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 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
916+ 38.21% |
$328K - $373K
|
3.31K
$1.97M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
915+ 7.66% |
$327K - $373K
|
12.9K
$7.65M
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
908New |
$325K - $370K
|
908
$540K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
900+ 3.73% |
$322K - $367K
|
25K
$14.9M
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
896+ 31.37% |
$320K - $365K
|
3.75K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
894+ 9.28% |
$320K - $364K
|
10.5K
$6.26M
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
891+ 57.37% |
$319K - $363K
|
2.44K
$1.45M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
891New |
$319K - $363K
|
891
$530K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
890+ 0.39% |
$318K - $363K
|
228K
$136M
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
886+ 16.22% |
$317K - $361K
|
6.35K
$3.78M
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
885+ 0.93% |
$317K - $361K
|
95.6K
$56.9M
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
881+ 10.37% |
$315K - $359K
|
9.38K
$5.58M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
878+ 0.19% |
$314K - $358K
|
475K
$283M
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
870+ 3.9% |
$311K - $354K
|
23.2K
$13.8M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
863+ 1.44% |
$309K - $352K
|
61K
$36.3M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
863+ 0.51% |
$309K - $352K
|
170K
$101M
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
862+ 4.78% |
$308K - $351K
|
18.9K
$11.2M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
861+ 12.28% |
$308K - $351K
|
7.87K
$4.69M
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
861New |
$308K - $351K
|
861
$512K
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
859New |
$307K - $350K
|
859
$511K
|
|
Jan 18, 2023
Q4 2022
|
Spring Capital Management, LLC
|
BUY
|
- |
858+ 22.65% |
$307K - $350K
|
4.65K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
858+ 2.61% |
$307K - $350K
|
33.7K
$20M
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
852New |
$305K - $347K
|
852
$507K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
846New |
$303K - $345K
|
846
$503K
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
842New |
$301K - $343K
|
842
$501K
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
841+ 24.55% |
$301K - $343K
|
4.27K
$2.54M
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
833+ 2.85% |
$298K - $339K
|
30.1K
$17.9M
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
831+ 4.86% |
$297K - $339K
|
17.9K
$10.7M
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
826New |
$295K - $337K
|
826
$491K
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
822New |
$294K - $335K
|
822
$489K
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
821+ 4.17% |
$294K - $334K
|
20.5K
$12.2M
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
819New |
$293K - $334K
|
819
$487K
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
816+ 21.36% |
$292K - $332K
|
4.64K
$2.76M
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
813+ 129.05% |
$291K - $331K
|
1.44K
$859K
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
812+ 2.7% |
$290K - $331K
|
30.9K
$18.4M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
808+ 91.4% |
$289K - $329K
|
1.69K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
807New |
$289K - $329K
|
807
$480K
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
806+ 26.63% |
$288K - $328K
|
3.83K
$2.28M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
802New |
$287K - $327K
|
802
$477K
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
801New |
$286K - $326K
|
801
$477K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
800+ 14.62% |
$286K - $326K
|
6.27K
$3.73M
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
795+ 14.82% |
$284K - $324K
|
6.16K
$3.66M
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
793+ 0.83% |
$284K - $323K
|
95.9K
$57M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
793+ 2.88% |
$284K - $323K
|
28.3K
$16.9M
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
792+ 18.54% |
$283K - $323K
|
5.06K
$3.01M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
786+ 9.49% |
$281K - $320K
|
9.07K
$5.4M
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
779+ 5.54% |
$279K - $317K
|
14.8K
$8.82M
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
774New |
$277K - $315K
|
774
$461K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
767+ 135.51% |
$274K - $312K
|
1.33K
$793K
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
765New |
$274K - $312K
|
765
$455K
|