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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
97+ 2.04% |
$34.7K - $39.5K
|
4.86K
$3.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
96+ 1.37% |
$34.3K - $39.1K
|
7.08K
$4.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
96+ 0.61% |
$34.3K - $39.1K
|
15.8K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
96+ 2.46% |
$34.3K - $39.1K
|
4K
$2.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
95+ 2.88% |
$34K - $38.7K
|
3.39K
$2.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
95+ 5.37% |
$34K - $38.7K
|
1.87K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
95New |
$34K - $38.7K
|
95
$63.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
94+ 9.21% |
$33.6K - $38.3K
|
1.12K
$748K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
94+ 23.8% |
$33.6K - $38.3K
|
489
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
94+ 1.73% |
$33.6K - $38.3K
|
5.54K
$3.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
92+ 1.35% |
$32.9K - $37.5K
|
6.93K
$4.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
92+ 2.23% |
$32.9K - $37.5K
|
4.22K
$2.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
91+ 5.26% |
$32.5K - $37.1K
|
1.82K
$1.22M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
91+ 14.97% |
$32.5K - $37.1K
|
699
$469K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
90+ 2.91% |
$32.2K - $36.7K
|
3.18K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
88+ 9.14% |
$31.5K - $35.9K
|
1.05K
$706K
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
87+ 0.15% |
$31.1K - $35.4K
|
59K
$39.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
87+ 0.1% |
$31.1K - $35.4K
|
83K
$55.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
86+ 0.57% |
$30.8K - $35K
|
15.2K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
85+ 0.36% |
$30.4K - $34.6K
|
23.6K
$15.8M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
83+ 1.87% |
$29.7K - $33.8K
|
4.51K
$3.03M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
83+ 0.55% |
$29.7K - $33.8K
|
15.2K
$10.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
82+ 1.04% |
$29.3K - $33.4K
|
7.99K
$5.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
82+ 3.89% |
$29.3K - $33.4K
|
2.19K
$1.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
81+ 0.33% |
$29K - $33K
|
24.4K
$16.4M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
81+ 0.74% |
$29K - $33K
|
11K
$7.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
80+ 4.26% |
$28.6K - $32.6K
|
1.96K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
79New |
$28.3K - $32.2K
|
79
$53K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
78+ 4.17% |
$27.9K - $31.8K
|
1.95K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
78+ 2.94% |
$27.9K - $31.8K
|
2.73K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
77+ 0.16% |
$27.5K - $31.4K
|
46.9K
$31.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
75+ 63.03% |
$26.8K - $30.6K
|
194
$130K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
75+ 2.11% |
$26.8K - $30.6K
|
3.63K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
75+ 0.38% |
$26.8K - $30.6K
|
19.6K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
75+ 0.47% |
$26.8K - $30.6K
|
16.1K
$10.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 3.48% |
$26.1K - $29.7K
|
2.17K
$1.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
73+ 2.5% |
$26.1K - $29.7K
|
2.99K
$2.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
73+ 2.53% |
$26.1K - $29.7K
|
2.95K
$1.98M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
73+ 1.23% |
$26.1K - $29.7K
|
5.99K
$4.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
72+ 5.21% |
$25.7K - $29.3K
|
1.45K
$976K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
72+ 0.62% |
$25.7K - $29.3K
|
11.7K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
72+ 3.99% |
$25.7K - $29.3K
|
1.88K
$1.26M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
72+ 1.16% |
$25.7K - $29.3K
|
6.28K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
71+ 12.54% |
$25.4K - $28.9K
|
637
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
71+ 1.72% |
$25.4K - $28.9K
|
4.21K
$2.82M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
70+ 3.46% |
$25K - $28.5K
|
2.09K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
70+ 1.81% |
$25K - $28.5K
|
3.94K
$2.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
68+ 1.87% |
$24.3K - $27.7K
|
3.71K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
68+ 0.99% |
$24.3K - $27.7K
|
6.96K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
67+ 5.47% |
$24K - $27.3K
|
1.29K
$867K
|