
|
1.79K
$1.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-22- 1.03% |
$7.86K - $9.45K
|
2.11K
$1.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-22- 0.25% |
$7.86K - $9.45K
|
8.72K
$5.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-22- 1.96% |
$7.86K - $9.45K
|
1.1K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-22- 0.62% |
$7.86K - $9.45K
|
3.54K
$2.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-23- 0.22% |
$8.22K - $9.88K
|
10.2K
$6.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-23- 0.89% |
$8.22K - $9.88K
|
2.57K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-23- 0.25% |
$8.22K - $9.88K
|
9.03K
$5.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-23- 0.19% |
$8.22K - $9.88K
|
11.8K
$7.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-23- 0.61% |
$8.22K - $9.88K
|
3.77K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-23- 1.67% |
$8.22K - $9.88K
|
1.36K
$819K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-24- 0.72% |
$8.57K - $10.3K
|
3.29K
$1.99M
|