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
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-236- 0.38% |
$84.4K - $96.2K
|
61.7K
$36.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-238- 20.05% |
$85.1K - $97K
|
949
$565K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-239- 1.16% |
$85.5K - $97.4K
|
20.4K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-239- 7.64% |
$85.5K - $97.4K
|
2.89K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-239- 3.13% |
$85.5K - $97.4K
|
7.41K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-240- 25.67% |
$85.8K - $97.8K
|
695
$414K
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
SELL
|
- |
-241- 1.7% |
$86.2K - $98.2K
|
13.9K
$8.27M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-244- 5.09% |
$87.3K - $99.4K
|
4.55K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-245- 2.43% |
$87.6K - $99.8K
|
9.83K
$5.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-248- 4.48% |
$88.7K - $101K
|
5.29K
$3.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-248- 4.57% |
$88.7K - $101K
|
5.18K
$3.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-250- 4.91% |
$89.4K - $102K
|
4.85K
$2.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-250- 22.22% |
$89.4K - $102K
|
875
$521K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-250- 3.52% |
$89.4K - $102K
|
6.86K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-250- 2.01% |
$89.4K - $102K
|
12.2K
$7.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-252- 0.67% |
$90.1K - $103K
|
37.2K
$22.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-255- 20.24% |
$91.2K - $104K
|
1.01K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-258- 0.49% |
$92.3K - $105K
|
52.9K
$31.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-259- 9.81% |
$92.6K - $106K
|
2.38K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-262- 3.61% |
$93.7K - $107K
|
6.99K
$4.16M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-264- 1.21% |
$94.4K - $108K
|
21.6K
$12.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-264- 14.72% |
$94.4K - $108K
|
1.53K
$910K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-266- 1.9% |
$95.1K - $108K
|
13.8K
$8.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-266- 12.06% |
$95.1K - $108K
|
1.94K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-271- 6.1% |
$96.9K - $110K
|
4.17K
$2.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-274- 6.03% |
$98K - $112K
|
4.27K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-274- 2.0% |
$98K - $112K
|
13.4K
$7.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-275- 67.9% |
$98.3K - $112K
|
130
$77.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-277- 15.29% |
$99.1K - $113K
|
1.54K
$913K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-277- 2.14% |
$99.1K - $113K
|
12.7K
$7.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-277- 11.79% |
$99.1K - $113K
|
2.07K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-279- 5.99% |
$99.8K - $114K
|
4.38K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-279- 8.39% |
$99.8K - $114K
|
3.05K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-280- 12.03% |
$100K - $114K
|
2.05K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-281- 17.3% |
$100K - $114K
|
1.34K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-281- 1.13% |
$100K - $114K
|
24.6K
$14.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-282- 2.14% |
$101K - $115K
|
12.9K
$7.67M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-282- 9.93% |
$101K - $115K
|
2.56K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
SELL
|
- |
-283- 0.84% |
$101K - $115K
|
33.3K
$19.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-284- 2.97% |
$102K - $116K
|
9.26K
$5.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-289- 4.15% |
$103K - $118K
|
6.68K
$3.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-289- 1.09% |
$103K - $118K
|
26.2K
$15.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-291- 19.41% |
$104K - $119K
|
1.21K
$719K
|
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-291- 1.01% |
$104K - $119K
|
28.4K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-291- 0.82% |
$104K - $119K
|
35.4K
$21M
|
|
|
Feb 13, 2023
Q4 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-292- 1.06% |
$104K - $119K
|
27.4K
$16.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-293- 1.95% |
$105K - $119K
|
14.7K
$8.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-293- 1.06% |
$105K - $119K
|
27.4K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-293- 2.4% |
$105K - $119K
|
11.9K
$7.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-296- 15.72% |
$106K - $121K
|
1.59K
$944K
|