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 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
3.44K
+ 3.54%
$1.31M - $1.43M
100K $60M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
3.33K
New
$1.26M - $1.39M
3.33K $1.99M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
3.29K
New
$1.25M - $1.37M
3.29K $1.96M
May 12, 2023 Q1 2023
Clear Street Markets LLC

BUY
 -
3.27K
+ 39.85%
$1.24M - $1.36M
11.5K $6.85M
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
3.26K
+ 8.52%
$1.24M - $1.36M
41.5K $24.8M
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
3.24K
+ 1.4%
$1.23M - $1.35M
235K $140M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
3.22K
+ 66.66%
$1.22M - $1.34M
8.06K $4.82M
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
3.21K
+ 17.46%
$1.22M - $1.34M
21.6K $12.9M
Apr 20, 2023 Q1 2023
Lawson Kroeker Investment Management Inc

BUY
 -
3.2K
+ 162.23%
$1.21M - $1.33M
5.17K $3.09M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
3.16K
+ 6.7%
$1.2M - $1.32M
50.3K $30.1M
May 03, 2023 Q1 2023
Alpha Star Capital Management, LLC

BUY
 -
3.14K
+ 68.32%
$1.19M - $1.31M
7.73K $4.62M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
3.12K
+ 16.53%
$1.18M - $1.3M
22K $13.2M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
3.11K
+ 56.71%
$1.18M - $1.3M
8.6K $5.14M
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
3.11K
+ 3.08%
$1.18M - $1.3M
104K $62.2M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.1K
+ 9.91%
$1.18M - $1.29M
34.4K $20.6M
Apr 26, 2023 Q1 2023
Investment Management Of Virginia LLC

BUY
 -
3.1K
+ 20.64%
$1.17M - $1.29M
18.1K $10.8M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.06K
+ 61.44%
$1.16M - $1.28M
8.05K $4.81M
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

BUY
 -
3.04K
+ 27.07%
$1.15M - $1.27M
14.3K $8.52M
May 12, 2023 Q1 2023
Westshore Wealth, LLC

BUY
 -
3.02K
+ 3.22%
$1.14M - $1.26M
96.7K $57.8M
Apr 14, 2023 Q1 2023
Hunter Perkins Capital Management, LLC

BUY
 -
3K
New
$1.14M - $1.25M
3K $1.79M
May 15, 2023 Q1 2023
Hite Hedge Asset Management LLC

Quincy, MA
BUY
 -
3K
New
$1.14M - $1.25M
3K $1.79M
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
2.99K
New
$1.13M - $1.24M
2.99K $1.78M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
2.97K
+ 142.44%
$1.13M - $1.24M
5.05K $3.02M
Apr 19, 2023 Q1 2023
Moody National Bank Trust Division

BUY
 -
2.91K
+ 11.6%
$1.1M - $1.21M
28K $16.7M
Jan 15, 2025 Q1 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
2.9K
+ 38.77%
$1.1M - $1.21M
10.4K $6.21M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.9K
+ 29.45%
$1.1M - $1.21M
12.7K $7.62M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
2.89K
+ 44.96%
$1.1M - $1.2M
9.32K $5.57M
May 03, 2023 Q1 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
2.87K
+ 144.68%
$1.09M - $1.2M
4.85K $2.9M
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
2.84K
+ 5.23%
$1.08M - $1.19M
57.2K $34.2M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.83K
+ 25.45%
$1.07M - $1.18M
14K $8.34M
Apr 25, 2023 Q1 2023
Innova Wealth Partners

BUY
 -
2.83K
+ 58.53%
$1.07M - $1.18M
7.65K $4.57M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
2.82K
+ 11.26%
$1.07M - $1.17M
27.8K $16.6M
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
2.81K
+ 5.11%
$1.06M - $1.17M
57.7K $34.5M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
2.79K
+ 3.69%
$1.06M - $1.16M
78.5K $46.9M
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
2.75K
+ 55.6%
$1.04M - $1.15M
7.7K $4.6M
Apr 18, 2023 Q1 2023
Empirical Asset Management, LLC

BUY
 -
2.73K
+ 49.59%
$1.03M - $1.14M
8.22K $4.91M
Apr 25, 2023 Q1 2023
Strategic Equity Management

BUY
 -
2.67K
+ 3.91%
$1.01M - $1.11M
71.1K $42.5M
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
2.66K
+ 10.1%
$1.01M - $1.11M
29K $17.3M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
2.63K
+ 44.52%
$998K - $1.1M
8.53K $5.1M
Apr 28, 2023 Q1 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
2.6K
+ 2.07%
$987K - $1.08M
128K $76.7M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.54K
+ 2.4%
$965K - $1.06M
109K $64.9M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.54K
+ 5.56%
$964K - $1.06M
48.2K $28.8M
May 08, 2023 Q1 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
2.53K
+ 19.75%
$961K - $1.05M
15.3K $9.17M
Feb 06, 2024 Q1 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
2.53K
+ 19.75%
$961K - $1.05M
15.3K $9.17M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
2.52K
New
$956K - $1.05M
2.52K $1.51M
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
2.52K
+ 12.89%
$956K - $1.05M
22.1K $13.2M
May 02, 2023 Q1 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
2.5K
+ 128.98%
$949K - $1.04M
4.44K $2.65M
May 15, 2023 Q1 2023
Iszo Capital Management LP

New York, NY
BUY
 -
2.5K
New
$949K - $1.04M
2.5K $1.49M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
2.49K
+ 205.02%
$945K - $1.04M
3.71K $2.21M

Track Institutional and Insider Activities on SPY

Follow SPDR S&P 500 ETF TRUST and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPY shares.

Notify only if

Insider Trading

Get notified when an Spdr S&P 500 ETF Trust insider buys or sells SPY shares.

Notify only if

News

Receive news related to SPDR S&P 500 ETF TRUST

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPY