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 09, 2023 Q4 2022
F Dx Advisors, Inc.

BUY
 -
1.53K
+ 31.59%
$545K - $621K
6.35K $3.84M
Feb 23, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.52K
+ 80.05%
$543K - $618K
3.41K $2.06M
Feb 09, 2023 Q4 2022
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
1.51K
New
$540K - $616K
1.51K $913K
Feb 07, 2023 Q4 2022
Eagle Global Advisors LLC

Houston, TX
BUY
 -
1.51K
+ 32.4%
$539K - $614K
6.16K $3.72M
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
1.51K
+ 5.05%
$538K - $613K
31.3K $18.9M
Feb 13, 2023 Q4 2022
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
1.5K
+ 27.08%
$537K - $612K
7.05K $4.26M
Feb 10, 2023 Q4 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
1.49K
+ 63.0%
$532K - $606K
3.85K $2.33M
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

BUY
 -
1.48K
+ 4.19%
$530K - $603K
36.8K $22.2M
Jan 20, 2023 Q4 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
1.47K
+ 3.91%
$525K - $598K
39K $23.6M
Feb 02, 2023 Q4 2022
Northwest Capital Management Inc

BUY
 -
1.46K
+ 24.34%
$521K - $594K
7.45K $4.5M
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.45K
New
$520K - $592K
1.45K $879K
Jan 27, 2023 Q4 2022
Congress Park Capital LLC

BUY
 -
1.45K
+ 42.68%
$519K - $591K
4.85K $2.93M
Feb 08, 2023 Q4 2022
Trust Investment Advisors

BUY
 -
1.45K
New
$519K - $591K
1.45K $876K
Feb 13, 2023 Q4 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
1.44K
+ 116.45%
$516K - $588K
2.68K $1.62M
Feb 21, 2023 Q4 2022
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
1.44K
New
$516K - $588K
1.44K $872K
Feb 08, 2023 Q4 2022
Affinity Investment Advisors, LLC

BUY
 -
1.43K
New
$511K - $582K
1.43K $864K
Jan 20, 2023 Q4 2022
Pennsylvania Capital Management Inc

BUY
 -
1.43K
New
$510K - $581K
1.43K $862K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
1.42K
+ 36.83%
$508K - $579K
5.28K $3.19M
Feb 07, 2023 Q4 2022
Vista Wealth Management Group, LLC

BUY
 -
1.42K
+ 14.79%
$508K - $579K
11K $6.66M
Nov 19, 2024 Q4 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
1.42K
+ 8.96%
$508K - $579K
17.3K $10.4M
Feb 14, 2023 Q4 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
1.41K
+ 1.26%
$504K - $574K
113K $68.4M
Feb 16, 2023 Q4 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
1.41K
+ 21.11%
$503K - $573K
8.07K $4.88M
Feb 02, 2023 Q4 2022
Vaughan & CO Securities, Inc.

BUY
 -
1.4K
+ 176.35%
$501K - $571K
2.2K $1.33M
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
1.4K
+ 3.43%
$501K - $571K
42.2K $25.5M
Feb 01, 2023 Q4 2022
Capital Wealth Alliance, LLC

BUY
 -
1.39K
New
$497K - $567K
1.39K $841K
Jan 31, 2023 Q4 2022
Atwood & Palmer Inc

BUY
 -
1.38K
+ 35.73%
$494K - $562K
5.24K $3.17M
Jan 20, 2023 Q4 2022
Mill Capital Management, LLC

BUY
 -
1.38K
New
$493K - $562K
1.38K $833K
Jan 26, 2023 Q4 2022
Gfs Advisors, LLC

BUY
 -
1.38K
+ 3.47%
$493K - $562K
41.1K $24.9M
Jan 24, 2023 Q4 2022
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
1.37K
New
$489K - $557K
1.37K $827K
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.37K
+ 4.4%
$489K - $557K
32.5K $19.6M
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.36K
+ 59.65%
$486K - $554K
3.64K $2.2M
Feb 14, 2023 Q4 2022
Bienville Capital Management, LLC

New York, NY
BUY
 -
1.36K
+ 6.18%
$486K - $553K
23.3K $14.1M
Jan 20, 2023 Q4 2022
Monterey Private Wealth, Inc.

BUY
 -
1.36K
+ 85.87%
$485K - $552K
2.93K $1.77M
Feb 14, 2023 Q4 2022
Harvest Investment Services, LLC

BUY
 -
1.35K
+ 33.29%
$482K - $550K
5.4K $3.26M
Feb 06, 2023 Q4 2022
Private Wealth Group, LLC

BUY
 -
1.34K
+ 38.31%
$481K - $548K
4.85K $2.93M
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

BUY
 -
1.34K
+ 17.51%
$480K - $547K
9.01K $5.45M
Feb 07, 2023 Q4 2022
Vantage Financial Partners Ltd., Inc.

BUY
 -
1.34K
+ 1.84%
$479K - $546K
74.4K $44.9M
Jan 09, 2023 Q4 2022
Wedmont Private Capital

BUY
 -
1.34K
+ 13.89%
$478K - $545K
11K $6.63M
Feb 27, 2023 Q4 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
1.33K
+ 4.77%
$474K - $540K
29.1K $17.6M
Feb 13, 2023 Q4 2022
Facet Wealth, Inc.

BUY
 -
1.33K
+ 43.77%
$474K - $540K
4.35K $2.63M
Feb 07, 2023 Q4 2022
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.32K
New
$471K - $537K
1.32K $796K
Feb 14, 2023 Q4 2022
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
1.31K
New
$469K - $534K
1.31K $792K
Feb 09, 2023 Q4 2022
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
1.31K
New
$467K - $532K
1.31K $790K
Jan 17, 2023 Q4 2022
Bank Of Stockton

BUY
 -
1.3K
+ 151.16%
$465K - $530K
2.16K $1.31M
Feb 06, 2023 Q4 2022
Capital Performance Advisors LLP

BUY
 -
1.3K
New
$463K - $528K
1.3K $783K
Feb 14, 2023 Q4 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
1.29K
+ 0.56%
$463K - $527K
234K $141M
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

BUY
 -
1.29K
+ 7.1%
$462K - $527K
19.5K $11.8M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
1.28K
+ 1.06%
$456K - $519K
122K $73.5M
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
1.27K
+ 4.65%
$453K - $517K
28.5K $17.2M

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