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 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
30+ 1.34% |
$11.4K - $12.5K
|
2.26K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
30+ 1.34% |
$11.4K - $12.5K
|
2.27K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
30+ 0.63% |
$11.4K - $12.5K
|
4.83K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
30+ 0.87% |
$11.4K - $12.5K
|
3.48K
$2.07M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
30+ 1.04% |
$11.4K - $12.5K
|
2.92K
$1.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
29+ 0.21% |
$11K - $12.1K
|
13.6K
$8.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
29+ 2.43% |
$11K - $12.1K
|
1.22K
$728K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
29+ 0.31% |
$11K - $12.1K
|
9.36K
$5.57M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29+ 2.56% |
$11K - $12.1K
|
1.16K
$692K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29+ 0.03% |
$11K - $12.1K
|
92.2K
$54.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28+ 7.55% |
$10.6K - $11.7K
|
399
$237K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
28+ 2.02% |
$10.6K - $11.7K
|
1.42K
$843K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 9.82% |
$10.6K - $11.7K
|
313
$186K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
28+ 2.09% |
$10.6K - $11.7K
|
1.37K
$813K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
28+ 0.84% |
$10.6K - $11.7K
|
3.35K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
27+ 0.86% |
$10.2K - $11.3K
|
3.18K
$1.89M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$10.2K - $11.3K
|
8.47K
$5.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$10.2K - $11.3K
|
8.37K
$4.98M
|
|
|
May 09, 2023
Q1 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
27+ 1.58% |
$10.2K - $11.3K
|
1.73K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
27+ 0.34% |
$10.2K - $11.3K
|
7.89K
$4.69M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
26+ 1.85% |
$9.87K - $10.8K
|
1.43K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
26+ 0.78% |
$9.87K - $10.8K
|
3.34K
$1.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
25+ 0.64% |
$9.49K - $10.4K
|
3.93K
$2.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 2.32% |
$9.49K - $10.4K
|
1.1K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
25+ 0.16% |
$9.49K - $10.4K
|
15.9K
$9.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 3.59% |
$9.11K - $10K
|
693
$412K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
24+ 0.49% |
$9.11K - $10K
|
4.88K
$2.91M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
- |
24+ 7.92% |
$9.11K - $10K
|
327
$195K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
23+ 1.15% |
$8.73K - $9.59K
|
2.03K
$1.21M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23New |
$8.73K - $9.59K
|
23
$13.7K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
23+ 0.92% |
$8.73K - $9.59K
|
2.51K
$1.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
22+ 0.32% |
$8.35K - $9.17K
|
6.91K
$4.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
22+ 0.9% |
$8.35K - $9.17K
|
2.46K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
21+ 2.4% |
$7.97K - $8.75K
|
896
$533K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
20+ 3.64% |
$7.59K - $8.34K
|
570
$339K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
20+ 0.92% |
$7.59K - $8.34K
|
2.19K
$1.3M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 0.48% |
$7.59K - $8.34K
|
4.15K
$2.47M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
20+ 1.25% |
$7.59K - $8.34K
|
1.62K
$962K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
20+ 0.43% |
$7.59K - $8.34K
|
4.71K
$2.8M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
20+ 0.23% |
$7.59K - $8.34K
|
8.87K
$5.28M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.23% |
$7.59K - $8.34K
|
8.68K
$5.16M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
19+ 0.42% |
$7.21K - $7.92K
|
4.51K
$2.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
19+ 0.13% |
$7.21K - $7.92K
|
14.8K
$8.78M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19+ 3.05% |
$7.21K - $7.92K
|
642
$382K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
18+ 0.28% |
$6.83K - $7.5K
|
6.35K
$3.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
18+ 2.17% |
$6.83K - $7.5K
|
846
$503K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
18+ 1.63% |
$6.83K - $7.5K
|
1.12K
$668K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
18New |
$6.83K - $7.5K
|
18
$10.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.4% |
$6.83K - $7.5K
|
4.5K
$2.68M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
18+ 3.35% |
$6.83K - $7.5K
|
556
$331K
|