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
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.15K- 14.19% |
$770K - $878K
|
13K
$7.68M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.2K- 15.15% |
$787K - $897K
|
12.3K
$7.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.22K- 13.99% |
$795K - $906K
|
13.7K
$8.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.22K- 72.21% |
$795K - $906K
|
856
$505K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.23K- 9.25% |
$799K - $910K
|
21.9K
$12.9M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.24K- 17.96% |
$800K - $911K
|
10.2K
$6.02M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.26K- 2.79% |
$808K - $920K
|
78.6K
$46.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.26K- 10.35% |
$808K - $921K
|
19.6K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.27K- 6.83% |
$812K - $925K
|
31K
$18.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.27K- 5.74% |
$813K - $926K
|
37.3K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.3K- 14.66% |
$821K - $935K
|
13.4K
$7.88M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.3K- 13.83% |
$821K - $936K
|
14.3K
$8.44M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2.31K- 9.84% |
$824K - $939K
|
21.1K
$12.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.31K- 11.16% |
$826K - $942K
|
18.4K
$10.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2.32K- 3.18% |
$830K - $946K
|
70.6K
$41.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-2.4K- 75.91% |
$857K - $976K
|
760
$448K
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
SELL
|
- |
-2.41K- 2.99% |
$863K - $983K
|
78.2K
$46.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.42K- 53.45% |
$864K - $984K
|
2.1K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-2.42K- 4.93% |
$866K - $987K
|
46.8K
$27.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.43K- 0.49% |
$868K - $989K
|
498K
$293M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.44K- 9.0% |
$871K - $992K
|
24.6K
$14.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.46K- 2.89% |
$880K - $1M
|
82.8K
$48.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-2.47K- 15.73% |
$882K - $1.01M
|
13.2K
$7.79M
|
|
|
Mar 22, 2023
Q4 2022
|
Metlife Inc
New York, NY |
SELL
|
- |
-2.47K- 21.68% |
$885K - $1.01M
|
8.94K
$5.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 1.73% |
$896K - $1.02M
|
142K
$83.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.53K- 1.79% |
$906K - $1.03M
|
139K
$82M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.55K- 1.66% |
$911K - $1.04M
|
150K
$88.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.56K- 2.53% |
$917K - $1.04M
|
98.8K
$58.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.57K- 30.29% |
$918K - $1.05M
|
5.91K
$3.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-2.6K- 4.56% |
$928K - $1.06M
|
54.4K
$32.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.62K- 1.39% |
$935K - $1.07M
|
186K
$109M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.63K- 20.6% |
$941K - $1.07M
|
10.1K
$5.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2.64K- 1.36% |
$943K - $1.07M
|
192K
$113M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-2.65K- 73.02% |
$948K - $1.08M
|
980
$578K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.66K- 22.05% |
$952K - $1.08M
|
9.42K
$5.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.67K- 16.5% |
$953K - $1.09M
|
13.5K
$7.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.68K- 17.2% |
$957K - $1.09M
|
12.9K
$7.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.68K- 57.65% |
$958K - $1.09M
|
1.97K
$1.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
SELL
|
- |
-2.69K- 10.87% |
$963K - $1.1M
|
22.1K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.72K- 10.26% |
$972K - $1.11M
|
23.8K
$14M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.76K- 5.3% |
$986K - $1.12M
|
49.2K
$29M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.77K- 14.1% |
$992K - $1.13M
|
16.9K
$9.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.82K- 22.89% |
$1.01M - $1.15M
|
9.49K
$5.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.82K- 11.19% |
$1.01M - $1.15M
|
22.4K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-2.86K- 21.09% |
$1.02M - $1.17M
|
10.7K
$6.32M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.88K- 15.56% |
$1.03M - $1.17M
|
15.6K
$9.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.89K- 14.5% |
$1.03M - $1.18M
|
17.1K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.92K- 1.24% |
$1.04M - $1.19M
|
232K
$137M
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.92K- 3.16% |
$1.04M - $1.19M
|
89.4K
$52.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.92K- 34.89% |
$1.04M - $1.19M
|
5.45K
$3.21M
|