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 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-145- 1.3% |
$51.9K - $59.1K
|
11K
$6.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-148- 0.8% |
$52.9K - $60.3K
|
18.4K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-148- 2.14% |
$52.9K - $60.3K
|
6.76K
$3.96M
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-149- 1.39% |
$53.3K - $60.7K
|
10.6K
$6.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-149- 16.34% |
$53.3K - $60.7K
|
763
$447K
|
|
|
Jan 31, 2024
Q4 2022
|
Check Capital Management Inc
|
SELL
|
- |
-149- 15.44% |
$53.3K - $60.7K
|
816
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 10.19% |
$53.6K - $61.1K
|
1.32K
$775K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-150- 11.71% |
$53.6K - $61.1K
|
1.13K
$663K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-150- 5.63% |
$53.6K - $61.1K
|
2.51K
$1.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-151- 22.08% |
$54K - $61.5K
|
533
$312K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-151- 6.25% |
$54K - $61.5K
|
2.27K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-153- 0.59% |
$54.7K - $62.3K
|
25.8K
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-154- 18.71% |
$55.1K - $62.7K
|
669
$392K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-155- 3.61% |
$55.4K - $63.2K
|
4.13K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-155- 2.77% |
$55.4K - $63.2K
|
5.45K
$3.19M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-155- 6.89% |
$55.4K - $63.2K
|
2.1K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-157- 3.8% |
$56.1K - $64K
|
3.98K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-158- 14.39% |
$56.5K - $64.4K
|
940
$551K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-158- 0.19% |
$56.5K - $64.4K
|
81.2K
$47.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-159- 0.57% |
$56.9K - $64.8K
|
27.8K
$16.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-159- 0.37% |
$56.9K - $64.8K
|
42.3K
$24.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-160- 6.69% |
$57.2K - $65.2K
|
2.23K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-160- 4.67% |
$57.2K - $65.2K
|
3.26K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-160- 5.85% |
$57.2K - $65.2K
|
2.57K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 2.72% |
$57.2K - $65.2K
|
5.73K
$3.36M
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-160- 7.13% |
$57.2K - $65.2K
|
2.08K
$1.22M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-161- 2.0% |
$57.6K - $65.6K
|
7.9K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-161- 1.72% |
$57.6K - $65.6K
|
9.22K
$5.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-165- 4.36% |
$59K - $67.2K
|
3.62K
$2.12M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-165- 4.73% |
$59K - $67.2K
|
3.32K
$1.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-166- 0.52% |
$59.4K - $67.6K
|
31.7K
$18.6M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-167- 10.47% |
$59.7K - $68K
|
1.43K
$837K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-167- 2.71% |
$59.7K - $68K
|
5.99K
$3.51M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-168- 5.71% |
$60.1K - $68.4K
|
2.77K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-169- 22.72% |
$60.4K - $68.9K
|
575
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-170- 1.48% |
$60.8K - $69.3K
|
11.4K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-170- 3.32% |
$60.8K - $69.3K
|
4.95K
$2.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-171- 1.36% |
$61.2K - $69.7K
|
12.4K
$7.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-172- 5.05% |
$61.5K - $70.1K
|
3.23K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-173- 4.53% |
$61.9K - $70.5K
|
3.65K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-175- 0.88% |
$62.6K - $71.3K
|
19.8K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-175- 53.85% |
$62.6K - $71.3K
|
150
$87.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-175- 0.8% |
$62.6K - $71.3K
|
21.6K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-175- 19.0% |
$62.6K - $71.3K
|
746
$437K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-176- 11.33% |
$62.9K - $71.7K
|
1.38K
$808K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-176- 2.88% |
$62.9K - $71.7K
|
5.93K
$3.47M
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-177- 10.88% |
$63.3K - $72.1K
|
1.45K
$850K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-178- 10.03% |
$63.7K - $72.5K
|
1.6K
$936K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-180- 3.47% |
$64.4K - $73.3K
|
5K
$2.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-180- 5.49% |
$64.4K - $73.3K
|
3.1K
$1.82M
|