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
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.92K- 1.24% |
$1.04M - $1.19M
|
232K
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.92K- 3.16% |
$1.04M - $1.19M
|
89.4K
$53.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.92K- 34.89% |
$1.04M - $1.19M
|
5.45K
$3.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-2.93K- 2.34% |
$1.05M - $1.19M
|
123K
$73.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.94K- 50.07% |
$1.05M - $1.2M
|
2.93K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.94K- 54.93% |
$1.05M - $1.2M
|
2.41K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.99K- 12.62% |
$1.07M - $1.22M
|
20.7K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3K- 42.61% |
$1.07M - $1.22M
|
4.04K
$2.43M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-3.01K- 47.35% |
$1.08M - $1.23M
|
3.35K
$2.01M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.04K- 83.03% |
$1.09M - $1.24M
|
622
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.06K- 68.47% |
$1.09M - $1.25M
|
1.41K
$846K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.06K- 3.63% |
$1.09M - $1.25M
|
81.4K
$48.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.07K- 60.33% |
$1.1M - $1.25M
|
2.02K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.07K- 0.43% |
$1.1M - $1.25M
|
711K
$427M
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-3.08K- 4.49% |
$1.1M - $1.25M
|
65.6K
$39.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.11K- 20.98% |
$1.11M - $1.27M
|
11.7K
$7.02M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.14KClosed |
$1.12M - $1.28M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.16K- 2.55% |
$1.13M - $1.29M
|
121K
$72.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.17K- 6.2% |
$1.13M - $1.29M
|
47.9K
$28.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.19K- 4.87% |
$1.14M - $1.3M
|
62.2K
$37.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.26K- 2.98% |
$1.16M - $1.33M
|
106K
$63.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.36K- 4.61% |
$1.2M - $1.37M
|
69.5K
$41.7M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.37K- 3.16% |
$1.2M - $1.37M
|
103K
$62M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-3.41K- 70.94% |
$1.22M - $1.39M
|
1.4K
$840K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 2.14% |
$1.22M - $1.39M
|
156K
$93.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.43K- 38.67% |
$1.23M - $1.4M
|
5.44K
$3.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.45K- 3.25% |
$1.23M - $1.41M
|
103K
$61.7M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-3.47K- 23.45% |
$1.24M - $1.41M
|
11.3K
$6.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.48K- 5.12% |
$1.25M - $1.42M
|
64.6K
$38.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.51K- 4.7% |
$1.26M - $1.43M
|
71.2K
$42.8M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.51K- 4.7% |
$1.26M - $1.43M
|
71.2K
$42.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.52K- 13.4% |
$1.26M - $1.44M
|
22.8K
$13.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.58K- 14.9% |
$1.28M - $1.46M
|
20.4K
$12.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-3.6K- 10.5% |
$1.29M - $1.47M
|
30.7K
$18.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.71K- 72.77% |
$1.33M - $1.51M
|
1.39K
$835K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-3.73K- 21.95% |
$1.33M - $1.52M
|
13.2K
$7.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.73K- 57.98% |
$1.33M - $1.52M
|
2.7K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-3.74K- 15.91% |
$1.34M - $1.52M
|
19.7K
$11.9M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-3.86K- 4.94% |
$1.38M - $1.57M
|
74.2K
$44.6M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.86K- 14.72% |
$1.38M - $1.57M
|
22.4K
$13.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.89K- 16.44% |
$1.39M - $1.58M
|
19.8K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.93K- 11.75% |
$1.41M - $1.6M
|
29.5K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.98K- 4.19% |
$1.42M - $1.62M
|
91K
$54.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-3.99K- 71.76% |
$1.43M - $1.62M
|
1.57K
$943K
|
|
|
Feb 14, 2023
Q4 2022
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-4.01K- 54.95% |
$1.43M - $1.63M
|
3.28K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.01K- 1.15% |
$1.43M - $1.63M
|
344K
$207M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.04K- 48.48% |
$1.44M - $1.65M
|
4.29K
$2.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.07K- 4.5% |
$1.46M - $1.66M
|
86.4K
$51.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.07K- 5.51% |
$1.46M - $1.66M
|
69.8K
$41.9M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.16K- 0.52% |
$1.49M - $1.69M
|
795K
$478M
|