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 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.09K- 11.2% |
$390K - $470K
|
8.66K
$5.21M
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.1K- 0.73% |
$391K - $471K
|
148K
$89.1M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.11K- 10.63% |
$396K - $476K
|
9.32K
$5.61M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.11K- 8.43% |
$397K - $478K
|
12.1K
$7.27M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.14K- 3.53% |
$407K - $489K
|
31.1K
$18.7M
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.15K- 1.03% |
$409K - $492K
|
110K
$66M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.15K- 44.55% |
$410K - $493K
|
1.43K
$860K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.15K- 6.98% |
$412K - $495K
|
15.4K
$9.25M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.16K- 3.46% |
$413K - $496K
|
32.2K
$19.4M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.16K- 1.18% |
$413K - $496K
|
97K
$58.4M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.16KClosed |
$413K - $497K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.18K- 23.42% |
$421K - $507K
|
3.86K
$2.32M
|
|
Oct 25, 2022
Q3 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 39.24% |
$425K - $511K
|
1.84K
$1.11M
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.19K- 3.14% |
$426K - $513K
|
36.7K
$22.1M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.2K- 1.38% |
$428K - $515K
|
85.3K
$51.3M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.2K- 23.36% |
$428K - $515K
|
3.93K
$2.37M
|
|
Oct 18, 2022
Q3 2022
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.2K- 16.26% |
$429K - $516K
|
6.18K
$3.72M
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.2K- 30.73% |
$429K - $516K
|
2.71K
$1.63M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.21K- 26.18% |
$430K - $518K
|
3.4K
$2.04M
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1.21K- 51.21% |
$430K - $518K
|
1.15K
$691K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.21K- 43.66% |
$430K - $518K
|
1.56K
$936K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.22K- 1.1% |
$435K - $523K
|
109K
$65.8M
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.22K- 20.41% |
$436K - $525K
|
4.76K
$2.87M
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.24K- 9.78% |
$441K - $531K
|
11.4K
$6.85M
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
SELL
|
- |
-1.25K- 12.26% |
$446K - $537K
|
8.94K
$5.38M
|
|
Nov 14, 2022
Q3 2022
|
Fir Tree Capital Management LP
New York, NY |
SELL
|
- |
-1.25K- 49.5% |
$446K - $537K
|
1.28K
$767K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-1.26K- 6.71% |
$451K - $543K
|
17.6K
$10.6M
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.27K- 0.7% |
$454K - $546K
|
180K
$108M
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.29K- 30.42% |
$461K - $554K
|
2.95K
$1.78M
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
SELL
|
- |
-1.31K- 53.74% |
$466K - $561K
|
1.12K
$676K
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.31K- 2.16% |
$469K - $564K
|
59.5K
$35.8M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.32K- 1.98% |
$471K - $566K
|
65.4K
$39.4M
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.33K- 2.75% |
$476K - $573K
|
47.1K
$28.4M
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 10.71% |
$478K - $575K
|
11.2K
$6.71M
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.34K- 28.97% |
$478K - $575K
|
3.28K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.34K- 8.35% |
$479K - $576K
|
14.7K
$8.85M
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.36K- 62.44% |
$484K - $582K
|
815
$490K
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.36K- 7.15% |
$485K - $583K
|
17.6K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.36K- 22.03% |
$485K - $584K
|
4.81K
$2.9M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.37K- 54.16% |
$488K - $587K
|
1.16K
$696K
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.37K- 3.68% |
$490K - $589K
|
35.9K
$21.6M
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.38K- 60.95% |
$492K - $592K
|
883
$531K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.39K- 4.03% |
$498K - $599K
|
33.1K
$19.9M
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.39K- 8.16% |
$498K - $599K
|
15.7K
$9.45M
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.4K- 1.49% |
$499K - $600K
|
92.4K
$55.6M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.4K- 0.15% |
$500K - $602K
|
946K
$570M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.4K- 8.21% |
$501K - $603K
|
15.7K
$9.44M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.43K- 0.28% |
$511K - $614K
|
513K
$309M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.43K- 0.24% |
$511K - $615K
|
592K
$356M
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.43K- 55.16% |
$512K - $616K
|
1.17K
$701K
|