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 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
4.09K+ 15.85% |
$1.46M - $1.67M
|
29.9K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.09K+ 21.45% |
$1.46M - $1.67M
|
23.1K
$13.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
4.06K+ 22.74% |
$1.45M - $1.65M
|
21.9K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
4.05K+ 188.37% |
$1.45M - $1.65M
|
6.2K
$3.73M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
4.02K+ 32.74% |
$1.44M - $1.64M
|
16.3K
$9.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.98KNew |
$1.42M - $1.62M
|
3.98K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.97KNew |
$1.42M - $1.62M
|
3.97K
$2.39M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.96K+ 13.54% |
$1.42M - $1.61M
|
33.2K
$20M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
3.96K+ 269.94% |
$1.42M - $1.61M
|
5.43K
$3.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
3.95K+ 4.24% |
$1.41M - $1.61M
|
96.9K
$58.3M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
3.92KNew |
$1.4M - $1.6M
|
3.92K
$2.36M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.84KNew |
$1.37M - $1.56M
|
3.84K
$2.31M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.82KNew |
$1.37M - $1.56M
|
3.82K
$2.3M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.81K+ 17.05% |
$1.36M - $1.55M
|
26.2K
$15.7M
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
3.79KNew |
$1.36M - $1.54M
|
3.79K
$2.28M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.78KNew |
$1.35M - $1.54M
|
3.78K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
3.74K+ 61.36% |
$1.34M - $1.52M
|
9.83K
$5.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.67K+ 683.8% |
$1.31M - $1.5M
|
4.21K
$2.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.67K+ 0.87% |
$1.31M - $1.49M
|
427K
$257M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.66K+ 40.06% |
$1.31M - $1.49M
|
12.8K
$7.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
3.64K+ 32.05% |
$1.3M - $1.48M
|
15K
$9.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
3.63K+ 6.71% |
$1.3M - $1.48M
|
57.7K
$34.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
3.62K+ 1.52% |
$1.29M - $1.47M
|
241K
$145M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$1.29M - $1.47M
|
3.62K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.62K+ 185.19% |
$1.29M - $1.47M
|
5.57K
$3.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.6K+ 14.93% |
$1.29M - $1.47M
|
27.7K
$16.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
3.58K+ 177.64% |
$1.28M - $1.46M
|
5.6K
$3.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3.57K+ 16.62% |
$1.28M - $1.45M
|
25.1K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
3.55K+ 6.13% |
$1.27M - $1.44M
|
61.4K
$36.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
3.54K+ 23.11% |
$1.27M - $1.44M
|
18.8K
$11.3M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.53KNew |
$1.26M - $1.44M
|
3.53K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.41K+ 14.7% |
$1.22M - $1.39M
|
26.6K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.41K+ 149.23% |
$1.22M - $1.39M
|
5.7K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 29.94% |
$1.22M - $1.39M
|
14.8K
$8.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
3.39K+ 204.78% |
$1.21M - $1.38M
|
5.04K
$3.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
3.37K+ 22.05% |
$1.21M - $1.37M
|
18.7K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.37K+ 36.49% |
$1.2M - $1.37M
|
12.6K
$7.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.37KNew |
$1.2M - $1.37M
|
3.37K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.36K+ 4.82% |
$1.2M - $1.37M
|
73.1K
$44M
|
|
|
Feb 14, 2023
Q4 2022
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
3.35KNew |
$1.2M - $1.36M
|
3.35K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
3.3K+ 3.66% |
$1.18M - $1.35M
|
93.7K
$56.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
3.3KNew |
$1.18M - $1.34M
|
3.3K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
3.3KNew |
$1.18M - $1.34M
|
3.3K
$1.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.3K+ 59.85% |
$1.18M - $1.34M
|
8.8K
$5.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.27K+ 7.91% |
$1.17M - $1.33M
|
44.7K
$26.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
3.24K+ 16.94% |
$1.16M - $1.32M
|
22.4K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.24K+ 111.51% |
$1.16M - $1.32M
|
6.14K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenfield Ftc, Inc.
|
BUY
|
- |
3.23K+ 0.43% |
$1.15M - $1.31M
|
746K
$449M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
3.18K+ 6.87% |
$1.14M - $1.29M
|
49.4K
$29.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.18K+ 48.14% |
$1.14M - $1.29M
|
9.78K
$5.88M
|