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 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
494
New
$177K - $201K
494 $294K
Jan 26, 2023 Q4 2022
Sightline Wealth Advisors, LLC

BUY
 -
494
+ 5.98%
$177K - $201K
8.75K $5.21M
Feb 07, 2023 Q4 2022
My Legacy Advisors, LLC

BUY
 -
487
New
$174K - $198K
487 $290K
Feb 13, 2023 Q4 2022
Cornerstone Advisory, LLC

BUY
 -
486
+ 10.98%
$174K - $198K
4.91K $2.92M
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

BUY
 -
483
+ 1.32%
$173K - $197K
37.1K $22.1M
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
480
+ 9.17%
$172K - $196K
5.71K $3.4M
Feb 13, 2023 Q4 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
480
+ 0.81%
$172K - $196K
60K $35.7M
Feb 02, 2023 Q4 2022
Ulrich Consultants & Investment Group, LLC

Albuquerque, NM
BUY
 -
479
+ 8.12%
$171K - $195K
6.38K $3.79M
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
478
+ 0.81%
$171K - $195K
59.2K $35.2M
Jan 03, 2023 Q4 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
477
+ 0.76%
$171K - $194K
63.4K $37.7M
Jan 24, 2023 Q4 2022
Oak Harvest Investment Services

BUY
 -
470
+ 20.48%
$168K - $191K
2.77K $1.65M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
468
+ 0.36%
$167K - $191K
131K $78.2M
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
467
New
$167K - $190K
467 $278K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
465
New
$166K - $189K
465 $277K
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
449
+ 1.01%
$161K - $183K
45.1K $26.8M
Jan 10, 2023 Q4 2022
Glassy Mountain Advisors, Inc.

BUY
 -
448
New
$160K - $183K
448 $267K
Jan 20, 2023 Q4 2022
First Command Financial Services, Inc.

BUY
 -
446
+ 24.74%
$160K - $182K
2.25K $1.34M
Jan 23, 2023 Q4 2022
First Command Bank

BUY
 -
446
+ 24.74%
$160K - $182K
2.25K $1.34M
Feb 06, 2023 Q4 2022
Heritage Wealth Advisors

BUY
 -
445
+ 0.36%
$159K - $181K
123K $73.3M
Dec 12, 2024 Q4 2022
Heritage Wealth Advisors

BUY
 -
445
+ 0.36%
$159K - $181K
123K $73.3M
Feb 10, 2023 Q4 2022
O'Brien Wealth Partners LLC

BUY
 -
444
+ 55.71%
$159K - $181K
1.24K $738K
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
437
+ 2.48%
$156K - $178K
18.1K $10.8M
Jan 25, 2023 Q4 2022
Sfmg, LLC

BUY
 -
434
+ 2.15%
$155K - $177K
20.6K $12.3M
Jan 18, 2023 Q4 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
433
+ 22.48%
$155K - $176K
2.36K $1.4M
Feb 09, 2023 Q4 2022
Blue Barn Wealth, LLC

BUY
 -
433
+ 49.71%
$155K - $176K
1.3K $776K
Feb 13, 2023 Q4 2022
Palouse Capital Management, Inc.

BUY
 -
428
+ 9.39%
$153K - $174K
4.99K $2.97M
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
427
+ 8.01%
$153K - $174K
5.76K $3.43M
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
424
+ 1.92%
$152K - $173K
22.5K $13.4M
Feb 10, 2023 Q4 2022
Cavalier Investments, LLC

BUY
 -
422
+ 1.04%
$151K - $172K
41K $24.4M
Jan 27, 2023 Q4 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
419
New
$150K - $171K
419 $249K
Feb 23, 2023 Q4 2022
Chelsea Counsel CO

BUY
 -
419
New
$150K - $171K
419 $249K
Apr 24, 2024 Q4 2022
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
419
+ 1.5%
$150K - $171K
28.3K $16.8M
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
414
+ 1.49%
$148K - $169K
28.2K $16.8M
Feb 01, 2023 Q4 2022
Montis Financial, LLC

BUY
 -
414
+ 5.16%
$148K - $169K
8.43K $5.02M
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
414
+ 10.85%
$148K - $169K
4.23K $2.52M
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
412
+ 47.52%
$147K - $168K
1.28K $761K
Jan 31, 2023 Q4 2022
Ifg Advisors, LLC

BUY
 -
411
+ 0.75%
$147K - $167K
54.9K $32.7M
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
403
+ 1.5%
$144K - $164K
27.2K $16.2M
Feb 14, 2023 Q4 2022
Tcw Group Inc

BUY
 -
403
+ 0.33%
$144K - $164K
121K $72.1M
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
403
+ 1.5%
$144K - $164K
27.2K $16.2M
Jan 30, 2023 Q4 2022
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
401
+ 2.62%
$143K - $163K
15.7K $9.33M
Feb 14, 2023 Q4 2022
Aureus Asset Management, LLC

Boston, MA
BUY
 -
401
+ 2.73%
$143K - $163K
15.1K $8.99M
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
396
+ 11.76%
$142K - $161K
3.76K $2.24M
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
393
+ 29.46%
$141K - $160K
1.73K $1.03M
Feb 14, 2023 Q4 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
393
+ 23.38%
$141K - $160K
2.07K $1.23M
Jan 19, 2023 Q4 2022
Rothschild Investment Corp

BUY
 -
389
+ 1.46%
$139K - $158K
27.1K $16.1M
Jan 26, 2023 Q4 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
385
+ 16.41%
$138K - $157K
2.73K $1.62M
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
382
New
$137K - $156K
382 $227K
Jan 27, 2023 Q4 2022
Telos Capital Management, Inc.

BUY
 -
377
+ 27.3%
$135K - $154K
1.76K $1.05M

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