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 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
51+ 1.66% |
$19.4K - $21.3K
|
3.13K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
50+ 0.27% |
$19K - $20.8K
|
18.9K
$11.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Independent Investors Inc
|
BUY
|
- |
50+ 3.1% |
$19K - $20.8K
|
1.66K
$988K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 3.1% |
$19K - $20.8K
|
1.66K
$990K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.93% |
$18.6K - $20.4K
|
5.31K
$3.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
49+ 0.13% |
$18.6K - $20.4K
|
38.7K
$23.1M
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
49+ 0.65% |
$18.6K - $20.4K
|
7.57K
$4.5M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
49+ 0.09% |
$18.6K - $20.4K
|
52.8K
$31.4M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
49+ 7.66% |
$18.6K - $20.4K
|
689
$410K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
49+ 33.79% |
$18.6K - $20.4K
|
194
$115K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
48+ 32.88% |
$18.2K - $20K
|
194
$115K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
47+ 2.78% |
$17.8K - $19.6K
|
1.74K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
47+ 0.6% |
$17.8K - $19.6K
|
7.93K
$4.72M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
45+ 0.41% |
$17.1K - $18.8K
|
10.9K
$6.51M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
44+ 0.17% |
$16.7K - $18.3K
|
25.4K
$15.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
43+ 0.11% |
$16.3K - $17.9K
|
38.1K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
43+ 2.59% |
$16.3K - $17.9K
|
1.7K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
42+ 6.66% |
$15.9K - $17.5K
|
673
$400K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
42+ 5.49% |
$15.9K - $17.5K
|
807
$480K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
42+ 3.97% |
$15.9K - $17.5K
|
1.1K
$655K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
41+ 4.85% |
$15.6K - $17.1K
|
887
$528K
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
BUY
|
- |
41+ 1.6% |
$15.6K - $17.1K
|
2.6K
$1.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
40+ 1.5% |
$15.2K - $16.7K
|
2.7K
$1.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
40+ 1.25% |
$15.2K - $16.7K
|
3.24K
$1.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
40+ 0.16% |
$15.2K - $16.7K
|
25.8K
$15.3M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
40+ 6.24% |
$15.2K - $16.7K
|
681
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
39+ 1.17% |
$14.8K - $16.3K
|
3.37K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
39+ 4.58% |
$14.8K - $16.3K
|
891
$530K
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
39+ 0.92% |
$14.8K - $16.3K
|
4.29K
$2.55M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
39+ 4.72% |
$14.8K - $16.3K
|
865
$515K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
37+ 0.43% |
$14K - $15.4K
|
8.7K
$5.18M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 123.33% |
$14K - $15.4K
|
67
$39.9K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
37+ 1.06% |
$14K - $15.4K
|
3.53K
$2.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
36+ 0.6% |
$13.7K - $15K
|
6.07K
$3.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
36+ 2.58% |
$13.7K - $15K
|
1.43K
$853K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
36+ 90.0% |
$13.7K - $15K
|
76
$45.2K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
36+ 0.95% |
$13.7K - $15K
|
3.84K
$2.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
35+ 0.2% |
$13.3K - $14.6K
|
17.8K
$10.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
35+ 0.44% |
$13.3K - $14.6K
|
8.04K
$4.78M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
35+ 0.14% |
$13.3K - $14.6K
|
24.9K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
35+ 3.47% |
$13.3K - $14.6K
|
1.04K
$621K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
34+ 0.54% |
$12.9K - $14.2K
|
6.3K
$3.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
34+ 0.43% |
$12.9K - $14.2K
|
7.95K
$4.73M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
34+ 0.89% |
$12.9K - $14.2K
|
3.84K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
33+ 5.5% |
$12.5K - $13.8K
|
633
$377K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
32+ 2.07% |
$12.1K - $13.3K
|
1.58K
$938K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
32+ 0.83% |
$12.1K - $13.3K
|
3.88K
$2.31M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
32+ 1.59% |
$12.1K - $13.3K
|
2.04K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
32+ 0.65% |
$12.1K - $13.3K
|
4.92K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31+ 8.12% |
$11.8K - $12.9K
|
413
$246K
|