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 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-26- 0.55% |
$9.3K - $10.6K
|
4.7K
$2.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-27- 1.37% |
$9.66K - $11K
|
1.94K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-27- 2.19% |
$9.66K - $11K
|
1.21K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-27- 2.77% |
$9.66K - $11K
|
947
$555K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-29- 0.31% |
$10.4K - $11.8K
|
9.33K
$5.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-30- 0.32% |
$10.7K - $12.2K
|
9.32K
$5.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-30- 3.4% |
$10.7K - $12.2K
|
853
$500K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-31- 1.58% |
$11.1K - $12.6K
|
1.93K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-31- 0.61% |
$11.1K - $12.6K
|
5.05K
$2.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-32- 0.71% |
$11.4K - $13K
|
4.48K
$2.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-32- 1.94% |
$11.4K - $13K
|
1.62K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-32- 0.65% |
$11.4K - $13K
|
4.9K
$2.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-34- 3.01% |
$12.2K - $13.9K
|
1.1K
$643K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-34- 1.78% |
$12.2K - $13.9K
|
1.88K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-34- 0.35% |
$12.2K - $13.9K
|
9.68K
$5.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-34- 5.3% |
$12.2K - $13.9K
|
607
$356K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-35- 1.04% |
$12.5K - $14.3K
|
3.32K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-35- 19.34% |
$12.5K - $14.3K
|
146
$85.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-37- 0.41% |
$13.2K - $15.1K
|
8.91K
$5.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.44% |
$13.2K - $15.1K
|
8.34K
$4.89M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-37- 0.06% |
$13.2K - $15.1K
|
63.6K
$37.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-38- 0.95% |
$13.6K - $15.5K
|
3.95K
$2.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-38- 18.63% |
$13.6K - $15.5K
|
166
$97.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-38- 1.88% |
$13.6K - $15.5K
|
1.98K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-38- 0.77% |
$13.6K - $15.5K
|
4.9K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-38- 1.46% |
$13.6K - $15.5K
|
2.56K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-39- 0.76% |
$13.9K - $15.9K
|
5.1K
$2.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-39- 0.63% |
$13.9K - $15.9K
|
6.11K
$3.58M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-40- 0.78% |
$14.3K - $16.3K
|
5.1K
$2.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-40- 0.42% |
$14.3K - $16.3K
|
9.56K
$5.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-40- 0.24% |
$14.3K - $16.3K
|
17K
$9.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-40- 0.15% |
$14.3K - $16.3K
|
26K
$15.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-41- 6.98% |
$14.7K - $16.7K
|
546
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-41- 0.6% |
$14.7K - $16.7K
|
6.76K
$3.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-41- 3.53% |
$14.7K - $16.7K
|
1.12K
$656K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-41- 7.08% |
$14.7K - $16.7K
|
538
$315K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-43- 1.09% |
$15.4K - $17.5K
|
3.92K
$2.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-43- 0.47% |
$15.4K - $17.5K
|
9.06K
$5.31M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-44- 0.75% |
$15.7K - $17.9K
|
5.82K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-46- 0.98% |
$16.5K - $18.7K
|
4.67K
$2.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-48- 3.88% |
$17.2K - $19.6K
|
1.19K
$697K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-49- 2.86% |
$17.5K - $20K
|
1.66K
$976K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-49- 1.39% |
$17.5K - $20K
|
3.48K
$2.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-50- 1.45% |
$17.9K - $20.4K
|
3.4K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-50- 1.91% |
$17.9K - $20.4K
|
2.56K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-50- 6.11% |
$17.9K - $20.4K
|
768
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-50- 7.14% |
$17.9K - $20.4K
|
650
$381K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 1.3% |
$18.6K - $21.2K
|
3.94K
$2.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-52- 3.69% |
$18.6K - $21.2K
|
1.36K
$796K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-53- 4.18% |
$19K - $21.6K
|
1.22K
$713K
|