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 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-300- 10.24% |
$107K - $122K
|
2.63K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-301- 13.09% |
$108K - $123K
|
2K
$1.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-303- 2.85% |
$108K - $123K
|
10.3K
$6.15M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-303- 1.95% |
$108K - $123K
|
15.3K
$9.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-305- 1.97% |
$109K - $124K
|
15.2K
$9.02M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-309- 21.81% |
$111K - $126K
|
1.11K
$659K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-309- 8.05% |
$111K - $126K
|
3.53K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-309- 1.49% |
$111K - $126K
|
20.4K
$12.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-310- 0.86% |
$111K - $126K
|
35.6K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-310- 9.03% |
$111K - $126K
|
3.12K
$1.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-311- 11.18% |
$111K - $127K
|
2.47K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-311- 8.77% |
$111K - $127K
|
3.24K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-315- 3.2% |
$113K - $128K
|
9.53K
$5.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-317- 1.7% |
$113K - $129K
|
18.4K
$10.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-321- 6.26% |
$115K - $131K
|
4.81K
$2.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-323- 0.82% |
$116K - $132K
|
39.3K
$23.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-324- 3.74% |
$116K - $132K
|
8.34K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-324- 2.64% |
$116K - $132K
|
12K
$7.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-325- 20.14% |
$116K - $132K
|
1.29K
$767K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-325- 1.13% |
$116K - $132K
|
28.5K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-326- 8.53% |
$117K - $133K
|
3.49K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-327- 0.55% |
$117K - $133K
|
59.6K
$35.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-327- 2.35% |
$117K - $133K
|
13.6K
$8.07M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-328- 33.88% |
$117K - $134K
|
640
$381K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-329- 38.17% |
$118K - $134K
|
533
$317K
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-331- 23.64% |
$118K - $135K
|
1.07K
$636K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-332- 0.73% |
$119K - $135K
|
45K
$26.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-332- 34.69% |
$119K - $135K
|
625
$372K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-336- 6.01% |
$120K - $137K
|
5.25K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-336- 9.08% |
$120K - $137K
|
3.37K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-336- 10.87% |
$120K - $137K
|
2.76K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-339- 16.38% |
$121K - $138K
|
1.73K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-342- 6.42% |
$122K - $139K
|
4.99K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-342- 11.31% |
$122K - $139K
|
2.68K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-345- 7.48% |
$123K - $141K
|
4.27K
$2.54M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-348- 16.04% |
$124K - $142K
|
1.82K
$1.08M
|
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-350- 2.16% |
$125K - $143K
|
15.9K
$9.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-357- 5.18% |
$128K - $145K
|
6.53K
$3.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-359- 6.07% |
$128K - $146K
|
5.56K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-359- 37.83% |
$128K - $146K
|
590
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-361- 2.32% |
$129K - $147K
|
15.2K
$9.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-362- 1.63% |
$129K - $147K
|
21.9K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-367- 3.91% |
$131K - $150K
|
9.01K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-368- 12.41% |
$132K - $150K
|
2.6K
$1.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-371- 10.41% |
$133K - $151K
|
3.19K
$1.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-373- 20.23% |
$133K - $152K
|
1.47K
$875K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-374- 41.37% |
$134K - $152K
|
530
$315K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-377- 0.88% |
$135K - $154K
|
42.6K
$25.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-378- 30.36% |
$135K - $154K
|
867
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-380- 10.6% |
$136K - $155K
|
3.2K
$1.91M
|