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 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 4.35% |
$4.26M - $4.85M
|
262K
$154M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.9K- 10.22% |
$4.27M - $4.86M
|
105K
$61.4M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.2K- 22.64% |
$4.36M - $4.97M
|
41.7K
$24.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12.2K- 86.11% |
$4.38M - $4.99M
|
1.97K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12.3K- 5.11% |
$4.38M - $4.99M
|
227K
$133M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-12.3K- 1.02% |
$4.39M - $5M
|
1.19M
$696M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-12.5K- 6.33% |
$4.47M - $5.1M
|
185K
$108M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-12.5K- 3.76% |
$4.48M - $5.11M
|
321K
$188M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.5K- 5.43% |
$4.48M - $5.11M
|
218K
$128M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-12.8K- 25.58% |
$4.58M - $5.21M
|
37.2K
$21.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-12.9K- 29.6% |
$4.6M - $5.24M
|
30.6K
$17.9M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12.9K- 32.22% |
$4.6M - $5.24M
|
27K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-13.1K- 72.96% |
$4.67M - $5.32M
|
4.84K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-13.2K- 4.04% |
$4.71M - $5.37M
|
313K
$183M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-13.4K- 7.56% |
$4.79M - $5.45M
|
164K
$96M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13.6K- 46.95% |
$4.86M - $5.53M
|
15.4K
$9M
|
|
|
Jan 27, 2023
Q4 2022
|
Peavine Capital, LLC
|
SELL
|
- |
-13.8K- 2.6% |
$4.92M - $5.61M
|
516K
$303M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-13.8K- 2.07% |
$4.94M - $5.62M
|
654K
$383M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-14.2K- 22.19% |
$5.07M - $5.78M
|
49.7K
$29.2M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14.2K- 7.81% |
$5.07M - $5.78M
|
167K
$98.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14.2K- 21.64% |
$5.09M - $5.8M
|
51.5K
$30.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-14.2K- 37.1% |
$5.09M - $5.8M
|
24.1K
$14.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-14.3K- 8.76% |
$5.1M - $5.81M
|
149K
$87.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-14.5K- 6.25% |
$5.18M - $5.9M
|
217K
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.5K- 4.41% |
$5.18M - $5.9M
|
314K
$184M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-14.8K- 61.12% |
$5.29M - $6.03M
|
9.42K
$5.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.9K- 2.52% |
$5.34M - $6.08M
|
578K
$339M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.3K- 14.97% |
$5.47M - $6.24M
|
86.9K
$51M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-16K- 28.73% |
$5.71M - $6.5M
|
39.6K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-16.3K- 10.78% |
$5.83M - $6.64M
|
135K
$79.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16.4K- 64.14% |
$5.87M - $6.69M
|
9.18K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-16.5K- 80.6% |
$5.88M - $6.7M
|
3.96K
$2.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-16.5K- 11.01% |
$5.89M - $6.72M
|
133K
$78.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-17.1K- 16.42% |
$6.11M - $6.96M
|
87K
$51M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-17.3K- 27.88% |
$6.18M - $7.04M
|
44.7K
$26.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-17.5K- 13.8% |
$6.25M - $7.11M
|
109K
$63.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.5K- 4.94% |
$6.27M - $7.14M
|
338K
$198M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-18.3K- 24.55% |
$6.54M - $7.45M
|
56.2K
$33M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.3K- 12.57% |
$6.55M - $7.47M
|
127K
$74.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-18.6K- 31.3% |
$6.63M - $7.56M
|
40.7K
$23.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-18.6K- 11.57% |
$6.63M - $7.56M
|
142K
$83.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-19K- 9.78% |
$6.79M - $7.74M
|
175K
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-19.1K- 48.72% |
$6.83M - $7.78M
|
20.1K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.1K- 9.56% |
$6.83M - $7.78M
|
181K
$106M
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-19.4K- 82.89% |
$6.94M - $7.91M
|
4.01K
$2.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-19.6K- 7.1% |
$7M - $7.97M
|
256K
$150M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20.1K- 3.45% |
$7.17M - $8.17M
|
561K
$329M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.4K- 16.83% |
$7.28M - $8.29M
|
101K
$59M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20.6K- 13.37% |
$7.36M - $8.39M
|
133K
$78.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-21.2K- 29.81% |
$7.6M - $8.66M
|
50K
$29.3M
|