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 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
298
+ 1.9%
$113K - $124K
16K $10M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
297
+ 2.98%
$113K - $124K
10.3K $6.44M
May 10, 2023 Q1 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
296
+ 51.48%
$112K - $123K
871 $547K
May 08, 2023 Q1 2023
Baker Ellis Asset Management LLC

BUY
 -
295
+ 4.62%
$112K - $123K
6.69K $4.2M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
293
+ 1.09%
$111K - $122K
27.1K $17M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
293
+ 1.21%
$111K - $122K
24.5K $15.4M
May 03, 2023 Q1 2023
Curi Wealth Management, LLC

BUY
 -
293
+ 9.9%
$111K - $122K
3.25K $2.04M
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
BUY
 -
291
+ 9.64%
$110K - $121K
3.31K $2.08M
Apr 13, 2023 Q1 2023
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
287
+ 2.68%
$109K - $120K
11K $6.91M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
287
+ 11.14%
$109K - $120K
2.86K $1.8M
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
285
+ 8.84%
$108K - $119K
3.51K $2.2M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
284
+ 8.13%
$108K - $118K
3.78K $2.37M
May 05, 2023 Q1 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
283
+ 10.9%
$107K - $118K
2.88K $1.81M
May 12, 2023 Q1 2023
Orin Green Financial, LLC

BUY
 -
282
+ 3.62%
$107K - $118K
8.07K $5.07M
Apr 28, 2023 Q1 2023
Herbst Group, LLC

Westport, CT
BUY
 -
281
+ 6.92%
$107K - $117K
4.34K $2.73M
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
278
+ 1.98%
$106K - $116K
14.3K $9M
Apr 21, 2023 Q1 2023
Spring Capital Management, LLC

BUY
 -
275
+ 5.92%
$104K - $115K
4.92K $3.09M
Apr 24, 2023 Q1 2023
Osborne Partners Capital Management, LLC

BUY
 -
274
+ 0.57%
$104K - $114K
48.3K $30.3M
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
271
+ 8.72%
$103K - $113K
3.38K $2.12M
May 09, 2023 Q1 2023
Widmann Financial Services, Inc.

BUY
 -
270
+ 9.14%
$102K - $113K
3.22K $2.02M
May 10, 2023 Q1 2023
Waddell & Associates, LLC

BUY
 -
269
+ 1.93%
$102K - $112K
14.2K $8.94M
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
268
+ 20.69%
$102K - $112K
1.56K $982K
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

BUY
 -
267
+ 3.41%
$101K - $111K
8.09K $5.08M
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
266
+ 4.09%
$101K - $111K
6.77K $4.25M
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
266
+ 3.29%
$101K - $111K
8.34K $5.24M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
265
+ 2.7%
$101K - $110K
10.1K $6.33M
Apr 14, 2023 Q1 2023
First International Bank & Trust

Watford City, ND
BUY
 -
259
+ 0.66%
$98.3K - $108K
39.5K $24.8M
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
258
+ 5.58%
$97.9K - $108K
4.88K $3.06M
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
257
+ 39.12%
$97.5K - $107K
914 $574K
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
256
+ 1.05%
$97.2K - $107K
24.6K $15.5M
Apr 17, 2023 Q1 2023
Lvm Capital Management LTD

BUY
 -
254
+ 1.11%
$96.4K - $106K
23.1K $14.5M
May 11, 2023 Q1 2023
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
250
+ 4.18%
$94.9K - $104K
6.24K $3.92M
May 04, 2023 Q1 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
250
+ 2.84%
$94.9K - $104K
9.05K $5.68M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
249
+ 0.5%
$94.5K - $104K
50.2K $31.6M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
248
+ 2.07%
$94.1K - $103K
12.2K $7.67M
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
246
+ 1.63%
$93.4K - $103K
15.3K $9.64M
Apr 26, 2023 Q1 2023
Sentry Investment Management LLC

BUY
 -
245
New
$93K - $102K
245 $154K
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
245
+ 2.85%
$93K - $102K
8.84K $5.55M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
239
+ 4.85%
$90.7K - $99.6K
5.17K $3.25M
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
238
+ 0.8%
$90.3K - $99.2K
29.8K $18.7M
Jun 07, 2023 Q1 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
237
+ 14.92%
$89.9K - $98.8K
1.83K $1.15M
Apr 05, 2023 Q1 2023
Ars Investment Partners, LLC

BUY
 -
235
+ 0.48%
$89.2K - $97.9K
49.5K $31.1M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
232
+ 0.38%
$88K - $96.7K
62K $39M
May 15, 2023 Q1 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
232
+ 2.04%
$88K - $96.7K
11.6K $7.28M
Apr 24, 2023 Q1 2023
Sitrin Capital Management LLC

BUY
 -
230
+ 2.09%
$87.3K - $95.9K
11.2K $7.05M
May 15, 2023 Q1 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
227
+ 5.62%
$86.1K - $94.6K
4.27K $2.68M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
226
+ 7.62%
$85.8K - $94.2K
3.19K $2.01M
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
221
+ 0.82%
$83.9K - $92.1K
27.3K $17.1M
Apr 28, 2023 Q1 2023
Invst, LLC

Indianapolis, IN
BUY
 -
221
+ 3.89%
$83.9K - $92.1K
5.9K $3.7M

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