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 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
39+ 9.8% |
$13.9K - $15.9K
|
437
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.45% |
$13.9K - $15.9K
|
2.73K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
39+ 2.48% |
$13.9K - $15.9K
|
1.61K
$943K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
38+ 2.66% |
$13.6K - $15.5K
|
1.47K
$860K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
38+ 6.33% |
$13.6K - $15.5K
|
638
$374K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
37+ 0.14% |
$13.2K - $15.1K
|
26K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
37+ 1.4% |
$13.2K - $15.1K
|
2.67K
$1.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 0.23% |
$12.9K - $14.7K
|
15.4K
$9.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
36+ 1.41% |
$12.9K - $14.7K
|
2.6K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36+ 1.11% |
$12.9K - $14.7K
|
3.28K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
36+ 0.73% |
$12.9K - $14.7K
|
4.94K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
36+ 0.46% |
$12.9K - $14.7K
|
7.92K
$4.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
35+ 3.44% |
$12.5K - $14.3K
|
1.05K
$617K
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
35+ 0.13% |
$12.5K - $14.3K
|
27.7K
$16.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
35+ 0.07% |
$12.5K - $14.3K
|
47.4K
$27.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
34+ 0.56% |
$12.2K - $13.9K
|
6.12K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
34+ 0.1% |
$12.2K - $13.9K
|
34.8K
$20.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
33+ 0.42% |
$11.8K - $13.4K
|
7.92K
$4.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
33+ 0.91% |
$11.8K - $13.4K
|
3.65K
$2.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
32+ 1.57% |
$11.4K - $13K
|
2.08K
$1.22M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
32+ 2.52% |
$11.4K - $13K
|
1.3K
$763K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
31+ 1.15% |
$11.1K - $12.6K
|
2.73K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
31+ 0.65% |
$11.1K - $12.6K
|
4.83K
$2.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
31New |
$11.1K - $12.6K
|
31
$18.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
31+ 2.47% |
$11.1K - $12.6K
|
1.29K
$755K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
30+ 0.6% |
$10.7K - $12.2K
|
5.03K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
30+ 1.37% |
$10.7K - $12.2K
|
2.22K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
30+ 0.33% |
$10.7K - $12.2K
|
9.02K
$5.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Shaker Investments LLC
|
BUY
|
- |
30+ 0.96% |
$10.7K - $12.2K
|
3.15K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
29+ 0.47% |
$10.4K - $11.8K
|
6.23K
$3.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
28+ 2.92% |
$10K - $11.4K
|
987
$579K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
28+ 41.18% |
$10K - $11.4K
|
96
$56.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
27+ 1.97% |
$9.66K - $11K
|
1.4K
$819K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
26+ 3.06% |
$9.3K - $10.6K
|
875
$513K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
26+ 0.1% |
$9.3K - $10.6K
|
26.3K
$15.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
25+ 3.11% |
$8.94K - $10.2K
|
829
$486K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
25+ 0.9% |
$8.94K - $10.2K
|
2.79K
$1.64M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 2.26% |
$8.58K - $9.78K
|
1.09K
$637K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
24+ 0.52% |
$8.58K - $9.78K
|
4.63K
$2.71M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
24+ 12.7% |
$8.58K - $9.78K
|
213
$125K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
23+ 0.7% |
$8.23K - $9.37K
|
3.3K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
22+ 3.61% |
$7.87K - $8.96K
|
632
$371K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
22+ 0.32% |
$7.87K - $8.96K
|
6.9K
$4.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
21+ 0.47% |
$7.51K - $8.56K
|
4.47K
$2.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
21+ 1.37% |
$7.51K - $8.56K
|
1.55K
$909K
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
21+ 1.36% |
$7.51K - $8.56K
|
1.56K
$915K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
20+ 2.4% |
$7.15K - $8.15K
|
852
$500K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
20+ 1.94% |
$7.15K - $8.15K
|
1.05K
$616K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
20+ 1.45% |
$7.15K - $8.15K
|
1.4K
$822K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
20+ 1.95% |
$7.15K - $8.15K
|
1.05K
$614K
|