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 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
33.5K+ 5454.72% |
$12.7M - $14M
|
34.1K
$20.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
31.9K+ 43.52% |
$12.1M - $13.3M
|
105K
$62.9M
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
31.9K+ 249.36% |
$12.1M - $13.3M
|
44.7K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
31.3K+ 33.12% |
$11.9M - $13M
|
126K
$75.1M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.1K+ 20.67% |
$11.8M - $13M
|
182K
$108M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
30.2K+ 17.22% |
$11.4M - $12.6M
|
205K
$123M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
30K+ 80.96% |
$11.4M - $12.5M
|
67.1K
$40.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
29.5K+ 42.49% |
$11.2M - $12.3M
|
99K
$59.1M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
29.4K+ 5.9% |
$11.1M - $12.2M
|
527K
$315M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
29.3KNew |
$11.1M - $12.2M
|
29.3K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.2K+ 22.92% |
$11.1M - $12.2M
|
157K
$93.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
28.8KNew |
$10.9M - $12M
|
28.8K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
28.4K+ 11.41% |
$10.8M - $11.8M
|
277K
$165M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
27.9KNew |
$10.6M - $11.6M
|
27.9K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
27.8KNew |
$10.6M - $11.6M
|
27.8K
$16.6M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
27.6K+ 30.67% |
$10.5M - $11.5M
|
118K
$70.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Ppsc Investment Service Corp
Tokyo, M0 |
BUY
|
- |
27.3K+ 13.32% |
$10.4M - $11.4M
|
232K
$139M
|
|
|
May 15, 2023
Q1 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
27KNew |
$10.2M - $11.3M
|
27K
$16.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26.3K+ 398.88% |
$9.97M - $11M
|
32.9K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
26.1K+ 110.86% |
$9.89M - $10.9M
|
49.6K
$29.6M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
26KNew |
$9.86M - $10.8M
|
26K
$15.5M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
24.7K+ 3539.48% |
$9.39M - $10.3M
|
25.4K
$15.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
24.3K+ 23.9% |
$9.24M - $10.1M
|
126K
$75.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
24.1K+ 50.0% |
$9.14M - $10M
|
72.3K
$43.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23.7K+ 354.82% |
$8.99M - $9.87M
|
30.4K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
23.6K+ 109.32% |
$8.96M - $9.84M
|
45.2K
$27M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
23.3K+ 1433.83% |
$8.83M - $9.7M
|
24.9K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.2K+ 177.14% |
$8.81M - $9.67M
|
36.3K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
23.1K+ 9.05% |
$8.78M - $9.64M
|
279K
$167M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
22.5KNew |
$8.54M - $9.38M
|
22.5K
$13.4M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
22.5K+ 214.78% |
$8.54M - $9.37M
|
33K
$19.7M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
22K+ 27.98% |
$8.36M - $9.18M
|
101K
$60.2M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
22K+ 233.31% |
$8.34M - $9.16M
|
31.4K
$18.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
21.7K+ 29.44% |
$8.22M - $9.02M
|
95.2K
$56.9M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
21.6K+ 1671.65% |
$8.19M - $8.99M
|
22.9K
$13.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.4K+ 24.61% |
$8.12M - $8.92M
|
108K
$64.7M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21K+ 18.92% |
$7.98M - $8.76M
|
132K
$79M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
20.6KNew |
$7.83M - $8.6M
|
20.6K
$12.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
20.1KNew |
$7.63M - $8.38M
|
20.1K
$12M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
20KNew |
$7.59M - $8.34M
|
20K
$12M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
19.8K+ 8.49% |
$7.53M - $8.27M
|
254K
$152M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
19.7K+ 30.06% |
$7.48M - $8.21M
|
85.2K
$50.9M
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
19.4KNew |
$7.36M - $8.08M
|
19.4K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
19.3K+ 230.25% |
$7.33M - $8.05M
|
27.7K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
18.7K+ 2879.54% |
$7.1M - $7.8M
|
19.4K
$11.6M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.6K+ 4.67% |
$7.06M - $7.75M
|
417K
$249M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18.5K+ 105.51% |
$7M - $7.69M
|
35.9K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 1.02% |
$6.88M - $7.55M
|
1.8M
$1.07B
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
18K+ 1357.54% |
$6.83M - $7.5M
|
19.3K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
17.9K+ 73.19% |
$6.8M - $7.47M
|
42.4K
$25.3M
|