Purchases and Sales Made in Q1 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 15, 2023 Q1 2023
Front Street Capital Management, Inc.

BUY
 -
1K
+ 31.5%
$381K - $418K
4.19K $2.5M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
997
+ 8.98%
$378K - $416K
12.1K $7.23M
May 04, 2023 Q1 2023
Hyman Charles D

BUY
 -
989
+ 37.98%
$375K - $412K
3.59K $2.15M
Apr 18, 2023 Q1 2023
Avity Investment Management Inc.

BUY
 -
987
+ 6.25%
$375K - $411K
16.8K $10M
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
984
+ 4.54%
$373K - $410K
22.7K $13.6M
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
974
+ 10.59%
$370K - $406K
10.2K $6.08M
May 01, 2023 Q1 2023
Unionview, LLC

Seattle, WA
BUY
 -
972
+ 10.78%
$369K - $405K
9.99K $5.97M
May 01, 2023 Q1 2023
Parker Financial LLC

Silverdale, WA
BUY
 -
966
+ 38.97%
$367K - $403K
3.45K $2.06M
Apr 13, 2023 Q1 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
958
+ 2.48%
$364K - $399K
39.6K $23.6M
May 04, 2023 Q1 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
957
+ 8.43%
$363K - $399K
12.3K $7.36M
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
935
+ 0.27%
$355K - $390K
349K $209M
May 11, 2023 Q1 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
933
+ 82.49%
$354K - $389K
2.06K $1.23M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
932
+ 1.47%
$354K - $388K
64.3K $38.4M
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
915
+ 12.93%
$347K - $381K
7.99K $4.78M
Apr 19, 2023 Q1 2023
Gratus Capital LLC

BUY
 -
912
+ 4.22%
$346K - $380K
22.5K $13.5M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
903
+ 7.39%
$343K - $376K
13.1K $7.84M
Apr 20, 2023 Q1 2023
Mason & Associates Inc

BUY
 -
903
New
$343K - $376K
903 $540K
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
894
New
$339K - $373K
894 $534K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
881
+ 9.89%
$334K - $367K
9.79K $5.85M
Apr 06, 2023 Q1 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
876
+ 2.24%
$332K - $365K
39.9K $23.9M
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
873
+ 6.63%
$331K - $364K
14K $8.38M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
853
+ 0.72%
$324K - $356K
119K $71.3M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
842
+ 1.49%
$320K - $351K
57.4K $34.3M
May 15, 2023 Q1 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
834
New
$317K - $348K
834 $498K
May 05, 2023 Q1 2023
Gibraltar Capital Management, Inc.

BUY
 -
827
New
$314K - $345K
827 $494K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
826
+ 19.39%
$313K - $344K
5.09K $3.04M
May 02, 2023 Q1 2023
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
823
New
$312K - $343K
823 $492K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
813
+ 0.45%
$309K - $339K
180K $108M
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
811
+ 59.81%
$308K - $338K
2.17K $1.29M
May 01, 2023 Q1 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
803
New
$305K - $335K
803 $480K
May 10, 2023 Q1 2023
Spectrum Wealth Advisory Group, LLC

BUY
 -
803
+ 16.73%
$305K - $335K
5.6K $3.35M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
800
+ 2.15%
$304K - $333K
38.1K $22.7M
May 09, 2023 Q1 2023
Crystalline Management Inc.

Montreal, Quebec, Z4
BUY
 -
800
+ 37.74%
$304K - $333K
2.92K $1.74M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
794
+ 14.09%
$301K - $331K
6.43K $3.84M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
794
+ 4.09%
$301K - $331K
20.2K $12.1M
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
791
+ 12.2%
$300K - $330K
7.27K $4.35M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
787
+ 0.36%
$299K - $328K
219K $131M
May 15, 2023 Q1 2023
5th Street Advisors, LLC

BUY
 -
777
New
$295K - $324K
777 $464K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
775
+ 5.03%
$294K - $323K
16.2K $9.67M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
763
+ 3.29%
$290K - $318K
24K $14.3M
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
762
+ 9.44%
$289K - $318K
8.83K $5.28M
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
759
New
$288K - $316K
759 $454K
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
758
+ 0.19%
$288K - $316K
403K $241M
May 12, 2023 Q1 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
757
New
$287K - $316K
757 $452K
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
755
+ 105.01%
$287K - $315K
1.47K $881K
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
752
+ 2.73%
$285K - $313K
28.3K $16.9M
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
744
+ 1.25%
$282K - $310K
60.3K $36M
Apr 18, 2023 Q1 2023
Financial Guidance Group, Inc.

BUY
 -
743
+ 4.65%
$282K - $310K
16.7K $10M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
743
+ 14.29%
$282K - $310K
5.94K $3.55M

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