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 10, 2023 Q4 2022
Patten Group, Inc.

BUY
 -
779
+ 5.54%
$279K - $317K
14.8K $9.07M
Dec 19, 2024 Q4 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
774
New
$277K - $315K
774 $473K
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
767
+ 135.51%
$274K - $312K
1.33K $815K
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
765
New
$274K - $312K
765 $468K
Feb 02, 2023 Q4 2022
Concorde Asset Management, LLC

BUY
 -
763
+ 98.32%
$273K - $311K
1.54K $941K
Jan 11, 2023 Q4 2022
Signature Estate & Investment Advisors LLC

BUY
 -
761
+ 9.38%
$272K - $310K
8.87K $5.43M
Feb 09, 2023 Q4 2022
Beacon Investment Advisors LLC

Gaithersburg, MD
BUY
 -
760
New
$272K - $310K
760 $465K
Feb 16, 2023 Q4 2022
Security National Bank Of Sioux City Iowa

Sioux City, IA
BUY
 -
760
New
$272K - $310K
760 $465K
Feb 07, 2023 Q4 2022
Peterson Wealth Management

BUY
 -
758
+ 3.9%
$271K - $309K
20.2K $12.3M
Feb 14, 2023 Q4 2022
Stokes Family Office, LLC

BUY
 -
758
New
$271K - $309K
758 $464K
Feb 28, 2023 Q4 2022
Mezzasalma Advisors, LLC

BUY
 -
755
New
$270K - $308K
755 $462K
Feb 15, 2023 Q4 2022
Kensington Investment Counsel, LLC

BUY
 -
754
New
$270K - $307K
754 $461K
Feb 09, 2023 Q4 2022
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
752
New
$269K - $306K
752 $460K
Jan 25, 2023 Q4 2022
Planned Solutions, Inc.

BUY
 -
751
New
$269K - $306K
751 $459K
Jan 12, 2023 Q4 2022
Stillwater Capital Advisors, LLC

BUY
 -
746
New
$267K - $304K
746 $456K
Feb 13, 2023 Q4 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
732
+ 5.75%
$262K - $298K
13.5K $8.23M
Jan 20, 2023 Q4 2022
Market Street Wealth Management Advisors LLC

BUY
 -
731
+ 4.44%
$261K - $298K
17.2K $10.5M
Feb 17, 2023 Q4 2022
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
730
New
$261K - $297K
730 $446K
Jan 27, 2023 Q4 2022
Tanager Wealth Management LLP

BUY
 -
729
New
$261K - $297K
729 $446K
Feb 06, 2023 Q4 2022
Fi3 Financial Advisors, LLC

BUY
 -
729
+ 2.16%
$261K - $297K
34.5K $21.1M
Feb 13, 2023 Q4 2022
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
725
New
$259K - $295K
725 $443K
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
725
+ 8.55%
$259K - $295K
9.21K $5.63M
Feb 02, 2023 Q4 2022
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
724
+ 10.8%
$259K - $295K
7.43K $4.54M
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
722
+ 3.55%
$258K - $294K
21.1K $12.9M
Jan 24, 2023 Q4 2022
Penn Davis Mcfarland Inc

BUY
 -
720
New
$257K - $293K
720 $440K
Feb 13, 2023 Q4 2022
M.D. Sass Investors Services, Inc.

New York, NY
BUY
 -
718
+ 9.89%
$257K - $293K
7.98K $4.88M
Feb 09, 2023 Q4 2022
Hamilton Wealth, LLC

BUY
 -
715
New
$256K - $291K
715 $437K
Feb 03, 2023 Q4 2022
Goldstein Advisors, LLC

Madison, WI
BUY
 -
709
New
$254K - $289K
709 $434K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
709
+ 0.5%
$254K - $289K
142K $86.9M
Feb 13, 2023 Q4 2022
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
704
New
$252K - $287K
704 $430K
Feb 14, 2023 Q4 2022
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
703
New
$251K - $286K
703 $430K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
699
+ 1.99%
$250K - $285K
35.7K $21.9M
Feb 14, 2023 Q4 2022
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
699
New
$250K - $285K
699 $427K
Feb 09, 2023 Q4 2022
Renasant Bank

BUY
 -
698
+ 50.0%
$250K - $284K
2.09K $1.28M
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
697
+ 14.29%
$249K - $284K
5.58K $3.41M
Jan 11, 2023 Q4 2022
Pacific Wealth Strategies Group, Inc.

BUY
 -
695
+ 91.93%
$249K - $283K
1.45K $887K
Feb 13, 2023 Q4 2022
Consilium Wealth Advisory, LLC

BUY
 -
694
+ 44.43%
$248K - $283K
2.26K $1.38M
Feb 07, 2023 Q4 2022
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
689
New
$246K - $281K
689 $421K
Mar 03, 2023 Q4 2022
Crumly & Associates Inc.

BUY
 -
687
New
$246K - $280K
687 $420K
Feb 02, 2023 Q4 2022
Miller Howard Investments Inc

BUY
 -
684
New
$245K - $279K
684 $418K
Feb 14, 2023 Q4 2022
Mainstay Capital Management LLC

BUY
 -
683
New
$244K - $278K
683 $418K
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
678
+ 37.15%
$242K - $276K
2.5K $1.53M
Feb 14, 2023 Q4 2022
Pacific Global Investment Management CO

BUY
 -
675
New
$241K - $275K
675 $413K
Mar 10, 2023 Q4 2022
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
675
New
$241K - $275K
675 $413K
Jan 20, 2023 Q4 2022
Bray Capital Advisors

BUY
 -
668
+ 10.64%
$239K - $272K
6.95K $4.25M
Jan 23, 2023 Q4 2022
Two Point Capital Management, Inc.

Pittsford, NY
BUY
 -
668
New
$239K - $272K
668 $408K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
668
+ 1.15%
$239K - $272K
58.8K $36M
Feb 13, 2023 Q4 2022
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
668
+ 2.54%
$239K - $272K
27K $16.5M
Jan 25, 2023 Q4 2022
Verum Partners LLC

Charlotte, NC
BUY
 -
666
New
$238K - $271K
666 $407K

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