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
Jan 25, 2023 Q4 2022
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
8.02K
New
$2.87M - $3.27M
8.02K $4.82M
Jan 18, 2023 Q4 2022
Cherrydale Wealth Management, LLC

BUY
 -
8K
New
$2.86M - $3.26M
8K $4.81M
Feb 07, 2023 Q4 2022
Mitsubishi Ufj Asset Management (Uk) Ltd.

BUY
 -
8K
New
$2.86M - $3.26M
8K $4.81M
Feb 02, 2023 Q4 2022
Essex Investment Management CO LLC

Boston, MA
BUY
 -
7.94K
+ 809.48%
$2.84M - $3.24M
8.92K $5.37M
Feb 01, 2023 Q4 2022
Great Diamond Partners, LLC

BUY
 -
7.91K
+ 98.91%
$2.83M - $3.22M
15.9K $9.57M
Feb 07, 2023 Q4 2022
Members Trust CO

BUY
 -
7.78K
+ 0.71%
$2.78M - $3.17M
1.1M $663M
Jan 24, 2023 Q4 2022
Smart Money Group LLC

BUY
 -
7.73K
+ 84.06%
$2.76M - $3.15M
16.9K $10.2M
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
7.57K
+ 459.16%
$2.71M - $3.08M
9.22K $5.54M
Feb 08, 2023 Q4 2022
Estate Counselors, LLC

BUY
 -
7.53K
+ 105.27%
$2.69M - $3.07M
14.7K $8.83M
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
7.52K
+ 66.14%
$2.69M - $3.06M
18.9K $11.4M
Jan 23, 2023 Q4 2022
Gunma Bank,Ltd.

BUY
 -
7.5K
+ 62.5%
$2.68M - $3.06M
19.5K $11.7M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
7.49K
New
$2.68M - $3.05M
7.49K $4.51M
Feb 07, 2023 Q4 2022
Trinity Point Wealth, LLC

BUY
 -
7.39K
+ 127.85%
$2.64M - $3.01M
13.2K $7.92M
Feb 14, 2023 Q4 2022
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
7.38K
+ 45.78%
$2.64M - $3.01M
23.5K $14.1M
Feb 14, 2023 Q4 2022
Kula Investments, LLC

Chicago, IL
BUY
 -
7.36K
New
$2.63M - $3M
7.36K $4.42M
Feb 15, 2023 Q4 2022
Cic Wealth, LLC

Rockville, MD
BUY
 -
7.32K
New
$2.62M - $2.98M
7.32K $4.4M
Jan 25, 2023 Q4 2022
Cornerstone Wealth Group, LLC

BUY
 -
7.32K
+ 9.0%
$2.62M - $2.98M
88.7K $53.3M
Feb 13, 2023 Q4 2022
Voss Capital, LLC

Houston, TX
BUY
 -
7.3K
New
$2.61M - $2.97M
7.3K $4.39M
Jan 24, 2023 Q4 2022
Aaron Wealth Advisors LLC

BUY
 -
7.24K
+ 42.37%
$2.59M - $2.95M
24.3K $14.6M
Jan 19, 2023 Q4 2022
Crossmark Global Holdings, Inc.

BUY
 -
7.24K
+ 145.81%
$2.59M - $2.95M
12.2K $7.34M
Feb 08, 2023 Q4 2022
Moreno Evelyn V

Boston, MA
BUY
 -
7.21K
New
$2.58M - $2.94M
7.21K $4.34M
Feb 16, 2023 Q4 2022
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
7.2K
New
$2.57M - $2.93M
7.2K $4.33M
Jan 20, 2023 Q4 2022
Sturgeon Ventures LLP

BUY
 -
7.18K
+ 85.02%
$2.57M - $2.92M
15.6K $9.39M
Jan 18, 2023 Q4 2022
Wesbanco Bank Inc

BUY
 -
7.13K
+ 41.7%
$2.55M - $2.9M
24.2K $14.6M
Feb 14, 2023 Q4 2022
Rhumbline Advisers

Boston, MA
BUY
 -
7.1K
+ 211.16%
$2.54M - $2.89M
10.5K $6.29M
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
7.08K
New
$2.53M - $2.89M
7.08K $4.26M
Jan 30, 2023 Q4 2022
Gen Trust, LLC

BUY
 -
7.05K
+ 3.85%
$2.52M - $2.87M
190K $114M
Feb 15, 2023 Q4 2022
Hassell Wealth Management, LLC

Houma, LA
BUY
 -
7.05K
New
$2.52M - $2.87M
7.05K $4.24M
Feb 14, 2023 Q4 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
7.05K
+ 38.32%
$2.52M - $2.87M
25.4K $15.3M
Feb 08, 2023 Q4 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
7.03K
+ 99.17%
$2.51M - $2.86M
14.1K $8.49M
Apr 06, 2023 Q4 2022
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
6.89K
New
$2.46M - $2.81M
6.89K $4.14M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.88K
+ 3.53%
$2.46M - $2.8M
202K $121M
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
6.81K
+ 19.3%
$2.44M - $2.77M
42.1K $25.3M
Feb 09, 2023 Q4 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
6.76K
+ 14.32%
$2.42M - $2.75M
53.9K $32.4M
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
6.72K
+ 3.96%
$2.4M - $2.74M
177K $106M
Feb 13, 2023 Q4 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
6.6K
+ 7.71%
$2.36M - $2.69M
92.2K $55.4M
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
6.59K
+ 1781.89%
$2.36M - $2.69M
6.96K $4.19M
Feb 01, 2023 Q4 2022
Sage Mountain Advisors LLC

BUY
 -
6.48K
New
$2.32M - $2.64M
6.48K $3.9M
Feb 14, 2023 Q4 2022
Css LLC

Chicago, IL
BUY
 -
6.48K
+ 215.9%
$2.32M - $2.64M
9.48K $5.7M
Feb 02, 2024 Q4 2022
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
6.46K
New
$2.31M - $2.63M
6.46K $3.88M
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
6.45K
+ 12.89%
$2.31M - $2.63M
56.5K $34M
Jan 24, 2023 Q4 2022
Ziegler Capital Management, LLC

BUY
 -
6.39K
+ 99.78%
$2.29M - $2.61M
12.8K $7.7M
Jan 26, 2023 Q4 2022
First National Corp

BUY
 -
6.34K
+ 15.38%
$2.27M - $2.58M
47.6K $28.6M
Feb 06, 2023 Q4 2022
Park National Corp

BUY
 -
6.33K
New
$2.26M - $2.58M
6.33K $3.81M
Feb 14, 2023 Q4 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
6.33K
+ 28.16%
$2.26M - $2.58M
28.8K $17.3M
Aug 29, 2023 Q4 2022
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
6.33K
New
$2.26M - $2.58M
6.33K $3.81M
Jan 11, 2023 Q4 2022
Stairway Partners, LLC

BUY
 -
6.31K
+ 3.19%
$2.26M - $2.57M
204K $123M
Jan 27, 2023 Q4 2022
Welch Group, LLC

BUY
 -
6.29K
New
$2.25M - $2.56M
6.29K $3.78M
Feb 14, 2023 Q4 2022
Pvg Asset Management Corp

Golden, CO
BUY
 -
6.25K
New
$2.23M - $2.55M
6.25K $3.76M

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