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 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.49K+ 27.59% |
$944K - $1.04M
|
11.5K
$6.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.46K+ 564.91% |
$935K - $1.03M
|
2.9K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.45K+ 6.13% |
$930K - $1.02M
|
42.4K
$25.3M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.44K+ 8.23% |
$924K - $1.01M
|
32K
$19.1M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.43K+ 8.47% |
$923K - $1.01M
|
31.1K
$18.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
BUY
|
- |
2.4K+ 48000.0% |
$911K - $1M
|
2.41K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.39K+ 9.5% |
$908K - $997K
|
27.6K
$16.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.39K+ 16.76% |
$907K - $997K
|
16.7K
$9.95M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.37K+ 17.65% |
$899K - $987K
|
15.8K
$9.44M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
2.37K+ 4.98% |
$899K - $987K
|
50K
$29.9M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.35K+ 126.91% |
$893K - $981K
|
4.21K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.34KNew |
$888K - $975K
|
2.34K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.32K+ 19.15% |
$879K - $966K
|
14.4K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.29K+ 16.72% |
$868K - $953K
|
16K
$9.54M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.28K+ 15.22% |
$865K - $950K
|
17.3K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.28KNew |
$865K - $950K
|
2.28K
$1.36M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.19K+ 11.93% |
$831K - $912K
|
20.5K
$12.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 3.58% |
$828K - $910K
|
63.1K
$37.7M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
2.16K+ 1.57% |
$819K - $900K
|
140K
$83.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$816K - $896K
|
2.15K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.11K+ 76.44% |
$799K - $878K
|
4.86K
$2.9M
|
|
|
May 09, 2023
Q1 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.1K+ 63.64% |
$797K - $875K
|
5.4K
$3.23M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.1KNew |
$797K - $875K
|
2.1K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.07K+ 0.77% |
$785K - $862K
|
269K
$161M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.07K+ 4.12% |
$785K - $862K
|
52.3K
$31.3M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.07K+ 0.71% |
$784K - $861K
|
291K
$174M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.04K+ 64.64% |
$772K - $848K
|
5.18K
$3.1M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2.01KNew |
$761K - $836K
|
2.01K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
2K+ 2.38% |
$758K - $832K
|
85.9K
$51.3M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.98K+ 100.0% |
$753K - $826K
|
3.97K
$2.37M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.98K+ 49.38% |
$752K - $826K
|
6K
$3.58M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.97K+ 0.61% |
$748K - $822K
|
326K
$195M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.95KNew |
$740K - $813K
|
1.95K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.95K+ 7.67% |
$739K - $811K
|
27.3K
$16.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.91K+ 5.51% |
$726K - $797K
|
36.6K
$21.9M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.89K+ 10.59% |
$719K - $789K
|
19.8K
$11.8M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.89K+ 143.44% |
$718K - $789K
|
3.21K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.89KNew |
$716K - $787K
|
1.89K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.88K+ 5.43% |
$715K - $785K
|
36.5K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.88K+ 47.53% |
$714K - $784K
|
5.84K
$3.49M
|
|
|
Apr 21, 2023
Q1 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.86KNew |
$707K - $776K
|
1.86K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.86KNew |
$707K - $776K
|
1.86K
$1.11M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.85K+ 14.71% |
$701K - $770K
|
14.4K
$8.61M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.83K+ 0.82% |
$696K - $764K
|
224K
$134M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 10.71% |
$695K - $764K
|
18.9K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.82KNew |
$689K - $756K
|
1.82K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.81K+ 192.34% |
$686K - $754K
|
2.75K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 10.48% |
$678K - $745K
|
18.8K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 5.01% |
$677K - $744K
|
37.4K
$22.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.78K+ 4.84% |
$676K - $743K
|
38.6K
$23.1M
|