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 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
166+ 0.5% |
$59.4K - $67.6K
|
33.6K
$19.7M
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
165+ 1.69% |
$59K - $67.2K
|
9.96K
$5.84M
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
164+ 1.73% |
$58.7K - $66.8K
|
9.66K
$5.66M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
164+ 3.66% |
$58.7K - $66.8K
|
4.65K
$2.73M
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
163+ 10.95% |
$58.3K - $66.4K
|
1.65K
$968K
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
163+ 4.96% |
$58.3K - $66.4K
|
3.45K
$2.02M
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
162+ 9.59% |
$57.9K - $66K
|
1.85K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
162+ 2.24% |
$57.9K - $66K
|
7.4K
$4.34M
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
161+ 7.59% |
$57.6K - $65.6K
|
2.28K
$1.34M
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
160+ 1.32% |
$57.2K - $65.2K
|
12.2K
$7.17M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
160+ 2.95% |
$57.2K - $65.2K
|
5.59K
$3.28M
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
157+ 18.07% |
$56.1K - $64K
|
1.03K
$602K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
157+ 6.54% |
$56.1K - $64K
|
2.56K
$1.5M
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
156+ 4.14% |
$55.8K - $63.6K
|
3.93K
$2.3M
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
155+ 18.5% |
$55.4K - $63.2K
|
993
$582K
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
155+ 3.09% |
$55.4K - $63.2K
|
5.17K
$3.03M
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
154+ 10.12% |
$55.1K - $62.7K
|
1.68K
$982K
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
154+ 0.43% |
$55.1K - $62.7K
|
35.8K
$21M
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
154+ 0.53% |
$55.1K - $62.7K
|
29K
$17M
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
152+ 1.62% |
$54.4K - $61.9K
|
9.55K
$5.6M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
152New |
$54.4K - $61.9K
|
152
$89.1K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
151+ 15.65% |
$54K - $61.5K
|
1.12K
$654K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
151+ 0.93% |
$54K - $61.5K
|
16.4K
$9.64M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
150+ 0.8% |
$53.6K - $61.1K
|
18.8K
$11M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
148+ 8.46% |
$52.9K - $60.3K
|
1.9K
$1.11M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
148+ 0.81% |
$52.9K - $60.3K
|
18.4K
$10.8M
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
147+ 14.03% |
$52.6K - $59.9K
|
1.2K
$701K
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
146+ 7.36% |
$52.2K - $59.5K
|
2.13K
$1.25M
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
145+ 1.88% |
$51.9K - $59.1K
|
7.85K
$4.6M
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
144+ 3.55% |
$51.5K - $58.7K
|
4.21K
$2.47M
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
142+ 7.88% |
$50.8K - $57.9K
|
1.94K
$1.14M
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
140+ 6.29% |
$50.1K - $57K
|
2.37K
$1.39M
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
140+ 9.7% |
$50.1K - $57K
|
1.58K
$929K
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
140+ 17.16% |
$50.1K - $57K
|
956
$560K
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
140+ 3.61% |
$50.1K - $57K
|
4.01K
$2.35M
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
139+ 5.51% |
$49.7K - $56.6K
|
2.66K
$1.56M
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
138+ 17.06% |
$49.4K - $56.2K
|
947
$555K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
137+ 3.21% |
$49K - $55.8K
|
4.4K
$2.58M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
137+ 0.94% |
$49K - $55.8K
|
14.7K
$8.63M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
136+ 1.98% |
$48.6K - $55.4K
|
7K
$4.1M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
135+ 0.29% |
$48.3K - $55K
|
47.5K
$27.8M
|
|
Jan 17, 2023
Q4 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
130+ 1.88% |
$46.5K - $53K
|
7.06K
$4.14M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
130+ 3.4% |
$46.5K - $53K
|
3.96K
$2.32M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
129+ 0.49% |
$46.1K - $52.6K
|
26.6K
$15.6M
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
129New |
$46.1K - $52.6K
|
129
$75.6K
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
129+ 3.54% |
$46.1K - $52.6K
|
3.78K
$2.21M
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
129+ 0.82% |
$46.1K - $52.6K
|
15.8K
$9.28M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
127+ 1.64% |
$45.4K - $51.7K
|
7.85K
$4.6M
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
127+ 14.65% |
$45.4K - $51.7K
|
994
$583K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
127+ 0.4% |
$45.4K - $51.7K
|
31.6K
$18.5M
|