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 02, 2023 Q4 2022
Rmr Wealth Builders

BUY
 -
1.08K
+ 7.07%
$384K - $438K
16.3K $9.54M
Feb 03, 2023 Q4 2022
Curi Wealth Management, LLC

BUY
 -
1.07K
+ 56.45%
$382K - $435K
2.96K $1.74M
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
1.07K
New
$382K - $435K
1.07K $626K
Jan 26, 2023 Q4 2022
Capital Planning LLC

BUY
 -
1.07K
New
$381K - $434K
1.07K $624K
Mar 17, 2023 Q4 2022
Socha Financial Group, LLC

Corning, NY
BUY
 -
1.06K
+ 160.18%
$380K - $433K
1.73K $1.01M
Jan 30, 2023 Q4 2022
Trevian Wealth Management LLC

BUY
 -
1.06K
+ 45.61%
$379K - $432K
3.38K $1.98M
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.06K
+ 3.87%
$379K - $432K
28.4K $16.7M
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.05K
+ 8.92%
$376K - $429K
12.8K $7.53M
Jan 19, 2023 Q4 2022
Nvest Financial, LLC

BUY
 -
1.05K
+ 7.74%
$376K - $428K
14.6K $8.57M
Feb 14, 2023 Q4 2022
Hotaling Investment Management, LLC

Wayne, PA
BUY
 -
1.05K
New
$375K - $427K
1.05K $614K
Feb 07, 2023 Q4 2022
Doliver Advisors, LP

Houston, TX
BUY
 -
1.04K
New
$372K - $424K
1.04K $610K
Feb 16, 2023 Q4 2022
Massachusetts Wealth Management

North Andover, MA
BUY
 -
1.04K
New
$372K - $424K
1.04K $610K
Feb 15, 2023 Q4 2022
Peninsula Asset Management Inc

Bradenton, FL
BUY
 -
1.04K
+ 27.24%
$371K - $422K
4.84K $2.84M
Feb 14, 2023 Q4 2022
Ironwood Wealth Management, Llc.

BUY
 -
1.04K
+ 22.42%
$370K - $422K
5.65K $3.31M
Jan 17, 2023 Q4 2022
Lvz, Inc.

BUY
 -
1.03K
New
$369K - $420K
1.03K $605K
Jan 26, 2023 Q4 2022
Ballast, Inc.

BUY
 -
1.03K
+ 123.21%
$368K - $420K
1.87K $1.09M
Feb 08, 2023 Q4 2022
Alpha Star Capital Management, LLC

BUY
 -
1.02K
+ 28.64%
$365K - $416K
4.59K $2.69M
Jan 27, 2023 Q4 2022
Suncoast Equity Management

BUY
 -
1.01K
New
$362K - $412K
1.01K $593K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.01K
+ 59.39%
$362K - $412K
2.72K $1.59M
Feb 15, 2023 Q4 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.01K
New
$361K - $411K
1.01K $592K
Feb 13, 2023 Q4 2022
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
1.01K
New
$360K - $411K
1.01K $591K
Jan 06, 2023 Q4 2022
Iowa State Bank

BUY
 -
1K
+ 7.73%
$359K - $409K
14K $8.2M
Feb 13, 2023 Q4 2022
Maple Capital Management, Inc.

BUY
 -
1K
+ 44.62%
$359K - $409K
3.25K $1.91M
Feb 13, 2023 Q4 2022
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
1K
New
$358K - $408K
1K $587K
Jan 30, 2023 Q4 2022
Segantii Capital Management LTD

BUY
 -
1K
New
$358K - $407K
1K $586K
Feb 07, 2023 Q4 2022
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
1K
New
$358K - $407K
1K $586K
Feb 14, 2023 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
1K
+ 41.03%
$358K - $407K
3.44K $2.02M
Feb 14, 2023 Q4 2022
Kim, LLC

Wichita, KS
BUY
 -
1K
+ 100.0%
$358K - $407K
2K $1.17M
Feb 01, 2023 Q4 2022
Hallmark Capital Management Inc

BUY
 -
997
+ 12.96%
$357K - $406K
8.69K $5.09M
Jan 05, 2023 Q4 2022
Future Financial Wealth Managment LLC

BUY
 -
992
New
$355K - $404K
992 $582K
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

BUY
 -
991
+ 0.84%
$354K - $404K
118K $69.4M
Jan 12, 2023 Q4 2022
Solitude Financial Services

BUY
 -
987
+ 1.78%
$353K - $402K
56.6K $33.2M
Feb 02, 2023 Q4 2022
Ledge Wealth Management, Inc.

BUY
 -
985
New
$352K - $401K
985 $577K
Feb 09, 2023 Q4 2022
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
985
+ 5.04%
$352K - $401K
20.5K $12M
Feb 09, 2023 Q4 2022
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
985
New
$352K - $401K
985 $577K
Feb 14, 2023 Q4 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
981
+ 2.84%
$351K - $400K
35.6K $20.8M
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
976
+ 29.53%
$349K - $398K
4.28K $2.51M
Jan 25, 2023 Q4 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
976
New
$349K - $398K
976 $572K
Jan 30, 2023 Q4 2022
Armor Investment Advisors, LLC

BUY
 -
975
+ 77.81%
$349K - $397K
2.23K $1.31M
Feb 07, 2023 Q4 2022
Ma Private Wealth

BUY
 -
971
+ 29.72%
$347K - $396K
4.24K $2.48M
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
965
+ 0.33%
$345K - $393K
292K $171M
Feb 08, 2023 Q4 2022
Jag Capital Management, LLC

BUY
 -
964
New
$345K - $393K
964 $565K
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
964
+ 31.49%
$345K - $393K
4.03K $2.36M
Jan 26, 2023 Q4 2022
York Bridge Wealth Partners, LLC

BUY
 -
955
+ 1.26%
$342K - $389K
77K $45.1M
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
951
+ 15.76%
$340K - $387K
6.99K $4.1M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
941
+ 0.15%
$337K - $383K
648K $380M
Jan 20, 2023 Q4 2022
Chicago Capital, LLC

BUY
 -
928
+ 12.47%
$332K - $378K
8.37K $4.91M
Feb 09, 2023 Q4 2022
Baker Ellis Asset Management LLC

BUY
 -
920
+ 16.82%
$329K - $375K
6.39K $3.75M
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
919
New
$329K - $374K
919 $539K

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