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 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
BUY
|
- |
576+ 0.95% |
$219K - $240K
|
61.5K
$36.6M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
576New |
$219K - $240K
|
576
$343K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
575New |
$218K - $240K
|
575
$342K
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
572New |
$217K - $238K
|
572
$340K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
570+ 14.08% |
$216K - $238K
|
4.62K
$2.75M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
569+ 49.22% |
$216K - $237K
|
1.73K
$1.03M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
565+ 2.17% |
$214K - $235K
|
26.6K
$15.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
561New |
$213K - $234K
|
561
$334K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
560+ 34.21% |
$213K - $233K
|
2.2K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
554+ 0.63% |
$210K - $231K
|
88.8K
$52.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
554+ 16.3% |
$210K - $231K
|
3.95K
$2.35M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
548+ 80.12% |
$208K - $228K
|
1.23K
$733K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
546+ 1.44% |
$207K - $228K
|
38.5K
$22.9M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
546New |
$207K - $228K
|
546
$325K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
539+ 53.26% |
$205K - $225K
|
1.55K
$923K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
536+ 9.17% |
$203K - $223K
|
6.38K
$3.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
533+ 91.27% |
$202K - $222K
|
1.12K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
529New |
$201K - $220K
|
529
$315K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
528+ 0.44% |
$200K - $220K
|
121K
$71.9M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
523+ 38.54% |
$198K - $218K
|
1.88K
$1.12M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
520+ 26.18% |
$197K - $217K
|
2.51K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
520New |
$197K - $217K
|
520
$309K
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
517+ 86.89% |
$196K - $215K
|
1.11K
$662K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
517New |
$196K - $215K
|
517
$308K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
516+ 1.44% |
$196K - $215K
|
36.3K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
515+ 35.86% |
$195K - $215K
|
1.95K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
513+ 19.06% |
$195K - $214K
|
3.2K
$1.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
511New |
$194K - $213K
|
511
$304K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
510New |
$194K - $213K
|
510
$303K
|
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
510New |
$194K - $213K
|
510
$303K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
510+ 1.55% |
$194K - $213K
|
33.5K
$19.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
509New |
$193K - $212K
|
509
$303K
|
|
|
Apr 20, 2023
Q1 2023
|
Davis Rea Ltd.
|
BUY
|
- |
509New |
$193K - $212K
|
509
$303K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
509New |
$193K - $212K
|
509
$303K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
507New |
$192K - $211K
|
507
$302K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
506New |
$192K - $211K
|
506
$301K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
506+ 28.14% |
$192K - $211K
|
2.3K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
505+ 0.89% |
$192K - $210K
|
57.1K
$34M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
504New |
$191K - $210K
|
504
$300K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
502+ 9.51% |
$191K - $209K
|
5.78K
$3.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
501+ 0.29% |
$190K - $209K
|
174K
$103M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
500New |
$190K - $208K
|
500
$298K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
500New |
$190K - $208K
|
500
$298K
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
500New |
$190K - $208K
|
500
$298K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
500New |
$190K - $208K
|
500
$298K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
496New |
$188K - $207K
|
496
$295K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
496+ 31.25% |
$188K - $207K
|
2.08K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
494+ 1.81% |
$187K - $206K
|
27.9K
$16.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
493New |
$187K - $205K
|
493
$293K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
493New |
$187K - $205K
|
493
$293K
|