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 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
78+ 7.6% |
$29.6K - $32.5K
|
1.1K
$657K
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
78+ 0.64% |
$29.6K - $32.5K
|
12.3K
$7.33M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
78+ 2.33% |
$29.6K - $32.5K
|
3.43K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
76+ 1.89% |
$28.8K - $31.7K
|
4.11K
$2.44M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
76+ 3.61% |
$28.8K - $31.7K
|
2.18K
$1.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
75+ 5.99% |
$28.5K - $31.3K
|
1.33K
$790K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
72+ 6.01% |
$27.3K - $30K
|
1.27K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
72+ 0.82% |
$27.3K - $30K
|
8.88K
$5.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
71+ 6.87% |
$26.9K - $29.6K
|
1.11K
$657K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
71+ 2.15% |
$26.9K - $29.6K
|
3.38K
$2.01M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
71+ 17.19% |
$26.9K - $29.6K
|
484
$288K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
70+ 10.99% |
$26.6K - $29.2K
|
707
$421K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
68+ 1.26% |
$25.8K - $28.3K
|
5.46K
$3.25M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
68+ 2.26% |
$25.8K - $28.3K
|
3.08K
$1.83M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
67+ 3.2% |
$25.4K - $27.9K
|
2.16K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
67+ 11.43% |
$25.4K - $27.9K
|
653
$389K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
67+ 0.46% |
$25.4K - $27.9K
|
14.5K
$8.62M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
67+ 9.56% |
$25.4K - $27.9K
|
768
$457K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
66+ 0.71% |
$25K - $27.5K
|
9.41K
$5.6M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
66+ 3.18% |
$25K - $27.5K
|
2.14K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
65+ 4.68% |
$24.7K - $27.1K
|
1.46K
$866K
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
65+ 3.3% |
$24.7K - $27.1K
|
2.04K
$1.21M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
65+ 10.69% |
$24.7K - $27.1K
|
673
$400K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
64+ 0.72% |
$24.3K - $26.7K
|
8.97K
$5.34M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
64+ 0.15% |
$24.3K - $26.7K
|
42.4K
$25.2M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
64+ 0.61% |
$24.3K - $26.7K
|
10.5K
$6.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
63+ 1.89% |
$23.9K - $26.3K
|
3.39K
$2.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
63+ 3.72% |
$23.9K - $26.3K
|
1.76K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
63+ 4.02% |
$23.9K - $26.3K
|
1.63K
$970K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
63+ 3.34% |
$23.9K - $26.3K
|
1.95K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
62+ 10.84% |
$23.5K - $25.8K
|
634
$377K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
62+ 5.14% |
$23.5K - $25.8K
|
1.27K
$754K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
61+ 9.56% |
$23.1K - $25.4K
|
699
$416K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
61+ 0.32% |
$23.1K - $25.4K
|
18.9K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
61+ 1.81% |
$23.1K - $25.4K
|
3.43K
$2.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
60+ 30.93% |
$22.8K - $25K
|
254
$151K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
60+ 2.04% |
$22.8K - $25K
|
3K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
60+ 0.21% |
$22.8K - $25K
|
28.1K
$16.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
58+ 7.96% |
$22K - $24.2K
|
787
$468K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
57+ 0.55% |
$21.6K - $23.8K
|
10.5K
$6.22M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 4.96% |
$21.6K - $23.8K
|
1.21K
$718K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
56+ 1.88% |
$21.3K - $23.3K
|
3.04K
$1.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
55+ 3.99% |
$20.9K - $22.9K
|
1.43K
$853K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
55+ 2.38% |
$20.9K - $22.9K
|
2.36K
$1.41M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
55+ 1.09% |
$20.9K - $22.9K
|
5.09K
$3.03M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
54+ 4.22% |
$20.5K - $22.5K
|
1.33K
$793K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
54+ 0.38% |
$20.5K - $22.5K
|
14.2K
$8.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
54+ 9.78% |
$20.5K - $22.5K
|
606
$361K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
54+ 3.72% |
$20.5K - $22.5K
|
1.5K
$895K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
51+ 3.7% |
$19.4K - $21.3K
|
1.43K
$851K
|