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
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
12.8K+ 320.48% |
$4.58M - $5.21M
|
16.8K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
12.7KNew |
$4.54M - $5.18M
|
12.7K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
12.7K+ 26.57% |
$4.54M - $5.17M
|
60.5K
$36.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$4.53M - $5.16M
|
12.7K
$7.65M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.6K+ 0.81% |
$4.52M - $5.14M
|
1.57M
$948M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.6K+ 513.05% |
$4.51M - $5.14M
|
15.1K
$9.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Strategic Investment Management, LLC
|
BUY
|
- |
12.4K+ 2182.46% |
$4.45M - $5.07M
|
13K
$7.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.4K+ 290.07% |
$4.43M - $5.04M
|
16.6K
$10.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
12.3K+ 232.07% |
$4.41M - $5.02M
|
17.6K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.3K+ 301.13% |
$4.38M - $4.99M
|
16.3K
$9.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
12.3K+ 537.35% |
$4.38M - $4.99M
|
14.5K
$8.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
12.2K+ 1155.58% |
$4.37M - $4.98M
|
13.3K
$8.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
12.2K+ 415.06% |
$4.35M - $4.95M
|
15.1K
$9.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
12.1K+ 183.89% |
$4.33M - $4.93M
|
18.7K
$11.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
12.1K+ 143.7% |
$4.33M - $4.93M
|
20.5K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
12.1K+ 229.95% |
$4.31M - $4.91M
|
17.3K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12K+ 2.02% |
$4.28M - $4.87M
|
604K
$365M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11.8K+ 409.59% |
$4.22M - $4.8M
|
14.7K
$8.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11.8K+ 22.86% |
$4.22M - $4.8M
|
63.4K
$38.3M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.8KNew |
$4.21M - $4.79M
|
11.8K
$7.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.8K+ 14.13% |
$4.21M - $4.79M
|
95K
$57.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 368.5% |
$4.17M - $4.76M
|
14.8K
$8.97M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
11.6KNew |
$4.15M - $4.73M
|
11.6K
$7.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
11.5K+ 7.86% |
$4.1M - $4.67M
|
157K
$95M
|
|
|
Feb 14, 2023
Q4 2022
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
11.3K+ 25.33% |
$4.05M - $4.61M
|
56K
$33.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
11.3K+ 33.53% |
$4.04M - $4.61M
|
45K
$27.2M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
11.3KNew |
$4.04M - $4.6M
|
11.3K
$6.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.3K+ 16.58% |
$4.02M - $4.58M
|
79.1K
$47.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
11.2KNew |
$3.99M - $4.55M
|
11.2K
$6.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.1K+ 12.41% |
$3.98M - $4.54M
|
101K
$61M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$3.98M - $4.53M
|
11.1K
$6.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.1KNew |
$3.97M - $4.52M
|
11.1K
$6.71M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.1KNew |
$3.96M - $4.51M
|
11.1K
$6.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11K+ 38.0% |
$3.94M - $4.49M
|
40.1K
$24.2M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
10.9KNew |
$3.89M - $4.44M
|
10.9K
$6.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.8K+ 40.73% |
$3.86M - $4.39M
|
37.3K
$22.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.7K+ 16.44% |
$3.83M - $4.36M
|
75.8K
$45.8M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 4.73% |
$3.82M - $4.35M
|
237K
$143M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
10.6K+ 29.2% |
$3.81M - $4.34M
|
47.1K
$28.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 13.1% |
$3.8M - $4.33M
|
91.7K
$55.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.6K+ 88.26% |
$3.78M - $4.31M
|
22.6K
$13.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
10.4K+ 6.16% |
$3.73M - $4.24M
|
180K
$109M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10.4KNew |
$3.72M - $4.24M
|
10.4K
$6.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
10.3K+ 7.32% |
$3.7M - $4.21M
|
152K
$91.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
10.3KNew |
$3.67M - $4.18M
|
10.3K
$6.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.2K+ 20.54% |
$3.65M - $4.16M
|
59.9K
$36.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 6.68% |
$3.65M - $4.16M
|
163K
$98.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
10.2KNew |
$3.63M - $4.14M
|
10.2K
$6.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.1K+ 72.9% |
$3.61M - $4.11M
|
24K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.1K+ 11.61% |
$3.61M - $4.11M
|
97K
$58.6M
|