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 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-80- 4.18% |
$28.6K - $32.6K
|
1.83K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-80- 0.77% |
$28.6K - $32.6K
|
10.3K
$6.07M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-80- 1.24% |
$28.6K - $32.6K
|
6.37K
$3.74M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-81- 8.29% |
$29K - $33K
|
896
$525K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-82- 0.97% |
$29.3K - $33.4K
|
8.39K
$4.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-82- 0.73% |
$29.3K - $33.4K
|
11.1K
$6.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-83- 3.72% |
$29.7K - $33.8K
|
2.15K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-83- 13.54% |
$29.7K - $33.8K
|
530
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-83- 0.39% |
$29.7K - $33.8K
|
21.4K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-83- 0.56% |
$29.7K - $33.8K
|
14.7K
$8.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83- 1.31% |
$29.7K - $33.8K
|
6.23K
$3.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-84- 4.17% |
$30K - $34.2K
|
1.93K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-84- 1.85% |
$30K - $34.2K
|
4.47K
$2.62M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-84- 1.07% |
$30K - $34.2K
|
7.79K
$4.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-85- 10.93% |
$30.4K - $34.6K
|
693
$406K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-86- 0.57% |
$30.8K - $35K
|
15K
$8.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-87- 1.94% |
$31.1K - $35.4K
|
4.39K
$2.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-87- 2.55% |
$31.1K - $35.4K
|
3.33K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-87- 0.33% |
$31.1K - $35.4K
|
26K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-87- 0.5% |
$31.1K - $35.4K
|
17.2K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-87- 1.9% |
$31.1K - $35.4K
|
4.5K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-87- 7.52% |
$31.1K - $35.4K
|
1.07K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-88- 6.36% |
$31.5K - $35.9K
|
1.3K
$760K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-89- 1.36% |
$31.8K - $36.3K
|
6.47K
$3.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-89- 1.34% |
$31.8K - $36.3K
|
6.54K
$3.83M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-89- 0.61% |
$31.8K - $36.3K
|
14.4K
$8.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-90- 9.43% |
$32.2K - $36.7K
|
864
$507K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-90- 1.08% |
$32.2K - $36.7K
|
8.24K
$4.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-91- 2.11% |
$32.5K - $37.1K
|
4.23K
$2.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-92- 1.57% |
$32.9K - $37.5K
|
5.76K
$3.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-93- 7.59% |
$33.3K - $37.9K
|
1.13K
$664K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-94- 0.37% |
$33.6K - $38.3K
|
25K
$14.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-94- 0.86% |
$33.6K - $38.3K
|
10.9K
$6.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-94- 2.77% |
$33.6K - $38.3K
|
3.3K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-94- 1.03% |
$33.6K - $38.3K
|
9.07K
$5.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-95- 5.31% |
$34K - $38.7K
|
1.7K
$994K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-96- 8.09% |
$34.3K - $39.1K
|
1.09K
$639K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-96- 2.33% |
$34.3K - $39.1K
|
4.03K
$2.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-97- 0.87% |
$34.7K - $39.5K
|
11K
$6.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-97- 0.89% |
$34.7K - $39.5K
|
10.8K
$6.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-97- 1.59% |
$34.7K - $39.5K
|
6K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-97- 3.69% |
$34.7K - $39.5K
|
2.53K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-98- 1.95% |
$35K - $39.9K
|
4.93K
$2.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-99- 1.42% |
$35.4K - $40.3K
|
6.88K
$4.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-100- 5.63% |
$35.8K - $40.7K
|
1.68K
$982K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 3.98% |
$35.8K - $40.7K
|
2.41K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-100- 11.01% |
$35.8K - $40.7K
|
808
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-100- 9.62% |
$35.8K - $40.7K
|
940
$551K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-101- 2.54% |
$36.1K - $41.1K
|
3.87K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-101- 1.61% |
$36.1K - $41.1K
|
6.18K
$3.62M
|