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 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 0.61% |
$4.29K - $4.89K
|
1.95K
$1.16M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12- 0.04% |
$4.29K - $4.89K
|
27.7K
$16.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-13- 0.47% |
$4.65K - $5.3K
|
2.76K
$1.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-13- 0.15% |
$4.65K - $5.3K
|
8.71K
$5.15M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-14- 0.31% |
$5.01K - $5.7K
|
4.55K
$2.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-14- 0.9% |
$5.01K - $5.7K
|
1.54K
$909K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-14- 0.85% |
$5.01K - $5.7K
|
1.64K
$970K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14- 1.41% |
$5.01K - $5.7K
|
977
$578K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-14- 1.37% |
$5.01K - $5.7K
|
1.01K
$597K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 0.53% |
$5.01K - $5.7K
|
2.65K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-14- 0.86% |
$5.01K - $5.7K
|
1.61K
$954K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14- 0.26% |
$5.01K - $5.7K
|
5.43K
$3.21M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-15- 0.14% |
$5.36K - $6.11K
|
10.6K
$6.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15- 4.9% |
$5.36K - $6.11K
|
291
$172K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-15- 0.42% |
$5.36K - $6.11K
|
3.56K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-15- 5.21% |
$5.36K - $6.11K
|
273
$162K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-16- 1.28% |
$5.72K - $6.52K
|
1.23K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-16- 0.25% |
$5.72K - $6.52K
|
6.37K
$3.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-16- 1.47% |
$5.72K - $6.52K
|
1.07K
$634K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17- 2.79% |
$6.08K - $6.93K
|
592
$350K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-17- 0.53% |
$6.08K - $6.93K
|
3.17K
$1.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-17- 0.26% |
$6.08K - $6.93K
|
6.46K
$3.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-17- 0.56% |
$6.08K - $6.93K
|
3K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-17- 0.7% |
$6.08K - $6.93K
|
2.4K
$1.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-18- 0.07% |
$6.44K - $7.33K
|
27.6K
$16.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-18- 0.61% |
$6.44K - $7.33K
|
2.94K
$1.74M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-18- 0.35% |
$6.44K - $7.33K
|
5.16K
$3.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-18- 0.18% |
$6.44K - $7.33K
|
10.2K
$6.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-18- 1.71% |
$6.44K - $7.33K
|
1.04K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18- 0.05% |
$6.44K - $7.33K
|
37K
$21.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-19- 0.42% |
$6.79K - $7.74K
|
4.49K
$2.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-19- 0.25% |
$6.79K - $7.74K
|
7.73K
$4.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-19- 0.19% |
$6.79K - $7.74K
|
9.84K
$5.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-20- 2.11% |
$7.15K - $8.15K
|
928
$549K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20- 0.59% |
$7.15K - $8.15K
|
3.37K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 2.96% |
$7.15K - $8.15K
|
656
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.2% |
$7.15K - $8.15K
|
9.75K
$5.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-21- 1.23% |
$7.51K - $8.56K
|
1.69K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-21- 0.14% |
$7.51K - $8.56K
|
15K
$8.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-22- 1.23% |
$7.87K - $8.96K
|
1.77K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-22- 0.05% |
$7.87K - $8.96K
|
41.7K
$24.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-23- 3.03% |
$8.23K - $9.37K
|
736
$436K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-23Closed |
$8.23K - $9.37K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-24- 0.16% |
$8.58K - $9.78K
|
14.7K
$8.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-24- 0.46% |
$8.58K - $9.78K
|
5.19K
$3.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-25- 2.9% |
$8.94K - $10.2K
|
837
$495K
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-25- 1.72% |
$8.94K - $10.2K
|
1.43K
$848K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-25- 0.32% |
$8.94K - $10.2K
|
7.86K
$4.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-25- 0.33% |
$8.94K - $10.2K
|
7.49K
$4.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-26- 2.26% |
$9.3K - $10.6K
|
1.12K
$664K
|