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 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
100+ 1.25% |
$38K - $41.7K
|
8.12K
$4.64M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
100+ 2.61% |
$38K - $41.7K
|
3.93K
$2.25M
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
100+ 8.87% |
$38K - $41.7K
|
1.23K
$701K
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
99+ 0.96% |
$37.6K - $41.3K
|
10.4K
$5.97M
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
99+ 2.56% |
$37.6K - $41.3K
|
3.97K
$2.27M
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
97+ 2.47% |
$36.8K - $40.4K
|
4.03K
$2.3M
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
97+ 1.49% |
$36.8K - $40.4K
|
6.6K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
97+ 0.65% |
$36.8K - $40.4K
|
14.9K
$8.54M
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
96+ 9.57% |
$36.4K - $40K
|
1.1K
$628K
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
96+ 3.98% |
$36.4K - $40K
|
2.51K
$1.43M
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
95+ 17.4% |
$36.1K - $39.6K
|
641
$366K
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
95+ 5.34% |
$36.1K - $39.6K
|
1.88K
$1.07M
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
95+ 0.81% |
$36.1K - $39.6K
|
11.9K
$6.79M
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
95+ 0.31% |
$36.1K - $39.6K
|
31K
$17.7M
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
94+ 0.08% |
$35.7K - $39.2K
|
114K
$64.9M
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
94+ 9.07% |
$35.7K - $39.2K
|
1.13K
$646K
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
94+ 0.22% |
$35.7K - $39.2K
|
42.7K
$24.4M
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
94+ 3.29% |
$35.7K - $39.2K
|
2.95K
$1.68M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
93+ 13.21% |
$35.3K - $38.8K
|
797
$455K
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
93+ 14.51% |
$35.3K - $38.8K
|
734
$419K
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
93+ 0.22% |
$35.3K - $38.8K
|
43.2K
$24.7M
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
91+ 61.49% |
$34.5K - $37.9K
|
239
$137K
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
91+ 2.8% |
$34.5K - $37.9K
|
3.34K
$1.91M
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
90+ 1.53% |
$34.2K - $37.5K
|
5.96K
$3.41M
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
90+ 4.55% |
$34.2K - $37.5K
|
2.07K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
90New |
$34.2K - $37.5K
|
90
$51.4K
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
90+ 1.62% |
$34.2K - $37.5K
|
5.66K
$3.23M
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
88+ 0.45% |
$33.4K - $36.7K
|
19.7K
$11.3M
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
87+ 0.95% |
$33K - $36.3K
|
9.2K
$5.26M
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
87+ 1.3% |
$33K - $36.3K
|
6.76K
$3.87M
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
87+ 1.22% |
$33K - $36.3K
|
7.24K
$4.13M
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
87+ 0.77% |
$33K - $36.3K
|
11.4K
$6.5M
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
87+ 0.95% |
$33K - $36.3K
|
9.27K
$5.3M
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
85+ 1.23% |
$32.3K - $35.4K
|
7K
$4M
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
84+ 14.58% |
$31.9K - $35K
|
660
$377K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
83+ 2.53% |
$31.5K - $34.6K
|
3.37K
$1.92M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
83+ 0.29% |
$31.5K - $34.6K
|
28.4K
$16.2M
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
83+ 0.57% |
$31.5K - $34.6K
|
14.5K
$8.31M
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
81+ 3.78% |
$30.7K - $33.8K
|
2.22K
$1.27M
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
81+ 1.04% |
$30.7K - $33.8K
|
7.84K
$4.48M
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
81+ 1.93% |
$30.7K - $33.8K
|
4.29K
$2.45M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
80New |
$30.4K - $33.3K
|
80
$45.7K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
79+ 0.2% |
$30K - $32.9K
|
38.6K
$22.1M
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
79+ 0.87% |
$30K - $32.9K
|
9.18K
$5.24M
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
79+ 3.61% |
$30K - $32.9K
|
2.27K
$1.3M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
78+ 0.41% |
$29.6K - $32.5K
|
19K
$10.8M
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
78+ 7.6% |
$29.6K - $32.5K
|
1.1K
$631K
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
78+ 0.64% |
$29.6K - $32.5K
|
12.3K
$7.04M
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
78+ 2.33% |
$29.6K - $32.5K
|
3.43K
$1.96M
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
76+ 1.89% |
$28.8K - $31.7K
|
4.11K
$2.35M
|