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 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-180- 11.58% |
$64.4K - $73.3K
|
1.38K
$806K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-180- 13.74% |
$64.4K - $73.3K
|
1.13K
$662K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-182- 12.32% |
$65.1K - $74.2K
|
1.3K
$759K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-182- 12.46% |
$65.1K - $74.2K
|
1.28K
$750K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-183- 2.03% |
$65.4K - $74.6K
|
8.85K
$5.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-183- 3.44% |
$65.4K - $74.6K
|
5.14K
$3.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-187- 5.49% |
$66.9K - $76.2K
|
3.22K
$1.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-187- 2.52% |
$66.9K - $76.2K
|
7.24K
$4.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-187- 9.48% |
$66.9K - $76.2K
|
1.79K
$1.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-189- 21.21% |
$67.6K - $77K
|
702
$412K
|
|
|
Feb 07, 2023
Q4 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-189- 0.4% |
$67.6K - $77K
|
47K
$27.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-189- 10.48% |
$67.6K - $77K
|
1.62K
$947K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-191- 0.17% |
$68.3K - $77.8K
|
114K
$66.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-192- 3.35% |
$68.7K - $78.2K
|
5.54K
$3.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-194- 4.69% |
$69.4K - $79K
|
3.94K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-194- 7.1% |
$69.4K - $79K
|
2.54K
$1.49M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-197- 3.77% |
$70.5K - $80.3K
|
5.04K
$2.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-198- 1.59% |
$70.8K - $80.7K
|
12.3K
$7.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-198- 18.15% |
$70.8K - $80.7K
|
893
$524K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-199- 12.5% |
$71.2K - $81.1K
|
1.39K
$817K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 5.02% |
$71.5K - $81.5K
|
3.78K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-200- 0.79% |
$71.5K - $81.5K
|
25.1K
$14.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-201- 4.24% |
$71.9K - $81.9K
|
4.53K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-201- 1.9% |
$71.9K - $81.9K
|
10.4K
$6.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-202- 0.44% |
$72.2K - $82.3K
|
45.9K
$26.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-202- 4.89% |
$72.2K - $82.3K
|
3.93K
$2.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-203- 7.29% |
$72.6K - $82.7K
|
2.58K
$1.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-204- 2.53% |
$73K - $83.1K
|
7.87K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-205- 19.81% |
$73.3K - $83.5K
|
830
$487K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-205- 2.1% |
$73.3K - $83.5K
|
9.56K
$5.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-206- 11.77% |
$73.7K - $83.9K
|
1.54K
$905K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-210- 7.26% |
$75.1K - $85.6K
|
2.68K
$1.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-211- 24.71% |
$75.5K - $86K
|
643
$377K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-214- 1.73% |
$76.5K - $87.2K
|
12.2K
$7.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-214- 0.47% |
$76.5K - $87.2K
|
45.7K
$26.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-215- 7.99% |
$76.9K - $87.6K
|
2.48K
$1.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-216- 3.83% |
$77.2K - $88K
|
5.43K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-218- 1.92% |
$78K - $88.8K
|
11.1K
$6.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-220- 22.0% |
$78.7K - $89.6K
|
780
$457K
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-220- 5.03% |
$78.7K - $89.6K
|
4.15K
$2.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-222- 3.12% |
$79.4K - $90.4K
|
6.9K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-224- 6.33% |
$80.1K - $91.3K
|
3.32K
$1.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-225- 1.57% |
$80.5K - $91.7K
|
14.1K
$8.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-228- 2.24% |
$81.5K - $92.9K
|
9.95K
$5.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-228- 4.65% |
$81.5K - $92.9K
|
4.68K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-230- 0.3% |
$82.3K - $93.7K
|
75.2K
$44.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-232- 27.88% |
$83K - $94.5K
|
600
$352K
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-233- 4.63% |
$83.3K - $94.9K
|
4.8K
$2.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-236- 0.38% |
$84.4K - $96.2K
|
61.7K
$36.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-238- 20.05% |
$85.1K - $97K
|
949
$556K
|