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 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300+ 14.94% |
$107K - $122K
|
2.31K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
299+ 0.8% |
$107K - $122K
|
37.5K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
299+ 15.49% |
$107K - $122K
|
2.23K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
296+ 6.32% |
$106K - $121K
|
4.98K
$3.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
295+ 5.73% |
$106K - $120K
|
5.44K
$3.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
293+ 0.76% |
$105K - $119K
|
38.6K
$23.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
293+ 3.38% |
$105K - $119K
|
8.96K
$5.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
292+ 1.68% |
$104K - $119K
|
17.7K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
292+ 3.12% |
$104K - $119K
|
9.65K
$5.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
291New |
$104K - $119K
|
291
$176K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
288+ 3.71% |
$103K - $117K
|
8.05K
$4.87M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
283+ 7.36% |
$101K - $115K
|
4.13K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
279+ 2.04% |
$99.8K - $114K
|
14K
$8.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
277New |
$99.1K - $113K
|
277
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
275+ 19.11% |
$98.3K - $112K
|
1.71K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
274New |
$98K - $112K
|
274
$166K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
273+ 13.86% |
$97.6K - $111K
|
2.24K
$1.36M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
266+ 7.51% |
$95.1K - $108K
|
3.81K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
266New |
$95.1K - $108K
|
266
$161K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
265+ 8.93% |
$94.8K - $108K
|
3.23K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
265New |
$94.8K - $108K
|
265
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
265+ 19.66% |
$94.8K - $108K
|
1.61K
$976K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
265+ 19.66% |
$94.8K - $108K
|
1.61K
$976K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
264+ 1.05% |
$94.4K - $108K
|
25.5K
$15.4M
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
262+ 4.67% |
$93.7K - $107K
|
5.87K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
262+ 2.46% |
$93.7K - $107K
|
10.9K
$6.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
260+ 22.2% |
$93K - $106K
|
1.43K
$866K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
258+ 13.29% |
$92.3K - $105K
|
2.2K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
257+ 1.49% |
$91.9K - $105K
|
17.5K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
257+ 14.1% |
$91.9K - $105K
|
2.08K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
252New |
$90.1K - $103K
|
252
$152K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
251+ 74.7% |
$89.8K - $102K
|
587
$355K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
250+ 14.26% |
$89.4K - $102K
|
2K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
250+ 26.48% |
$89.4K - $102K
|
1.19K
$722K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
249New |
$89K - $101K
|
249
$151K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
249+ 16.92% |
$89K - $101K
|
1.72K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
247+ 0.94% |
$88.3K - $101K
|
26.7K
$16.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
243+ 2.46% |
$86.9K - $99K
|
10.1K
$6.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
243+ 0.45% |
$86.9K - $99K
|
54.6K
$33M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
242+ 0.8% |
$86.5K - $98.6K
|
30.6K
$18.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
241+ 15.96% |
$86.2K - $98.2K
|
1.75K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
240+ 5.0% |
$85.8K - $97.8K
|
5.04K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
240+ 1.34% |
$85.8K - $97.8K
|
18.1K
$11M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
237+ 3.74% |
$84.8K - $96.6K
|
6.58K
$3.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
237+ 1.08% |
$84.8K - $96.6K
|
22.2K
$13.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
233+ 3.41% |
$83.3K - $94.9K
|
7.07K
$4.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
232+ 5.77% |
$83K - $94.5K
|
4.25K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
232New |
$83K - $94.5K
|
232
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
232+ 0.62% |
$83K - $94.5K
|
37.9K
$22.9M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
231+ 56.9% |
$82.6K - $94.1K
|
637
$385K
|