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 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.53K+ 31.59% |
$545K - $621K
|
6.35K
$3.78M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.52K+ 80.05% |
$543K - $618K
|
3.41K
$2.03M
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.51KNew |
$540K - $616K
|
1.51K
$899K
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.51K+ 32.4% |
$539K - $614K
|
6.16K
$3.67M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 5.05% |
$538K - $613K
|
31.3K
$18.6M
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.5K+ 27.08% |
$537K - $612K
|
7.05K
$4.19M
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.49K+ 63.0% |
$532K - $606K
|
3.85K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.48K+ 4.19% |
$530K - $603K
|
36.8K
$21.9M
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.47K+ 3.91% |
$525K - $598K
|
39K
$23.2M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
1.46K+ 24.34% |
$521K - $594K
|
7.45K
$4.43M
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.46K+ 24.41% |
$520K - $593K
|
7.42K
$4.41M
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.45KNew |
$520K - $592K
|
1.45K
$865K
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.45K+ 42.68% |
$519K - $591K
|
4.85K
$2.88M
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.45KNew |
$519K - $591K
|
1.45K
$863K
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.44K+ 116.45% |
$516K - $588K
|
2.68K
$1.6M
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.44KNew |
$516K - $588K
|
1.44K
$859K
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$511K - $582K
|
1.43K
$850K
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.43KNew |
$510K - $581K
|
1.43K
$848K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.42K+ 36.83% |
$508K - $579K
|
5.28K
$3.14M
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.42K+ 14.79% |
$508K - $579K
|
11K
$6.56M
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.42K+ 8.96% |
$508K - $579K
|
17.3K
$10.3M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 1.26% |
$504K - $574K
|
113K
$67.4M
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.41K+ 21.11% |
$503K - $573K
|
8.07K
$4.8M
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.4K+ 176.35% |
$501K - $571K
|
2.2K
$1.31M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.4K+ 3.43% |
$501K - $571K
|
42.2K
$25.1M
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.39KNew |
$497K - $567K
|
1.39K
$828K
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
1.38K+ 35.73% |
$494K - $562K
|
5.24K
$3.12M
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.38KNew |
$493K - $562K
|
1.38K
$821K
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
1.38K+ 3.47% |
$493K - $562K
|
41.1K
$24.5M
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$489K - $557K
|
1.37K
$814K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 4.4% |
$489K - $557K
|
32.5K
$19.3M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.36K+ 59.65% |
$486K - $554K
|
3.64K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
1.36K+ 6.18% |
$486K - $553K
|
23.3K
$13.9M
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.36K+ 85.87% |
$485K - $552K
|
2.93K
$1.75M
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.35K+ 33.29% |
$482K - $550K
|
5.4K
$3.21M
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.34K+ 38.31% |
$481K - $548K
|
4.85K
$2.89M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.34K+ 17.51% |
$480K - $547K
|
9.01K
$5.36M
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.34K+ 1.84% |
$479K - $546K
|
74.4K
$44.2M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 13.89% |
$478K - $545K
|
11K
$6.52M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.33K+ 4.77% |
$474K - $540K
|
29.1K
$17.3M
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
1.33K+ 43.77% |
$474K - $540K
|
4.35K
$2.59M
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.32KNew |
$471K - $537K
|
1.32K
$784K
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$469K - $534K
|
1.31K
$780K
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.31KNew |
$467K - $532K
|
1.31K
$778K
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
1.3K+ 151.16% |
$465K - $530K
|
2.16K
$1.29M
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.3KNew |
$463K - $528K
|
1.3K
$771K
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.29K+ 0.56% |
$463K - $527K
|
234K
$139M
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.29K+ 7.1% |
$462K - $527K
|
19.5K
$11.6M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.28K+ 1.06% |
$456K - $519K
|
122K
$72.4M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 4.65% |
$453K - $517K
|
28.5K
$17M
|