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 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-812- 7.25% |
$290K - $331K
|
10.4K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-819- 1.64% |
$293K - $334K
|
49.3K
$27.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-821- 0.05% |
$294K - $334K
|
1.74M
$971M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-821- 3.54% |
$294K - $334K
|
22.4K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-830- 18.6% |
$297K - $338K
|
3.63K
$2.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-834- 5.4% |
$298K - $340K
|
14.6K
$8.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-842- 9.34% |
$301K - $343K
|
8.18K
$4.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-843- 3.65% |
$301K - $343K
|
22.2K
$12.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-845- 12.23% |
$302K - $344K
|
6.06K
$3.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-849- 36.61% |
$304K - $346K
|
1.47K
$822K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-861- 3.13% |
$308K - $351K
|
26.6K
$14.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-864- 2.25% |
$309K - $352K
|
37.6K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-865- 1.07% |
$309K - $352K
|
80K
$44.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-872- 0.59% |
$312K - $355K
|
147K
$82.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-876- 29.28% |
$313K - $357K
|
2.12K
$1.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-880- 3.42% |
$315K - $359K
|
24.8K
$13.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-883- 19.11% |
$316K - $360K
|
3.74K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-883- 39.02% |
$316K - $360K
|
1.38K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-884- 6.07% |
$316K - $360K
|
13.7K
$7.66M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-885- 2.77% |
$317K - $361K
|
31.1K
$17.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-894- 3.03% |
$320K - $364K
|
28.6K
$16M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-895- 21.1% |
$320K - $365K
|
3.35K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-899- 14.51% |
$322K - $366K
|
5.3K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-910- 4.04% |
$325K - $371K
|
21.6K
$12.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-913- 16.68% |
$327K - $372K
|
4.56K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-920- 1.09% |
$329K - $375K
|
83.2K
$46.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-942- 23.28% |
$337K - $384K
|
3.11K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-943- 26.04% |
$337K - $384K
|
2.68K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-945- 6.7% |
$338K - $385K
|
13.2K
$7.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-946- 6.57% |
$338K - $385K
|
13.5K
$7.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-946- 50.35% |
$338K - $385K
|
933
$522K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-957- 2.4% |
$342K - $390K
|
38.9K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-973- 23.71% |
$348K - $396K
|
3.13K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-986- 15.79% |
$353K - $402K
|
5.26K
$2.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1K- 1.94% |
$358K - $407K
|
50.5K
$28.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.01K- 5.96% |
$361K - $411K
|
15.9K
$8.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.01K- 3.89% |
$362K - $413K
|
25K
$14M
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.01K- 63.38% |
$363K - $413K
|
586
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.03K- 5.26% |
$369K - $420K
|
18.6K
$10.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.04K- 8.97% |
$370K - $422K
|
10.5K
$5.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 5.98% |
$374K - $426K
|
16.4K
$9.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.07K- 2.09% |
$383K - $437K
|
50.2K
$28.1M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.07K- 15.5% |
$383K - $437K
|
5.84K
$3.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.08K- 7.91% |
$386K - $440K
|
12.6K
$7.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.08K- 1.23% |
$387K - $440K
|
86.9K
$48.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.09K- 13.2% |
$391K - $445K
|
7.18K
$4.02M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 2.34% |
$392K - $447K
|
45.8K
$25.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 9.38% |
$393K - $448K
|
10.6K
$5.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.1K- 10.56% |
$395K - $450K
|
9.35K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.11K- 46.99% |
$396K - $451K
|
1.25K
$699K
|