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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
204+ 5.77% |
$77.4K - $85K
|
3.74K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
202+ 0.13% |
$76.7K - $84.2K
|
161K
$91.9M
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
201+ 5.28% |
$76.3K - $83.8K
|
4.01K
$2.29M
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
200New |
$75.9K - $83.4K
|
200
$114K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
200+ 9.51% |
$75.9K - $83.4K
|
2.3K
$1.32M
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
199+ 1.48% |
$75.5K - $82.9K
|
13.7K
$7.82M
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
197+ 0.52% |
$74.8K - $82.1K
|
38K
$21.7M
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
191+ 0.84% |
$72.5K - $79.6K
|
23K
$13.1M
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
190+ 18.27% |
$72.1K - $79.2K
|
1.23K
$703K
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
190+ 4.84% |
$72.1K - $79.2K
|
4.12K
$2.35M
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
188+ 18800.0% |
$71.3K - $78.4K
|
189
$108K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
188+ 2.64% |
$71.3K - $78.4K
|
7.3K
$4.17M
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
188+ 14.24% |
$71.3K - $78.4K
|
1.51K
$862K
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
187+ 1.9% |
$71K - $77.9K
|
10K
$5.73M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
185+ 7.03% |
$70.2K - $77.1K
|
2.82K
$1.61M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
181+ 0.86% |
$68.7K - $75.4K
|
21.3K
$12.2M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
181+ 0.17% |
$68.7K - $75.4K
|
107K
$61.2M
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
181+ 2.78% |
$68.7K - $75.4K
|
6.68K
$3.82M
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
180+ 5.76% |
$68.3K - $75K
|
3.31K
$1.89M
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
177+ 11.17% |
$67.2K - $73.8K
|
1.76K
$1.01M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
175+ 4.76% |
$66.4K - $72.9K
|
3.85K
$2.2M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
175+ 1.55% |
$66.4K - $72.9K
|
11.5K
$6.56M
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
174+ 1.85% |
$66K - $72.5K
|
9.6K
$5.49M
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
170+ 16.92% |
$64.5K - $70.9K
|
1.18K
$671K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
167+ 25.69% |
$63.4K - $69.6K
|
817
$467K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
166+ 0.12% |
$63K - $69.2K
|
139K
$79.6M
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
164+ 7.36% |
$62.2K - $68.4K
|
2.39K
$1.37M
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
163+ 2.89% |
$61.9K - $67.9K
|
5.8K
$3.31M
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
162+ 3.14% |
$61.5K - $67.5K
|
5.33K
$3.04M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
159+ 22.75% |
$60.3K - $66.3K
|
858
$490K
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
159+ 21.09% |
$60.3K - $66.3K
|
913
$522K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
156+ 0.85% |
$59.2K - $65K
|
18.5K
$10.6M
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
154+ 2.01% |
$58.4K - $64.2K
|
7.8K
$4.46M
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
152+ 11.54% |
$57.7K - $63.4K
|
1.47K
$839K
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
152+ 16.15% |
$57.7K - $63.4K
|
1.09K
$625K
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
150+ 2.68% |
$56.9K - $62.5K
|
5.74K
$3.28M
|
|
May 15, 2023
Q1 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 0.12% |
$56.9K - $62.5K
|
130K
$74.1M
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 0.12% |
$56.9K - $62.5K
|
130K
$74.1M
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
150+ 0.3% |
$56.9K - $62.5K
|
50.3K
$28.8M
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
149New |
$56.5K - $62.1K
|
149
$85.1K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
149+ 0.8% |
$56.5K - $62.1K
|
18.8K
$10.7M
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
148+ 12.33% |
$56.2K - $61.7K
|
1.35K
$770K
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
148+ 2.81% |
$56.2K - $61.7K
|
5.41K
$3.09M
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
146+ 4.05% |
$55.4K - $60.8K
|
3.75K
$2.15M
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
146+ 0.7% |
$55.4K - $60.8K
|
20.9K
$11.9M
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
146+ 0.74% |
$55.4K - $60.8K
|
19.9K
$11.4M
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
144+ 3.58% |
$54.6K - $60K
|
4.17K
$2.38M
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
143+ 0.57% |
$54.3K - $59.6K
|
25.2K
$14.4M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
143New |
$54.3K - $59.6K
|
143
$81.7K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
142+ 9.86% |
$53.9K - $59.2K
|
1.58K
$904K
|