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
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-139- 1.69% |
$49.7K - $56.6K
|
8.08K
$4.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-140- 0.48% |
$50.1K - $57K
|
28.8K
$17.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-140- 22.44% |
$50.1K - $57K
|
484
$293K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-143- 5.07% |
$51.1K - $58.3K
|
2.68K
$1.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-145- 0.76% |
$51.9K - $59.1K
|
19K
$11.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-145- 0.43% |
$51.9K - $59.1K
|
33.5K
$20.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-145- 1.3% |
$51.9K - $59.1K
|
11K
$6.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-148- 0.8% |
$52.9K - $60.3K
|
18.4K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-148- 2.14% |
$52.9K - $60.3K
|
6.76K
$4.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-149- 1.39% |
$53.3K - $60.7K
|
10.6K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-149- 16.34% |
$53.3K - $60.7K
|
763
$462K
|
|
|
Jan 31, 2024
Q4 2022
|
Check Capital Management Inc
|
SELL
|
- |
-149- 15.44% |
$53.3K - $60.7K
|
816
$494K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 10.19% |
$53.6K - $61.1K
|
1.32K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-150- 11.71% |
$53.6K - $61.1K
|
1.13K
$684K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-150- 5.63% |
$53.6K - $61.1K
|
2.51K
$1.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-151- 22.08% |
$54K - $61.5K
|
533
$322K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-151- 6.25% |
$54K - $61.5K
|
2.27K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-153- 0.59% |
$54.7K - $62.3K
|
25.8K
$15.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-154- 18.71% |
$55.1K - $62.7K
|
669
$405K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-155- 3.61% |
$55.4K - $63.2K
|
4.13K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-155- 2.77% |
$55.4K - $63.2K
|
5.45K
$3.3M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-155- 6.89% |
$55.4K - $63.2K
|
2.1K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-157- 3.8% |
$56.1K - $64K
|
3.98K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-158- 14.39% |
$56.5K - $64.4K
|
940
$569K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-158- 0.19% |
$56.5K - $64.4K
|
81.2K
$49.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-159- 0.57% |
$56.9K - $64.8K
|
27.8K
$16.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-159- 0.37% |
$56.9K - $64.8K
|
42.3K
$25.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-160- 6.69% |
$57.2K - $65.2K
|
2.23K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-160- 4.67% |
$57.2K - $65.2K
|
3.26K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-160- 5.85% |
$57.2K - $65.2K
|
2.57K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 2.72% |
$57.2K - $65.2K
|
5.73K
$3.47M
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-160- 7.13% |
$57.2K - $65.2K
|
2.08K
$1.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-161- 2.0% |
$57.6K - $65.6K
|
7.9K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-161- 1.72% |
$57.6K - $65.6K
|
9.22K
$5.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-165- 4.36% |
$59K - $67.2K
|
3.62K
$2.19M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-165- 4.73% |
$59K - $67.2K
|
3.32K
$2.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-166- 0.52% |
$59.4K - $67.6K
|
31.7K
$19.2M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-167- 10.47% |
$59.7K - $68K
|
1.43K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-167- 2.71% |
$59.7K - $68K
|
5.99K
$3.62M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-168- 5.71% |
$60.1K - $68.4K
|
2.77K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-169- 22.72% |
$60.4K - $68.9K
|
575
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-170- 1.48% |
$60.8K - $69.3K
|
11.4K
$6.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-170- 3.32% |
$60.8K - $69.3K
|
4.95K
$2.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-171- 1.36% |
$61.2K - $69.7K
|
12.4K
$7.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-172- 5.05% |
$61.5K - $70.1K
|
3.23K
$1.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-173- 4.53% |
$61.9K - $70.5K
|
3.65K
$2.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-175- 0.88% |
$62.6K - $71.3K
|
19.8K
$11.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-175- 53.85% |
$62.6K - $71.3K
|
150
$90.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-175- 0.8% |
$62.6K - $71.3K
|
21.6K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-175- 19.0% |
$62.6K - $71.3K
|
746
$451K
|