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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
212New |
$75.8K - $86.4K
|
212
$124K
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
212+ 0.77% |
$75.8K - $86.4K
|
27.6K
$16.2M
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
212+ 1.42% |
$75.8K - $86.4K
|
15.2K
$8.91M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
211+ 2.43% |
$75.5K - $86K
|
8.91K
$5.22M
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
211+ 5.38% |
$75.5K - $86K
|
4.14K
$2.42M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
210+ 2.94% |
$75.1K - $85.6K
|
7.36K
$4.32M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
210+ 0.84% |
$75.1K - $85.6K
|
25.3K
$14.8M
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
210+ 17.74% |
$75.1K - $85.6K
|
1.39K
$817K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
208+ 0.39% |
$74.4K - $84.7K
|
53.7K
$31.5M
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
206New |
$73.7K - $83.9K
|
206
$121K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
206New |
$73.7K - $83.9K
|
206
$121K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
205+ 5.54% |
$73.3K - $83.5K
|
3.91K
$2.29M
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
203+ 1.28% |
$72.6K - $82.7K
|
16.1K
$9.42M
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
201+ 1.82% |
$71.9K - $81.9K
|
11.2K
$6.58M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
200+ 3.59% |
$71.5K - $81.5K
|
5.77K
$3.38M
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$71.5K - $81.5K
|
200
$117K
|
|
Feb 14, 2023
Q4 2022
|
Oakhurst Advisors,Llc
Los Angeles, CA |
BUY
|
- |
200New |
$71.5K - $81.5K
|
200
$117K
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
200+ 11.0% |
$71.5K - $81.5K
|
2.02K
$1.18M
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
199+ 3.38% |
$71.2K - $81.1K
|
6.09K
$3.57M
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
198+ 5.02% |
$70.8K - $80.7K
|
4.15K
$2.43M
|
|
Jul 10, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
195+ 3.26% |
$69.7K - $79.4K
|
6.18K
$3.63M
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
194+ 5.19% |
$69.4K - $79K
|
3.93K
$2.3M
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
193+ 10.67% |
$69K - $78.6K
|
2K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
193+ 42.32% |
$69K - $78.6K
|
649
$380K
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
192+ 14.84% |
$68.7K - $78.2K
|
1.49K
$871K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
192+ 2.08% |
$68.7K - $78.2K
|
9.42K
$5.52M
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
190+ 1.2% |
$67.9K - $77.4K
|
16K
$9.37M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
189+ 3.77% |
$67.6K - $77K
|
5.2K
$3.05M
|
|
Feb 08, 2023
Q4 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
187+ 49.87% |
$66.9K - $76.2K
|
562
$329K
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
186+ 0.65% |
$66.5K - $75.8K
|
28.6K
$16.8M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
185+ 1.45% |
$66.2K - $75.4K
|
13K
$7.61M
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
185+ 22.56% |
$66.2K - $75.4K
|
1.01K
$589K
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
184+ 15.92% |
$65.8K - $75K
|
1.34K
$786K
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
184+ 28.57% |
$65.8K - $75K
|
828
$485K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
182+ 15.74% |
$65.1K - $74.2K
|
1.34K
$784K
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
181+ 0.52% |
$64.7K - $73.7K
|
34.9K
$20.5M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
181+ 2.84% |
$64.7K - $73.7K
|
6.56K
$3.85M
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
180+ 3.65% |
$64.4K - $73.3K
|
5.11K
$2.99M
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
180+ 2.68% |
$64.4K - $73.3K
|
6.89K
$4.04M
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
174+ 2.58% |
$62.2K - $70.9K
|
6.92K
$4.05M
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
174+ 3.34% |
$62.2K - $70.9K
|
5.39K
$3.16M
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
172+ 28.24% |
$61.5K - $70.1K
|
781
$458K
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
172+ 0.35% |
$61.5K - $70.1K
|
49.1K
$28.8M
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
172+ 7.81% |
$61.5K - $70.1K
|
2.38K
$1.39M
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
172+ 28.76% |
$61.5K - $70.1K
|
770
$451K
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
171+ 7.24% |
$61.2K - $69.7K
|
2.53K
$1.49M
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
170+ 26.52% |
$60.8K - $69.3K
|
811
$475K
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
169+ 19.56% |
$60.4K - $68.9K
|
1.03K
$606K
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
169+ 2.06% |
$60.4K - $68.9K
|
8.39K
$4.92M
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
167+ 11.74% |
$59.7K - $68K
|
1.59K
$932K
|