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 11, 2023
Q4 2022
|
Sara Bay Financial
|
BUY
|
- |
2+ 0.2% |
$715 - $815
|
1K
$594K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.12% |
$715 - $815
|
1.73K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$715 - $815
|
1K
$594K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$715 - $815
|
561
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.1% |
$715 - $815
|
2.03K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$715 - $815
|
1.47K
$868K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.53% |
$715 - $815
|
378
$224K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.63% |
$715 - $815
|
319
$189K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2+ 0.3% |
$715 - $815
|
678
$401K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.15% |
$358 - $407
|
657
$389K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.35% |
$358 - $407
|
288
$170K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$358 - $407
|
5.83K
$3.45M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1New |
$358 - $407
|
1
$592
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.04% |
$358 - $407
|
2.63K
$1.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1+ 0.08% |
$358 - $407
|
1.24K
$732K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.16% |
$358 - $407
|
631
$374K
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1+ 0.05% |
$358 - $407
|
2.12K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1+ 0.03% |
$358 - $407
|
3.73K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1+ 0.08% |
$358 - $407
|
1.3K
$771K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.18% |
$358 - $407
|
567
$336K
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$358 - $407
|
878
$520K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$358 - $407
|
3.62K
$2.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1+ 0.13% |
$358 - $407
|
777
$460K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1+ 0.02% |
$358 - $407
|
5.95K
$3.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.01% |
$358 - $407
|
11.3K
$6.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.15% |
$358 - $407
|
684
$405K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.02% |
$358 - $407
|
5.48K
$3.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$358 - $407
|
788
$466K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.29% |
$358 - $407
|
340
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.08% |
$358 - $407
|
1.31K
$777K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 20.0% |
$358 - $407
|
6
$3.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.05% |
$358 - $407
|
2.12K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.03% |
$358 - $407
|
3.7K
$2.19M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1+ 0.18% |
$358 - $407
|
572
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1- 0.06% |
$358 - $407
|
1.66K
$982K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.04% |
$358 - $407
|
2.61K
$1.55M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2- 0.17% |
$715 - $815
|
1.2K
$710K
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-2- 0.08% |
$715 - $815
|
2.52K
$1.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$715 - $815
|
7.88K
$4.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2- 0.57% |
$715 - $815
|
350
$207K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2- 0.12% |
$715 - $815
|
1.63K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-2- 0.06% |
$715 - $815
|
3.18K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-3- 0.12% |
$1.07K - $1.22K
|
2.46K
$1.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-3- 0.13% |
$1.07K - $1.22K
|
2.34K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3- 0.09% |
$1.07K - $1.22K
|
3.37K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-3- 0.07% |
$1.07K - $1.22K
|
4.06K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-3- 0.31% |
$1.07K - $1.22K
|
980
$580K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3- 1.02% |
$1.07K - $1.22K
|
292
$173K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.12% |
$1.07K - $1.22K
|
2.56K
$1.51M
|