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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
21+ 0.47% |
$7.51K - $8.56K
|
4.47K
$2.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
21+ 1.37% |
$7.51K - $8.56K
|
1.55K
$969K
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
21+ 1.36% |
$7.51K - $8.56K
|
1.56K
$975K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
20+ 2.4% |
$7.15K - $8.15K
|
852
$532K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
20+ 1.94% |
$7.15K - $8.15K
|
1.05K
$656K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
20+ 1.45% |
$7.15K - $8.15K
|
1.4K
$876K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
20+ 1.95% |
$7.15K - $8.15K
|
1.05K
$655K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
20+ 0.2% |
$7.15K - $8.15K
|
10.1K
$6.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 0.29% |
$6.79K - $7.74K
|
6.49K
$4.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
18+ 0.24% |
$6.44K - $7.33K
|
7.46K
$4.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18+ 1.63% |
$6.44K - $7.33K
|
1.12K
$700K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
18+ 0.12% |
$6.44K - $7.33K
|
14.6K
$9.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 0.2% |
$6.44K - $7.33K
|
9.23K
$5.77M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
18+ 2.17% |
$6.44K - $7.33K
|
848
$530K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
17+ 1.68% |
$6.08K - $6.93K
|
1.03K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
17+ 1.22% |
$6.08K - $6.93K
|
1.41K
$878K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15+ 0.87% |
$5.36K - $6.11K
|
1.74K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
14+ 53.85% |
$5.01K - $5.7K
|
40
$25K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
14+ 0.06% |
$5.01K - $5.7K
|
22.5K
$14.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
14+ 0.31% |
$5.01K - $5.7K
|
4.48K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
14+ 0.12% |
$5.01K - $5.7K
|
11.6K
$7.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
13+ 0.53% |
$4.65K - $5.3K
|
2.49K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13+ 0.62% |
$4.65K - $5.3K
|
2.12K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
13+ 0.45% |
$4.65K - $5.3K
|
2.9K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13+ 0.71% |
$4.65K - $5.3K
|
1.85K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
13+ 2.3% |
$4.65K - $5.3K
|
578
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
13+ 0.08% |
$4.65K - $5.3K
|
16.3K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
12+ 1.19% |
$4.29K - $4.89K
|
1.02K
$638K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
12+ 0.29% |
$4.29K - $4.89K
|
4.14K
$2.59M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
11+ 0.49% |
$3.93K - $4.48K
|
2.27K
$1.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.43% |
$3.93K - $4.48K
|
2.58K
$1.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11+ 16.92% |
$3.93K - $4.48K
|
76
$47.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
11+ 0.22% |
$3.93K - $4.48K
|
5.08K
$3.18M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
11+ 0.02% |
$3.93K - $4.48K
|
44.9K
$28.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.18% |
$3.93K - $4.48K
|
6.13K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
11+ 0.43% |
$3.93K - $4.48K
|
2.57K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
10+ 0.11% |
$3.58K - $4.07K
|
9.1K
$5.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
10+ 0.86% |
$3.58K - $4.07K
|
1.17K
$729K
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10+ 1.88% |
$3.58K - $4.07K
|
541
$338K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10+ 0.43% |
$3.58K - $4.07K
|
2.34K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10+ 0.33% |
$3.58K - $4.07K
|
3.07K
$1.92M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
10+ 1.39% |
$3.58K - $4.07K
|
731
$457K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10+ 1.1% |
$3.58K - $4.07K
|
923
$577K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
9+ 0.2% |
$3.22K - $3.67K
|
4.58K
$2.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9New |
$3.22K - $3.67K
|
9
$5.62K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.42% |
$3.22K - $3.67K
|
2.15K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
9+ 0.27% |
$3.22K - $3.67K
|
3.3K
$2.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 0.07% |
$3.22K - $3.67K
|
12.8K
$8.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
9+ 0.54% |
$3.22K - $3.67K
|
1.69K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9+ 0.51% |
$3.22K - $3.67K
|
1.79K
$1.12M
|