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 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-50- 1.91% |
$17.9K - $20.4K
|
2.56K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-50- 6.11% |
$17.9K - $20.4K
|
768
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-50- 7.14% |
$17.9K - $20.4K
|
650
$343K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-52- 1.3% |
$18.6K - $21.2K
|
3.94K
$2.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-52- 3.69% |
$18.6K - $21.2K
|
1.36K
$716K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-53- 4.18% |
$19K - $21.6K
|
1.22K
$641K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-53- 2.51% |
$19K - $21.6K
|
2.06K
$1.09M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-53- 2.36% |
$19K - $21.6K
|
2.2K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-54- 1.74% |
$19.3K - $22K
|
3.04K
$1.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-54- 3.19% |
$19.3K - $22K
|
1.64K
$865K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-54- 1.82% |
$19.3K - $22K
|
2.91K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-54- 1.21% |
$19.3K - $22K
|
4.4K
$2.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-55- 0.64% |
$19.7K - $22.4K
|
8.59K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-55- 0.45% |
$19.7K - $22.4K
|
12.3K
$6.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-57- 1.17% |
$20.4K - $23.2K
|
4.84K
$2.55M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-58- 1.65% |
$20.7K - $23.6K
|
3.46K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-58- 3.05% |
$20.7K - $23.6K
|
1.84K
$972K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-60- 2.04% |
$21.5K - $24.4K
|
2.88K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 7.92% |
$21.5K - $24.4K
|
698
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-61- 3.01% |
$21.8K - $24.9K
|
1.96K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-64- 2.2% |
$22.9K - $26.1K
|
2.84K
$1.5M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.23% |
$23.2K - $26.5K
|
28.6K
$15.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-66- 0.39% |
$23.6K - $26.9K
|
16.9K
$8.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-66- 0.72% |
$23.6K - $26.9K
|
9.06K
$4.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-67- 0.22% |
$24K - $27.3K
|
30.2K
$15.9M
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-67- 6.65% |
$24K - $27.3K
|
941
$496K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-67- 0.27% |
$24K - $27.3K
|
25K
$13.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-68- 0.81% |
$24.3K - $27.7K
|
8.37K
$4.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-69- 2.85% |
$24.7K - $28.1K
|
2.35K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-69- 2.25% |
$24.7K - $28.1K
|
2.99K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-69- 0.26% |
$24.7K - $28.1K
|
26.8K
$14.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-69- 7.89% |
$24.7K - $28.1K
|
806
$425K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-70- 0.56% |
$25K - $28.5K
|
12.5K
$6.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-71- 0.6% |
$25.4K - $28.9K
|
11.7K
$6.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-71- 6.59% |
$25.4K - $28.9K
|
1.01K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-71- 2.23% |
$25.4K - $28.9K
|
3.11K
$1.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-73- 1.21% |
$26.1K - $29.7K
|
5.94K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-73- 7.34% |
$26.1K - $29.7K
|
921
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-73- 2.0% |
$26.1K - $29.7K
|
3.57K
$1.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.94% |
$26.8K - $30.6K
|
7.9K
$4.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-75- 4.59% |
$26.8K - $30.6K
|
1.56K
$822K
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-76- 6.88% |
$27.2K - $31K
|
1.03K
$543K
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-76- 3.69% |
$27.2K - $31K
|
1.99K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-76- 1.53% |
$27.2K - $31K
|
4.89K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-76- 0.67% |
$27.2K - $31K
|
11.2K
$5.91M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-76- 0.94% |
$27.2K - $31K
|
8.01K
$4.22M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-77- 55.8% |
$27.5K - $31.4K
|
61
$32.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-77- 2.07% |
$27.5K - $31.4K
|
3.64K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-77- 2.25% |
$27.5K - $31.4K
|
3.34K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-77- 12.75% |
$27.5K - $31.4K
|
527
$278K
|