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
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-24- 2.9% |
$8.57K - $10.3K
|
804
$485K
|
|
|
Nov 09, 2022
Q3 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-24- 0.49% |
$8.57K - $10.3K
|
4.9K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-24- 2.92% |
$8.57K - $10.3K
|
797
$481K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-25- 0.42% |
$8.93K - $10.7K
|
5.92K
$3.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25- 6.23% |
$8.93K - $10.7K
|
376
$227K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-25- 7.14% |
$8.93K - $10.7K
|
325
$196K
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-25- 0.05% |
$8.93K - $10.7K
|
46.6K
$28.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.77% |
$8.93K - $10.7K
|
3.22K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Wealth Management
|
SELL
|
- |
-25- 0.91% |
$8.93K - $10.7K
|
2.72K
$1.64M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-25- 0.37% |
$8.93K - $10.7K
|
6.76K
$4.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-26- 0.1% |
$9.29K - $11.2K
|
26.4K
$15.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-26- 1.87% |
$9.29K - $11.2K
|
1.37K
$825K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-27- 0.82% |
$9.64K - $11.6K
|
3.25K
$1.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-27- 0.47% |
$9.64K - $11.6K
|
5.75K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-27- 1.95% |
$9.64K - $11.6K
|
1.36K
$818K
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-28- 0.22% |
$10K - $12K
|
12.5K
$7.55M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-28- 0.3% |
$10K - $12K
|
9.34K
$5.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-28- 0.62% |
$10K - $12K
|
4.51K
$2.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-28- 0.06% |
$10K - $12K
|
46.3K
$28M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-29- 2.75% |
$10.4K - $12.5K
|
1.02K
$618K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-29- 0.14% |
$10.4K - $12.5K
|
20.2K
$12.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Svenska Handelsbanken Ab (Publ)
|
SELL
|
- |
-29- 0.25% |
$10.4K - $12.5K
|
11.4K
$6.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-29- 1.4% |
$10.4K - $12.5K
|
2.04K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-29- 0.66% |
$10.4K - $12.5K
|
4.37K
$2.64M
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-30- 0.78% |
$10.7K - $12.9K
|
3.81K
$2.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-31- 1.23% |
$11.1K - $13.3K
|
2.49K
$1.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-32- 3.95% |
$11.4K - $13.8K
|
778
$469K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-32- 0.23% |
$11.4K - $13.8K
|
14.1K
$8.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-32- 3.74% |
$11.4K - $13.8K
|
823
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-33- 4.44% |
$11.8K - $14.2K
|
711
$429K
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-34- 1.7% |
$12.1K - $14.6K
|
1.97K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-34- 0.22% |
$12.1K - $14.6K
|
15.5K
$9.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-34- 0.06% |
$12.1K - $14.6K
|
53.5K
$32.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-35- 0.66% |
$12.5K - $15K
|
5.24K
$3.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-36- 0.42% |
$12.9K - $15.5K
|
8.47K
$5.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-36- 1.88% |
$12.9K - $15.5K
|
1.88K
$1.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-37- 0.96% |
$13.2K - $15.9K
|
3.82K
$2.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-37- 8.56% |
$13.2K - $15.9K
|
395
$238K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-37- 2.21% |
$13.2K - $15.9K
|
1.63K
$986K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-37- 5.97% |
$13.2K - $15.9K
|
583
$352K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-37- 1.12% |
$13.2K - $15.9K
|
3.25K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-37- 1.23% |
$13.2K - $15.9K
|
2.98K
$1.79M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-37- 1.37% |
$13.2K - $15.9K
|
2.66K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-39- 0.6% |
$13.9K - $16.8K
|
6.48K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-39- 4.23% |
$13.9K - $16.8K
|
883
$533K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-40- 0.65% |
$14.3K - $17.2K
|
6.11K
$3.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-40- 0.58% |
$14.3K - $17.2K
|
6.86K
$4.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-41- 0.5% |
$14.6K - $17.6K
|
8.22K
$4.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-41- 0.76% |
$14.6K - $17.6K
|
5.33K
$3.22M
|
|
|
Dec 06, 2024
Q3 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-41- 4.86% |
$14.6K - $17.6K
|
803
$484K
|