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
|
Wealth Management Solutions, LLC
|
BUY
|
- |
658New |
$235K - $268K
|
658
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
658+ 19.11% |
$235K - $268K
|
4.1K
$2.44M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
655+ 0.52% |
$234K - $267K
|
126K
$74.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
655+ 8.25% |
$234K - $267K
|
8.59K
$5.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
649+ 49.92% |
$232K - $264K
|
1.95K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
649+ 17.97% |
$232K - $264K
|
4.26K
$2.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
646+ 1.06% |
$231K - $263K
|
61.8K
$36.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
645+ 8.86% |
$231K - $263K
|
7.93K
$4.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
645+ 100.78% |
$231K - $263K
|
1.29K
$765K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
642+ 76.61% |
$230K - $262K
|
1.48K
$881K
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
642+ 12.47% |
$230K - $262K
|
5.79K
$3.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
641+ 11.23% |
$229K - $261K
|
6.35K
$3.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
636+ 37.02% |
$227K - $259K
|
2.35K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
634+ 5.44% |
$227K - $258K
|
12.3K
$7.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
633New |
$226K - $258K
|
633
$377K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
632New |
$226K - $257K
|
632
$376K
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
631New |
$226K - $257K
|
631
$375K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
631+ 1.95% |
$226K - $257K
|
32.9K
$19.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
630New |
$225K - $257K
|
630
$375K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
626+ 5.62% |
$224K - $255K
|
11.8K
$7M
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
625+ 1.67% |
$224K - $255K
|
38.1K
$22.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
624+ 3.35% |
$223K - $254K
|
19.3K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
622+ 4.22% |
$222K - $253K
|
15.4K
$9.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
621+ 22.38% |
$222K - $253K
|
3.4K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
612+ 2.68% |
$219K - $249K
|
23.5K
$14M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
610New |
$218K - $249K
|
610
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
610+ 10.86% |
$218K - $249K
|
6.23K
$3.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
608+ 3.39% |
$217K - $248K
|
18.5K
$11M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
608New |
$217K - $248K
|
608
$362K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
604+ 1.04% |
$216K - $246K
|
58.8K
$35M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
600+ 207.61% |
$215K - $244K
|
889
$529K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
599+ 1.71% |
$214K - $244K
|
35.6K
$21.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
598+ 1390.7% |
$214K - $244K
|
641
$381K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
596+ 14.94% |
$213K - $243K
|
4.58K
$2.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
594New |
$212K - $242K
|
594
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
593+ 7.1% |
$212K - $242K
|
8.94K
$5.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
590New |
$211K - $240K
|
590
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
588+ 5.99% |
$210K - $240K
|
10.4K
$6.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
587New |
$210K - $239K
|
587
$349K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
586+ 13.92% |
$210K - $239K
|
4.8K
$2.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
585+ 16.26% |
$209K - $238K
|
4.18K
$2.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
584New |
$209K - $238K
|
584
$347K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
584+ 0.65% |
$209K - $238K
|
90.3K
$53.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
582+ 2.99% |
$208K - $237K
|
20.1K
$11.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
581+ 6.76% |
$208K - $237K
|
9.18K
$5.46M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
581+ 3.91% |
$208K - $237K
|
15.4K
$9.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
575New |
$206K - $234K
|
575
$342K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
574+ 0.28% |
$205K - $234K
|
209K
$124M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
574New |
$205K - $234K
|
574
$342K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
572New |
$205K - $233K
|
572
$340K
|