Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
296+ 51.48% |
$112K - $123K
|
871
$459K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
295+ 4.62% |
$112K - $123K
|
6.69K
$3.52M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
293+ 1.09% |
$111K - $122K
|
27.1K
$14.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
293+ 1.21% |
$111K - $122K
|
24.5K
$12.9M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
293+ 9.9% |
$111K - $122K
|
3.25K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
291+ 9.64% |
$110K - $121K
|
3.31K
$1.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
287+ 2.68% |
$109K - $120K
|
11K
$5.79M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
287+ 11.14% |
$109K - $120K
|
2.86K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
287+ 7.92% |
$109K - $120K
|
3.91K
$2.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
285+ 8.84% |
$108K - $119K
|
3.51K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
284+ 8.13% |
$108K - $118K
|
3.78K
$1.99M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
283+ 10.9% |
$107K - $118K
|
2.88K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
282+ 3.62% |
$107K - $118K
|
8.07K
$4.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
281+ 6.92% |
$107K - $117K
|
4.34K
$2.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
278+ 1.98% |
$106K - $116K
|
14.3K
$7.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
275+ 5.92% |
$104K - $115K
|
4.92K
$2.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
274+ 0.57% |
$104K - $114K
|
48.3K
$25.4M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
271+ 8.72% |
$103K - $113K
|
3.38K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
270+ 9.14% |
$102K - $113K
|
3.22K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
269+ 1.93% |
$102K - $112K
|
14.2K
$7.49M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
268+ 20.69% |
$102K - $112K
|
1.56K
$823K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
267+ 3.41% |
$101K - $111K
|
8.09K
$4.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
266+ 4.09% |
$101K - $111K
|
6.77K
$3.56M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
266+ 3.29% |
$101K - $111K
|
8.34K
$4.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
265+ 2.7% |
$101K - $110K
|
10.1K
$5.31M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
259+ 0.66% |
$98.3K - $108K
|
39.5K
$20.8M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
258+ 5.58% |
$97.9K - $108K
|
4.88K
$2.57M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
257+ 39.12% |
$97.5K - $107K
|
914
$481K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
256+ 1.05% |
$97.2K - $107K
|
24.6K
$13M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
254+ 1.11% |
$96.4K - $106K
|
23.1K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
250+ 4.18% |
$94.9K - $104K
|
6.24K
$3.28M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
250+ 2.84% |
$94.9K - $104K
|
9.05K
$4.76M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
249+ 0.5% |
$94.5K - $104K
|
50.2K
$26.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
248+ 2.07% |
$94.1K - $103K
|
12.2K
$6.43M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
246+ 1.63% |
$93.4K - $103K
|
15.3K
$8.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
245New |
$93K - $102K
|
245
$129K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
245+ 2.85% |
$93K - $102K
|
8.84K
$4.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
239+ 4.85% |
$90.7K - $99.6K
|
5.17K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
238+ 0.8% |
$90.3K - $99.2K
|
29.8K
$15.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
237+ 14.92% |
$89.9K - $98.8K
|
1.83K
$961K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
235+ 0.48% |
$89.2K - $97.9K
|
49.5K
$26M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
232+ 0.38% |
$88K - $96.7K
|
62K
$32.7M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
232+ 2.04% |
$88K - $96.7K
|
11.6K
$6.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
230+ 2.09% |
$87.3K - $95.9K
|
11.2K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
227+ 5.62% |
$86.1K - $94.6K
|
4.27K
$2.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
226+ 7.62% |
$85.8K - $94.2K
|
3.19K
$1.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
221+ 0.82% |
$83.9K - $92.1K
|
27.3K
$14.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
221+ 3.89% |
$83.9K - $92.1K
|
5.9K
$3.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
219+ 5.05% |
$83.1K - $91.3K
|
4.56K
$2.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
215+ 0.09% |
$81.6K - $89.6K
|
232K
$122M
|