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
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2.7K+ 5.63% |
$966K - $1.1M
|
50.7K
$30.2M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.69KNew |
$962K - $1.1M
|
2.69K
$1.6M
|
|
Feb 08, 2023
Q4 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
2.66KNew |
$951K - $1.08M
|
2.66K
$1.58M
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.65K+ 45.29% |
$946K - $1.08M
|
8.49K
$5.05M
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
2.65K+ 6.1% |
$946K - $1.08M
|
46K
$27.4M
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.6K+ 263.89% |
$931K - $1.06M
|
3.59K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.6K+ 53.96% |
$928K - $1.06M
|
7.41K
$4.41M
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.58K+ 101.1% |
$924K - $1.05M
|
5.14K
$3.06M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.58K+ 6.58% |
$924K - $1.05M
|
41.8K
$24.9M
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.58KNew |
$923K - $1.05M
|
2.58K
$1.54M
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.58KNew |
$923K - $1.05M
|
2.58K
$1.54M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.57KNew |
$921K - $1.05M
|
2.57K
$1.53M
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.57KNew |
$919K - $1.05M
|
2.57K
$1.53M
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
2.54K+ 19.13% |
$909K - $1.04M
|
15.8K
$9.42M
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
2.5K+ 8.21% |
$895K - $1.02M
|
33K
$19.6M
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.5K+ 5.72% |
$895K - $1.02M
|
46.2K
$27.5M
|
|
Feb 13, 2023
Q4 2022
|
Scoggin Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$894K - $1.02M
|
2.5K
$1.49M
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.48K+ 4.21% |
$887K - $1.01M
|
61.3K
$36.5M
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.48KNew |
$887K - $1.01M
|
2.48K
$1.48M
|
|
Feb 15, 2023
Q4 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
2.46K+ 2231.82% |
$878K - $1M
|
2.57K
$1.53M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.44K+ 25.25% |
$873K - $994K
|
12.1K
$7.2M
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
2.43K+ 19.58% |
$869K - $990K
|
14.8K
$8.83M
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.42K+ 102.58% |
$867K - $988K
|
4.79K
$2.85M
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.41K+ 79.98% |
$863K - $983K
|
5.43K
$3.23M
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
2.41KNew |
$862K - $982K
|
2.41K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
2.39K+ 187.69% |
$856K - $975K
|
3.67K
$2.18M
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
2.38K+ 17.89% |
$852K - $970K
|
15.7K
$9.34M
|
|
Feb 13, 2023
Q4 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
2.35K+ 59.33% |
$842K - $959K
|
6.32K
$3.76M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.35K+ 9.05% |
$839K - $956K
|
28.3K
$16.8M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.35K+ 11.01% |
$839K - $956K
|
23.6K
$14.1M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.34K+ 10.67% |
$836K - $952K
|
24.2K
$14.4M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.33K+ 329.28% |
$833K - $948K
|
3.04K
$1.81M
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.31KNew |
$826K - $941K
|
2.31K
$1.37M
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.3K+ 20.91% |
$824K - $939K
|
13.3K
$7.93M
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.3K+ 1.86% |
$823K - $937K
|
126K
$74.9M
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.3K+ 7.02% |
$822K - $937K
|
35.1K
$20.9M
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
2.3K+ 14.93% |
$822K - $936K
|
17.7K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
2.3KNew |
$821K - $935K
|
2.3K
$1.37M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.29K+ 327.79% |
$818K - $932K
|
2.99K
$1.78M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.29K+ 114.13% |
$818K - $931K
|
4.29K
$2.55M
|
|
Jan 06, 2023
Q4 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
2.29K+ 448.92% |
$817K - $931K
|
2.79K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
2.27K+ 0.12% |
$813K - $926K
|
1.86M
$1.11B
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.27K+ 0.44% |
$812K - $925K
|
515K
$307M
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.26KNew |
$809K - $922K
|
2.26K
$1.35M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.24K+ 172.08% |
$800K - $911K
|
3.54K
$2.1M
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
2.23K+ 3.41% |
$799K - $910K
|
67.7K
$40.3M
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.22K+ 40.34% |
$794K - $905K
|
7.73K
$4.6M
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.21K+ 59.89% |
$789K - $899K
|
5.89K
$3.51M
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.2K+ 4.68% |
$787K - $897K
|
49.2K
$29.3M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.17K+ 18.67% |
$776K - $885K
|
13.8K
$8.21M
|