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 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8+ 0.28% |
$2.86K - $3.26K
|
2.91K
$1.72M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$2.86K - $3.26K
|
8
$4.74K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.07% |
$2.5K - $2.85K
|
9.43K
$5.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7+ 0.35% |
$2.5K - $2.85K
|
2.01K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.1% |
$2.5K - $2.85K
|
6.91K
$4.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
7+ 0.33% |
$2.5K - $2.85K
|
2.11K
$1.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.51% |
$2.5K - $2.85K
|
1.39K
$824K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7+ 0.42% |
$2.5K - $2.85K
|
1.67K
$987K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 0.21% |
$2.5K - $2.85K
|
3.33K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
7+ 0.95% |
$2.5K - $2.85K
|
746
$442K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7+ 0.21% |
$2.5K - $2.85K
|
3.39K
$2M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
7+ 0.88% |
$2.5K - $2.85K
|
806
$477K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 2.14% |
$2.5K - $2.85K
|
334
$198K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6+ 0.04% |
$2.15K - $2.44K
|
14.1K
$8.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$2.15K - $2.44K
|
5.26K
$3.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
6+ 0.24% |
$2.15K - $2.44K
|
2.49K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6+ 0.29% |
$2.15K - $2.44K
|
2.09K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.44% |
$2.15K - $2.44K
|
1.36K
$806K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.25% |
$2.15K - $2.44K
|
2.37K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
6+ 0.43% |
$2.15K - $2.44K
|
1.39K
$825K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
6+ 0.19% |
$2.15K - $2.44K
|
3.13K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 3.64% |
$2.15K - $2.44K
|
171
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5+ 0.56% |
$1.79K - $2.04K
|
899
$532K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
5New |
$1.79K - $2.04K
|
5
$2.96K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.79K - $2.04K
|
1.45K
$859K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.95% |
$1.79K - $2.04K
|
529
$313K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5+ 0.04% |
$1.79K - $2.04K
|
13.9K
$8.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5+ 0.53% |
$1.79K - $2.04K
|
954
$565K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
5+ 0.14% |
$1.79K - $2.04K
|
3.71K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5+ 0.62% |
$1.79K - $2.04K
|
816
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.36% |
$1.79K - $2.04K
|
1.4K
$826K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.42% |
$1.43K - $1.63K
|
957
$566K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4+ 0.07% |
$1.43K - $1.63K
|
5.96K
$3.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
4New |
$1.43K - $1.63K
|
4
$2.37K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
4+ 0.43% |
$1.43K - $1.63K
|
929
$550K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.41% |
$1.43K - $1.63K
|
972
$575K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4+ 0.57% |
$1.43K - $1.63K
|
701
$415K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3+ 0.03% |
$1.07K - $1.22K
|
9.35K
$5.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.23% |
$1.07K - $1.22K
|
1.32K
$778K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.17% |
$1.07K - $1.22K
|
1.74K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
3+ 0.15% |
$1.07K - $1.22K
|
2.06K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.18% |
$1.07K - $1.22K
|
1.7K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3+ 0.46% |
$1.07K - $1.22K
|
651
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.19% |
$1.07K - $1.22K
|
1.58K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
3+ 0.34% |
$1.07K - $1.22K
|
886
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.46% |
$1.07K - $1.22K
|
651
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$1.07K - $1.22K
|
3.94K
$2.33M
|
|
|
Mar 03, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3+ 0.0% |
$1.07K - $1.22K
|
357K
$211M
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.37% |
$1.07K - $1.22K
|
806
$477K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.55% |
$715 - $815
|
363
$215K
|