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
Feb 13, 2023 Q4 2022
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
1.27K
New
$452K - $515K
1.27K $753K
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
1.24K
+ 0.22%
$444K - $506K
557K $331M
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.24K
+ 5.18%
$444K - $506K
25.2K $15M
Feb 14, 2023 Q4 2022
Mitchell Sinkler & Starr

BUY
 -
1.24K
+ 28.09%
$443K - $505K
5.66K $3.36M
Feb 27, 2023 Q4 2022
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
1.22K
New
$436K - $497K
1.22K $726K
Feb 10, 2023 Q4 2022
Hollow Brook Wealth Management LLC

BUY
 -
1.22K
New
$436K - $496K
1.22K $725K
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.22K
+ 0.58%
$436K - $496K
211K $125M
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
1.21K
New
$434K - $494K
1.21K $722K
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
1.21K
+ 50.56%
$433K - $494K
3.61K $2.15M
Feb 08, 2023 Q4 2022
Abbrea Capital, LLC

BUY
 -
1.21K
+ 1.96%
$433K - $494K
63K $37.5M
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.21K
+ 13.86%
$431K - $491K
9.91K $5.9M
Jan 09, 2023 Q4 2022
Trust CO

BUY
 -
1.2K
+ 88.13%
$430K - $490K
2.57K $1.53M
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
1.2K
+ 3.49%
$429K - $489K
35.6K $21.2M
Feb 06, 2023 Q4 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
1.2K
+ 11.13%
$428K - $488K
12K $7.12M
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.18K
+ 5.21%
$423K - $482K
23.9K $14.2M
Feb 07, 2023 Q4 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
1.18K
+ 1.14%
$422K - $481K
105K $62.6M
Mar 11, 2024 Q4 2022
Nepc LLC

Boston, MA
BUY
 -
1.18K
+ 3.45%
$422K - $481K
35.4K $21.1M
Feb 03, 2023 Q4 2022
Gw Henssler & Associates LTD

BUY
 -
1.18K
+ 36.17%
$421K - $480K
4.43K $2.64M
Jan 17, 2023 Q4 2022
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
1.18K
New
$421K - $479K
1.18K $700K
Feb 02, 2023 Q4 2022
Aj Advisors, LLC

Nashville, TN
BUY
 -
1.17K
New
$419K - $477K
1.17K $697K
Feb 10, 2023 Q4 2022
Taurus Asset Management, LLC

New York, NY
BUY
 -
1.16K
+ 3.73%
$415K - $473K
32.3K $19.2M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.16K
New
$413K - $471K
1.16K $688K
Feb 14, 2023 Q4 2022
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
1.15K
+ 23.68%
$413K - $470K
6.03K $3.59M
Feb 07, 2023 Q4 2022
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
1.15K
+ 38.72%
$412K - $469K
4.13K $2.46M
Jan 05, 2023 Q4 2022
Capital Investment Advisors, LLC

BUY
 -
1.15K
+ 6.74%
$412K - $469K
18.2K $10.9M
Jan 20, 2023 Q4 2022
Clear Harbor Asset Management, LLC

BUY
 -
1.15K
+ 1.77%
$412K - $469K
66.2K $39.4M
Nov 17, 2023 Q4 2022
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
1.15K
New
$411K - $469K
1.15K $684K
Feb 14, 2023 Q4 2022
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
1.15K
New
$411K - $468K
1.15K $683K
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
BUY
 -
1.15K
+ 0.51%
$409K - $466K
227K $135M
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.14K
+ 1.83%
$408K - $464K
63.3K $37.7M
Feb 01, 2023 Q4 2022
Meredith Wealth Planning

Maryville, IL
BUY
 -
1.14K
New
$407K - $464K
1.14K $678K
Feb 13, 2023 Q4 2022
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
1.13K
+ 23.62%
$405K - $461K
5.93K $3.53M
Jan 31, 2023 Q4 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
1.13K
+ 2.63%
$403K - $460K
44K $26.2M
Feb 03, 2023 Q4 2022
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
1.13K
New
$403K - $459K
1.13K $671K
Feb 13, 2023 Q4 2022
Souders Financial Advisors

BUY
 -
1.12K
+ 80.46%
$401K - $456K
2.51K $1.49M
Jan 17, 2023 Q4 2022
Taylor & Morgan Wealth Management, LLC

BUY
 -
1.12K
+ 3.1%
$400K - $455K
37.2K $22.1M
Jan 30, 2023 Q4 2022
Locust Wood Capital Advisers, LLC

BUY
 -
1.12K
New
$399K - $455K
1.12K $664K
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
1.12K
+ 0.38%
$399K - $454K
297K $177M
Jan 17, 2023 Q4 2022
Qp Wealth Management, LLC

BUY
 -
1.11K
New
$397K - $453K
1.11K $661K
Feb 14, 2023 Q4 2022
Select Equity Group, L.P.

New York, NY
BUY
 -
1.11K
New
$395K - $450K
1.11K $657K
Jan 26, 2023 Q4 2022
True Signal LP

New York, NY
BUY
 -
1.1K
New
$393K - $448K
1.1K $655K
Feb 09, 2023 Q4 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
1.1K
+ 3.75%
$393K - $447K
30.4K $18.1M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
1.1K
+ 7.57%
$392K - $447K
15.6K $9.28M
Jan 12, 2023 Q4 2022
Next Capital Management LLC

BUY
 -
1.1K
+ 124.52%
$392K - $447K
1.98K $1.18M
Jan 20, 2023 Q4 2022
Hedeker Wealth, LLC

BUY
 -
1.1K
+ 184.34%
$392K - $446K
1.69K $1M
Aug 14, 2023 Q4 2022
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
1.09K
New
$389K - $443K
1.09K $647K
Jan 20, 2023 Q4 2022
Veriti Management LLC

BUY
 -
1.09K
New
$388K - $442K
1.09K $646K
Feb 14, 2023 Q4 2022
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
1.08K
New
$386K - $440K
1.08K $643K
Feb 09, 2023 Q4 2022
First International Bank & Trust

Watford City, ND
BUY
 -
1.08K
+ 2.83%
$386K - $439K
39.2K $23.3M

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