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 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.76K
+ 1.36%
$667K - $733K
131K $78.9M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.75K
+ 4.68%
$662K - $727K
39.1K $23.5M
Apr 26, 2023 Q1 2023
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
1.74K
+ 6.27%
$659K - $724K
29.4K $17.7M
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
1.73K
+ 14.79%
$656K - $721K
13.4K $8.07M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
1.73K
+ 109.04%
$655K - $719K
3.31K $1.99M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
1.71K
+ 80.55%
$647K - $711K
3.82K $2.3M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
1.7K
New
$647K - $710K
1.7K $1.02M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
1.7K
New
$645K - $708K
1.7K $1.02M
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.68K
+ 3.36%
$637K - $700K
51.6K $31M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.67K
+ 3.05%
$632K - $694K
56.3K $33.8M
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.63K
+ 16.09%
$617K - $678K
11.7K $7.06M
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
1.62K
+ 36.38%
$615K - $676K
6.08K $3.65M
May 15, 2023 Q1 2023
Capital World Investors

Los Angeles, CA
BUY
 -
1.61K
+ 20.35%
$611K - $671K
9.53K $5.73M
May 11, 2023 Q1 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
1.61K
+ 5.81%
$610K - $670K
29.3K $17.6M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
1.59K
+ 14.08%
$604K - $664K
12.9K $7.76M
Jun 21, 2023 Q1 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
1.58K
+ 7.14%
$600K - $659K
23.7K $14.3M
Apr 25, 2023 Q1 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
1.58K
+ 3.77%
$599K - $658K
43.5K $26.2M
May 11, 2023 Q1 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
1.58K
+ 47.04%
$598K - $656K
4.92K $2.96M
Apr 25, 2024 Q1 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
1.58K
+ 47.04%
$598K - $656K
4.92K $2.96M
Apr 11, 2023 Q1 2023
Salvus Wealth Management, LLC

BUY
 -
1.57K
New
$595K - $653K
1.57K $942K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.55K
+ 6.28%
$587K - $645K
26.2K $15.8M
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
1.54K
+ 7.17%
$586K - $643K
23.1K $13.9M
Apr 17, 2023 Q1 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
1.52K
New
$575K - $632K
1.52K $912K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
1.51K
New
$573K - $630K
1.51K $909K
May 08, 2023 Q1 2023
Charter Research & Investment Group, Inc.

Southport, CT
BUY
 -
1.51K
+ 39.18%
$571K - $627K
5.35K $3.21M
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.5K
+ 4.73%
$569K - $625K
33.2K $20M
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
1.48K
+ 21.23%
$561K - $616K
8.44K $5.08M
Apr 20, 2023 Q1 2023
Fenimore Asset Management Inc

BUY
 -
1.48K
New
$561K - $616K
1.48K $888K
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
1.47K
+ 86.78%
$558K - $613K
3.17K $1.9M
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
1.47K
New
$557K - $612K
1.47K $883K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.46K
+ 9.44%
$553K - $607K
16.9K $10.2M
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
1.45K
+ 8.92%
$551K - $605K
17.7K $10.7M
Aug 21, 2023 Q1 2023
Artemis Wealth Advisors, LLC

BUY
 -
1.45K
+ 185.2%
$551K - $605K
2.24K $1.34M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.44K
+ 32.03%
$547K - $601K
5.94K $3.57M
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
1.43K
+ 0.71%
$542K - $595K
202K $121M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.43K
+ 1.31%
$542K - $595K
111K $66.6M
Apr 04, 2023 Q1 2023
Confluence Investment Management LLC

BUY
 -
1.4K
+ 4.68%
$532K - $584K
31.3K $18.8M
May 09, 2023 Q1 2023
Russell Investments Group, Ltd.

BUY
 -
1.4K
+ 139800.0%
$531K - $583K
1.4K $841K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.39K
+ 12.64%
$527K - $578K
12.4K $7.44M
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
1.39K
+ 33.88%
$526K - $577K
5.47K $3.29M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
1.38K
+ 4.44%
$523K - $574K
32.4K $19.5M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
1.38K
+ 4.81%
$523K - $574K
30K $18M
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
1.37K
+ 13.17%
$520K - $571K
11.8K $7.08M
May 15, 2023 Q1 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
1.37K
New
$518K - $569K
1.37K $821K
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
1.36K
+ 1.47%
$514K - $565K
93.4K $56.2M
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
1.35K
New
$512K - $563K
1.35K $812K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.35K
+ 55.09%
$511K - $561K
3.79K $2.28M
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
1.33K
+ 1.49%
$506K - $556K
90.8K $54.6M
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
1.33K
+ 31.01%
$505K - $554K
5.62K $3.38M

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