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 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.17K+ 35.46% |
$1.13M - $1.29M
|
12.1K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.17K+ 64.59% |
$1.13M - $1.29M
|
8.07K
$4.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.16KNew |
$1.13M - $1.29M
|
3.16K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.13K+ 6.93% |
$1.12M - $1.28M
|
48.3K
$28.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.13K+ 5.14% |
$1.12M - $1.27M
|
63.9K
$38M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
3.13K+ 19.63% |
$1.12M - $1.27M
|
19K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
3.11KNew |
$1.11M - $1.27M
|
3.11K
$1.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
3.1KNew |
$1.11M - $1.26M
|
3.1K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.09K+ 2.86% |
$1.1M - $1.26M
|
111K
$66.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.09K+ 189.62% |
$1.1M - $1.26M
|
4.72K
$2.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.07K+ 12.66% |
$1.1M - $1.25M
|
27.3K
$16.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
3.05K+ 16.31% |
$1.09M - $1.24M
|
21.8K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.05K+ 6.5% |
$1.09M - $1.24M
|
49.9K
$29.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.04K+ 7.12% |
$1.09M - $1.24M
|
45.8K
$27.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 116.94% |
$1.09M - $1.24M
|
5.64K
$3.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.03K+ 1.09% |
$1.08M - $1.23M
|
281K
$167M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 12.73% |
$1.08M - $1.23M
|
26.8K
$15.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.01KNew |
$1.08M - $1.23M
|
3.01K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
3.01KNew |
$1.07M - $1.22M
|
3.01K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 4.97% |
$1.07M - $1.22M
|
63.3K
$37.7M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
2.98K+ 12.02% |
$1.07M - $1.22M
|
27.8K
$16.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.97KNew |
$1.06M - $1.21M
|
2.97K
$1.77M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.97KNew |
$1.06M - $1.21M
|
2.97K
$1.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.97KNew |
$1.06M - $1.21M
|
2.97K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.96K+ 1.95% |
$1.06M - $1.21M
|
155K
$92.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
2.96KNew |
$1.06M - $1.21M
|
2.96K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
2.95K+ 2.33% |
$1.06M - $1.2M
|
130K
$77.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.95K+ 5.2% |
$1.05M - $1.2M
|
59.6K
$35.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.94KNew |
$1.05M - $1.2M
|
2.94K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.94K+ 172.94% |
$1.05M - $1.2M
|
4.64K
$2.76M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.94K+ 5.9% |
$1.05M - $1.2M
|
52.7K
$31.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Consolidated Investment Group LLC
|
BUY
|
- |
2.9K+ 2.59% |
$1.04M - $1.18M
|
115K
$68.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.9K+ 111.54% |
$1.04M - $1.18M
|
5.5K
$3.27M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.89KNew |
$1.03M - $1.18M
|
2.89K
$1.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.88K+ 19.04% |
$1.03M - $1.17M
|
18K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.88KNew |
$1.03M - $1.17M
|
2.88K
$1.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.86K+ 8.48% |
$1.02M - $1.17M
|
36.6K
$21.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.86K+ 51.73% |
$1.02M - $1.17M
|
8.4K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.85KNew |
$1.02M - $1.16M
|
2.85K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.84K+ 23.48% |
$1.02M - $1.16M
|
14.9K
$8.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.82K+ 1.88% |
$1.01M - $1.15M
|
153K
$91.1M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.82KNew |
$1.01M - $1.15M
|
2.82K
$1.68M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.78KNew |
$992K - $1.13M
|
2.78K
$1.65M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.77K+ 3.85% |
$991K - $1.13M
|
74.7K
$44.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.77KNew |
$989K - $1.13M
|
2.77K
$1.65M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.77K+ 98.75% |
$989K - $1.13M
|
5.57K
$3.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 24.47% |
$986K - $1.12M
|
14K
$8.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.75K+ 23.15% |
$983K - $1.12M
|
14.6K
$8.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.74K+ 3.36% |
$979K - $1.12M
|
84.3K
$50.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.74K+ 2.55% |
$978K - $1.11M
|
110K
$65.4M
|