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
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8+ 0.45% |
$3.04K - $3.33K
|
1.79K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.47% |
$2.66K - $2.92K
|
1.49K
$892K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
7+ 0.09% |
$2.66K - $2.92K
|
7.73K
$4.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
7+ 0.1% |
$2.66K - $2.92K
|
6.95K
$4.15M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
7+ 0.13% |
$2.66K - $2.92K
|
5.32K
$3.18M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
7+ 0.1% |
$2.66K - $2.92K
|
6.69K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
7+ 0.03% |
$2.66K - $2.92K
|
23.3K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.13% |
$2.66K - $2.92K
|
5.28K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7+ 0.27% |
$2.66K - $2.92K
|
2.65K
$1.58M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 0.33% |
$2.66K - $2.92K
|
2.16K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6+ 0.13% |
$2.28K - $2.5K
|
4.53K
$2.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.42% |
$2.28K - $2.5K
|
1.42K
$851K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 0.32% |
$2.28K - $2.5K
|
1.88K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.3% |
$2.28K - $2.5K
|
1.99K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
6+ 0.43% |
$2.28K - $2.5K
|
1.4K
$836K
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.37% |
$2.28K - $2.5K
|
1.62K
$969K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.04% |
$2.28K - $2.5K
|
14.4K
$8.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5+ 0.97% |
$1.9K - $2.08K
|
518
$310K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$1.9K - $2.08K
|
1.46K
$870K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5+ 0.43% |
$1.9K - $2.08K
|
1.18K
$703K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 1.4% |
$1.9K - $2.08K
|
361
$216K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.9K - $2.08K
|
3.22K
$1.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$1.9K - $2.08K
|
2.24K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.36% |
$1.9K - $2.08K
|
1.4K
$835K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
5+ 0.15% |
$1.9K - $2.08K
|
3.31K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
5+ 0.41% |
$1.9K - $2.08K
|
1.22K
$730K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.06% |
$1.9K - $2.08K
|
9.06K
$5.42M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.08% |
$1.9K - $2.08K
|
6.28K
$3.75M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5+ 0.06% |
$1.9K - $2.08K
|
9.06K
$5.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$1.52K - $1.67K
|
23.9K
$14.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 0.71% |
$1.52K - $1.67K
|
569
$340K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.42% |
$1.52K - $1.67K
|
961
$574K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.34% |
$1.52K - $1.67K
|
1.17K
$700K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.21% |
$1.52K - $1.67K
|
1.93K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$1.52K - $1.67K
|
3.95K
$2.36M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
4+ 0.26% |
$1.52K - $1.67K
|
1.54K
$919K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 0.19% |
$1.52K - $1.67K
|
2.12K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4+ 0.76% |
$1.52K - $1.67K
|
531
$317K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.41% |
$1.52K - $1.67K
|
976
$583K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
4+ 0.43% |
$1.52K - $1.67K
|
933
$558K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$1.52K - $1.67K
|
28.6K
$17.1M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4+ 0.27% |
$1.52K - $1.67K
|
1.5K
$898K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.53% |
$1.52K - $1.67K
|
764
$457K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.04% |
$1.14K - $1.25K
|
7.09K
$4.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
3+ 0.29% |
$1.14K - $1.25K
|
1.04K
$618K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3+ 0.38% |
$1.14K - $1.25K
|
784
$469K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.21% |
$1.14K - $1.25K
|
1.43K
$855K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.53% |
$1.14K - $1.25K
|
565
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3+ 1.42% |
$1.14K - $1.25K
|
215
$128K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
3+ 0.27% |
$1.14K - $1.25K
|
1.13K
$675K
|