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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
761+ 9.38% |
$272K - $310K
|
8.87K
$5.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
760New |
$272K - $310K
|
760
$446K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
760New |
$272K - $310K
|
760
$446K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
758+ 3.9% |
$271K - $309K
|
20.2K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
758New |
$271K - $309K
|
758
$444K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
756+ 1.67% |
$270K - $308K
|
46.1K
$27M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
755New |
$270K - $308K
|
755
$443K
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
754New |
$270K - $307K
|
754
$442K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
752New |
$269K - $306K
|
752
$441K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
751New |
$269K - $306K
|
751
$440K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
746New |
$267K - $304K
|
746
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
732+ 5.75% |
$262K - $298K
|
13.5K
$7.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
731+ 4.44% |
$261K - $298K
|
17.2K
$10.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
730New |
$261K - $297K
|
730
$428K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
729New |
$261K - $297K
|
729
$427K
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
729+ 2.16% |
$261K - $297K
|
34.5K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
725New |
$259K - $295K
|
725
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
725+ 8.55% |
$259K - $295K
|
9.21K
$5.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
724+ 10.8% |
$259K - $295K
|
7.43K
$4.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
722+ 3.55% |
$258K - $294K
|
21.1K
$12.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
720New |
$257K - $293K
|
720
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
718+ 9.89% |
$257K - $293K
|
7.98K
$4.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
715New |
$256K - $291K
|
715
$419K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
709New |
$254K - $289K
|
709
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
709+ 0.5% |
$254K - $289K
|
142K
$83.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
704New |
$252K - $287K
|
704
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
703New |
$251K - $286K
|
703
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
699+ 1.99% |
$250K - $285K
|
35.7K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
699New |
$250K - $285K
|
699
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
698+ 50.0% |
$250K - $284K
|
2.09K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
697+ 14.29% |
$249K - $284K
|
5.58K
$3.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
695+ 91.93% |
$249K - $283K
|
1.45K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
694+ 44.43% |
$248K - $283K
|
2.26K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
689New |
$246K - $281K
|
689
$404K
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
687New |
$246K - $280K
|
687
$403K
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
684New |
$245K - $279K
|
684
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
683New |
$244K - $278K
|
683
$400K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
678+ 37.15% |
$242K - $276K
|
2.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
675New |
$241K - $275K
|
675
$396K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
675New |
$241K - $275K
|
675
$396K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
668+ 10.64% |
$239K - $272K
|
6.95K
$4.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
668New |
$239K - $272K
|
668
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
668+ 1.15% |
$239K - $272K
|
58.8K
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
668+ 2.54% |
$239K - $272K
|
27K
$15.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
666New |
$238K - $271K
|
666
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
665New |
$238K - $271K
|
665
$390K
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
662New |
$237K - $270K
|
662
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
661New |
$236K - $269K
|
661
$388K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
660+ 11.29% |
$236K - $269K
|
6.51K
$3.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
658New |
$235K - $268K
|
658
$386K
|