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 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-673- 5.91% |
$241K - $274K
|
10.7K
$6.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-673- 8.37% |
$241K - $274K
|
7.36K
$4.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-682- 37.7% |
$244K - $278K
|
1.13K
$661K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-684- 39.22% |
$245K - $279K
|
1.06K
$621K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-687- 7.17% |
$246K - $280K
|
8.89K
$5.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-694- 1.07% |
$248K - $283K
|
64.3K
$37.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-694- 2.14% |
$248K - $283K
|
31.7K
$18.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-696- 49.75% |
$249K - $284K
|
703
$412K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-701- 5.04% |
$251K - $286K
|
13.2K
$7.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-705- 4.89% |
$252K - $287K
|
13.7K
$8.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-707- 19.55% |
$253K - $288K
|
2.91K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-708- 10.47% |
$253K - $288K
|
6.05K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-716- 0.92% |
$256K - $292K
|
77.5K
$45.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-717- 1.38% |
$256K - $292K
|
51.4K
$30.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-722- 3.46% |
$258K - $294K
|
20.1K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-723- 5.86% |
$259K - $295K
|
11.6K
$6.81M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-727- 4.12% |
$260K - $296K
|
16.9K
$9.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-729- 39.58% |
$261K - $297K
|
1.11K
$653K
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-731- 48.67% |
$261K - $298K
|
771
$452K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-735- 12.31% |
$263K - $299K
|
5.23K
$3.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-736- 51.5% |
$263K - $300K
|
693
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-737- 3.77% |
$264K - $300K
|
18.8K
$11M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-743- 1.16% |
$266K - $303K
|
63.3K
$37.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-743- 0.52% |
$266K - $303K
|
142K
$83.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-758- 1.93% |
$271K - $309K
|
38.6K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-760- 16.67% |
$272K - $310K
|
3.8K
$2.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-774- 0.68% |
$277K - $315K
|
113K
$66.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-775- 11.53% |
$277K - $316K
|
5.95K
$3.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-775- 8.93% |
$277K - $316K
|
7.9K
$4.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-776- 2.98% |
$278K - $316K
|
25.3K
$14.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-778- 41.32% |
$278K - $317K
|
1.11K
$648K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-779- 35.62% |
$279K - $317K
|
1.41K
$825K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-783- 6.33% |
$280K - $319K
|
11.6K
$6.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-783- 3.27% |
$280K - $319K
|
23.1K
$13.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-785- 20.57% |
$281K - $320K
|
3.03K
$1.78M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-787- 56.13% |
$281K - $321K
|
615
$361K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-787- 3.19% |
$281K - $321K
|
23.9K
$14M
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-795- 19.19% |
$284K - $324K
|
3.35K
$1.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-797- 6.92% |
$285K - $325K
|
10.7K
$6.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-798- 21.73% |
$285K - $325K
|
2.87K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-812- 18.48% |
$290K - $331K
|
3.58K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-819- 1.64% |
$293K - $334K
|
49.3K
$28.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-821- 0.05% |
$294K - $334K
|
1.74M
$1.02B
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-821- 3.54% |
$294K - $334K
|
22.4K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-830- 18.6% |
$297K - $338K
|
3.63K
$2.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-834- 5.4% |
$298K - $340K
|
14.6K
$8.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-842- 9.34% |
$301K - $343K
|
8.18K
$4.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-843- 3.65% |
$301K - $343K
|
22.2K
$13M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-845- 12.23% |
$302K - $344K
|
6.06K
$3.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-849- 36.61% |
$304K - $346K
|
1.47K
$862K
|