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
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.17K+ 49.26% |
$776K - $884K
|
6.57K
$3.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.17K+ 5.4% |
$775K - $883K
|
42.3K
$25.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.17K+ 17.24% |
$775K - $883K
|
14.7K
$8.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.16KNew |
$774K - $882K
|
2.16K
$1.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.15K+ 49.49% |
$770K - $878K
|
6.51K
$3.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.15KNew |
$769K - $876K
|
2.15K
$1.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.14KNew |
$767K - $874K
|
2.14K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.14KNew |
$766K - $872K
|
2.14K
$1.29M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.14KNew |
$765K - $871K
|
2.14K
$1.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
2.14KNew |
$764K - $870K
|
2.14K
$1.29M
|
|
|
Mar 13, 2023
Q4 2022
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.12KNew |
$758K - $864K
|
2.12K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
2.11K+ 5.65% |
$755K - $860K
|
39.4K
$23.8M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.11KNew |
$754K - $859K
|
2.11K
$1.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
2.09K+ 76.33% |
$747K - $852K
|
4.83K
$2.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.09K+ 26.94% |
$746K - $849K
|
9.83K
$5.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.07K+ 4.68% |
$740K - $843K
|
46.2K
$27.9M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.07KNew |
$740K - $843K
|
2.07K
$1.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.07K+ 19.21% |
$739K - $841K
|
12.8K
$7.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
2.06K+ 103.06% |
$735K - $838K
|
4.05K
$2.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.05KNew |
$734K - $836K
|
2.05K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.05KNew |
$733K - $835K
|
2.05K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.05K+ 16.53% |
$731K - $833K
|
14.4K
$8.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.04KNew |
$730K - $832K
|
2.04K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Barton Investment Management
|
BUY
|
- |
2.04KNew |
$730K - $831K
|
2.04K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.04K+ 49.61% |
$730K - $831K
|
6.15K
$3.72M
|
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.03K+ 1.7% |
$726K - $827K
|
122K
$73.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.03K+ 53.36% |
$724K - $825K
|
5.82K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
2.02K+ 1.23% |
$722K - $822K
|
166K
$100M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.01K+ 8.64% |
$720K - $820K
|
25.3K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.01K+ 1.1% |
$718K - $818K
|
185K
$112M
|
|
|
Feb 02, 2023
Q4 2022
|
Highlander Partners, L.P.
|
BUY
|
- |
2K+ 48.26% |
$715K - $815K
|
6.14K
$3.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2K+ 171.33% |
$714K - $813K
|
3.16K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.99K+ 9.35% |
$711K - $810K
|
23.3K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.98KNew |
$709K - $808K
|
1.98K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.97KNew |
$705K - $803K
|
1.97K
$1.19M
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
1.96K+ 71.82% |
$702K - $799K
|
4.69K
$2.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.96K+ 9.45% |
$701K - $799K
|
22.7K
$13.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.96K+ 8.36% |
$700K - $798K
|
25.4K
$15.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 182.94% |
$698K - $795K
|
3.02K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.95K+ 13.07% |
$697K - $794K
|
16.9K
$10.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
1.94K+ 1.69% |
$695K - $792K
|
117K
$70.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.93K+ 214.78% |
$691K - $788K
|
2.83K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.93KNew |
$689K - $785K
|
1.93K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.93KNew |
$688K - $784K
|
1.93K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.92K+ 122.24% |
$686K - $781K
|
3.49K
$2.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.91K+ 220.09% |
$682K - $777K
|
2.77K
$1.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.9K+ 18.32% |
$681K - $775K
|
12.3K
$7.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.9K+ 111.76% |
$679K - $774K
|
3.6K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.9K+ 7.7% |
$678K - $772K
|
26.5K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.9KNew |
$678K - $772K
|
1.9K
$1.15M
|