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 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$1.14K - $1.25K
|
1.21K
$724K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3+ 0.08% |
$1.14K - $1.25K
|
3.6K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$1.14K - $1.25K
|
3.34K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.14K - $1.25K
|
819
$489K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.12% |
$1.14K - $1.25K
|
2.56K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.57% |
$1.14K - $1.25K
|
532
$318K
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.14K - $1.25K
|
766
$458K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
3+ 0.13% |
$1.14K - $1.25K
|
2.36K
$1.41M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.52% |
$1.14K - $1.25K
|
578
$345K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.01% |
$1.14K - $1.25K
|
31.1K
$18.6M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
3+ 0.23% |
$1.14K - $1.25K
|
1.3K
$779K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.05% |
$1.14K - $1.25K
|
6K
$3.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2+ 0.05% |
$759 - $834
|
4.14K
$2.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
4.64K
$2.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.12% |
$759 - $834
|
1.67K
$997K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2+ 0.27% |
$759 - $834
|
748
$447K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.32% |
$759 - $834
|
624
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.2% |
$759 - $834
|
987
$590K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.12% |
$759 - $834
|
1.7K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.21% |
$759 - $834
|
963
$575K
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.38% |
$759 - $834
|
535
$320K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.05% |
$759 - $834
|
3.99K
$2.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.2% |
$759 - $834
|
1.03K
$613K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2+ 0.35% |
$759 - $834
|
580
$347K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$759 - $834
|
1.47K
$878K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.19% |
$759 - $834
|
1.07K
$639K
|
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$759 - $834
|
2.57K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$759 - $834
|
7.86K
$4.7M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
5.29K
$3.16M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.29% |
$759 - $834
|
698
$417K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
5.04K
$3.01M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.15% |
$759 - $834
|
1.32K
$791K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.1% |
$759 - $834
|
2.09K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.02% |
$759 - $834
|
9.11K
$5.45M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2+ 0.09% |
$759 - $834
|
2.12K
$1.27M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
2+ 0.25% |
$759 - $834
|
808
$483K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.53% |
$759 - $834
|
133
$79.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.09% |
$380 - $417
|
1.11K
$665K
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.34K
$2M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1+ 0.5% |
$380 - $417
|
203
$121K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.85K
$2.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$380 - $417
|
1.13K
$676K
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
1+ 0.1% |
$380 - $417
|
1.03K
$616K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$380 - $417
|
364
$218K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.39K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$380 - $417
|
6.76K
$4.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
1+ 0.02% |
$380 - $417
|
6.17K
$3.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.62K
$966K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.17% |
$380 - $417
|
585
$350K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.68K
$1M
|