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
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
16.1KNew |
$5.75M - $6.55M
|
16.1K
$9.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16K+ 307.81% |
$5.71M - $6.5M
|
21.1K
$12.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
15.9K+ 56.97% |
$5.69M - $6.48M
|
43.8K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
15.8K+ 5.79% |
$5.66M - $6.45M
|
289K
$175M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.8K+ 58.69% |
$5.63M - $6.42M
|
42.6K
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
15.7K+ 12.6% |
$5.62M - $6.4M
|
140K
$84.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.7K+ 11.88% |
$5.61M - $6.39M
|
148K
$89.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
15.7K+ 125.02% |
$5.6M - $6.38M
|
28.2K
$17M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
15.6K+ 2228.57% |
$5.58M - $6.36M
|
16.3K
$9.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
15.5KNew |
$5.56M - $6.33M
|
15.5K
$9.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.3K+ 4.9% |
$5.48M - $6.25M
|
328K
$198M
|
|
|
Feb 02, 2023
Q4 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
15.3KNew |
$5.46M - $6.22M
|
15.3K
$9.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15.3K+ 114.43% |
$5.46M - $6.22M
|
28.6K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
BUY
|
- |
15.2KNew |
$5.44M - $6.2M
|
15.2K
$9.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
15.2K+ 1056.02% |
$5.43M - $6.18M
|
16.6K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
15.1K+ 127.38% |
$5.42M - $6.17M
|
27K
$16.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
15K+ 428.57% |
$5.36M - $6.11M
|
18.5K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
15KNew |
$5.36M - $6.11M
|
15K
$9.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
15KNew |
$5.36M - $6.11M
|
15K
$9.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
15KNew |
$5.36M - $6.11M
|
15K
$9.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14.9K+ 5.6% |
$5.34M - $6.08M
|
282K
$170M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
14.8K+ 41.23% |
$5.31M - $6.05M
|
50.9K
$30.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
14.7K+ 270.53% |
$5.26M - $5.99M
|
20.1K
$12.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 16.78% |
$5.23M - $5.96M
|
102K
$61.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
14.5K+ 39.06% |
$5.2M - $5.93M
|
51.8K
$31.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.5K+ 155.65% |
$5.19M - $5.91M
|
23.8K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
14.5K+ 861.86% |
$5.17M - $5.89M
|
16.1K
$9.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
14.4K+ 32.76% |
$5.16M - $5.87M
|
58.4K
$35.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
14.2K+ 5.87% |
$5.09M - $5.8M
|
257K
$155M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
14.2K+ 23.99% |
$5.09M - $5.8M
|
73.5K
$44.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
13.9KNew |
$4.97M - $5.67M
|
13.9K
$8.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13.7K+ 1.98% |
$4.92M - $5.6M
|
708K
$428M
|
|
|
Jan 26, 2023
Q4 2022
|
Wind River Trust CO
|
BUY
|
- |
13.7K+ 15.82% |
$4.89M - $5.57M
|
100K
$60.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
13.6K+ 2331.73% |
$4.86M - $5.54M
|
14.2K
$8.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
13.6K+ 72.07% |
$4.86M - $5.54M
|
32.4K
$19.6M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
13.5K+ 800.0% |
$4.83M - $5.5M
|
15.2K
$9.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
13.5KNew |
$4.82M - $5.5M
|
13.5K
$8.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3K+ 2.43% |
$4.77M - $5.43M
|
562K
$339M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 1.54% |
$4.73M - $5.38M
|
872K
$527M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.1KNew |
$4.69M - $5.34M
|
13.1K
$7.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
13.1KNew |
$4.68M - $5.33M
|
13.1K
$7.91M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
13.1KNew |
$4.67M - $5.32M
|
13.1K
$7.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13K+ 34.24% |
$4.66M - $5.31M
|
51.1K
$30.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
13K+ 27.91% |
$4.65M - $5.3M
|
59.6K
$36M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13K+ 15.84% |
$4.64M - $5.28M
|
94.8K
$57.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
12.9K+ 233.51% |
$4.63M - $5.28M
|
18.5K
$11.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12.8K+ 147.1% |
$4.58M - $5.22M
|
21.5K
$13M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
12.8KNew |
$4.58M - $5.22M
|
12.8K
$7.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.8KNew |
$4.58M - $5.22M
|
12.8K
$7.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Corbin Capital Partners, L.P.
New York, NY |
BUY
|
- |
12.8KNew |
$4.58M - $5.21M
|
12.8K
$7.73M
|