Purchases and Sales Made in Q4 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
231
+ 56.9%
$82.6K - $94.1K
637 $388K
Jan 10, 2023 Q4 2022
Kwmg, LLC

BUY
 -
225
+ 17.54%
$80.5K - $91.7K
1.51K $919K
Jan 13, 2023 Q4 2022
New England Professional Planning Group Inc.

BUY
 -
221
+ 26.18%
$79K - $90K
1.07K $649K
Feb 02, 2023 Q4 2022
Stack Financial Management, Inc

BUY
 -
220
+ 8.32%
$78.7K - $89.6K
2.87K $1.75M
Jan 27, 2023 Q4 2022
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
217
+ 3.66%
$77.6K - $88.4K
6.14K $3.74M
Feb 03, 2023 Q4 2022
Mendota Financial Group, LLC

Madison, WI
BUY
 -
212
New
$75.8K - $86.4K
212 $129K
Feb 13, 2023 Q4 2022
L & S Advisors Inc

Los Angeles, CA
BUY
 -
212
+ 0.77%
$75.8K - $86.4K
27.6K $16.8M
Feb 14, 2023 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
212
+ 1.42%
$75.8K - $86.4K
15.2K $9.26M
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
211
+ 2.43%
$75.5K - $86K
8.91K $5.43M
Jan 11, 2023 Q4 2022
Hall Laurie J Trustee

BUY
 -
211
+ 5.38%
$75.5K - $86K
4.14K $2.52M
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
210
+ 0.84%
$75.1K - $85.6K
25.3K $15.4M
Oct 03, 2024 Q4 2022
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
210
+ 17.74%
$75.1K - $85.6K
1.39K $850K
Feb 01, 2023 Q4 2022
Trust CO Of Virginia

BUY
 -
208
+ 0.39%
$74.4K - $84.7K
53.7K $32.8M
Feb 10, 2023 Q4 2022
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
206
New
$73.7K - $83.9K
206 $126K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
206
New
$73.7K - $83.9K
206 $126K
Jan 31, 2023 Q4 2022
Sage Financial Group Inc

BUY
 -
205
+ 5.54%
$73.3K - $83.5K
3.91K $2.38M
Jan 20, 2023 Q4 2022
Global Strategic Investment Solutions, LLC

BUY
 -
203
+ 1.28%
$72.6K - $82.7K
16.1K $9.8M
Feb 06, 2023 Q4 2022
Vista Capital Partners, Inc.

BUY
 -
201
+ 1.82%
$71.9K - $81.9K
11.2K $6.84M
Jan 25, 2023 Q4 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
200
+ 3.59%
$71.5K - $81.5K
5.77K $3.52M
Feb 03, 2023 Q4 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
200
New
$71.5K - $81.5K
200 $122K
Feb 14, 2023 Q4 2022
Oakhurst Advisors,Llc

Los Angeles, CA
BUY
 -
200
New
$71.5K - $81.5K
200 $122K
Aug 11, 2023 Q4 2022
Myecfo, LLC

La Jolla, CA
BUY
 -
200
+ 11.0%
$71.5K - $81.5K
2.02K $1.23M
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
199
+ 3.38%
$71.2K - $81.1K
6.09K $3.72M
Jan 31, 2023 Q4 2022
Wambolt & Associates, LLC

BUY
 -
198
+ 5.02%
$70.8K - $80.7K
4.15K $2.53M
Jul 10, 2023 Q4 2022
Armstrong Henry H Associates Inc

BUY
 -
195
+ 3.26%
$69.7K - $79.4K
6.18K $3.77M
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
194
+ 5.19%
$69.4K - $79K
3.93K $2.4M
Feb 06, 2023 Q4 2022
Nova Point Capital, LLC

BUY
 -
193
+ 10.67%
$69K - $78.6K
2K $1.22M
Feb 14, 2023 Q4 2022
Wellington Shields & Co., LLC

New York, NY
BUY
 -
193
+ 42.32%
$69K - $78.6K
649 $396K
Jan 20, 2023 Q4 2022
Secure Asset Management, LLC

BUY
 -
192
+ 14.84%
$68.7K - $78.2K
1.49K $906K
Feb 10, 2023 Q4 2022
Zions Bancorporation, N.A.

BUY
 -
192
+ 2.08%
$68.7K - $78.2K
9.42K $5.74M
Jan 27, 2023 Q4 2022
Financial Guidance Group, Inc.

BUY
 -
190
+ 1.2%
$67.9K - $77.4K
16K $9.75M
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

BUY
 -
189
+ 3.77%
$67.6K - $77K
5.2K $3.17M
Feb 08, 2023 Q4 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
187
+ 49.87%
$66.9K - $76.2K
562 $343K
Jan 18, 2023 Q4 2022
Ritholtz Wealth Management

BUY
 -
186
+ 0.65%
$66.5K - $75.8K
28.6K $17.5M
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
185
+ 1.45%
$66.2K - $75.4K
13K $7.92M
Feb 14, 2023 Q4 2022
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
185
+ 22.56%
$66.2K - $75.4K
1.01K $613K
Jan 27, 2023 Q4 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
184
+ 15.92%
$65.8K - $75K
1.34K $817K
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

BUY
 -
184
+ 28.57%
$65.8K - $75K
828 $505K
Jan 23, 2023 Q4 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
182
+ 15.74%
$65.1K - $74.2K
1.34K $816K
Jan 20, 2023 Q4 2022
Flagship Private Wealth, LLC

BUY
 -
181
+ 0.52%
$64.7K - $73.7K
34.9K $21.3M
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
181
+ 2.84%
$64.7K - $73.7K
6.56K $4M
Jan 20, 2023 Q4 2022
Summit Financial Strategies, Inc.

BUY
 -
180
+ 3.65%
$64.4K - $73.3K
5.11K $3.11M
Feb 15, 2023 Q4 2022
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
180
+ 2.68%
$64.4K - $73.3K
6.89K $4.2M
Dec 26, 2024 Q4 2022
Cypress Capital, LLC

BUY
 -
180
+ 7.62%
$64.4K - $73.3K
2.54K $1.55M
Jan 17, 2023 Q4 2022
First Premier Bank

BUY
 -
174
+ 2.58%
$62.2K - $70.9K
6.92K $4.22M
Jan 27, 2023 Q4 2022
Sky Investment Group LLC

BUY
 -
174
+ 3.34%
$62.2K - $70.9K
5.39K $3.29M
Feb 01, 2023 Q4 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
172
+ 28.24%
$61.5K - $70.1K
781 $476K
Feb 06, 2023 Q4 2022
Palisade Asset Management, LLC

BUY
 -
172
+ 0.35%
$61.5K - $70.1K
49.1K $29.9M
Feb 08, 2023 Q4 2022
Levy Wealth Management Group, LLC

BUY
 -
172
+ 7.81%
$61.5K - $70.1K
2.38K $1.45M

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