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 14, 2023 Q4 2022
Archon Partners LLC

Princeton Junction, NJ
BUY
 -
2.7K
+ 5.63%
$966K - $1.1M
50.7K $30.6M
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
2.69K
New
$962K - $1.1M
2.69K $1.63M
Feb 08, 2023 Q4 2022
Northstar Asset Management Inc

Boston, MA
BUY
 -
2.66K
New
$951K - $1.08M
2.66K $1.61M
Jan 23, 2023 Q4 2022
Jackson Square Capital, LLC

BUY
 -
2.65K
+ 45.29%
$946K - $1.08M
8.49K $5.13M
Jul 07, 2023 Q4 2022
Fulcrum Equity Management

BUY
 -
2.65K
+ 6.1%
$946K - $1.08M
46K $27.8M
Feb 13, 2023 Q4 2022
Executive Wealth Management, LLC

BUY
 -
2.6K
+ 263.89%
$931K - $1.06M
3.59K $2.17M
Feb 14, 2023 Q4 2022
Lws Wealth Advisors, Inc.

BUY
 -
2.6K
+ 53.96%
$928K - $1.06M
7.41K $4.48M
Feb 06, 2023 Q4 2022
Tmd Wealth Management, LLC

BUY
 -
2.58K
+ 101.1%
$924K - $1.05M
5.14K $3.11M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
2.58K
+ 6.58%
$924K - $1.05M
41.8K $25.3M
Feb 08, 2023 Q4 2022
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
2.58K
New
$923K - $1.05M
2.58K $1.56M
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
2.57K
New
$921K - $1.05M
2.57K $1.56M
Feb 10, 2023 Q4 2022
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
2.57K
New
$919K - $1.05M
2.57K $1.55M
Feb 10, 2023 Q4 2022
Nbt Bank N A

BUY
 -
2.54K
+ 19.13%
$909K - $1.04M
15.8K $9.57M
Feb 09, 2023 Q4 2022
Firestone Capital Management

BUY
 -
2.5K
+ 8.21%
$895K - $1.02M
33K $19.9M
Feb 14, 2023 Q4 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
2.5K
+ 5.72%
$895K - $1.02M
46.2K $27.9M
Feb 13, 2023 Q4 2022
Scoggin Management LP

New York, NY
BUY
 -
2.5K
New
$894K - $1.02M
2.5K $1.51M
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
2.48K
+ 4.21%
$887K - $1.01M
61.3K $37M
Feb 13, 2023 Q4 2022
Parker Financial LLC

Silverdale, WA
BUY
 -
2.48K
New
$887K - $1.01M
2.48K $1.5M
Feb 15, 2023 Q4 2022
Cambridge Financial Group, Inc.

Columbus, OH
BUY
 -
2.46K
+ 2231.82%
$878K - $1M
2.57K $1.55M
Jan 30, 2023 Q4 2022
Castle Rock Wealth Management, LLC

BUY
 -
2.44K
+ 25.25%
$873K - $994K
12.1K $7.31M
Feb 14, 2023 Q4 2022
Family Management Corp

New York, NY
BUY
 -
2.43K
+ 19.58%
$869K - $990K
14.8K $8.97M
Feb 14, 2023 Q4 2022
Capital Research Global Investors

Los Angeles, CA
BUY
 -
2.42K
+ 102.58%
$867K - $988K
4.79K $2.89M
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
2.41K
+ 79.98%
$863K - $983K
5.43K $3.28M
Feb 14, 2023 Q4 2022
Innovis Asset Management LLC

Chicago, IL
BUY
 -
2.41K
New
$862K - $982K
2.41K $1.46M
Feb 14, 2023 Q4 2022
Fir Tree Capital Management LP

New York, NY
BUY
 -
2.39K
+ 187.69%
$856K - $975K
3.67K $2.22M
Jan 10, 2023 Q4 2022
Rb Capital Management, LLC

BUY
 -
2.38K
+ 17.89%
$852K - $970K
15.7K $9.48M
Feb 13, 2023 Q4 2022
Zevenbergen Capital Investments LLC

Seattle, WA
BUY
 -
2.35K
+ 59.33%
$842K - $959K
6.32K $3.82M
Jan 31, 2023 Q4 2022
Triumph Capital Management

BUY
 -
2.35K
+ 9.05%
$839K - $956K
28.3K $17.1M
Jan 27, 2023 Q4 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.35K
+ 11.01%
$839K - $956K
23.6K $14.3M
Feb 01, 2023 Q4 2022
Morton Brown Family Wealth, LLC

BUY
 -
2.34K
+ 10.67%
$836K - $952K
24.2K $14.7M
Feb 14, 2023 Q4 2022
True Private Wealth Advisors

BUY
 -
2.33K
+ 329.28%
$833K - $948K
3.04K $1.83M
Feb 13, 2023 Q4 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
2.31K
New
$826K - $941K
2.31K $1.4M
Jan 31, 2023 Q4 2022
Autumn Glory Partners, LLC

BUY
 -
2.3K
+ 20.91%
$824K - $939K
13.3K $8.05M
Jan 31, 2023 Q4 2022
Aia Group LTD

Hong Kong, K3
BUY
 -
2.3K
+ 1.86%
$823K - $937K
126K $76M
Feb 08, 2023 Q4 2022
Seaview Investment Managers LLC

BUY
 -
2.3K
+ 7.02%
$822K - $937K
35.1K $21.2M
Jan 11, 2023 Q4 2022
Ellenbecker Investment Group

BUY
 -
2.3K
+ 14.93%
$822K - $936K
17.7K $10.7M
Feb 14, 2023 Q4 2022
Bamco Inc

New York, NY
BUY
 -
2.3K
New
$821K - $935K
2.3K $1.39M
Jan 10, 2023 Q4 2022
Safeguard Financial, LLC

BUY
 -
2.29K
+ 327.79%
$818K - $932K
2.99K $1.8M
Jan 31, 2023 Q4 2022
Austin Private Wealth, LLC

BUY
 -
2.29K
+ 114.13%
$818K - $931K
4.29K $2.59M
Jan 06, 2023 Q4 2022
Navigation Wealth Management, Inc.

Fort Collins, CO
BUY
 -
2.29K
+ 448.92%
$817K - $931K
2.79K $1.69M
Feb 14, 2023 Q4 2022
Sun Life Financial Inc

Toronto, A6
BUY
 -
2.27K
+ 0.12%
$813K - $926K
1.86M $1.13B
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
2.27K
+ 0.44%
$812K - $925K
515K $311M
Feb 13, 2023 Q4 2022
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
2.26K
New
$809K - $922K
2.26K $1.37M
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
2.24K
+ 172.08%
$800K - $911K
3.54K $2.14M
Jan 31, 2023 Q4 2022
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
2.23K
+ 3.41%
$799K - $910K
67.7K $40.9M
Feb 13, 2023 Q4 2022
Levin Capital Strategies, L.P.

New York, NY
BUY
 -
2.22K
+ 40.34%
$794K - $905K
7.73K $4.67M
Jan 23, 2023 Q4 2022
Patton Albertson Miller Group, LLC

BUY
 -
2.21K
+ 59.89%
$789K - $899K
5.89K $3.56M
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
2.2K
+ 4.68%
$787K - $897K
49.2K $29.8M
Feb 09, 2023 Q4 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
2.17K
+ 18.67%
$776K - $885K
13.8K $8.34M

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