Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.08KNew |
$386K - $440K
|
1.08K
$658K
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.08K+ 2.83% |
$386K - $439K
|
39.2K
$23.9M
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.08K+ 7.07% |
$384K - $438K
|
16.3K
$9.92M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.07K+ 56.45% |
$382K - $435K
|
2.96K
$1.8M
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.07KNew |
$382K - $435K
|
1.07K
$651K
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.07KNew |
$381K - $434K
|
1.07K
$649K
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.06K+ 160.18% |
$380K - $433K
|
1.73K
$1.05M
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
1.06K+ 45.61% |
$379K - $432K
|
3.38K
$2.06M
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.06K+ 3.87% |
$379K - $432K
|
28.4K
$17.3M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.05K+ 8.92% |
$376K - $429K
|
12.8K
$7.83M
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
1.05K+ 7.74% |
$376K - $428K
|
14.6K
$8.92M
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.05KNew |
$375K - $427K
|
1.05K
$639K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.05K+ 38.67% |
$375K - $427K
|
3.76K
$2.29M
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.04KNew |
$372K - $424K
|
1.04K
$635K
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.04KNew |
$372K - $424K
|
1.04K
$634K
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.04K+ 27.24% |
$371K - $422K
|
4.84K
$2.95M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.04K+ 22.42% |
$370K - $422K
|
5.65K
$3.45M
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.03KNew |
$369K - $420K
|
1.03K
$629K
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
1.03K+ 123.21% |
$368K - $420K
|
1.87K
$1.14M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.02K+ 28.64% |
$365K - $416K
|
4.59K
$2.8M
|
|
Jan 27, 2023
Q4 2022
|
Suncoast Equity Management
|
BUY
|
- |
1.01KNew |
$362K - $412K
|
1.01K
$617K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.01K+ 59.39% |
$362K - $412K
|
2.72K
$1.66M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.01KNew |
$361K - $411K
|
1.01K
$615K
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.01KNew |
$360K - $411K
|
1.01K
$615K
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1K+ 7.73% |
$359K - $409K
|
14K
$8.52M
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
1K+ 44.62% |
$359K - $409K
|
3.25K
$1.98M
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$358K - $408K
|
1K
$610K
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
1KNew |
$358K - $407K
|
1K
$610K
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1KNew |
$358K - $407K
|
1K
$610K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 41.03% |
$358K - $407K
|
3.44K
$2.1M
|
|
Feb 14, 2023
Q4 2022
|
Kim, LLC
Wichita, KS |
BUY
|
- |
1K+ 100.0% |
$358K - $407K
|
2K
$1.22M
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 41.03% |
$358K - $407K
|
3.44K
$2.1M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
997+ 12.96% |
$357K - $406K
|
8.69K
$5.3M
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
992New |
$355K - $404K
|
992
$605K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
991+ 0.84% |
$354K - $404K
|
118K
$72.2M
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
987+ 1.78% |
$353K - $402K
|
56.6K
$34.5M
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
985New |
$352K - $401K
|
985
$601K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
985+ 5.04% |
$352K - $401K
|
20.5K
$12.5M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
985New |
$352K - $401K
|
985
$601K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
981+ 2.84% |
$351K - $400K
|
35.6K
$21.7M
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
976+ 29.53% |
$349K - $398K
|
4.28K
$2.61M
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
976New |
$349K - $398K
|
976
$595K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
975+ 77.81% |
$349K - $397K
|
2.23K
$1.36M
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
971+ 29.72% |
$347K - $396K
|
4.24K
$2.58M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
965+ 0.33% |
$345K - $393K
|
292K
$178M
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
964New |
$345K - $393K
|
964
$588K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
964+ 31.49% |
$345K - $393K
|
4.03K
$2.45M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
955+ 1.26% |
$342K - $389K
|
77K
$46.9M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
951+ 15.76% |
$340K - $387K
|
6.99K
$4.26M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
941+ 0.15% |
$337K - $383K
|
648K
$395M
|