Purchases and Sales Made in Q4 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Biltmore Family Office, LLC

BUY
 -
3.17K
+ 35.46%
$1.13M - $1.29M
12.1K $7.31M
Feb 14, 2023 Q4 2022
Interchange Capital Partners, LLC

BUY
 -
3.17K
+ 64.59%
$1.13M - $1.29M
8.07K $4.88M
Jan 26, 2023 Q4 2022
Signal Point Asset Management, LLC

BUY
 -
3.16K
New
$1.13M - $1.29M
3.16K $1.91M
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

BUY
 -
3.13K
+ 6.93%
$1.12M - $1.28M
48.3K $29.2M
Jan 25, 2023 Q4 2022
Calamos Wealth Management LLC

BUY
 -
3.13K
+ 5.14%
$1.12M - $1.27M
63.9K $38.6M
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
3.13K
+ 19.63%
$1.12M - $1.27M
19K $11.5M
Feb 13, 2023 Q4 2022
Bessemer Securities LLC

New York, NY
BUY
 -
3.11K
New
$1.11M - $1.27M
3.11K $1.88M
Feb 06, 2023 Q4 2022
Ovata Capital Management LTD

BUY
 -
3.1K
New
$1.11M - $1.26M
3.1K $1.87M
Feb 14, 2023 Q4 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
3.09K
+ 2.86%
$1.1M - $1.26M
111K $67.1M
Jan 24, 2023 Q4 2022
Northstar Advisory Group, LLC

BUY
 -
3.09K
+ 189.62%
$1.1M - $1.26M
4.72K $2.85M
Jan 19, 2023 Q4 2022
Brave Asset Management Inc

BUY
 -
3.05K
+ 16.31%
$1.09M - $1.24M
21.8K $13.1M
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
3.05K
+ 6.5%
$1.09M - $1.24M
49.9K $30.2M
Feb 08, 2023 Q4 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
3.04K
+ 7.12%
$1.09M - $1.24M
45.8K $27.6M
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
3.04K
+ 116.94%
$1.09M - $1.24M
5.64K $3.41M
Jan 27, 2023 Q4 2022
Jmg Financial Group, Ltd.

BUY
 -
3.03K
+ 1.09%
$1.08M - $1.23M
281K $170M
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
3.02K
+ 12.73%
$1.08M - $1.23M
26.8K $16.2M
Feb 07, 2023 Q4 2022
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
3.01K
New
$1.08M - $1.23M
3.01K $1.82M
Feb 03, 2023 Q4 2022
Mizuho Markets Cayman LP

BUY
 -
3.01K
New
$1.07M - $1.22M
3.01K $1.82M
Feb 14, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3K
+ 4.97%
$1.07M - $1.22M
63.3K $38.3M
Feb 03, 2023 Q4 2022
American Investment Services, Inc.

BUY
 -
2.98K
+ 12.02%
$1.07M - $1.22M
27.8K $16.8M
Jan 24, 2023 Q4 2022
Kooman & Associates

Altoona, PA
BUY
 -
2.97K
New
$1.06M - $1.21M
2.97K $1.8M
Nov 03, 2023 Q4 2022
Kooman & Associates

Altoona, PA
BUY
 -
2.97K
New
$1.06M - $1.21M
2.97K $1.8M
Feb 02, 2023 Q4 2022
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.97K
New
$1.06M - $1.21M
2.97K $1.79M
Feb 14, 2023 Q4 2022
Arvest Trust CO N A

Rogers, AR
BUY
 -
2.96K
+ 1.95%
$1.06M - $1.21M
155K $93.5M
Feb 14, 2023 Q4 2022
Cognios Beta Neutral Large Cap Fund, LP

Prairie Village, KS
BUY
 -
2.96K
New
$1.06M - $1.21M
2.96K $1.79M
Feb 13, 2023 Q4 2022
Camden Capital, LLC

BUY
 -
2.95K
+ 2.33%
$1.06M - $1.2M
130K $78.5M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
2.95K
+ 5.2%
$1.05M - $1.2M
59.6K $36M
Jan 26, 2023 Q4 2022
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
2.94K
New
$1.05M - $1.2M
2.94K $1.78M
Feb 01, 2023 Q4 2022
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
2.94K
+ 172.94%
$1.05M - $1.2M
4.64K $2.8M
Feb 09, 2023 Q4 2022
King Wealth

Saratoga Springs, NY
BUY
 -
2.94K
+ 5.9%
$1.05M - $1.2M
52.7K $31.9M
Feb 07, 2023 Q4 2022
Consolidated Investment Group LLC

BUY
 -
2.9K
+ 2.59%
$1.04M - $1.18M
115K $69.5M
Feb 14, 2023 Q4 2022
Ehp Funds Inc.

Toronto, Z4
BUY
 -
2.9K
+ 111.54%
$1.04M - $1.18M
5.5K $3.32M
Sep 12, 2023 Q4 2022
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
2.89K
New
$1.03M - $1.18M
2.89K $1.75M
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
2.88K
+ 19.04%
$1.03M - $1.17M
18K $10.9M
Feb 07, 2023 Q4 2022
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
2.88K
New
$1.03M - $1.17M
2.88K $1.74M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
2.86K
+ 8.48%
$1.02M - $1.17M
36.6K $22.1M
Jan 20, 2023 Q4 2022
Sequent Asset Management, LLC

BUY
 -
2.86K
+ 51.73%
$1.02M - $1.17M
8.4K $5.07M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2.85K
New
$1.02M - $1.16M
2.85K $1.72M
Feb 13, 2023 Q4 2022
Overbrook Management Corp

New York, NY
BUY
 -
2.84K
+ 23.48%
$1.02M - $1.16M
14.9K $9.03M
Feb 14, 2023 Q4 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.82K
+ 1.88%
$1.01M - $1.15M
153K $92.5M
Sep 12, 2023 Q4 2022
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
2.82K
New
$1.01M - $1.15M
2.82K $1.7M
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
2.78K
New
$992K - $1.13M
2.78K $1.68M
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
2.77K
+ 3.85%
$991K - $1.13M
74.7K $45.2M
Feb 15, 2023 Q4 2022
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
2.77K
New
$989K - $1.13M
2.77K $1.67M
Aug 28, 2024 Q4 2022
Farmers National Bank

Danville, KY
BUY
 -
2.77K
+ 98.75%
$989K - $1.13M
5.57K $3.36M
Feb 09, 2023 Q4 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.76K
+ 24.47%
$986K - $1.12M
14K $8.47M
Jan 27, 2023 Q4 2022
Btc Capital Management, Inc.

BUY
 -
2.75K
+ 23.15%
$983K - $1.12M
14.6K $8.84M
Feb 09, 2023 Q4 2022
Pine Bridge Investments, L.P.

BUY
 -
2.74K
+ 3.36%
$979K - $1.12M
84.3K $50.9M
Jan 23, 2023 Q4 2022
Carnegie Capital Asset Management, LLC

BUY
 -
2.74K
+ 2.55%
$978K - $1.11M
110K $66.4M

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