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
|
Old Port Advisors
|
BUY
|
- |
126+ 3.73% |
$45.1K - $51.3K
|
3.51K
$2.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
126+ 1.33% |
$45.1K - $51.3K
|
9.6K
$5.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
126+ 4.78% |
$45.1K - $51.3K
|
2.76K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
125+ 16.78% |
$44.7K - $50.9K
|
870
$510K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
125New |
$44.7K - $50.9K
|
125
$73.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
124+ 1.81% |
$44.3K - $50.5K
|
6.97K
$4.09M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
124+ 19.94% |
$44.3K - $50.5K
|
746
$437K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
123+ 0.44% |
$44K - $50.1K
|
28.2K
$16.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
120+ 1.04% |
$42.9K - $48.9K
|
11.6K
$6.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
119+ 1.75% |
$42.6K - $48.5K
|
6.91K
$4.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
118+ 14.18% |
$42.2K - $48.1K
|
950
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
117+ 344.12% |
$41.8K - $47.7K
|
151
$88.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
116+ 2.51% |
$41.5K - $47.3K
|
4.74K
$2.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
116+ 5.18% |
$41.5K - $47.3K
|
2.36K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
116+ 1.19% |
$41.5K - $47.3K
|
9.88K
$5.79M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
116+ 5.74% |
$41.5K - $47.3K
|
2.14K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
113+ 10.98% |
$40.4K - $46K
|
1.14K
$670K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
113+ 19.38% |
$40.4K - $46K
|
696
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
111+ 0.95% |
$39.7K - $45.2K
|
11.8K
$6.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
110+ 1.7% |
$39.3K - $44.8K
|
6.59K
$3.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
110+ 2.71% |
$39.3K - $44.8K
|
4.17K
$2.44M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
109+ 7.89% |
$39K - $44.4K
|
1.49K
$874K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
107+ 5.36% |
$38.3K - $43.6K
|
2.11K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 0.22% |
$38.3K - $43.6K
|
47.8K
$28M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
106+ 5.46% |
$37.9K - $43.2K
|
2.05K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
106+ 3.59% |
$37.9K - $43.2K
|
3.06K
$1.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
104+ 0.88% |
$37.2K - $42.4K
|
12K
$7.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
103+ 0.22% |
$36.8K - $42K
|
48K
$28.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
103+ 39.16% |
$36.8K - $42K
|
366
$215K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
103+ 5.15% |
$36.8K - $42K
|
2.1K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
BUY
|
- |
100+ 1.98% |
$35.8K - $40.7K
|
5.16K
$3.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
100+ 2.21% |
$35.8K - $40.7K
|
4.63K
$2.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
100+ 5.56% |
$35.8K - $40.7K
|
1.9K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
100+ 1.05% |
$35.8K - $40.7K
|
9.63K
$5.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
100+ 3.68% |
$35.8K - $40.7K
|
2.82K
$1.65M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 2.65% |
$35.8K - $40.7K
|
3.87K
$2.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
99+ 4.71% |
$35.4K - $40.3K
|
2.2K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
99+ 0.34% |
$35.4K - $40.3K
|
28.9K
$16.9M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
98+ 5.83% |
$35K - $39.9K
|
1.78K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
98+ 0.05% |
$35K - $39.9K
|
217K
$127M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
97+ 2.04% |
$34.7K - $39.5K
|
4.86K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
96+ 1.37% |
$34.3K - $39.1K
|
7.08K
$4.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
96+ 0.61% |
$34.3K - $39.1K
|
15.8K
$9.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
96+ 2.46% |
$34.3K - $39.1K
|
4K
$2.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
95+ 2.88% |
$34K - $38.7K
|
3.39K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
95+ 5.37% |
$34K - $38.7K
|
1.87K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
95New |
$34K - $38.7K
|
95
$55.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
94+ 9.21% |
$33.6K - $38.3K
|
1.12K
$654K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
94+ 23.8% |
$33.6K - $38.3K
|
489
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
94+ 1.73% |
$33.6K - $38.3K
|
5.54K
$3.25M
|