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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
377+ 3.51% |
$135K - $154K
|
11.1K
$6.52M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
374+ 4.71% |
$134K - $152K
|
8.31K
$4.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
371New |
$133K - $151K
|
371
$217K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
371+ 7.45% |
$133K - $151K
|
5.35K
$3.13M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
371+ 7.45% |
$133K - $151K
|
5.35K
$3.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
369+ 3.68% |
$132K - $150K
|
10.4K
$6.1M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
366+ 4.11% |
$131K - $149K
|
9.27K
$5.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
360+ 4.45% |
$129K - $147K
|
8.44K
$4.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
360+ 20.86% |
$129K - $147K
|
2.09K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
359+ 0.9% |
$128K - $146K
|
40.3K
$23.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
359+ 5.92% |
$128K - $146K
|
6.43K
$3.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
357+ 2.22% |
$128K - $145K
|
16.4K
$9.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
355+ 20.44% |
$127K - $145K
|
2.09K
$1.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
354+ 3.1% |
$127K - $144K
|
11.8K
$6.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
352+ 1.17% |
$126K - $143K
|
30.4K
$17.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
351+ 6.66% |
$126K - $143K
|
5.62K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
349+ 0.55% |
$125K - $142K
|
64.3K
$37.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
341+ 13.09% |
$122K - $139K
|
2.95K
$1.73M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
341+ 66.21% |
$122K - $139K
|
856
$502K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
341+ 66.21% |
$122K - $139K
|
856
$502K
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
339+ 4.81% |
$121K - $138K
|
7.38K
$4.33M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
339+ 4.15% |
$121K - $138K
|
8.5K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
335+ 1.54% |
$120K - $136K
|
22.2K
$13M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
334+ 58.91% |
$119K - $136K
|
901
$528K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
334+ 56.71% |
$119K - $136K
|
923
$541K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
334+ 6.81% |
$119K - $136K
|
5.24K
$3.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
332+ 3.42% |
$119K - $135K
|
10K
$5.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
331+ 3.15% |
$118K - $135K
|
10.9K
$6.36M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
327+ 14.13% |
$117K - $133K
|
2.64K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
326+ 1.23% |
$117K - $133K
|
26.8K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
325New |
$116K - $132K
|
325
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
322New |
$115K - $131K
|
322
$189K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
321+ 0.85% |
$115K - $131K
|
38.3K
$22.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
319+ 1.42% |
$114K - $130K
|
22.9K
$13.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
318+ 1.92% |
$114K - $130K
|
16.9K
$9.89M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
317New |
$113K - $129K
|
317
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
316+ 24.86% |
$113K - $129K
|
1.59K
$930K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
314+ 0.4% |
$112K - $128K
|
79.1K
$46.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
314+ 0.72% |
$112K - $128K
|
43.9K
$25.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
311+ 42.14% |
$111K - $127K
|
1.05K
$615K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
310+ 2.82% |
$111K - $126K
|
11.3K
$6.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
307+ 0.38% |
$110K - $125K
|
80.7K
$47.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
305+ 97.76% |
$109K - $124K
|
617
$362K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
305+ 7.57% |
$109K - $124K
|
4.34K
$2.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
303+ 2.28% |
$108K - $123K
|
13.6K
$7.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
302+ 5.1% |
$108K - $123K
|
6.22K
$3.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
301+ 19.03% |
$108K - $123K
|
1.88K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
300+ 14.94% |
$107K - $122K
|
2.31K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
299+ 0.8% |
$107K - $122K
|
37.5K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
299+ 15.49% |
$107K - $122K
|
2.23K
$1.31M
|