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
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
383
+ 3.2%
$145K - $160K
12.4K $7.36M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
382
New
$145K - $159K
382 $227K
Apr 27, 2023 Q1 2023
Leisure Capital Management

BUY
 -
380
+ 19.04%
$144K - $158K
2.38K $1.41M
May 10, 2023 Q1 2023
Goodman Financial Corp

Houston, TX
BUY
 -
377
+ 12.14%
$143K - $157K
3.48K $2.07M
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

BUY
 -
375
+ 15.09%
$142K - $156K
2.86K $1.7M
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
372
+ 4.72%
$141K - $155K
8.25K $4.91M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
366
+ 0.06%
$139K - $153K
605K $360M
Apr 26, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
365
+ 14.43%
$139K - $152K
2.9K $1.72M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
365
+ 11.13%
$139K - $152K
3.64K $2.17M
May 12, 2023 Q1 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
364
+ 7.37%
$138K - $152K
5.3K $3.15M
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

BUY
 -
362
+ 35.04%
$137K - $151K
1.4K $830K
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
360
+ 7.06%
$137K - $150K
5.46K $3.25M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

BUY
 -
358
+ 2.33%
$136K - $149K
15.7K $9.35M
Apr 07, 2023 Q1 2023
Cypress Financial Planning LLC

BUY
 -
357
+ 3.58%
$135K - $149K
10.3K $6.14M
May 04, 2023 Q1 2023
Capital Wealth Planning, LLC

BUY
 -
348
+ 0.61%
$132K - $145K
57.3K $34.1M
Apr 19, 2023 Q1 2023
Kg&L Capital Management,Llc

BUY
 -
346
+ 2.11%
$131K - $144K
16.8K $9.98M
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
344
+ 1.54%
$131K - $143K
22.7K $13.5M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
343
+ 0.67%
$130K - $143K
51.5K $30.6M
May 04, 2023 Q1 2023
Eagle Claw Capital Managment, LLC

Boston, MA
BUY
 -
338
+ 34.31%
$128K - $141K
1.32K $787K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
338
+ 10.17%
$128K - $141K
3.66K $2.18M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
337
+ 2.6%
$128K - $140K
13.3K $7.93M
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

BUY
 -
335
+ 1.23%
$127K - $140K
27.6K $16.4M
May 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
335
+ 1.1%
$127K - $140K
30.7K $18.3M
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
335
+ 1.23%
$127K - $140K
27.6K $16.4M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
334
+ 7.29%
$127K - $139K
4.92K $2.93M
May 02, 2023 Q1 2023
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
329
+ 4.19%
$125K - $137K
8.18K $4.87M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
328
+ 4.18%
$124K - $137K
8.18K $4.87M
May 12, 2023 Q1 2023
Insight Wealth Partners, LLC

BUY
 -
325
+ 32.5%
$123K - $135K
1.33K $788K
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
325
+ 18.8%
$123K - $135K
2.05K $1.22M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
321
+ 81.06%
$122K - $134K
717 $427K
May 15, 2023 Q1 2023
Jackson Hole Capital Partners, LLC

BUY
 -
321
+ 4.64%
$122K - $134K
7.23K $4.3M
May 17, 2023 Q1 2023
Castellan Group

Louisville, KY
BUY
 -
319
+ 3.26%
$121K - $133K
10.1K $6.01M
May 09, 2023 Q1 2023
Hudson Value Partners, LLC

BUY
 -
317
+ 13.4%
$120K - $132K
2.68K $1.6M
Apr 14, 2023 Q1 2023
Cohen Klingenstein LLC

BUY
 -
312
+ 0.04%
$118K - $130K
759K $452M
Oct 23, 2024 Q1 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
312
+ 3.37%
$118K - $130K
9.58K $5.7M
May 15, 2023 Q1 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
311
+ 2.38%
$118K - $130K
13.4K $7.97M
Aug 14, 2023 Q1 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
311
+ 28.58%
$118K - $130K
1.4K $832K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
309
+ 12.28%
$117K - $129K
2.83K $1.68M
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
308
+ 5.04%
$117K - $128K
6.43K $3.82M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
307
+ 1.61%
$117K - $128K
19.4K $11.5M
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
306
New
$116K - $128K
306 $182K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
300
+ 2.14%
$114K - $125K
14.3K $8.52M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
299
+ 1.04%
$113K - $125K
29K $17.2M
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
298
+ 1.9%
$113K - $124K
16K $9.51M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
297
+ 2.98%
$113K - $124K
10.3K $6.1M
May 10, 2023 Q1 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
296
+ 51.48%
$112K - $123K
871 $518K
May 08, 2023 Q1 2023
Baker Ellis Asset Management LLC

BUY
 -
295
+ 4.62%
$112K - $123K
6.69K $3.98M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
293
+ 1.09%
$111K - $122K
27.1K $16.1M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
293
+ 1.21%
$111K - $122K
24.5K $14.6M

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