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 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-473- 0.36% |
$169K - $193K
|
132K
$87.1M
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-476- 13.65% |
$170K - $194K
|
3.01K
$1.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-482- 2.35% |
$172K - $196K
|
20K
$13.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-485- 15.88% |
$173K - $198K
|
2.57K
$1.7M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-487- 23.37% |
$174K - $198K
|
1.6K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-491- 4.89% |
$176K - $200K
|
9.55K
$6.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-493- 6.87% |
$176K - $201K
|
6.68K
$4.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-496- 2.1% |
$177K - $202K
|
23.1K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-496- 2.57% |
$177K - $202K
|
18.8K
$12.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-500- 12.39% |
$179K - $204K
|
3.54K
$2.34M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-500- 2.52% |
$179K - $204K
|
19.4K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-500- 33.67% |
$179K - $204K
|
985
$651K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-501- 25.99% |
$179K - $204K
|
1.43K
$943K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-501- 8.17% |
$179K - $204K
|
5.63K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-505- 21.08% |
$181K - $206K
|
1.89K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-508- 13.35% |
$182K - $207K
|
3.3K
$2.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-509- 13.64% |
$182K - $207K
|
3.22K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-510- 5.56% |
$182K - $208K
|
8.66K
$5.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-513- 34.48% |
$183K - $209K
|
975
$644K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-521- 4.39% |
$186K - $212K
|
11.4K
$7.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-524- 2.3% |
$187K - $213K
|
22.3K
$14.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-525- 20.94% |
$188K - $214K
|
1.98K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-528- 1.24% |
$189K - $215K
|
41.9K
$27.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-530- 34.48% |
$190K - $216K
|
1.01K
$665K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-532- 20.74% |
$190K - $217K
|
2.03K
$1.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-540- 32.61% |
$193K - $220K
|
1.12K
$737K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-541- 1.43% |
$193K - $220K
|
37.4K
$24.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-547- 5.6% |
$196K - $223K
|
9.22K
$6.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-548- 2.67% |
$196K - $223K
|
19.9K
$13.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-549- 8.47% |
$196K - $224K
|
5.94K
$3.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-549- 29.84% |
$196K - $224K
|
1.29K
$853K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-554- 6.82% |
$198K - $226K
|
7.57K
$5M
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-556- 19.95% |
$199K - $227K
|
2.23K
$1.47M
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-556- 19.95% |
$199K - $227K
|
2.23K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-557- 11.7% |
$199K - $227K
|
4.2K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-560- 4.74% |
$200K - $228K
|
11.2K
$7.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-564- 1.5% |
$202K - $230K
|
37K
$24.4M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-565- 4.99% |
$202K - $230K
|
10.8K
$7.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-569- 1.17% |
$203K - $232K
|
48.1K
$31.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-569- 4.17% |
$203K - $232K
|
13.1K
$8.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-569- 4.25% |
$203K - $232K
|
12.8K
$8.47M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-575- 1.31% |
$206K - $234K
|
43.3K
$28.6M
|
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-586- 30.63% |
$210K - $239K
|
1.33K
$877K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-587- 13.98% |
$210K - $239K
|
3.61K
$2.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-587- 13.98% |
$210K - $239K
|
3.61K
$2.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-588- 13.94% |
$210K - $240K
|
3.63K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-589- 6.27% |
$211K - $240K
|
8.81K
$5.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-590- 7.68% |
$211K - $240K
|
7.09K
$4.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-597- 10.1% |
$214K - $243K
|
5.31K
$3.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-602- 4.78% |
$215K - $245K
|
12K
$7.92M
|