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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18+ 2.17% |
$6.83K - $7.5K
|
846
$445K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
18+ 1.63% |
$6.83K - $7.5K
|
1.12K
$591K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
18New |
$6.83K - $7.5K
|
18
$9.48K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.4% |
$6.83K - $7.5K
|
4.5K
$2.37M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
18+ 3.35% |
$6.83K - $7.5K
|
556
$293K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
18+ 1.35% |
$6.83K - $7.5K
|
1.36K
$714K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
17+ 0.64% |
$6.45K - $7.09K
|
2.66K
$1.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17+ 0.88% |
$6.45K - $7.09K
|
1.94K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
16+ 0.18% |
$6.07K - $6.67K
|
8.72K
$4.59M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
16+ 2.2% |
$6.07K - $6.67K
|
742
$391K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16+ 0.23% |
$6.07K - $6.67K
|
6.93K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
16+ 0.38% |
$6.07K - $6.67K
|
4.19K
$2.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
15+ 1.24% |
$5.69K - $6.25K
|
1.22K
$642K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
15+ 0.28% |
$5.69K - $6.25K
|
5.39K
$2.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
15+ 0.09% |
$5.69K - $6.25K
|
16.4K
$8.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
15+ 0.89% |
$5.69K - $6.25K
|
1.71K
$899K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
15+ 1.43% |
$5.69K - $6.25K
|
1.06K
$560K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 0.15% |
$5.69K - $6.25K
|
10.1K
$5.29M
|
|
|
May 09, 2023
Q1 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
15+ 2.26% |
$5.69K - $6.25K
|
680
$358K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
15+ 0.4% |
$5.69K - $6.25K
|
3.72K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15+ 0.38% |
$5.69K - $6.25K
|
3.98K
$2.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 0.36% |
$5.31K - $5.83K
|
3.89K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
14+ 0.28% |
$5.31K - $5.83K
|
5.07K
$2.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14+ 0.09% |
$5.31K - $5.83K
|
16.1K
$8.47M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14+ 0.1% |
$5.31K - $5.83K
|
13.7K
$7.23M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
14+ 2.52% |
$5.31K - $5.83K
|
570
$300K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
BUY
|
- |
13+ 1.29% |
$4.93K - $5.42K
|
1.02K
$535K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
13+ 3.62% |
$4.93K - $5.42K
|
372
$196K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13+ 0.4% |
$4.93K - $5.42K
|
3.24K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
13+ 0.36% |
$4.93K - $5.42K
|
3.59K
$1.89M
|
|
|
Feb 04, 2025
Q1 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.15% |
$4.93K - $5.42K
|
8.55K
$4.5M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12+ 0.16% |
$4.55K - $5K
|
7.64K
$4.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
11+ 18.03% |
$4.17K - $4.58K
|
72
$37.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 5.19% |
$4.17K - $4.58K
|
223
$117K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
11+ 1.98% |
$4.17K - $4.58K
|
566
$298K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11+ 0.04% |
$4.17K - $4.58K
|
28.3K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$4.17K - $4.58K
|
4.91K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
11+ 1.12% |
$4.17K - $4.58K
|
995
$524K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
11+ 0.12% |
$4.17K - $4.58K
|
8.81K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
11+ 0.07% |
$4.17K - $4.58K
|
16.3K
$8.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
10+ 1.39% |
$3.8K - $4.17K
|
730
$384K
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
10+ 0.28% |
$3.8K - $4.17K
|
3.55K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$3.8K - $4.17K
|
5.07K
$2.67M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 0.36% |
$3.8K - $4.17K
|
2.78K
$1.46M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10+ 1.1% |
$3.8K - $4.17K
|
923
$486K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
9+ 0.1% |
$3.42K - $3.75K
|
9.44K
$4.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9+ 0.42% |
$3.42K - $3.75K
|
2.14K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$3.42K - $3.75K
|
6.07K
$3.2M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.3% |
$3.42K - $3.75K
|
3K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
9+ 0.52% |
$3.42K - $3.75K
|
1.74K
$914K
|