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
Feb 08, 2023 Q4 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
21
+ 1.36%
$7.51K - $8.56K
1.56K $944K
Jan 25, 2023 Q4 2022
Lpwm LLC

Minneapolis, MN
BUY
 -
20
+ 2.4%
$7.15K - $8.15K
852 $515K
Jan 30, 2023 Q4 2022
Tpg Financial Advisors, LLC

BUY
 -
20
+ 1.94%
$7.15K - $8.15K
1.05K $635K
Feb 02, 2023 Q4 2022
X Square Capital, LLC

BUY
 -
20
+ 1.45%
$7.15K - $8.15K
1.4K $848K
Feb 03, 2023 Q4 2022
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
20
+ 1.95%
$7.15K - $8.15K
1.05K $634K
Feb 06, 2023 Q4 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
20
+ 0.2%
$7.15K - $8.15K
10.1K $6.12M
Feb 08, 2023 Q4 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
19
+ 0.29%
$6.79K - $7.74K
6.49K $3.93M
Feb 02, 2023 Q4 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
18
+ 0.24%
$6.44K - $7.33K
7.46K $4.51M
Feb 02, 2023 Q4 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
18
+ 1.63%
$6.44K - $7.33K
1.12K $677K
Feb 09, 2023 Q4 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
18
+ 0.12%
$6.44K - $7.33K
14.6K $8.85M
Feb 21, 2023 Q4 2022
Dgs Capital Management, LLC

BUY
 -
18
+ 2.17%
$6.44K - $7.33K
848 $513K
Jan 23, 2023 Q4 2022
Saxon Interests, Inc.

BUY
 -
17
+ 1.68%
$6.08K - $6.93K
1.03K $621K
Feb 13, 2023 Q4 2022
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
17
+ 1.22%
$6.08K - $6.93K
1.41K $850K
Feb 06, 2023 Q4 2022
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
15
+ 0.87%
$5.36K - $6.11K
1.74K $1.05M
Jan 24, 2023 Q4 2022
Centerpoint Advisors, LLC

BUY
 -
14
+ 53.85%
$5.01K - $5.7K
40 $24.2K
Feb 06, 2023 Q4 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
14
+ 0.06%
$5.01K - $5.7K
22.5K $13.6M
Feb 09, 2023 Q4 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
14
+ 0.31%
$5.01K - $5.7K
4.48K $2.71M
Feb 14, 2023 Q4 2022
Port Capital LLC

Chicago, IL
BUY
 -
14
+ 0.12%
$5.01K - $5.7K
11.6K $7.03M
Jan 24, 2023 Q4 2022
Wealthpoint, LLC

BUY
 -
13
+ 0.53%
$4.65K - $5.3K
2.49K $1.5M
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
13
+ 0.62%
$4.65K - $5.3K
2.12K $1.28M
Feb 09, 2023 Q4 2022
River Glades Family Offices LLC

Naples, FL
BUY
 -
13
+ 0.45%
$4.65K - $5.3K
2.9K $1.75M
Feb 10, 2023 Q4 2022
Roger Wittlin Investment Advisory, LLC

BUY
 -
13
+ 0.71%
$4.65K - $5.3K
1.85K $1.12M
Feb 14, 2023 Q4 2022
Sja Financial Advisory, LLC

BUY
 -
13
+ 2.3%
$4.65K - $5.3K
578 $350K
Feb 14, 2023 Q4 2022
Annandale Capital, LLC

Dallas, TX
BUY
 -
13
+ 0.08%
$4.65K - $5.3K
16.3K $9.85M
Feb 13, 2023 Q4 2022
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
12
+ 1.19%
$4.29K - $4.89K
1.02K $618K
Feb 07, 2023 Q4 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
12
+ 0.29%
$4.29K - $4.89K
4.14K $2.5M
Jan 17, 2023 Q4 2022
4 J Wealth Management LLC

BUY
 -
11
+ 0.49%
$3.93K - $4.48K
2.27K $1.37M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
11
+ 0.43%
$3.93K - $4.48K
2.58K $1.56M
Jan 31, 2023 Q4 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
11
+ 16.92%
$3.93K - $4.48K
76 $46K
Feb 02, 2023 Q4 2022
Noesis Capital Mangement Corp

BUY
 -
11
+ 0.22%
$3.93K - $4.48K
5.08K $3.07M
Feb 02, 2023 Q4 2022
First Business Financial Services, Inc.

BUY
 -
11
+ 0.02%
$3.93K - $4.48K
44.9K $27.2M
Feb 07, 2023 Q4 2022
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
11
+ 0.18%
$3.93K - $4.48K
6.13K $3.71M
Feb 13, 2023 Q4 2022
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
11
+ 0.43%
$3.93K - $4.48K
2.57K $1.56M
Jan 17, 2023 Q4 2022
Bay Rivers Group

BUY
 -
10
+ 0.11%
$3.58K - $4.07K
9.1K $5.5M
Jan 19, 2023 Q4 2022
Marion Wealth Management

BUY
 -
10
+ 0.86%
$3.58K - $4.07K
1.17K $706K
Jan 26, 2023 Q4 2022
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
10
+ 1.88%
$3.58K - $4.07K
541 $327K
Feb 10, 2023 Q4 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
10
+ 0.43%
$3.58K - $4.07K
2.34K $1.42M
Feb 13, 2023 Q4 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
10
+ 0.33%
$3.58K - $4.07K
3.07K $1.86M
May 24, 2024 Q4 2022
Garrison Asset Management, LLC

BUY
 -
10
+ 1.39%
$3.58K - $4.07K
731 $442K
Jun 25, 2024 Q4 2022
Transatlantique Private Wealth LLC

BUY
 -
10
+ 1.1%
$3.58K - $4.07K
923 $558K
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
9
+ 0.2%
$3.22K - $3.67K
4.58K $2.77M
Jan 31, 2023 Q4 2022
Hwg Holdings LP

Houston, TX
BUY
 -
9
New
$3.22K - $3.67K
9 $5.44K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
9
+ 0.42%
$3.22K - $3.67K
2.15K $1.3M
Feb 06, 2023 Q4 2022
Compass Financial Advisors LLC

BUY
 -
9
+ 0.27%
$3.22K - $3.67K
3.3K $2M
Feb 06, 2023 Q4 2022
Glassman Wealth Services

BUY
 -
9
+ 0.07%
$3.22K - $3.67K
12.8K $7.77M
Feb 07, 2023 Q4 2022
Fort Pitt Capital Group, LLC

BUY
 -
9
+ 0.54%
$3.22K - $3.67K
1.69K $1.02M
Feb 10, 2023 Q4 2022
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
9
+ 0.51%
$3.22K - $3.67K
1.79K $1.08M
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
9
+ 0.14%
$3.22K - $3.67K
6.62K $4M
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
8
+ 0.06%
$2.86K - $3.26K
13K $7.84M

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