Purchases and Sales Made in Q4 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.63K
- 1.47%
$582K - $662K
109K $64.1M
Feb 09, 2023 Q4 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-1.64K
- 13.95%
$585K - $666K
10.1K $5.91M
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

SELL
 -
-1.66K
- 0.76%
$592K - $674K
216K $126M
Jan 23, 2023 Q4 2022
Busey Wealth Management

SELL
 -
-1.67K
- 1.5%
$595K - $678K
109K $64.1M
Jan 17, 2023 Q4 2022
Howard Capital Management Group, LLC

SELL
 -
-1.67K
- 1.06%
$599K - $682K
156K $91.7M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-1.67K
- 19.03%
$599K - $682K
7.12K $4.18M
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

SELL
 -
-1.68K
- 0.76%
$599K - $683K
218K $128M
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-1.68K
- 80.92%
$601K - $684K
396 $232K
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

SELL
 -
-1.69K
- 16.4%
$604K - $688K
8.6K $5.04M
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-1.71K
- 2.4%
$611K - $696K
69.6K $40.8M
Feb 14, 2023 Q4 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
SELL
 -
-1.73K
- 10.39%
$618K - $704K
14.9K $8.73M
Feb 07, 2023 Q4 2022
Warwick Investment Management, Inc.

SELL
 -
-1.73K
- 5.7%
$618K - $704K
28.6K $16.8M
Feb 02, 2023 Q4 2022
O'Brien Greene & Co. Inc

Media, PA
SELL
 -
-1.73K
- 74.49%
$619K - $706K
593 $348K
Jan 20, 2023 Q4 2022
Everett Harris & CO

SELL
 -
-1.74K
- 22.0%
$622K - $709K
6.17K $3.62M
Feb 14, 2023 Q4 2022
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-1.76K
- 32.3%
$630K - $717K
3.69K $2.16M
Feb 15, 2023 Q4 2022
Vicus Capital

State College, PA
SELL
 -
-1.76K
- 12.06%
$631K - $719K
12.9K $7.54M
Jan 27, 2023 Q4 2022
Mc Adam, LLC

SELL
 -
-1.77K
- 45.91%
$632K - $720K
2.08K $1.22M
May 09, 2023 Q4 2022
Cornerstone Management, Inc.

Duluth, GA
SELL
 -
-1.77K
- 52.97%
$632K - $720K
1.57K $920K
Feb 10, 2023 Q4 2022
Bison Wealth, LLC

SELL
 -
-1.78K
- 16.22%
$637K - $726K
9.2K $5.39M
Feb 14, 2023 Q4 2022
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 -
-1.8K
- 0.93%
$644K - $733K
192K $113M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.81K
- 6.02%
$647K - $737K
28.2K $16.6M
Jan 25, 2023 Q4 2022
Mba Advisors LLC

Hermitage, PA
SELL
 -
-1.82K
- 40.24%
$649K - $740K
2.7K $1.58M
Feb 13, 2023 Q4 2022
Choreo, LLC

Minneapolis, MN
SELL
 -
-1.82K
- 2.68%
$651K - $742K
66.1K $38.8M
Feb 10, 2023 Q4 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-1.82K
- 25.49%
$652K - $742K
5.33K $3.12M
Jan 12, 2023 Q4 2022
Avity Investment Management Inc.

SELL
 -
-1.84K
- 10.46%
$659K - $751K
15.8K $9.25M
Sep 07, 2023 Q4 2022
Frank, Rimerman Advisors LLC

Palo Alto, CA
SELL
 -
-1.85K
- 2.88%
$661K - $753K
62.3K $36.5M
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-1.87K
- 24.63%
$669K - $763K
5.73K $3.36M
Feb 10, 2023 Q4 2022
Evoke Wealth, LLC

SELL
 -
-1.89K
- 1.54%
$676K - $770K
121K $70.7M
Sep 25, 2024 Q4 2022
Paragon Capital Management Inc

Provo, UT
SELL
 -
-1.9K
Closed
$681K - $775K
0 $0
Aug 29, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
SELL
 -
-1.94K
- 20.56%
$693K - $790K
7.49K $4.39M
Feb 09, 2023 Q4 2022
Big Sur Wealth Management LLC

Miami, FL
SELL
 -
-1.97K
- 2.9%
$705K - $803K
65.9K $38.6M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

SELL
 -
-1.98K
- 2.6%
$707K - $805K
73.9K $43.3M
Feb 14, 2023 Q4 2022
Momentum Advisors, LLC

SELL
 -
-1.98K
- 6.6%
$708K - $806K
28K $16.4M
Jan 20, 2023 Q4 2022
Alta Wealth Advisors LLC

SELL
 -
-1.98K
- 14.3%
$708K - $807K
11.9K $6.96M
Feb 10, 2023 Q4 2022
Patton Fund Management, Inc.

SELL
 -
-2.01K
- 5.48%
$720K - $820K
34.7K $20.4M
Jun 17, 2024 Q4 2022
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-2.03K
- 53.41%
$725K - $826K
1.77K $1.04M
Feb 09, 2023 Q4 2022
Texas Capital Bank Wealth Management Services Inc

SELL
 -
-2.04K
- 4.39%
$728K - $829K
44.3K $26M
Feb 14, 2023 Q4 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-2.08K
- 6.69%
$744K - $848K
29K $17M
Jan 26, 2023 Q4 2022
Symphony Financial, Ltd. Co.

SELL
 -
-2.09K
- 22.09%
$746K - $849K
7.35K $4.31M
Jan 31, 2023 Q4 2022
Graypoint LLC

SELL
 -
-2.09K
- 2.18%
$746K - $849K
93.5K $54.8M
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

SELL
 -
-2.09K
- 1.07%
$749K - $853K
193K $113M
Feb 01, 2023 Q4 2022
Patten & Patten Inc

SELL
 -
-2.11K
- 7.18%
$753K - $858K
27.2K $16M
Jan 10, 2023 Q4 2022
Mc Alister, Sweet & Associates, Inc.

SELL
 -
-2.11K
- 14.71%
$755K - $860K
12.2K $7.18M
Feb 06, 2023 Q4 2022
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-2.12K
- 1.0%
$759K - $865K
209K $123M
Jan 19, 2023 Q4 2022
Conservest Capital Advisors, Inc.

SELL
 -
-2.13K
- 0.81%
$761K - $867K
261K $153M
Feb 07, 2023 Q4 2022
Washburn Capital Management, Inc.

SELL
 -
-2.14K
- 3.59%
$764K - $871K
57.4K $33.6M
Feb 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
SELL
 -
-2.15K
- 5.11%
$770K - $878K
40K $23.4M
Feb 14, 2023 Q4 2022
Atom Investors LP

Austin, TX
SELL
 -
-2.15K
- 14.19%
$770K - $878K
13K $7.64M
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

SELL
 -
-2.2K
- 15.15%
$787K - $897K
12.3K $7.23M

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