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
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.38K- 17.42% |
$1.56M - $1.78M
|
20.7K
$12.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.38K- 6.16% |
$1.57M - $1.79M
|
66.7K
$40.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.39K- 5.72% |
$1.57M - $1.79M
|
72.4K
$43.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.44K- 5.6% |
$1.59M - $1.81M
|
74.9K
$45M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.5K- 19.7% |
$1.61M - $1.84M
|
18.4K
$11M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.55K- 1.92% |
$1.63M - $1.85M
|
232K
$140M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.62K- 31.41% |
$1.65M - $1.88M
|
10.1K
$6.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.63K- 2.29% |
$1.66M - $1.89M
|
198K
$119M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.64K- 2.54% |
$1.66M - $1.89M
|
178K
$107M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.71K- 4.22% |
$1.68M - $1.92M
|
107K
$64.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-4.74K- 1.46% |
$1.69M - $1.93M
|
319K
$192M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.75K- 9.52% |
$1.7M - $1.94M
|
45.2K
$27.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.8K- 3.62% |
$1.72M - $1.95M
|
128K
$76.9M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.81K- 56.96% |
$1.72M - $1.96M
|
3.63K
$2.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-4.82K- 5.13% |
$1.72M - $1.96M
|
89.2K
$53.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.9K- 2.4% |
$1.75M - $2M
|
199K
$120M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-4.98K- 2.74% |
$1.78M - $2.03M
|
177K
$106M
|
|
|
Feb 14, 2023
Q4 2022
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-5K- 11.11% |
$1.79M - $2.04M
|
40K
$24.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-5.13K- 41.06% |
$1.83M - $2.09M
|
7.36K
$4.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.14K- 55.71% |
$1.84M - $2.1M
|
4.09K
$2.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-5.15K- 1.13% |
$1.84M - $2.1M
|
451K
$271M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.16K- 6.89% |
$1.85M - $2.1M
|
69.7K
$41.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5.17K- 10.41% |
$1.85M - $2.1M
|
44.4K
$26.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-5.21K- 4.41% |
$1.86M - $2.12M
|
113K
$67.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5.23K- 7.21% |
$1.87M - $2.13M
|
67.3K
$40.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.27KClosed |
$1.89M - $2.15M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-5.39K- 69.52% |
$1.93M - $2.2M
|
2.36K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-5.39K- 18.11% |
$1.93M - $2.2M
|
24.4K
$14.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5.45K- 46.7% |
$1.95M - $2.22M
|
6.22K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.48K- 2.4% |
$1.96M - $2.23M
|
222K
$134M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.52K- 26.52% |
$1.98M - $2.25M
|
15.3K
$9.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.56K- 2.77% |
$1.99M - $2.27M
|
195K
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.6K- 34.62% |
$2M - $2.28M
|
10.6K
$6.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-5.82K- 61.73% |
$2.08M - $2.37M
|
3.61K
$2.17M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.85K- 31.34% |
$2.09M - $2.38M
|
12.8K
$7.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-5.88K- 25.9% |
$2.1M - $2.4M
|
16.8K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.91K- 37.5% |
$2.11M - $2.41M
|
9.85K
$5.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.91K- 0.17% |
$2.12M - $2.41M
|
3.51M
$2.11B
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5.94K- 39.2% |
$2.12M - $2.42M
|
9.21K
$5.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.97K- 12.41% |
$2.14M - $2.43M
|
42.2K
$25.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-6.11K- 5.34% |
$2.18M - $2.49M
|
108K
$65.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Ninepoint Partners LP
|
SELL
|
- |
-6.2K- 5.49% |
$2.22M - $2.53M
|
107K
$64.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-6.21K- 7.72% |
$2.22M - $2.53M
|
74.2K
$44.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.23K- 0.17% |
$2.23M - $2.54M
|
3.6M
$2.17B
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-6.29K- 29.34% |
$2.25M - $2.56M
|
15.1K
$9.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-6.3K- 34.93% |
$2.25M - $2.57M
|
11.7K
$7.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Passaic Partners LLC
|
SELL
|
- |
-6.3K- 1.01% |
$2.25M - $2.57M
|
620K
$373M
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-6.3K- 1.69% |
$2.25M - $2.57M
|
367K
$220M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-6.33K- 3.6% |
$2.26M - $2.58M
|
169K
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.41K- 79.92% |
$2.29M - $2.61M
|
1.61K
$969K
|