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
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.91K+ 4.94% |
$1.76M - $2M
|
104K
$63.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.91KNew |
$1.76M - $2M
|
4.91K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.91KNew |
$1.75M - $2M
|
4.91K
$2.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.9K+ 24.03% |
$1.75M - $2M
|
25.3K
$15.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
4.89KNew |
$1.75M - $1.99M
|
4.89K
$2.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4.84K+ 65.4% |
$1.73M - $1.97M
|
12.2K
$7.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.84K+ 123.0% |
$1.73M - $1.97M
|
8.77K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.83K+ 13.12% |
$1.73M - $1.97M
|
41.6K
$25.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
4.82KNew |
$1.72M - $1.96M
|
4.82K
$2.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.73K+ 246.33% |
$1.69M - $1.93M
|
6.65K
$4.02M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.71KNew |
$1.69M - $1.92M
|
4.71K
$2.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.68KNew |
$1.67M - $1.91M
|
4.68K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.66K+ 549.94% |
$1.67M - $1.9M
|
5.51K
$3.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
4.64K+ 80.69% |
$1.66M - $1.89M
|
10.4K
$6.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.63K+ 15.33% |
$1.66M - $1.89M
|
34.8K
$21M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.62KNew |
$1.65M - $1.88M
|
4.62K
$2.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
4.58KNew |
$1.64M - $1.87M
|
4.58K
$2.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.57K+ 9.82% |
$1.63M - $1.86M
|
51.1K
$30.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.56K+ 0.87% |
$1.63M - $1.86M
|
528K
$319M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.55K+ 58.08% |
$1.63M - $1.86M
|
12.4K
$7.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$1.63M - $1.86M
|
4.55K
$2.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4.55K+ 247.33% |
$1.63M - $1.85M
|
6.38K
$3.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
4.54K+ 39.82% |
$1.62M - $1.85M
|
15.9K
$9.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.53K+ 778.35% |
$1.62M - $1.85M
|
5.11K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
4.51KNew |
$1.61M - $1.84M
|
4.51K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.51K+ 3.05% |
$1.61M - $1.84M
|
153K
$92.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.51K+ 91.09% |
$1.61M - $1.84M
|
9.46K
$5.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.5K+ 0.44% |
$1.61M - $1.83M
|
1.02M
$618M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.47KNew |
$1.6M - $1.82M
|
4.47K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.45K+ 33.07% |
$1.59M - $1.81M
|
17.9K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.45KNew |
$1.59M - $1.81M
|
4.45K
$2.69M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.43K+ 1.87% |
$1.59M - $1.81M
|
241K
$146M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.4K+ 8.09% |
$1.57M - $1.79M
|
58.8K
$35.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
4.4K+ 34.99% |
$1.57M - $1.79M
|
17K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.37K+ 37.75% |
$1.56M - $1.78M
|
15.9K
$9.63M
|
|
|
Jan 09, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
4.35K+ 237.74% |
$1.56M - $1.77M
|
6.18K
$3.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.34K+ 59.71% |
$1.55M - $1.77M
|
11.6K
$7.02M
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.33K+ 2.63% |
$1.55M - $1.76M
|
169K
$102M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.3K+ 46.64% |
$1.54M - $1.75M
|
13.5K
$8.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.3K+ 46.79% |
$1.54M - $1.75M
|
13.5K
$8.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.28KNew |
$1.53M - $1.74M
|
4.28K
$2.59M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
4.28KNew |
$1.53M - $1.74M
|
4.28K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.27K+ 6.46% |
$1.53M - $1.74M
|
70.4K
$42.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.26K+ 23.46% |
$1.52M - $1.74M
|
22.4K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.21KNew |
$1.51M - $1.72M
|
4.21K
$2.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.21K+ 8.25% |
$1.5M - $1.71M
|
55.2K
$33.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.18KNew |
$1.49M - $1.7M
|
4.18K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.17K+ 14.5% |
$1.49M - $1.7M
|
32.9K
$19.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.11K+ 29.7% |
$1.47M - $1.67M
|
17.9K
$10.8M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.1KNew |
$1.47M - $1.67M
|
4.1K
$2.48M
|