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 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
144
+ 3.58%
$54.6K - $60K
4.17K $2.48M
May 12, 2023 Q1 2023
Schnieders Capital Management LLC

BUY
 -
143
+ 0.57%
$54.3K - $59.6K
25.2K $15M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
143
New
$54.3K - $59.6K
143 $85.1K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
142
+ 9.86%
$53.9K - $59.2K
1.58K $941K
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
140
+ 2.25%
$53.1K - $58.3K
6.36K $3.78M
May 12, 2023 Q1 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
140
+ 2.03%
$53.1K - $58.3K
7.03K $4.18M
May 11, 2023 Q1 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
138
+ 0.61%
$52.4K - $57.5K
22.7K $13.5M
May 10, 2023 Q1 2023
Exeter Financial, LLC

BUY
 -
136
+ 8.12%
$51.6K - $56.7K
1.81K $1.08M
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
134
New
$50.9K - $55.8K
134 $79.7K
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
133
+ 48.72%
$50.5K - $55.4K
406 $242K
Apr 10, 2023 Q1 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
132
+ 5.48%
$50.1K - $55K
2.54K $1.51M
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
132
+ 7.39%
$50.1K - $55K
1.92K $1.14M
Apr 13, 2023 Q1 2023
Weatherly Asset Management L. P.

BUY
 -
130
+ 7.81%
$49.3K - $54.2K
1.79K $1.07M
May 10, 2023 Q1 2023
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
130
+ 11.68%
$49.3K - $54.2K
1.24K $740K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
130
+ 4.16%
$49.3K - $54.2K
3.25K $1.94M
Apr 21, 2023 Q1 2023
Am Investment Strategies LLC

BUY
 -
129
+ 9.01%
$49K - $53.8K
1.56K $928K
May 05, 2023 Q1 2023
Lebenthal Global Advisors, LLC

BUY
 -
129
+ 0.47%
$49K - $53.8K
27.8K $16.6M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
127
+ 1.51%
$48.2K - $52.9K
8.55K $5.08M
May 10, 2023 Q1 2023
Landaas & CO

Milwaukee, WI
BUY
 -
127
+ 15.76%
$48.2K - $52.9K
933 $555K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
125
+ 1.08%
$47.4K - $52.1K
11.8K $6.99M
Apr 06, 2023 Q1 2023
Bromfield Sneider Wealth Advisors

BUY
 -
123
+ 0.21%
$46.7K - $51.3K
59.2K $35.2M
May 04, 2023 Q1 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
123
+ 1.87%
$46.7K - $51.3K
6.7K $3.99M
May 04, 2023 Q1 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
123
+ 2.44%
$46.7K - $51.3K
5.17K $3.08M
Apr 10, 2023 Q1 2023
Austin Asset Management CO Inc

BUY
 -
121
+ 1.75%
$45.9K - $50.4K
7.02K $4.18M
Apr 25, 2023 Q1 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
121
+ 8.85%
$45.9K - $50.4K
1.49K $886K
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
121
+ 2.23%
$45.9K - $50.4K
5.55K $3.3M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
121
+ 0.24%
$45.9K - $50.4K
50.8K $30.2M
Apr 05, 2023 Q1 2023
Howard Financial Services, Ltd.

BUY
 -
120
+ 0.48%
$45.5K - $50K
25.2K $15M
May 10, 2023 Q1 2023
Selway Asset Management

Boise, ID
BUY
 -
120
+ 2.09%
$45.5K - $50K
5.85K $3.48M
May 12, 2023 Q1 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
120
+ 0.19%
$45.5K - $50K
61.7K $36.7M
Apr 18, 2023 Q1 2023
Enzi Wealth

Austin, TX
BUY
 -
118
+ 10.58%
$44.8K - $49.2K
1.23K $734K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
117
+ 3.71%
$44.4K - $48.8K
3.27K $1.95M
May 08, 2023 Q1 2023
M. Kulyk & Associates, LLC

BUY
 -
117
+ 15.68%
$44.4K - $48.8K
863 $513K
Sep 18, 2023 Q1 2023
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
117
+ 5.81%
$44.4K - $48.8K
2.13K $1.27M
May 04, 2023 Q1 2023
Unison Asset Management LLC

BUY
 -
115
+ 9.93%
$43.6K - $47.9K
1.27K $757K
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
114
+ 0.44%
$43.3K - $47.5K
26.1K $15.5M
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
114
+ 2.16%
$43.3K - $47.5K
5.38K $3.2M
Apr 19, 2023 Q1 2023
Seelaus Asset Management LLC

BUY
 -
111
+ 1.0%
$42.1K - $46.3K
11.2K $6.68M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
110
+ 0.43%
$41.7K - $45.8K
25.6K $15.2M
Apr 13, 2023 Q1 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
109
+ 6.44%
$41.4K - $45.4K
1.8K $1.07M
Apr 20, 2023 Q1 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
109
+ 1.97%
$41.4K - $45.4K
5.65K $3.36M
Apr 06, 2023 Q1 2023
Jvl Associates LLC

BUY
 -
108
+ 9.68%
$41K - $45K
1.22K $728K
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
107
+ 5.52%
$40.6K - $44.6K
2.05K $1.22M
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
107
+ 2.56%
$40.6K - $44.6K
4.29K $2.55M
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
106
+ 0.72%
$40.2K - $44.2K
14.7K $8.77M
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
106
+ 0.76%
$40.2K - $44.2K
14K $8.35M
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
106
+ 12.43%
$40.2K - $44.2K
959 $571K
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
105
+ 3.79%
$39.8K - $43.8K
2.88K $1.71M
May 11, 2023 Q1 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
104
+ 0.36%
$39.5K - $43.3K
29K $17.3M

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