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 03, 2023 Q4 2022
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
916
+ 38.21%
$328K - $373K
3.31K $1.94M
Jan 26, 2023 Q4 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
915
+ 7.66%
$327K - $373K
12.9K $7.54M
Jan 27, 2023 Q4 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
908
New
$325K - $370K
908 $532K
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
900
+ 3.73%
$322K - $367K
25K $14.7M
Feb 14, 2023 Q4 2022
Soundwatch Capital LLC

New York, NY
BUY
 -
896
+ 31.37%
$320K - $365K
3.75K $2.2M
Feb 14, 2023 Q4 2022
Flaharty Asset Management, LLC

BUY
 -
894
+ 9.28%
$320K - $364K
10.5K $6.17M
Jan 20, 2023 Q4 2022
Engrave Wealth Partners LLC

BUY
 -
891
+ 57.37%
$319K - $363K
2.44K $1.43M
Apr 21, 2023 Q4 2022
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
891
New
$319K - $363K
891 $522K
Feb 02, 2023 Q4 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
890
+ 0.39%
$318K - $363K
228K $134M
Jan 23, 2023 Q4 2022
Catalyst Private Wealth, LLC

BUY
 -
886
+ 16.22%
$317K - $361K
6.35K $3.72M
Jan 17, 2023 Q4 2022
Compass Ion Advisors, LLC

BUY
 -
881
+ 10.37%
$315K - $359K
9.38K $5.5M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
878
+ 0.19%
$314K - $358K
475K $278M
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
870
+ 3.9%
$311K - $354K
23.2K $13.6M
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
863
+ 1.44%
$309K - $352K
61K $35.7M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
863
+ 0.51%
$309K - $352K
170K $99.9M
Jan 26, 2023 Q4 2022
First Merchants Corp

BUY
 -
862
+ 4.78%
$308K - $351K
18.9K $11.1M
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
861
+ 12.28%
$308K - $351K
7.87K $4.62M
Feb 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
861
New
$308K - $351K
861 $505K
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
859
New
$307K - $350K
859 $504K
Jan 18, 2023 Q4 2022
Spring Capital Management, LLC

BUY
 -
858
+ 22.65%
$307K - $350K
4.65K $2.72M
Feb 14, 2023 Q4 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
858
+ 2.61%
$307K - $350K
33.7K $19.8M
Apr 10, 2023 Q4 2022
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
852
New
$305K - $347K
852 $500K
Feb 06, 2023 Q4 2022
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
846
New
$303K - $345K
846 $496K
Feb 14, 2023 Q4 2022
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
842
New
$301K - $343K
842 $494K
Mar 22, 2023 Q4 2022
Pictet North America Advisors Sa

BUY
 -
841
+ 24.55%
$301K - $343K
4.27K $2.5M
Jan 27, 2023 Q4 2022
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
833
+ 2.85%
$298K - $339K
30.1K $17.6M
Feb 10, 2023 Q4 2022
Pittenger & Anderson Inc

BUY
 -
831
+ 4.86%
$297K - $339K
17.9K $10.5M
Nov 06, 2024 Q4 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
826
New
$295K - $337K
826 $484K
Feb 07, 2023 Q4 2022
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
822
New
$294K - $335K
822 $482K
Feb 07, 2023 Q4 2022
J. W. Coons Advisors, LLC

BUY
 -
821
+ 4.17%
$294K - $334K
20.5K $12M
Feb 08, 2023 Q4 2022
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
819
New
$293K - $334K
819 $480K
Jan 13, 2023 Q4 2022
Northside Capital Management, LLC

BUY
 -
816
+ 21.36%
$292K - $332K
4.64K $2.72M
Feb 02, 2023 Q4 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
813
+ 129.05%
$291K - $331K
1.44K $846K
Feb 08, 2023 Q4 2022
Sanchez Wealth Management Group

BUY
 -
812
+ 2.7%
$290K - $331K
30.9K $18.1M
Feb 13, 2023 Q4 2022
Diversified, LLC

BUY
 -
808
+ 91.4%
$289K - $329K
1.69K $992K
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
807
New
$289K - $329K
807 $473K
Feb 07, 2023 Q4 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
806
+ 26.63%
$288K - $328K
3.83K $2.25M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
802
New
$287K - $327K
802 $470K
Jan 12, 2023 Q4 2022
Bath Savings Trust CO

BUY
 -
801
New
$286K - $326K
801 $470K
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
800
+ 14.62%
$286K - $326K
6.27K $3.68M
Jan 23, 2023 Q4 2022
Selective Wealth Management, Inc.

BUY
 -
795
+ 14.82%
$284K - $324K
6.16K $3.61M
Jan 23, 2023 Q4 2022
Mechanics Bank Trust Department

BUY
 -
793
+ 0.83%
$284K - $323K
95.9K $56.2M
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
793
+ 2.88%
$284K - $323K
28.3K $16.6M
Jan 17, 2023 Q4 2022
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
792
+ 18.54%
$283K - $323K
5.06K $2.97M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
786
+ 9.49%
$281K - $320K
9.07K $5.32M
Feb 10, 2023 Q4 2022
Patten Group, Inc.

BUY
 -
779
+ 5.54%
$279K - $317K
14.8K $8.69M
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
767
+ 135.51%
$274K - $312K
1.33K $782K
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
765
New
$274K - $312K
765 $449K
Feb 02, 2023 Q4 2022
Concorde Asset Management, LLC

BUY
 -
763
+ 98.32%
$273K - $311K
1.54K $902K

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