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 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
9+ 0.18% |
$3.42K - $3.75K
|
5.04K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
9+ 0.18% |
$3.42K - $3.75K
|
5.15K
$2.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8+ 1.49% |
$3.04K - $3.33K
|
545
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.24% |
$3.04K - $3.33K
|
3.39K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$3.04K - $3.33K
|
2.11K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8+ 0.45% |
$3.04K - $3.33K
|
1.79K
$941K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.47% |
$2.66K - $2.92K
|
1.49K
$786K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
7+ 0.09% |
$2.66K - $2.92K
|
7.73K
$4.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
7+ 0.1% |
$2.66K - $2.92K
|
6.95K
$3.66M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
7+ 0.13% |
$2.66K - $2.92K
|
5.32K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.1% |
$2.66K - $2.92K
|
6.69K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
7+ 0.03% |
$2.66K - $2.92K
|
23.3K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.13% |
$2.66K - $2.92K
|
5.28K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7+ 0.27% |
$2.66K - $2.92K
|
2.65K
$1.39M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 0.33% |
$2.66K - $2.92K
|
2.16K
$1.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6+ 0.13% |
$2.28K - $2.5K
|
4.53K
$2.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.42% |
$2.28K - $2.5K
|
1.42K
$750K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 0.32% |
$2.28K - $2.5K
|
1.88K
$989K
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.3% |
$2.28K - $2.5K
|
1.99K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6+ 0.43% |
$2.28K - $2.5K
|
1.4K
$736K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.37% |
$2.28K - $2.5K
|
1.62K
$854K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.04% |
$2.28K - $2.5K
|
14.4K
$7.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5+ 0.97% |
$1.9K - $2.08K
|
518
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$1.9K - $2.08K
|
1.46K
$766K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.43% |
$1.9K - $2.08K
|
1.18K
$619K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 1.4% |
$1.9K - $2.08K
|
361
$190K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.9K - $2.08K
|
3.22K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$1.9K - $2.08K
|
2.24K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.36% |
$1.9K - $2.08K
|
1.4K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
5+ 0.15% |
$1.9K - $2.08K
|
3.31K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
5+ 0.41% |
$1.9K - $2.08K
|
1.22K
$643K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.06% |
$1.9K - $2.08K
|
9.06K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.08% |
$1.9K - $2.08K
|
6.28K
$3.3M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.06% |
$1.9K - $2.08K
|
9.06K
$4.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$1.52K - $1.67K
|
23.9K
$12.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 0.71% |
$1.52K - $1.67K
|
569
$300K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.42% |
$1.52K - $1.67K
|
961
$506K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.34% |
$1.52K - $1.67K
|
1.17K
$616K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.21% |
$1.52K - $1.67K
|
1.93K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.52K - $1.67K
|
3.95K
$2.08M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4+ 0.26% |
$1.52K - $1.67K
|
1.54K
$810K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.19% |
$1.52K - $1.67K
|
2.12K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4+ 0.76% |
$1.52K - $1.67K
|
531
$280K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.41% |
$1.52K - $1.67K
|
976
$514K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
4+ 0.43% |
$1.52K - $1.67K
|
933
$491K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$1.52K - $1.67K
|
28.6K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4+ 0.27% |
$1.52K - $1.67K
|
1.5K
$791K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.53% |
$1.52K - $1.67K
|
764
$402K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.04% |
$1.14K - $1.25K
|
7.09K
$3.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
3+ 0.29% |
$1.14K - $1.25K
|
1.04K
$545K
|