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
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
21.9K+ 135.4% |
$7.85M - $8.94M
|
38.1K
$23M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.7K+ 37.6% |
$7.78M - $8.86M
|
79.6K
$48.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.7KNew |
$7.77M - $8.85M
|
21.7K
$13.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21.7K+ 4.03% |
$7.77M - $8.85M
|
561K
$339M
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
21.3KNew |
$7.61M - $8.67M
|
21.3K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
21.2KNew |
$7.59M - $8.65M
|
21.2K
$12.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
21.2KNew |
$7.57M - $8.62M
|
21.2K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21.2K+ 19.91% |
$7.57M - $8.62M
|
127K
$77M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21.1K+ 7.25% |
$7.56M - $8.61M
|
313K
$189M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
21.1K+ 17.57% |
$7.53M - $8.58M
|
141K
$85.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
20.9K+ 353.49% |
$7.47M - $8.51M
|
26.8K
$16.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.7K+ 4.35% |
$7.41M - $8.45M
|
497K
$301M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.5K+ 7.56% |
$7.34M - $8.36M
|
292K
$176M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
20.3K+ 499.88% |
$7.25M - $8.25M
|
24.3K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
20.1K+ 819.18% |
$7.18M - $8.18M
|
22.5K
$13.6M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20K+ 127.97% |
$7.16M - $8.16M
|
35.7K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
20KNew |
$7.15M - $8.15M
|
20K
$12.1M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
19.9K+ 624.46% |
$7.11M - $8.1M
|
23.1K
$13.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
19.7K+ 243.68% |
$7.06M - $8.05M
|
27.9K
$16.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.6K+ 185.11% |
$7.02M - $8M
|
30.2K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
19.6K+ 89022.73% |
$7M - $7.98M
|
19.6K
$11.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
19.5K+ 66.19% |
$6.99M - $7.96M
|
49K
$29.6M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19.5KNew |
$6.99M - $7.96M
|
19.5K
$11.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
19.4KNew |
$6.93M - $7.9M
|
19.4K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
19.3KNew |
$6.89M - $7.85M
|
19.3K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 48.13% |
$6.89M - $7.85M
|
59.3K
$35.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.9KNew |
$6.77M - $7.72M
|
18.9K
$11.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
18.8K+ 28.55% |
$6.73M - $7.67M
|
84.7K
$51.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
18.8K+ 1003.68% |
$6.73M - $7.66M
|
20.7K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
18.6K+ 182.48% |
$6.65M - $7.58M
|
28.8K
$17.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.5K+ 34.74% |
$6.61M - $7.53M
|
71.7K
$43.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.5K+ 6.13% |
$6.61M - $7.53M
|
320K
$193M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
18.4K+ 28.13% |
$6.6M - $7.51M
|
84K
$50.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
18.3K+ 867.86% |
$6.53M - $7.44M
|
20.4K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18K+ 0.97% |
$6.45M - $7.35M
|
1.87M
$1.13B
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
17.6K+ 18.14% |
$6.3M - $7.18M
|
115K
$69.4M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.5KNew |
$6.27M - $7.14M
|
17.5K
$10.6M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
17.3K+ 46.43% |
$6.17M - $7.03M
|
54.4K
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
17.2K+ 138.45% |
$6.15M - $7M
|
29.6K
$17.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17.1K+ 18.95% |
$6.13M - $6.98M
|
108K
$65M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17.1K+ 24.65% |
$6.11M - $6.96M
|
86.4K
$52.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
17K+ 855.18% |
$6.09M - $6.93M
|
19K
$11.5M
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
16.9K+ 39.46% |
$6.03M - $6.87M
|
59.6K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
16.9KNew |
$6.03M - $6.87M
|
16.9K
$10.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.7K+ 3.48% |
$5.97M - $6.81M
|
497K
$301M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
16.5KNew |
$5.91M - $6.73M
|
16.5K
$9.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
- |
16.5K+ 70.82% |
$5.9M - $6.72M
|
39.8K
$24.1M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
16.4K+ 27.49% |
$5.88M - $6.7M
|
76.3K
$46.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
16.4K+ 81.5% |
$5.88M - $6.7M
|
36.6K
$22.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.1K+ 112.32% |
$5.76M - $6.57M
|
30.5K
$18.4M
|