Purchases and Sales Made in Q4 2022 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

BUY
 -
1.89K
+ 52.52%
$677K - $771K
5.5K $3.27M
Feb 13, 2023 Q4 2022
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
1.89K
New
$676K - $770K
1.89K $1.12M
Feb 14, 2023 Q4 2022
Left Brain Wealth Management, LLC

Naperville, IL
BUY
 -
1.89K
New
$674K - $768K
1.89K $1.12M
Mar 28, 2023 Q4 2022
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
1.87K
New
$669K - $763K
1.87K $1.11M
Feb 01, 2023 Q4 2022
Ironwood Investment Counsel, LLC

BUY
 -
1.85K
+ 54.1%
$660K - $752K
5.26K $3.13M
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.84K
New
$659K - $751K
1.84K $1.1M
Feb 14, 2023 Q4 2022
Bos Asset Management, LLC

Springfield, IL
BUY
 -
1.83K
New
$654K - $745K
1.83K $1.09M
Jan 26, 2023 Q4 2022
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
1.81K
New
$648K - $738K
1.81K $1.08M
Feb 07, 2023 Q4 2022
Francis Financial, Inc.

New York, NY
BUY
 -
1.81K
New
$648K - $738K
1.81K $1.08M
Jan 20, 2023 Q4 2022
Advisor Resource Council

BUY
 -
1.8K
+ 2.66%
$643K - $733K
69.5K $41.3M
Jan 27, 2023 Q4 2022
Mv Capital Management, Inc.

BUY
 -
1.78K
+ 54.43%
$637K - $726K
5.05K $3.01M
Feb 09, 2023 Q4 2022
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
1.78K
New
$637K - $725K
1.78K $1.06M
Feb 03, 2023 Q4 2022
Klingman & Associates, LLC

BUY
 -
1.77K
+ 1.38%
$633K - $722K
130K $77.5M
Feb 21, 2023 Q4 2022
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
1.77K
New
$632K - $720K
1.77K $1.05M
Jan 27, 2023 Q4 2022
Clarus Group, Inc.

BUY
 -
1.75K
+ 65.51%
$626K - $713K
4.42K $2.63M
Feb 14, 2023 Q4 2022
Columbia Trust CO 01012016

BUY
 -
1.74K
+ 160.15%
$624K - $711K
2.83K $1.69M
Feb 08, 2023 Q4 2022
River Street Advisors LLC

Aurora, IL
BUY
 -
1.74K
New
$623K - $710K
1.74K $1.04M
Jan 27, 2023 Q4 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.74K
New
$622K - $709K
1.74K $1.03M
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.73K
New
$620K - $706K
1.73K $1.03M
Jan 24, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.73K
+ 8.36%
$617K - $703K
22.4K $13.3M
Feb 10, 2023 Q4 2022
Jacobsen Capital Management

BUY
 -
1.72K
New
$614K - $700K
1.72K $1.02M
Feb 15, 2023 Q4 2022
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
1.72K
New
$614K - $700K
1.72K $1.02M
Feb 13, 2023 Q4 2022
American Century Companies Inc

Kansas City, MO
BUY
 -
1.71K
+ 13.08%
$612K - $698K
14.8K $8.81M
Feb 10, 2023 Q4 2022
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
1.71K
New
$610K - $695K
1.71K $1.02M
Feb 13, 2023 Q4 2022
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
1.69K
New
$605K - $690K
1.69K $1.01M
Feb 10, 2023 Q4 2022
Wealth Advisory Solutions, LLC

BUY
 -
1.69K
+ 2.63%
$603K - $687K
65.7K $39.1M
Jan 30, 2023 Q4 2022
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
1.68K
New
$601K - $684K
1.68K $1M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
1.68K
+ 31.65%
$601K - $684K
6.99K $4.16M
Feb 02, 2023 Q4 2022
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
1.67K
New
$596K - $679K
1.67K $991K
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
1.67K
+ 17.23%
$595K - $678K
11.3K $6.74M
Feb 14, 2023 Q4 2022
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.66K
New
$595K - $678K
1.66K $990K
Feb 14, 2023 Q4 2022
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
1.66K
New
$593K - $676K
1.66K $987K
Feb 13, 2023 Q4 2022
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
1.64K
New
$585K - $667K
1.64K $974K
Feb 13, 2023 Q4 2022
Academy Capital Management Inc

Waco, TX
BUY
 -
1.63K
New
$584K - $665K
1.63K $972K
Feb 13, 2023 Q4 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
1.63K
+ 9.55%
$582K - $662K
18.7K $11.1M
Jan 20, 2023 Q4 2022
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.62K
New
$580K - $661K
1.62K $966K
Jan 30, 2023 Q4 2022
Advisory Alpha, LLC

BUY
 -
1.62K
+ 10.99%
$579K - $660K
16.4K $9.73M
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

BUY
 -
1.61K
+ 82.17%
$577K - $657K
3.58K $2.13M
Feb 14, 2023 Q4 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.61K
+ 10.89%
$576K - $656K
16.4K $9.75M
Feb 13, 2023 Q4 2022
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
1.61K
+ 10.02%
$574K - $654K
17.6K $10.5M
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.6K
+ 103.62%
$573K - $653K
3.15K $1.87M
Feb 14, 2023 Q4 2022
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
1.6K
New
$571K - $651K
1.6K $951K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.59K
+ 9.4%
$569K - $649K
18.5K $11M
Jan 24, 2023 Q4 2022
Fusion Family Wealth LLC

BUY
 -
1.59K
+ 18.65%
$568K - $647K
10.1K $6.01M
Jan 20, 2023 Q4 2022
Hixon Zuercher, LLC

BUY
 -
1.57K
New
$560K - $638K
1.57K $931K
Feb 14, 2023 Q4 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
1.56K
+ 1.58%
$559K - $637K
101K $59.9M
Jan 25, 2023 Q4 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
1.56K
+ 3.09%
$557K - $635K
52K $30.9M
Feb 09, 2023 Q4 2022
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
1.53K
New
$549K - $625K
1.53K $913K
Jan 18, 2023 Q4 2022
Aries Wealth Management

BUY
 -
1.53K
+ 12.34%
$546K - $622K
13.9K $8.27M

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