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 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
569New |
$203K - $232K
|
569
$339K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
568+ 89.03% |
$203K - $231K
|
1.21K
$718K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
565+ 2.9% |
$202K - $230K
|
20.1K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
562New |
$201K - $229K
|
562
$334K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
559New |
$200K - $228K
|
559
$333K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
558New |
$200K - $227K
|
558
$332K
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
BUY
|
- |
558New |
$200K - $227K
|
558
$332K
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
556New |
$199K - $227K
|
556
$331K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
BUY
|
- |
555+ 4.63% |
$198K - $226K
|
12.6K
$7.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
555New |
$198K - $226K
|
555
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
552New |
$197K - $225K
|
552
$328K
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
552+ 1.63% |
$197K - $225K
|
34.4K
$20.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
552New |
$197K - $225K
|
552
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
552+ 0.72% |
$197K - $225K
|
77.4K
$46M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
552+ 1.81% |
$197K - $225K
|
31K
$18.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
551New |
$197K - $224K
|
551
$328K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
550New |
$197K - $224K
|
550
$327K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
549New |
$196K - $224K
|
549
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
549New |
$196K - $224K
|
549
$327K
|
|
|
Jan 12, 2023
Q4 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
547New |
$196K - $223K
|
547
$325K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
547New |
$196K - $223K
|
547
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
544+ 3.35% |
$195K - $222K
|
16.8K
$9.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
540+ 28.91% |
$193K - $220K
|
2.41K
$1.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
539+ 1.28% |
$193K - $220K
|
42.6K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
538+ 11.91% |
$192K - $219K
|
5.06K
$3.01M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
537New |
$192K - $219K
|
537
$320K
|
|
|
Feb 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
535New |
$191K - $218K
|
535
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
534New |
$191K - $218K
|
534
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
533New |
$191K - $217K
|
533
$317K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
531+ 10.4% |
$190K - $216K
|
5.64K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
530New |
$190K - $216K
|
530
$315K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
529New |
$189K - $216K
|
529
$315K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
527New |
$188K - $215K
|
527
$314K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
526+ 12.89% |
$188K - $214K
|
4.61K
$2.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
525New |
$188K - $214K
|
525
$312K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
525New |
$188K - $214K
|
525
$312K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
519+ 2.39% |
$186K - $211K
|
22.3K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
514+ 9.91% |
$184K - $209K
|
5.7K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
513New |
$183K - $209K
|
513
$305K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
509+ 9.96% |
$182K - $207K
|
5.62K
$3.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
508+ 1.83% |
$182K - $207K
|
28.3K
$16.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
508+ 15.18% |
$182K - $207K
|
3.86K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
507+ 5.89% |
$181K - $207K
|
9.11K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
503+ 9.3% |
$180K - $205K
|
5.91K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
501+ 21.29% |
$179K - $204K
|
2.85K
$1.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
BUY
|
- |
500+ 11.63% |
$179K - $204K
|
4.8K
$2.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
500+ 50.76% |
$179K - $204K
|
1.49K
$884K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
500New |
$179K - $204K
|
500
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
495+ 0.41% |
$177K - $202K
|
121K
$71.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
495+ 19.91% |
$177K - $202K
|
2.98K
$1.77M
|