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 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-102- 1.32% |
$36.5K - $41.6K
|
7.65K
$4.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-103- 0.79% |
$36.8K - $42K
|
12.9K
$7.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-104- 2.82% |
$37.2K - $42.4K
|
3.58K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-105- 3.48% |
$37.6K - $42.8K
|
2.91K
$1.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-105- 0.78% |
$37.6K - $42.8K
|
13.3K
$7.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-105- 7.06% |
$37.6K - $42.8K
|
1.38K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-105- 0.27% |
$37.6K - $42.8K
|
39.3K
$23M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-107- 1.33% |
$38.3K - $43.6K
|
7.91K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-107- 3.06% |
$38.3K - $43.6K
|
3.39K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-108- 5.16% |
$38.6K - $44K
|
1.99K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.69% |
$38.6K - $44K
|
15.5K
$9.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-109- 13.49% |
$39K - $44.4K
|
699
$410K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-109- 0.25% |
$39K - $44.4K
|
43.3K
$25.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-110- 0.88% |
$39.3K - $44.8K
|
12.5K
$7.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-110- 1.22% |
$39.3K - $44.8K
|
8.92K
$5.23M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-111- 0.79% |
$39.7K - $45.2K
|
13.9K
$8.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-118- 10.94% |
$42.2K - $48.1K
|
961
$563K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-118- 4.32% |
$42.2K - $48.1K
|
2.61K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-120- 0.34% |
$42.9K - $48.9K
|
34.7K
$20.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-122- 15.68% |
$43.6K - $49.7K
|
656
$385K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-122- 2.63% |
$43.6K - $49.7K
|
4.52K
$2.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-123- 11.06% |
$44K - $50.1K
|
989
$580K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-123- 1.86% |
$44K - $50.1K
|
6.49K
$3.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-124- 10.55% |
$44.3K - $50.5K
|
1.05K
$616K
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-124- 1.82% |
$44.3K - $50.5K
|
6.69K
$3.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-126- 3.44% |
$45.1K - $51.3K
|
3.54K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-127- 3.66% |
$45.4K - $51.7K
|
3.35K
$1.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-128- 0.91% |
$45.8K - $52.1K
|
14K
$8.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-129- 0.59% |
$46.1K - $52.6K
|
21.7K
$12.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-130- 1.29% |
$46.5K - $53K
|
9.96K
$5.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 1.17% |
$46.5K - $53K
|
11K
$6.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-130- 1.9% |
$46.5K - $53K
|
6.73K
$3.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-130- 1.56% |
$46.5K - $53K
|
8.23K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-130- 2.11% |
$46.5K - $53K
|
6.03K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-131- 3.44% |
$46.8K - $53.4K
|
3.67K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-133- 1.63% |
$47.6K - $54.2K
|
8.02K
$4.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-136- 2.68% |
$48.6K - $55.4K
|
4.94K
$2.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-136- 1.5% |
$48.6K - $55.4K
|
8.93K
$5.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-137- 2.29% |
$49K - $55.8K
|
5.84K
$3.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-137- 12.05% |
$49K - $55.8K
|
1K
$586K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-138- 4.82% |
$49.4K - $56.2K
|
2.73K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-138- 0.24% |
$49.4K - $56.2K
|
57K
$33.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-139- 3.18% |
$49.7K - $56.6K
|
4.23K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-139- 11.74% |
$49.7K - $56.6K
|
1.05K
$613K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-139- 1.69% |
$49.7K - $56.6K
|
8.08K
$4.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-140- 0.48% |
$50.1K - $57K
|
28.8K
$16.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-140- 22.44% |
$50.1K - $57K
|
484
$284K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-143- 5.07% |
$51.1K - $58.3K
|
2.68K
$1.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-145- 0.76% |
$51.9K - $59.1K
|
19K
$11.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-145- 0.43% |
$51.9K - $59.1K
|
33.5K
$19.7M
|