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 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.22KNew |
$2.22M - $2.53M
|
6.22K
$3.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
6.2K+ 40.21% |
$2.22M - $2.53M
|
21.6K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
6.19KNew |
$2.21M - $2.52M
|
6.19K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
6.18KNew |
$2.21M - $2.52M
|
6.18K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.14K+ 27.76% |
$2.2M - $2.5M
|
28.3K
$16.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.12K+ 6.72% |
$2.19M - $2.5M
|
97.2K
$57M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 15.65% |
$2.18M - $2.48M
|
44.9K
$26.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
6KNew |
$2.15M - $2.45M
|
6K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
6K+ 463.4% |
$2.15M - $2.44M
|
7.3K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Moelis Asset Management LP
New York, NY |
BUY
|
- |
6KNew |
$2.15M - $2.44M
|
6K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.99K+ 119.47% |
$2.14M - $2.44M
|
11K
$6.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.98K+ 38.4% |
$2.14M - $2.44M
|
21.6K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.97K+ 35.59% |
$2.14M - $2.43M
|
22.8K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5.92K+ 28.29% |
$2.12M - $2.41M
|
26.9K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
5.88K+ 15.72% |
$2.1M - $2.4M
|
43.3K
$25.4M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.85KNew |
$2.09M - $2.38M
|
5.85K
$3.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.82KNew |
$2.08M - $2.37M
|
5.82K
$3.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.82K+ 90.76% |
$2.08M - $2.37M
|
12.2K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
5.75K+ 251.31% |
$2.06M - $2.34M
|
8.04K
$4.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.69K+ 49.84% |
$2.03M - $2.32M
|
17.1K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.68K+ 61.33% |
$2.03M - $2.31M
|
14.9K
$8.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
5.64K+ 108.8% |
$2.02M - $2.3M
|
10.8K
$6.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.63K+ 2.32% |
$2.01M - $2.29M
|
249K
$146M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5.63K+ 52.3% |
$2.01M - $2.29M
|
16.4K
$9.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.55K+ 69.62% |
$1.99M - $2.26M
|
13.5K
$7.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.55K+ 13.84% |
$1.98M - $2.26M
|
45.6K
$26.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.48K+ 5.6% |
$1.96M - $2.23M
|
103K
$60.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.47K+ 1.88% |
$1.96M - $2.23M
|
296K
$174M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.43KNew |
$1.94M - $2.21M
|
5.43K
$3.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
5.43K+ 3.01% |
$1.94M - $2.21M
|
186K
$109M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
5.42K+ 33.33% |
$1.94M - $2.21M
|
21.7K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
5.42KNew |
$1.94M - $2.21M
|
5.42K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.4K+ 11.93% |
$1.93M - $2.2M
|
50.7K
$29.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
5.37K+ 1.69% |
$1.92M - $2.19M
|
324K
$190M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.35K+ 391.95% |
$1.91M - $2.18M
|
6.72K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.35KNew |
$1.91M - $2.18M
|
5.35K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
5.26K+ 26.5% |
$1.88M - $2.14M
|
25.1K
$14.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.16K+ 22.36% |
$1.84M - $2.1M
|
28.2K
$16.5M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.15K+ 24.01% |
$1.84M - $2.1M
|
26.6K
$15.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.14K+ 250.68% |
$1.84M - $2.1M
|
7.2K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Key Square Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.12KNew |
$1.83M - $2.09M
|
5.12K
$3M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.12K+ 172.18% |
$1.83M - $2.09M
|
8.09K
$4.74M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.09KNew |
$1.82M - $2.07M
|
5.09K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.05KNew |
$1.81M - $2.06M
|
5.05K
$2.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.03K+ 44.86% |
$1.8M - $2.05M
|
16.2K
$9.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
5KNew |
$1.79M - $2.04M
|
5K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5KNew |
$1.79M - $2.04M
|
5K
$2.93M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.98K+ 6.71% |
$1.78M - $2.03M
|
79.2K
$46.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.96K+ 15.87% |
$1.77M - $2.02M
|
36.2K
$21.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4.95K+ 20.38% |
$1.77M - $2.02M
|
29.2K
$17.1M
|