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
Jun 06, 2024 Q1 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
731
+ 94.81%
$277K - $305K
1.5K $894K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
730
+ 137.74%
$277K - $304K
1.26K $750K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
729
+ 289.29%
$277K - $304K
981 $584K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
714
+ 13.14%
$271K - $298K
6.15K $3.66M
Apr 21, 2023 Q1 2023
Atlas Brown,Inc.

BUY
 -
713
+ 15.48%
$271K - $297K
5.32K $3.16M
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
713
+ 4.67%
$271K - $297K
16K $9.51M
Apr 07, 2023 Q1 2023
Sanders Morris Harris LLC

BUY
 -
707
New
$268K - $295K
707 $421K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
707
+ 1.77%
$268K - $295K
40.7K $24.2M
Jul 07, 2023 Q1 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
707
+ 3.34%
$268K - $295K
21.9K $13M
May 11, 2023 Q1 2023
Absolute Capital Management, LLC

BUY
 -
701
New
$266K - $292K
701 $417K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
690
+ 1.16%
$262K - $288K
60K $35.7M
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
689
+ 4.19%
$261K - $287K
17.1K $10.2M
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
689
+ 66.19%
$261K - $287K
1.73K $1.03M
Apr 12, 2023 Q1 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
684
+ 0.82%
$260K - $285K
83.7K $49.8M
Apr 28, 2023 Q1 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
681
+ 1.2%
$258K - $284K
57.3K $34.1M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
676
+ 30.74%
$257K - $282K
2.88K $1.71M
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
672
+ 11.3%
$255K - $280K
6.62K $3.94M
Apr 28, 2023 Q1 2023
Fort Washington Investment Advisors Inc

BUY
 -
672
+ 1.26%
$255K - $280K
54K $32.1M
May 15, 2023 Q1 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
672
+ 11.37%
$255K - $280K
6.58K $3.92M
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
668
+ 25.87%
$254K - $278K
3.25K $1.93M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
668
New
$254K - $278K
668 $397K
Dec 12, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
664
+ 8.53%
$252K - $277K
8.44K $5.02M
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
657
+ 32.17%
$249K - $274K
2.7K $1.61M
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
654
+ 6.81%
$248K - $273K
10.3K $6.1M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
653
+ 0.77%
$248K - $272K
85.2K $50.7M
May 01, 2023 Q1 2023
Main Street Research LLC

Sausalito, CA
BUY
 -
653
+ 41.15%
$248K - $272K
2.24K $1.33M
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
648
+ 3.95%
$246K - $270K
17K $10.1M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
642
+ 18.82%
$244K - $268K
4.05K $2.41M
May 02, 2023 Q1 2023
Aaron Wealth Advisors LLC

BUY
 -
638
+ 2.62%
$242K - $266K
25K $14.9M
Mar 11, 2024 Q1 2023
Nepc LLC

Boston, MA
BUY
 -
633
+ 1.79%
$240K - $264K
36K $21.4M
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
630
+ 10.24%
$239K - $263K
6.78K $4.04M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
628
+ 1.5%
$238K - $262K
42.4K $25.3M
May 11, 2023 Q1 2023
Atalanta Sosnoff Capital, LLC

BUY
 -
628
+ 0.8%
$238K - $262K
79.6K $47.4M
May 11, 2023 Q1 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
624
New
$237K - $260K
624 $371K
May 10, 2023 Q1 2023
Heritage Financial Services, LLC

BUY
 -
622
+ 34.14%
$236K - $259K
2.44K $1.45M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
620
+ 6.73%
$235K - $258K
9.84K $5.85M
Apr 28, 2023 Q1 2023
Adirondack Trust CO

BUY
 -
619
+ 1.29%
$235K - $258K
48.6K $28.9M
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
618
+ 10.31%
$235K - $258K
6.62K $3.94M
May 03, 2023 Q1 2023
Nichols & Pratt Advisers LLP

BUY
 -
615
New
$233K - $256K
615 $366K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
614
+ 1.68%
$233K - $256K
37.2K $22.2M
May 03, 2023 Q1 2023
Anchor Capital Advisors LLC

BUY
 -
613
New
$233K - $255K
613 $365K
May 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
612
+ 3.0%
$232K - $255K
21K $12.5M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
607
+ 2.38%
$230K - $253K
26.1K $15.5M
May 09, 2023 Q1 2023
Portland Global Advisors LLC

BUY
 -
602
+ 0.41%
$228K - $251K
148K $88M
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
598
+ 16.43%
$227K - $249K
4.24K $2.52M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
588
+ 1.64%
$223K - $245K
36.3K $21.6M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
583
+ 0.19%
$221K - $243K
300K $179M
May 10, 2023 Q1 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
581
New
$220K - $242K
581 $346K
May 08, 2023 Q1 2023
Howard Capital Management Inc.

BUY
 -
580
New
$220K - $242K
580 $345K

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