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 12, 2023 Q1 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
489
New
$186K - $204K
489 $291K
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
489
+ 88.11%
$186K - $204K
1.04K $621K
Apr 27, 2023 Q1 2023
Strs Ohio

BUY
 -
485
+ 373.08%
$184K - $202K
615 $366K
Apr 26, 2023 Q1 2023
Highview Capital Management LLC

BUY
 -
484
+ 5.07%
$184K - $202K
10K $5.97M
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
474
+ 3.22%
$180K - $198K
15.2K $9.05M
May 01, 2023 Q1 2023
Lcm Capital Management Inc

BUY
 -
471
+ 1.21%
$179K - $196K
39.3K $23.4M
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
470
+ 3.48%
$178K - $196K
14K $8.33M
May 12, 2023 Q1 2023
Oribel Capital Management, LP

New York, NY
BUY
 -
470
+ 7.58%
$178K - $196K
6.67K $3.97M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
466
+ 0.15%
$177K - $194K
321K $191M
May 11, 2023 Q1 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
466
+ 7.86%
$177K - $194K
6.39K $3.8M
May 04, 2023 Q1 2023
Pictet North America Advisors Sa

BUY
 -
464
+ 10.87%
$176K - $193K
4.73K $2.81M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
462
+ 3.98%
$175K - $193K
12.1K $7.18M
May 09, 2023 Q1 2023
Paulson Wealth Management Inc.

BUY
 -
459
+ 2.72%
$174K - $191K
17.3K $10.3M
May 04, 2023 Q1 2023
Canal Capital Management, LLC

BUY
 -
454
+ 12.62%
$172K - $189K
4.05K $2.41M
May 15, 2023 Q1 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
450
+ 36.0%
$171K - $188K
1.7K $1.01M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
445
+ 3.89%
$169K - $185K
11.9K $7.07M
May 12, 2023 Q1 2023
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
445
+ 11.76%
$169K - $185K
4.23K $2.52M
Apr 28, 2023 Q1 2023
Middleton & CO Inc

BUY
 -
443
+ 8.13%
$168K - $185K
5.89K $3.51M
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
442
+ 5.28%
$168K - $184K
8.81K $5.24M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
442
+ 1.46%
$168K - $184K
30.8K $18.3M
May 16, 2023 Q1 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
441
+ 1.96%
$167K - $184K
23K $13.7M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
437
+ 3.99%
$166K - $182K
11.4K $6.78M
Aug 08, 2024 Q1 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
437
+ 7.58%
$166K - $182K
6.2K $3.69M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
435
+ 13.46%
$165K - $181K
3.67K $2.18M
Apr 11, 2023 Q1 2023
Legacy Wealth Management, Inc

BUY
 -
434
+ 4.29%
$165K - $181K
10.5K $6.27M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
434
+ 35.08%
$165K - $181K
1.67K $994K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
431
+ 88.87%
$164K - $180K
916 $545K
May 11, 2023 Q1 2023
Carret Asset Management, LLC

BUY
 -
429
+ 3.38%
$163K - $179K
13.1K $7.8M
May 15, 2023 Q1 2023
Tcw Group Inc

BUY
 -
428
+ 0.35%
$162K - $178K
122K $72.4M
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

BUY
 -
427
+ 24.72%
$162K - $178K
2.15K $1.28M
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
427
New
$162K - $178K
427 $254K
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

BUY
 -
421
+ 9.42%
$160K - $175K
4.89K $2.91M
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
418
+ 43.14%
$159K - $174K
1.39K $825K
May 10, 2023 Q1 2023
Lockerman Financial Group, Inc.

BUY
 -
417
+ 5.98%
$158K - $174K
7.39K $4.4M
May 10, 2023 Q1 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
415
+ 3.33%
$157K - $173K
12.9K $7.66M
Apr 10, 2023 Q1 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
412
+ 0.62%
$156K - $172K
67.2K $40M
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
412
+ 11.34%
$156K - $172K
4.05K $2.41M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
412
+ 1.3%
$156K - $172K
32K $19M
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
410
+ 3.16%
$156K - $171K
13.4K $7.95M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
407
+ 23.4%
$154K - $170K
2.15K $1.28M
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

BUY
 -
400
+ 7.41%
$152K - $167K
5.8K $3.45M
May 04, 2023 Q1 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
396
+ 2.94%
$150K - $165K
13.8K $8.24M
May 11, 2023 Q1 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
392
+ 16.46%
$149K - $163K
2.77K $1.65M
Apr 12, 2023 Q1 2023
Brand Asset Management Group, Inc.

BUY
 -
391
+ 9.27%
$148K - $163K
4.61K $2.74M
Apr 07, 2023 Q1 2023
Inspirion Wealth Advisors, LLC

BUY
 -
388
+ 8.01%
$147K - $162K
5.23K $3.11M
May 01, 2023 Q1 2023
Heritage Investors Management Corp

BUY
 -
388
+ 13.67%
$147K - $162K
3.23K $1.92M
May 12, 2023 Q1 2023
Cmg Global Holdings, LLC

BUY
 -
387
+ 3.45%
$147K - $161K
11.6K $6.9M
Apr 28, 2023 Q1 2023
Main Street Investment Advisors LLC

BUY
 -
386
+ 27.05%
$146K - $161K
1.81K $1.08M
May 15, 2023 Q1 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
386
+ 4.81%
$146K - $161K
8.41K $5M

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