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
Jan 26, 2023 Q4 2022
Sightline Wealth Advisors, LLC

BUY
 -
494
+ 5.98%
$177K - $201K
8.75K $5.13M
Feb 07, 2023 Q4 2022
My Legacy Advisors, LLC

BUY
 -
487
New
$174K - $198K
487 $286K
Feb 13, 2023 Q4 2022
Cornerstone Advisory, LLC

BUY
 -
486
+ 10.98%
$174K - $198K
4.91K $2.88M
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

BUY
 -
483
+ 1.32%
$173K - $197K
37.1K $21.7M
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
480
+ 9.17%
$172K - $196K
5.71K $3.35M
Feb 13, 2023 Q4 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
480
+ 0.81%
$172K - $196K
60K $35.2M
Feb 02, 2023 Q4 2022
Ulrich Consultants & Investment Group, LLC

Albuquerque, NM
BUY
 -
479
+ 8.12%
$171K - $195K
6.38K $3.74M
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
478
+ 0.81%
$171K - $195K
59.2K $34.7M
Jan 03, 2023 Q4 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
477
+ 0.76%
$171K - $194K
63.4K $37.2M
Jan 12, 2023 Q4 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
476
+ 8.74%
$170K - $194K
5.92K $3.47M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
468
+ 0.36%
$167K - $191K
131K $77.1M
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
467
New
$167K - $190K
467 $274K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
465
New
$166K - $189K
465 $273K
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
449
+ 1.01%
$161K - $183K
45.1K $26.4M
Jan 10, 2023 Q4 2022
Glassy Mountain Advisors, Inc.

BUY
 -
448
New
$160K - $183K
448 $263K
Jan 20, 2023 Q4 2022
First Command Financial Services, Inc.

BUY
 -
446
+ 24.74%
$160K - $182K
2.25K $1.32M
Jan 23, 2023 Q4 2022
First Command Bank

BUY
 -
446
+ 24.74%
$160K - $182K
2.25K $1.32M
Feb 06, 2023 Q4 2022
Heritage Wealth Advisors

BUY
 -
445
+ 0.36%
$159K - $181K
123K $72.2M
Dec 12, 2024 Q4 2022
Heritage Wealth Advisors

BUY
 -
445
+ 0.36%
$159K - $181K
123K $72.2M
Feb 10, 2023 Q4 2022
O'Brien Wealth Partners LLC

BUY
 -
444
+ 55.71%
$159K - $181K
1.24K $728K
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
437
+ 2.48%
$156K - $178K
18.1K $10.6M
Jan 25, 2023 Q4 2022
Sfmg, LLC

BUY
 -
434
+ 2.15%
$155K - $177K
20.6K $12.1M
Jan 18, 2023 Q4 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
433
+ 22.48%
$155K - $176K
2.36K $1.38M
Feb 09, 2023 Q4 2022
Blue Barn Wealth, LLC

BUY
 -
433
+ 49.71%
$155K - $176K
1.3K $765K
Feb 13, 2023 Q4 2022
Palouse Capital Management, Inc.

BUY
 -
428
+ 9.39%
$153K - $174K
4.99K $2.92M
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
427
+ 8.01%
$153K - $174K
5.76K $3.38M
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
424
+ 1.92%
$152K - $173K
22.5K $13.2M
Feb 10, 2023 Q4 2022
Cavalier Investments, LLC

BUY
 -
422
+ 1.04%
$151K - $172K
41K $24M
Jan 27, 2023 Q4 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
419
New
$150K - $171K
419 $246K
Feb 23, 2023 Q4 2022
Chelsea Counsel CO

BUY
 -
419
New
$150K - $171K
419 $246K
Apr 24, 2024 Q4 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
419
+ 1.5%
$150K - $171K
28.3K $16.6M
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
414
+ 1.49%
$148K - $169K
28.2K $16.6M
Feb 01, 2023 Q4 2022
Montis Financial, LLC

BUY
 -
414
+ 5.16%
$148K - $169K
8.43K $4.94M
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
414
+ 10.85%
$148K - $169K
4.23K $2.48M
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
412
+ 47.52%
$147K - $168K
1.28K $750K
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
411
+ 0.75%
$147K - $167K
54.9K $32.2M
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
403
+ 1.5%
$144K - $164K
27.2K $16M
Feb 14, 2023 Q4 2022
Tcw Group Inc

BUY
 -
403
+ 0.33%
$144K - $164K
121K $71.1M
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
403
+ 1.5%
$144K - $164K
27.2K $16M
Jan 30, 2023 Q4 2022
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
401
+ 2.62%
$143K - $163K
15.7K $9.19M
Feb 14, 2023 Q4 2022
Aureus Asset Management, LLC

Boston, MA
BUY
 -
401
+ 2.73%
$143K - $163K
15.1K $8.86M
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
396
+ 11.76%
$142K - $161K
3.76K $2.21M
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
393
+ 29.46%
$141K - $160K
1.73K $1.01M
Feb 14, 2023 Q4 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
393
+ 23.38%
$141K - $160K
2.07K $1.22M
Jan 19, 2023 Q4 2022
Rothschild Investment Corp

BUY
 -
389
+ 1.46%
$139K - $158K
27.1K $15.9M
Jan 26, 2023 Q4 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
385
+ 16.41%
$138K - $157K
2.73K $1.6M
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
382
New
$137K - $156K
382 $224K
Jan 27, 2023 Q4 2022
Telos Capital Management, Inc.

BUY
 -
377
+ 27.3%
$135K - $154K
1.76K $1.03M
Feb 14, 2023 Q4 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
377
+ 3.51%
$135K - $154K
11.1K $6.52M

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