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 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
103+ 2.1% |
$39.1K - $42.9K
|
5.02K
$2.98M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
102+ 0.21% |
$38.7K - $42.5K
|
48.4K
$28.8M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
102+ 2.71% |
$38.7K - $42.5K
|
3.87K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
101+ 16.56% |
$38.3K - $42.1K
|
711
$423K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
100+ 1.25% |
$38K - $41.7K
|
8.12K
$4.83M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
100+ 2.61% |
$38K - $41.7K
|
3.93K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
100+ 8.87% |
$38K - $41.7K
|
1.23K
$730K
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
99+ 0.96% |
$37.6K - $41.3K
|
10.4K
$6.21M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
99+ 2.56% |
$37.6K - $41.3K
|
3.97K
$2.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
97+ 2.47% |
$36.8K - $40.4K
|
4.03K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
97+ 1.49% |
$36.8K - $40.4K
|
6.6K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
97+ 0.65% |
$36.8K - $40.4K
|
14.9K
$8.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
96+ 9.57% |
$36.4K - $40K
|
1.1K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
96+ 3.98% |
$36.4K - $40K
|
2.51K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
95+ 17.4% |
$36.1K - $39.6K
|
641
$381K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
95+ 5.34% |
$36.1K - $39.6K
|
1.88K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
95+ 0.81% |
$36.1K - $39.6K
|
11.9K
$7.07M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
95+ 0.31% |
$36.1K - $39.6K
|
31K
$18.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
94+ 0.08% |
$35.7K - $39.2K
|
114K
$67.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
94+ 9.07% |
$35.7K - $39.2K
|
1.13K
$672K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
94+ 0.22% |
$35.7K - $39.2K
|
42.7K
$25.4M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
94+ 3.29% |
$35.7K - $39.2K
|
2.95K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
93+ 13.21% |
$35.3K - $38.8K
|
797
$474K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
93+ 14.51% |
$35.3K - $38.8K
|
734
$437K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
93+ 0.22% |
$35.3K - $38.8K
|
43.2K
$25.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
91+ 61.49% |
$34.5K - $37.9K
|
239
$142K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
91+ 2.8% |
$34.5K - $37.9K
|
3.34K
$1.99M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
90+ 1.53% |
$34.2K - $37.5K
|
5.96K
$3.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
90+ 4.55% |
$34.2K - $37.5K
|
2.07K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
90New |
$34.2K - $37.5K
|
90
$53.6K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
90+ 1.62% |
$34.2K - $37.5K
|
5.66K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
88+ 0.45% |
$33.4K - $36.7K
|
19.7K
$11.7M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
87+ 0.95% |
$33K - $36.3K
|
9.2K
$5.47M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
87+ 1.3% |
$33K - $36.3K
|
6.76K
$4.02M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
87+ 1.22% |
$33K - $36.3K
|
7.24K
$4.3M
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
87+ 0.77% |
$33K - $36.3K
|
11.4K
$6.77M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
87+ 0.95% |
$33K - $36.3K
|
9.27K
$5.51M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
85+ 1.23% |
$32.3K - $35.4K
|
7K
$4.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
84+ 14.58% |
$31.9K - $35K
|
660
$393K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
83+ 2.53% |
$31.5K - $34.6K
|
3.37K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
83+ 0.29% |
$31.5K - $34.6K
|
28.4K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
83+ 0.57% |
$31.5K - $34.6K
|
14.5K
$8.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
81+ 3.78% |
$30.7K - $33.8K
|
2.22K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
81+ 1.04% |
$30.7K - $33.8K
|
7.84K
$4.67M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
81+ 1.93% |
$30.7K - $33.8K
|
4.29K
$2.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
80New |
$30.4K - $33.3K
|
80
$47.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
79+ 0.2% |
$30K - $32.9K
|
38.6K
$23M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
79+ 0.87% |
$30K - $32.9K
|
9.18K
$5.46M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
79+ 3.61% |
$30K - $32.9K
|
2.27K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
78+ 0.41% |
$29.6K - $32.5K
|
19K
$11.3M
|