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 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46.8KNew |
$16.7M - $19.1M
|
46.8K
$28.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
46.2KNew |
$16.5M - $18.8M
|
46.2K
$27.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
46K+ 4.07% |
$16.5M - $18.7M
|
1.18M
$707M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
45.4KNew |
$16.2M - $18.5M
|
45.4K
$27.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Scharf Investments, LLC
|
BUY
|
- |
45.4K+ 199.96% |
$16.2M - $18.5M
|
68K
$40.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.1K+ 47.0% |
$16.1M - $18.4M
|
141K
$84.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
45.1K+ 47.0% |
$16.1M - $18.4M
|
141K
$84.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
44.8K+ 132.2% |
$16M - $18.3M
|
78.7K
$47.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
44.8K+ 159.91% |
$16M - $18.2M
|
72.8K
$43.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
44.4K+ 5351.63% |
$15.9M - $18.1M
|
45.2K
$27.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
44.3KNew |
$15.9M - $18.1M
|
44.3K
$26.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
43.7K+ 102.31% |
$15.6M - $17.8M
|
86.4K
$52M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43.5K+ 97.76% |
$15.5M - $17.7M
|
87.9K
$52.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
42.5K+ 565.48% |
$15.2M - $17.3M
|
50K
$30.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
42K+ 36.14% |
$15M - $17.1M
|
158K
$95.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
41.5K+ 154.24% |
$14.8M - $16.9M
|
68.4K
$41.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
41K+ 128.02% |
$14.7M - $16.7M
|
73K
$43.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Granger Management LLC
|
BUY
|
- |
40.1K+ 34.72% |
$14.3M - $16.3M
|
155K
$93.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
40KNew |
$14.3M - $16.3M
|
40K
$24.1M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
40KNew |
$14.3M - $16.3M
|
40K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
39.1K+ 897.16% |
$14M - $15.9M
|
43.5K
$26.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
38.5KNew |
$13.8M - $15.7M
|
38.5K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.3K+ 11.14% |
$13.7M - $15.6M
|
382K
$230M
|
|
|
Feb 14, 2023
Q4 2022
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
- |
37.7K+ 111.89% |
$13.5M - $15.4M
|
71.4K
$42.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
37.6KNew |
$13.4M - $15.3M
|
37.6K
$22.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.5K+ 8.45% |
$13.4M - $15.3M
|
481K
$289M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
37.1K+ 139.79% |
$13.3M - $15.1M
|
63.6K
$38.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
36.8K+ 3747.05% |
$13.2M - $15M
|
37.8K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36.5K+ 17.55% |
$13.1M - $14.9M
|
244K
$147M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
35.8K+ 291.68% |
$12.8M - $14.6M
|
48K
$28.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
35.2K+ 1158.7% |
$12.6M - $14.3M
|
38.2K
$23M
|
|
|
Feb 13, 2023
Q4 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
35.1K+ 17.64% |
$12.5M - $14.3M
|
234K
$141M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
35K+ 12.42% |
$12.5M - $14.3M
|
317K
$191M
|
|
|
Feb 14, 2023
Q4 2022
|
Nine27 Capital Management, LP
Basking Ridge, NJ |
BUY
|
- |
35KNew |
$12.5M - $14.3M
|
35K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
34.5K+ 20.03% |
$12.3M - $14M
|
206K
$124M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
34KNew |
$12.2M - $13.9M
|
34K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
33.6KNew |
$12M - $13.7M
|
33.6K
$20.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
33.5KNew |
$12M - $13.6M
|
33.5K
$20.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
33.4K+ 14.31% |
$11.9M - $13.6M
|
267K
$161M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
33.4K+ 4415.87% |
$11.9M - $13.6M
|
34.1K
$20.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
33.4K+ 908.9% |
$11.9M - $13.6M
|
37.1K
$22.3M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
33.3KNew |
$11.9M - $13.6M
|
33.3K
$20M
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
33.3K+ 681.41% |
$11.9M - $13.6M
|
38.2K
$22.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
33.2K+ 1189.45% |
$11.9M - $13.5M
|
36K
$21.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
33.2K+ 1480.03% |
$11.9M - $13.5M
|
35.4K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
32.8K+ 6.74% |
$11.7M - $13.4M
|
520K
$312M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32.8K+ 7.2% |
$11.7M - $13.3M
|
488K
$293M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
32.8K+ 7.2% |
$11.7M - $13.3M
|
488K
$293M
|
|
|
Feb 13, 2023
Q4 2022
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
32.6K+ 143.57% |
$11.6M - $13.3M
|
55.3K
$33.2M
|
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
32.5K+ 43.2% |
$11.6M - $13.3M
|
108K
$64.8M
|