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 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-6.44K- 35.4% |
$2.3M - $2.62M
|
11.8K
$7.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.49K- 7.39% |
$2.32M - $2.65M
|
81.4K
$48.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.53K- 2.83% |
$2.33M - $2.66M
|
224K
$135M
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-6.57K- 23.73% |
$2.35M - $2.68M
|
21.1K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-6.65K- 0.85% |
$2.38M - $2.71M
|
772K
$464M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6.66K- 6.49% |
$2.38M - $2.71M
|
96K
$57.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.68K- 13.85% |
$2.39M - $2.72M
|
41.5K
$25M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.82K- 54.58% |
$2.44M - $2.78M
|
5.67K
$3.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.9KClosed |
$2.47M - $2.81M
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.02K- 2.29% |
$2.51M - $2.86M
|
300K
$180M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.11K- 9.64% |
$2.54M - $2.9M
|
66.6K
$40.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-7.21K- 5.16% |
$2.58M - $2.94M
|
133K
$79.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-7.25K- 22.05% |
$2.59M - $2.96M
|
25.6K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-7.29K- 6.49% |
$2.61M - $2.97M
|
105K
$63.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-7.35K- 47.27% |
$2.63M - $2.99M
|
8.2K
$4.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-7.4K- 3.56% |
$2.65M - $3.01M
|
200K
$120M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-7.43K- 2.27% |
$2.66M - $3.03M
|
320K
$192M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7.43K- 11.61% |
$2.66M - $3.03M
|
56.6K
$34M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.44K- 19.01% |
$2.66M - $3.03M
|
31.7K
$19M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-7.49K- 26.56% |
$2.68M - $3.05M
|
20.7K
$12.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-7.6K- 18.92% |
$2.72M - $3.1M
|
32.6K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-7.6K- 78.77% |
$2.72M - $3.1M
|
2.05K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-7.68K- 44.58% |
$2.75M - $3.13M
|
9.55K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.73K- 49.88% |
$2.76M - $3.15M
|
7.76K
$4.67M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-7.78K- 62.29% |
$2.78M - $3.17M
|
4.71K
$2.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.8K- 24.52% |
$2.79M - $3.18M
|
24K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-7.8K- 18.87% |
$2.79M - $3.18M
|
33.5K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.9K- 21.05% |
$2.82M - $3.22M
|
29.6K
$17.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-8.06K- 2.93% |
$2.88M - $3.28M
|
267K
$161M
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-8.26K- 9.47% |
$2.95M - $3.37M
|
79K
$47.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.35K- 17.55% |
$2.99M - $3.4M
|
39.2K
$23.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-8.42K- 2.31% |
$3.01M - $3.43M
|
357K
$215M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-8.46K- 3.66% |
$3.03M - $3.45M
|
223K
$134M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8.51K- 5.75% |
$3.04M - $3.47M
|
140K
$83.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-8.8K- 44.22% |
$3.15M - $3.59M
|
11.1K
$6.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.92K- 19.85% |
$3.19M - $3.63M
|
36K
$21.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-8.97K- 31.11% |
$3.21M - $3.65M
|
19.9K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.98K- 1.97% |
$3.21M - $3.66M
|
448K
$269M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-9.11K- 19.72% |
$3.26M - $3.71M
|
37.1K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9.48K- 1.97% |
$3.39M - $3.86M
|
470K
$283M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-9.89K- 32.01% |
$3.54M - $4.03M
|
21K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-10.1K- 99.99% |
$3.61M - $4.11M
|
1
$601
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.2K- 3.95% |
$3.65M - $4.16M
|
248K
$149M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-11.1K- 61.34% |
$3.96M - $4.52M
|
6.99K
$4.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.1K- 7.98% |
$3.97M - $4.52M
|
128K
$77M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
SELL
|
- |
-11.1K- 17.43% |
$3.97M - $4.52M
|
52.6K
$31.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-11.5K- 17.4% |
$4.1M - $4.68M
|
54.5K
$32.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-11.5K- 62.83% |
$4.11M - $4.69M
|
6.8K
$4.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-11.5K- 14.23% |
$4.12M - $4.7M
|
69.5K
$41.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-11.6K- 3.09% |
$4.14M - $4.72M
|
363K
$218M
|