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 14, 2023
Q4 2022
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
10.1K+ 120.14% |
$3.61M - $4.11M
|
18.5K
$11.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
10K+ 3.5% |
$3.59M - $4.09M
|
297K
$179M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.78K+ 14.13% |
$3.5M - $3.98M
|
79K
$47.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9.72K+ 9.91% |
$3.48M - $3.96M
|
108K
$64.8M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9.71KNew |
$3.47M - $3.96M
|
9.71K
$5.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9.6KNew |
$3.43M - $3.91M
|
9.6K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.57K+ 55.32% |
$3.42M - $3.9M
|
26.9K
$16.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9.57K+ 139.36% |
$3.42M - $3.9M
|
16.4K
$9.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
9.56KNew |
$3.42M - $3.89M
|
9.56K
$5.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.55K+ 23.41% |
$3.42M - $3.89M
|
50.3K
$30.3M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
9.55K+ 11.47% |
$3.41M - $3.89M
|
92.8K
$55.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.43KNew |
$3.37M - $3.84M
|
9.43K
$5.67M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
9.39KNew |
$3.36M - $3.82M
|
9.39K
$5.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
9.34K+ 2.33% |
$3.34M - $3.81M
|
411K
$247M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9.33KNew |
$3.34M - $3.8M
|
9.33K
$5.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
9.27K+ 253.31% |
$3.32M - $3.78M
|
12.9K
$7.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
9.12K+ 20.11% |
$3.26M - $3.71M
|
54.4K
$32.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.11KNew |
$3.26M - $3.71M
|
9.11K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.09K+ 9.88% |
$3.25M - $3.7M
|
101K
$60.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.07K+ 50.64% |
$3.24M - $3.69M
|
27K
$16.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
8.96KNew |
$3.2M - $3.65M
|
8.96K
$5.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.96K+ 8.14% |
$3.2M - $3.65M
|
119K
$71.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.92KNew |
$3.19M - $3.63M
|
8.92K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.88K+ 111.94% |
$3.18M - $3.62M
|
16.8K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
8.88K+ 7.79% |
$3.18M - $3.62M
|
123K
$73.9M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8.87KNew |
$3.17M - $3.61M
|
8.87K
$5.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8.8KNew |
$3.15M - $3.59M
|
8.8K
$5.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8.8K+ 18.17% |
$3.15M - $3.58M
|
57.2K
$34.4M
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.78K+ 14.16% |
$3.14M - $3.58M
|
70.8K
$42.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8.75K+ 8.98% |
$3.13M - $3.56M
|
106K
$63.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.72K+ 46.87% |
$3.12M - $3.55M
|
27.3K
$16.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
8.64KNew |
$3.09M - $3.52M
|
8.64K
$5.2M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
8.64KNew |
$3.09M - $3.52M
|
8.64K
$5.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.58KNew |
$3.07M - $3.49M
|
8.58K
$5.16M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
8.5K+ 3.81% |
$3.04M - $3.46M
|
232K
$139M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
8.46K+ 6.2% |
$3.03M - $3.45M
|
145K
$87.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.45K+ 187.78% |
$3.02M - $3.44M
|
13K
$7.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.42KNew |
$3.01M - $3.43M
|
8.42K
$5.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
8.41KNew |
$3.01M - $3.43M
|
8.41K
$5.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.4K+ 1581.17% |
$3M - $3.42M
|
8.93K
$5.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
8.36KNew |
$2.99M - $3.41M
|
8.36K
$5.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.32K+ 7.58% |
$2.97M - $3.39M
|
118K
$71M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
8.31K+ 82.67% |
$2.97M - $3.39M
|
18.4K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.25K+ 73.79% |
$2.95M - $3.36M
|
19.4K
$11.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.19K+ 93.7% |
$2.93M - $3.34M
|
16.9K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
8.15K+ 26.24% |
$2.91M - $3.32M
|
39.2K
$23.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.09KNew |
$2.89M - $3.3M
|
8.09K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.08K+ 44.78% |
$2.89M - $3.29M
|
26.1K
$15.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8.06K+ 1151.71% |
$2.88M - $3.28M
|
8.76K
$5.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.04K+ 91.03% |
$2.88M - $3.28M
|
16.9K
$10.2M
|