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 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
17.8K+ 13217.78% |
$6.77M - $7.44M
|
18K
$10.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.6K+ 73.21% |
$6.67M - $7.32M
|
41.6K
$24.8M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
17.5K+ 103.31% |
$6.63M - $7.28M
|
34.4K
$20.6M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
17.5K+ 44.09% |
$6.63M - $7.28M
|
57.1K
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
17.4K+ 0.57% |
$6.61M - $7.26M
|
3.07M
$1.83B
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 15.94% |
$6.6M - $7.24M
|
126K
$75.5M
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 43.01% |
$6.46M - $7.1M
|
56.6K
$33.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
16.9K+ 61.19% |
$6.41M - $7.04M
|
44.5K
$26.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.5K+ 8.16% |
$6.26M - $6.87M
|
218K
$131M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15.9K+ 956.1% |
$6.03M - $6.63M
|
17.6K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
15.9K+ 158.71% |
$6.03M - $6.62M
|
25.9K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
15.9K+ 138.28% |
$6.02M - $6.61M
|
27.3K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
15.8KNew |
$5.99M - $6.58M
|
15.8K
$9.43M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
15.6KNew |
$5.94M - $6.52M
|
15.6K
$9.35M
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
15.5K+ 257.61% |
$5.87M - $6.45M
|
21.5K
$12.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
15.4K+ 14.29% |
$5.83M - $6.41M
|
123K
$73.5M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
15K+ 204.0% |
$5.7M - $6.26M
|
22.4K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
15K+ 2.83% |
$5.68M - $6.24M
|
543K
$325M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
14.9K+ 3.63% |
$5.65M - $6.21M
|
425K
$254M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
14.6KNew |
$5.54M - $6.08M
|
14.6K
$8.72M
|
|
|
May 15, 2023
Q1 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
14.4KNew |
$5.46M - $5.99M
|
14.4K
$8.6M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
14.4K+ 47.04% |
$5.46M - $5.99M
|
44.9K
$26.9M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 9.19% |
$5.44M - $5.98M
|
171K
$102M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$5.44M - $5.98M
|
14.3K
$8.57M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.3K+ 20.51% |
$5.43M - $5.96M
|
84.1K
$50.2M
|
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
14.2K+ 6.11% |
$5.38M - $5.91M
|
246K
$147M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
14K+ 146.1% |
$5.3M - $5.82M
|
23.5K
$14M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.9K+ 248.28% |
$5.29M - $5.81M
|
19.6K
$11.7M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
13.6KNew |
$5.15M - $5.66M
|
13.6K
$8.11M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
13.5K+ 133.05% |
$5.13M - $5.63M
|
23.7K
$14.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
13.5K+ 130.1% |
$5.13M - $5.63M
|
23.9K
$14.3M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13.5K+ 4.63% |
$5.12M - $5.62M
|
305K
$182M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.4K+ 2.42% |
$5.09M - $5.58M
|
566K
$338M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
13K+ 48.36% |
$4.94M - $5.43M
|
39.9K
$23.9M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13K+ 7.57% |
$4.92M - $5.4M
|
184K
$110M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 4.94% |
$4.91M - $5.39M
|
275K
$164M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12.9K+ 1450.62% |
$4.89M - $5.37M
|
13.8K
$8.24M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
12.9K+ 47.53% |
$4.88M - $5.36M
|
39.9K
$23.8M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
12.9K+ 47.53% |
$4.88M - $5.36M
|
39.9K
$23.8M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.7KNew |
$4.82M - $5.29M
|
12.7K
$7.58M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
12.6K+ 1.33% |
$4.79M - $5.26M
|
963K
$575M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
12.5K+ 90.8% |
$4.74M - $5.21M
|
26.3K
$15.7M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
12.5K+ 24.79% |
$4.74M - $5.2M
|
62.8K
$37.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.4K+ 177.85% |
$4.72M - $5.18M
|
19.4K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.4K+ 338.1% |
$4.71M - $5.17M
|
16.1K
$9.61M
|
|
|
May 12, 2023
Q1 2023
|
Sharp Capital Gestora De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
12.2KNew |
$4.64M - $5.1M
|
12.2K
$7.31M
|
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
12.1K+ 3.03% |
$4.61M - $5.06M
|
413K
$247M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 6.49% |
$4.58M - $5.03M
|
198K
$118M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
11.9K+ 9.0% |
$4.51M - $4.95M
|
144K
$86.1M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
11.7K+ 79.32% |
$4.46M - $4.89M
|
26.5K
$15.9M
|