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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-378- 30.36% |
$135K - $154K
|
867
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-380- 10.6% |
$136K - $155K
|
3.2K
$1.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-383- 8.0% |
$137K - $156K
|
4.4K
$2.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-384- 8.2% |
$137K - $156K
|
4.3K
$2.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-386- 9.5% |
$138K - $157K
|
3.68K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-390- 1.95% |
$139K - $159K
|
19.6K
$11.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-393- 6.21% |
$141K - $160K
|
5.94K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-398- 36.12% |
$142K - $162K
|
704
$421K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-400- 6.92% |
$143K - $163K
|
5.38K
$3.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400- 35.52% |
$143K - $163K
|
726
$434K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-403- 1.73% |
$144K - $164K
|
22.9K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-406- 0.42% |
$145K - $165K
|
96.6K
$57.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-407- 1.51% |
$146K - $166K
|
26.5K
$15.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-409- 2.9% |
$146K - $167K
|
13.7K
$8.18M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-410- 3.07% |
$147K - $167K
|
13K
$7.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-412- 1.85% |
$147K - $168K
|
21.8K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-417- 2.21% |
$149K - $170K
|
18.5K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-420- 0.47% |
$150K - $171K
|
88.3K
$52.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-423- 5.76% |
$151K - $172K
|
6.92K
$4.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-424- 10.02% |
$152K - $173K
|
3.81K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-424- 5.05% |
$152K - $173K
|
7.98K
$4.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-428- 16.46% |
$153K - $174K
|
2.17K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-432- 18.53% |
$154K - $176K
|
1.9K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-432- 10.9% |
$154K - $176K
|
3.53K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-434- 1.7% |
$155K - $177K
|
25K
$15M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-441- 6.58% |
$158K - $180K
|
6.26K
$3.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-448- 3.61% |
$160K - $183K
|
12K
$7.16M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-448Closed |
$160K - $183K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-449- 5.21% |
$161K - $183K
|
8.16K
$4.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-450- 3.37% |
$161K - $183K
|
12.9K
$7.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-450- 1.03% |
$161K - $183K
|
43.1K
$25.8M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-456- 17.54% |
$163K - $186K
|
2.14K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-457- 7.5% |
$163K - $186K
|
5.63K
$3.37M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-459- 2.47% |
$164K - $187K
|
18.1K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-459- 1.08% |
$164K - $187K
|
41.9K
$25.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
SELL
|
- |
-460- 19.91% |
$165K - $187K
|
1.85K
$1.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-463- 12.12% |
$166K - $189K
|
3.36K
$2.01M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-465- 1.26% |
$166K - $189K
|
36.6K
$21.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-466- 4.97% |
$167K - $190K
|
8.91K
$5.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-471- 2.6% |
$168K - $192K
|
17.7K
$10.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-471- 31.3% |
$168K - $192K
|
1.03K
$618K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-473- 0.36% |
$169K - $193K
|
132K
$78.9M
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-476- 13.65% |
$170K - $194K
|
3.01K
$1.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-482- 2.35% |
$172K - $196K
|
20K
$12M
|
|
|
Jan 31, 2023
Q4 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-485- 15.88% |
$173K - $198K
|
2.57K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-487- 23.37% |
$174K - $198K
|
1.6K
$955K
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-491- 4.89% |
$176K - $200K
|
9.55K
$5.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-493- 6.87% |
$176K - $201K
|
6.68K
$4M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-496- 2.1% |
$177K - $202K
|
23.1K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-496- 2.57% |
$177K - $202K
|
18.8K
$11.2M
|