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 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.33K+ 1.49% |
$506K - $556K
|
90.8K
$54.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.33K+ 31.01% |
$505K - $554K
|
5.62K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.33KNew |
$503K - $552K
|
1.33K
$802K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
1.32K+ 2.17% |
$500K - $549K
|
62K
$37.5M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.32KNew |
$500K - $549K
|
1.32K
$797K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.31K+ 7.14% |
$498K - $546K
|
19.7K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.31K+ 8.89% |
$495K - $544K
|
16K
$9.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.3K+ 33.23% |
$493K - $542K
|
5.21K
$3.15M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.28K+ 5.44% |
$487K - $534K
|
24.9K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.26K+ 214.99% |
$479K - $526K
|
1.85K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.25K+ 2.4% |
$474K - $521K
|
53.2K
$32.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.24K+ 1.89% |
$471K - $517K
|
67K
$40.5M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.73% |
$465K - $511K
|
22.6K
$13.7M
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.22K+ 1.81% |
$465K - $510K
|
68.9K
$41.7M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.22K+ 8.19% |
$465K - $510K
|
16.2K
$9.78M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.22K+ 22.29% |
$463K - $509K
|
6.7K
$4.05M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 5.65% |
$463K - $508K
|
22.8K
$13.8M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 8.49% |
$461K - $506K
|
15.5K
$9.4M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.21K+ 9.03% |
$458K - $503K
|
14.6K
$8.82M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 0.21% |
$457K - $502K
|
563K
$340M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.2K+ 3.23% |
$456K - $501K
|
38.4K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.19K+ 2.38% |
$453K - $498K
|
51.5K
$31.1M
|
|
|
Mar 11, 2024
Q1 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.19K+ 0.27% |
$452K - $496K
|
440K
$266M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.19K+ 1.87% |
$450K - $494K
|
64.6K
$39.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.18K+ 3.04% |
$448K - $492K
|
40K
$24.2M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.18K+ 26.42% |
$446K - $490K
|
5.62K
$3.4M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.17K+ 0.61% |
$445K - $489K
|
192K
$116M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.16K+ 5.17% |
$439K - $482K
|
23.5K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.15K+ 8.3% |
$435K - $478K
|
14.9K
$9.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.14K+ 23.54% |
$433K - $476K
|
5.99K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.13K+ 0.43% |
$430K - $472K
|
262K
$158M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.12K+ 7.17% |
$425K - $467K
|
16.7K
$10.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.12K+ 6.6% |
$425K - $466K
|
18.1K
$10.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.11K+ 60.14% |
$422K - $463K
|
2.96K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.11K+ 107.49% |
$419K - $461K
|
2.13K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.1K+ 51.12% |
$416K - $457K
|
3.24K
$1.96M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.1K+ 51.12% |
$416K - $457K
|
3.24K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.09K+ 1.13% |
$414K - $455K
|
97.7K
$59.1M
|
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.09KNew |
$414K - $454K
|
1.09K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.08K+ 6.45% |
$411K - $451K
|
17.9K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.07K+ 1110.42% |
$405K - $444K
|
1.16K
$703K
|
|
|
May 12, 2023
Q1 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
1.05KNew |
$400K - $439K
|
1.05K
$638K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.05KNew |
$397K - $436K
|
1.05K
$633K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.04K+ 8.5% |
$395K - $434K
|
13.3K
$8.04M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.04K+ 2.76% |
$394K - $433K
|
38.6K
$23.4M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.04K+ 1.28% |
$394K - $433K
|
82.3K
$49.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.03KNew |
$392K - $431K
|
1.03K
$625K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 6.26% |
$391K - $429K
|
17.5K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02K+ 5.67% |
$389K - $427K
|
19.1K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.38% |
$385K - $423K
|
13.1K
$7.94M
|