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 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-501- 8.17% |
$179K - $204K
|
5.63K
$3.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-505- 21.08% |
$181K - $206K
|
1.89K
$1.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-508- 13.35% |
$182K - $207K
|
3.3K
$1.93M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-509- 13.64% |
$182K - $207K
|
3.22K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-510- 5.56% |
$182K - $208K
|
8.66K
$5.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-513- 34.48% |
$183K - $209K
|
975
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-521- 4.39% |
$186K - $212K
|
11.4K
$6.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-524- 2.3% |
$187K - $213K
|
22.3K
$13.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-525- 20.94% |
$188K - $214K
|
1.98K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-528- 1.24% |
$189K - $215K
|
41.9K
$24.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-530- 34.48% |
$190K - $216K
|
1.01K
$590K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-532- 20.74% |
$190K - $217K
|
2.03K
$1.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-540- 32.61% |
$193K - $220K
|
1.12K
$654K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-541- 1.43% |
$193K - $220K
|
37.4K
$21.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-547- 5.6% |
$196K - $223K
|
9.22K
$5.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-548- 2.67% |
$196K - $223K
|
19.9K
$11.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-549- 8.47% |
$196K - $224K
|
5.94K
$3.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-549- 29.84% |
$196K - $224K
|
1.29K
$757K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-554- 6.82% |
$198K - $226K
|
7.57K
$4.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-556- 19.95% |
$199K - $227K
|
2.23K
$1.31M
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-556- 19.95% |
$199K - $227K
|
2.23K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-557- 11.7% |
$199K - $227K
|
4.2K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-560- 4.74% |
$200K - $228K
|
11.2K
$6.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-564- 1.5% |
$202K - $230K
|
37K
$21.7M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-565- 4.99% |
$202K - $230K
|
10.8K
$6.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-569- 1.17% |
$203K - $232K
|
48.1K
$28.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-569- 4.17% |
$203K - $232K
|
13.1K
$7.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-569- 4.25% |
$203K - $232K
|
12.8K
$7.51M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-575- 1.31% |
$206K - $234K
|
43.3K
$25.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-587- 13.98% |
$210K - $239K
|
3.61K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-587- 13.98% |
$210K - $239K
|
3.61K
$2.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-588- 13.94% |
$210K - $240K
|
3.63K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-589- 6.27% |
$211K - $240K
|
8.81K
$5.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-590- 7.68% |
$211K - $240K
|
7.09K
$4.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-597- 10.1% |
$214K - $243K
|
5.31K
$3.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-602- 4.78% |
$215K - $245K
|
12K
$7.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-614- 0.84% |
$220K - $250K
|
72.9K
$42.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-617- 5.83% |
$221K - $251K
|
9.97K
$5.84M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-620- 4.08% |
$222K - $253K
|
14.6K
$8.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-620- 53.45% |
$222K - $253K
|
540
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-623- 1.01% |
$223K - $254K
|
60.9K
$35.7M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-625- 44.42% |
$224K - $255K
|
782
$458K
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-628- 0.79% |
$225K - $256K
|
79K
$46.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-643- 19.6% |
$230K - $262K
|
2.64K
$1.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-645- 12.91% |
$231K - $263K
|
4.35K
$2.55M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-650- 59.85% |
$232K - $265K
|
436
$256K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-659- 7.37% |
$236K - $268K
|
8.28K
$4.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-659- 2.59% |
$236K - $268K
|
24.8K
$14.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-660- 4.73% |
$236K - $269K
|
13.3K
$7.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-672- 20.85% |
$240K - $274K
|
2.55K
$1.5M
|