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 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 2.48% |
$23.2K - $26.5K
|
2.68K
$1.61M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
65+ 0.8% |
$23.2K - $26.5K
|
8.14K
$4.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
64+ 5.29% |
$22.9K - $26.1K
|
1.27K
$765K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
64+ 1.89% |
$22.9K - $26.1K
|
3.45K
$2.07M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
63+ 6.23% |
$22.5K - $25.7K
|
1.08K
$646K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
63+ 1.41% |
$22.5K - $25.7K
|
4.53K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
63+ 0.39% |
$22.5K - $25.7K
|
16.3K
$9.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
62+ 0.89% |
$22.2K - $25.3K
|
7.05K
$4.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
61+ 6.0% |
$21.8K - $24.9K
|
1.08K
$648K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
60+ 4.63% |
$21.5K - $24.4K
|
1.36K
$815K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
60+ 0.7% |
$21.5K - $24.4K
|
8.66K
$5.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
59+ 1.33% |
$21.1K - $24K
|
4.49K
$2.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
58+ 3.47% |
$20.7K - $23.6K
|
1.73K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
58New |
$20.7K - $23.6K
|
58
$34.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
56+ 0.57% |
$20K - $22.8K
|
9.82K
$5.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
56+ 4.2% |
$20K - $22.8K
|
1.39K
$835K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
56+ 1.07% |
$20K - $22.8K
|
5.27K
$3.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
55New |
$19.7K - $22.4K
|
55
$33K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
55+ 4.12% |
$19.7K - $22.4K
|
1.39K
$834K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
55+ 0.46% |
$19.7K - $22.4K
|
12.1K
$7.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
55New |
$19.7K - $22.4K
|
55
$33K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
54+ 9.15% |
$19.3K - $22K
|
644
$387K
|
|
|
Jan 18, 2023
Q4 2022
|
Sitrin Capital Management LLC
|
BUY
|
- |
53+ 0.48% |
$19K - $21.6K
|
11K
$6.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
53+ 4.21% |
$19K - $21.6K
|
1.31K
$789K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
53+ 0.98% |
$19K - $21.6K
|
5.46K
$3.28M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
52+ 1.36% |
$18.6K - $21.2K
|
3.88K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
52+ 5.16% |
$18.6K - $21.2K
|
1.06K
$636K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
51+ 0.36% |
$18.2K - $20.8K
|
14.3K
$8.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
51+ 0.05% |
$18.2K - $20.8K
|
106K
$63.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
51+ 3.1% |
$18.2K - $20.8K
|
1.7K
$1.02M
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
50+ 0.99% |
$17.9K - $20.4K
|
5.09K
$3.06M
|
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
BUY
|
- |
50+ 8.67% |
$17.9K - $20.4K
|
627
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
50+ 0.67% |
$17.9K - $20.4K
|
7.52K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
50+ 2.1% |
$17.9K - $20.4K
|
2.43K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
49+ 5.83% |
$17.5K - $20K
|
889
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
49+ 0.08% |
$17.5K - $20K
|
64.3K
$38.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
48+ 5.13% |
$17.2K - $19.6K
|
984
$591K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
46+ 0.27% |
$16.5K - $18.7K
|
17K
$10.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
45+ 0.59% |
$16.1K - $18.3K
|
7.63K
$4.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
44+ 0.74% |
$15.7K - $17.9K
|
5.96K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
44+ 0.04% |
$15.7K - $17.9K
|
112K
$67M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
43+ 0.04% |
$15.4K - $17.5K
|
96.9K
$58.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
43+ 1.95% |
$15.4K - $17.5K
|
2.25K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
43+ 0.01% |
$15.4K - $17.5K
|
440K
$265M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
43+ 0.41% |
$15.4K - $17.5K
|
10.4K
$6.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
42+ 1.1% |
$15K - $17.1K
|
3.85K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
42+ 1.51% |
$15K - $17.1K
|
2.82K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
42+ 1.3% |
$15K - $17.1K
|
3.28K
$1.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
41+ 0.39% |
$14.7K - $16.7K
|
10.6K
$6.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
41+ 0.8% |
$14.7K - $16.7K
|
5.16K
$3.1M
|