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 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
32.5KNew |
$11.6M - $13.2M
|
32.5K
$19.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.2K+ 1.84% |
$11.5M - $13.1M
|
1.78M
$1.07B
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
31.5K+ 14.76% |
$11.3M - $12.8M
|
245K
$147M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
31.5K+ 13.82% |
$11.3M - $12.8M
|
259K
$156M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
31K+ 7.93% |
$11.1M - $12.6M
|
422K
$254M
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
30.9K+ 3585.83% |
$11M - $12.6M
|
31.7K
$19.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
30.8K+ 21.36% |
$11M - $12.6M
|
175K
$105M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
30.5K+ 102.87% |
$10.9M - $12.4M
|
60.1K
$36.1M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
30.1KNew |
$10.7M - $12.2M
|
30.1K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
29.2K+ 3.79% |
$10.4M - $11.9M
|
799K
$481M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
29K+ 196.78% |
$10.4M - $11.8M
|
43.8K
$26.3M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
28.9K+ 7.08% |
$10.3M - $11.8M
|
437K
$263M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
28.7KNew |
$10.3M - $11.7M
|
28.7K
$17.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28.7KNew |
$10.3M - $11.7M
|
28.7K
$17.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
28.1KNew |
$10M - $11.4M
|
28.1K
$16.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
27.7KNew |
$9.9M - $11.3M
|
27.7K
$16.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
27.7KNew |
$9.9M - $11.3M
|
27.7K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
27.7KNew |
$9.9M - $11.3M
|
27.7K
$16.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
27.6K+ 13.64% |
$9.87M - $11.2M
|
230K
$138M
|
|
|
Feb 13, 2023
Q4 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
27.3K+ 56.07% |
$9.78M - $11.1M
|
76.1K
$45.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
26.9KNew |
$9.63M - $11M
|
26.9K
$16.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26.8K+ 116.38% |
$9.59M - $10.9M
|
49.9K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
26.6K+ 17.79% |
$9.51M - $10.8M
|
176K
$106M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
26.3KNew |
$9.4M - $10.7M
|
26.3K
$15.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
26.3KNew |
$9.39M - $10.7M
|
26.3K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
26.2K+ 13.05% |
$9.38M - $10.7M
|
227K
$137M
|
|
|
Feb 14, 2023
Q4 2022
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
25.8K+ 76.79% |
$9.23M - $10.5M
|
59.4K
$35.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
25.6KNew |
$9.17M - $10.4M
|
25.6K
$15.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Americas LLC
|
BUY
|
- |
25.5K+ 17.13% |
$9.12M - $10.4M
|
174K
$105M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
25.4KNew |
$9.09M - $10.4M
|
25.4K
$15.3M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
24.8KNew |
$8.87M - $10.1M
|
24.8K
$14.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24.7K+ 192.64% |
$8.84M - $10.1M
|
37.5K
$22.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.5K+ 14.75% |
$8.78M - $10M
|
191K
$115M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
24.2K+ 70.63% |
$8.64M - $9.84M
|
58.3K
$35.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24.1K+ 105.3% |
$8.62M - $9.82M
|
47K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.1K+ 13.24% |
$8.61M - $9.8M
|
206K
$124M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
23.9K+ 29.66% |
$8.55M - $9.74M
|
104K
$62.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23.9KNew |
$8.54M - $9.73M
|
23.9K
$14.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
23.9K+ 10.49% |
$8.53M - $9.72M
|
251K
$151M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23.1K+ 146.17% |
$8.25M - $9.4M
|
38.9K
$23.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.9KNew |
$8.19M - $9.34M
|
22.9K
$13.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.9K+ 36.31% |
$8.18M - $9.32M
|
85.8K
$51.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
22.8KNew |
$8.15M - $9.29M
|
22.8K
$13.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
22.5K+ 52.15% |
$8.06M - $9.19M
|
65.8K
$39.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.3K+ 12.7% |
$7.97M - $9.08M
|
198K
$119M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
22.2KNew |
$7.94M - $9.05M
|
22.2K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
22.2KNew |
$7.94M - $9.04M
|
22.2K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
22.2K+ 9.13% |
$7.93M - $9.03M
|
265K
$159M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
22KNew |
$7.87M - $8.97M
|
22K
$13.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
22K+ 19.98% |
$7.87M - $8.96M
|
132K
$79.5M
|