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 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.17K- 3.1% |
$417K - $475K
|
36.5K
$21.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.17K- 3.56% |
$420K - $478K
|
31.8K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.18K- 40.56% |
$421K - $480K
|
1.73K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.19K- 3.96% |
$425K - $484K
|
28.8K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.19K- 0.68% |
$425K - $484K
|
174K
$103M
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.19K- 7.75% |
$426K - $485K
|
14.2K
$8.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.19K- 2.98% |
$426K - $486K
|
38.8K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.21K- 88.64% |
$432K - $493K
|
155
$92.2K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.22K- 2.86% |
$436K - $497K
|
41.5K
$24.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.23K- 1.97% |
$441K - $502K
|
61.5K
$36.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.23K- 90.8% |
$441K - $502K
|
125
$74.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.24K- 3.35% |
$443K - $505K
|
35.7K
$21.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.25K- 9.85% |
$447K - $509K
|
11.4K
$6.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 5.73% |
$450K - $513K
|
20.7K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.28K- 4.43% |
$458K - $522K
|
27.7K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 8.16% |
$460K - $524K
|
14.5K
$8.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.29K- 0.72% |
$461K - $526K
|
178K
$106M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.3K- 4.04% |
$465K - $530K
|
30.9K
$18.4M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.31K- 2.04% |
$469K - $535K
|
63K
$37.5M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.32K- 6.19% |
$471K - $537K
|
19.9K
$11.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.32K- 9.84% |
$472K - $538K
|
12.1K
$7.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.33K- 2.06% |
$475K - $541K
|
63.2K
$37.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 19.13% |
$476K - $543K
|
5.63K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.35K- 6.99% |
$481K - $548K
|
17.9K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.35K- 4.31% |
$484K - $552K
|
30.1K
$17.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.36K- 8.58% |
$485K - $552K
|
14.5K
$8.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.36K- 52.01% |
$485K - $552K
|
1.25K
$744K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.36K- 7.59% |
$486K - $554K
|
16.6K
$9.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.37K- 42.35% |
$489K - $557K
|
1.86K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.37K- 6.95% |
$490K - $559K
|
18.4K
$10.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 12.32% |
$491K - $560K
|
9.78K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.38K- 36.03% |
$492K - $561K
|
2.45K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.38K- 1.79% |
$493K - $561K
|
75.8K
$45.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.4K- 27.49% |
$500K - $569K
|
3.68K
$2.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.4K- 3.18% |
$502K - $572K
|
42.7K
$25.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.41K- 1.03% |
$504K - $574K
|
136K
$80.9M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.42K- 6.97% |
$509K - $580K
|
19K
$11.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.43K- 10.49% |
$512K - $583K
|
12.2K
$7.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.44K- 0.34% |
$514K - $585K
|
417K
$248M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-1.45K- 50.24% |
$519K - $591K
|
1.44K
$854K
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.47K- 14.21% |
$524K - $597K
|
8.84K
$5.26M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.48K- 75.34% |
$530K - $604K
|
485
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.49K- 47.56% |
$533K - $607K
|
1.64K
$978K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.49K- 3.59% |
$534K - $609K
|
40.2K
$23.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 3.23% |
$542K - $617K
|
45.4K
$27M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.54K- 0.67% |
$550K - $626K
|
228K
$135M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.57K- 69.21% |
$560K - $638K
|
697
$415K
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.6K- 3.71% |
$570K - $650K
|
41.4K
$24.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.61K- 15.55% |
$576K - $656K
|
8.75K
$5.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.61K- 13.86% |
$576K - $657K
|
10K
$5.96M
|