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 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.52% |
$1.14K - $1.25K
|
578
$330K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.01% |
$1.14K - $1.25K
|
31.1K
$17.8M
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
3+ 0.23% |
$1.14K - $1.25K
|
1.3K
$745K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.05% |
$1.14K - $1.25K
|
6K
$3.43M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2+ 0.05% |
$759 - $834
|
4.14K
$2.36M
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
4.64K
$2.65M
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.12% |
$759 - $834
|
1.67K
$953K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2+ 0.27% |
$759 - $834
|
748
$427K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.32% |
$759 - $834
|
624
$357K
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.2% |
$759 - $834
|
987
$564K
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.12% |
$759 - $834
|
1.7K
$971K
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.21% |
$759 - $834
|
963
$550K
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.38% |
$759 - $834
|
535
$306K
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.05% |
$759 - $834
|
3.99K
$2.28M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.2% |
$759 - $834
|
1.03K
$586K
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2+ 0.35% |
$759 - $834
|
580
$331K
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$759 - $834
|
1.47K
$839K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.19% |
$759 - $834
|
1.07K
$611K
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$759 - $834
|
2.57K
$1.47M
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$759 - $834
|
7.86K
$4.49M
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
5.29K
$3.02M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.29% |
$759 - $834
|
698
$399K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
5.04K
$2.88M
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.15% |
$759 - $834
|
1.32K
$757K
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.1% |
$759 - $834
|
2.09K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.02% |
$759 - $834
|
9.11K
$5.21M
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2+ 0.09% |
$759 - $834
|
2.12K
$1.21M
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
2+ 0.25% |
$759 - $834
|
808
$462K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.53% |
$759 - $834
|
133
$76K
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.09% |
$380 - $417
|
1.11K
$635K
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.34K
$1.91M
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1+ 0.5% |
$380 - $417
|
203
$116K
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.85K
$2.2M
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$380 - $417
|
1.13K
$647K
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
1+ 0.1% |
$380 - $417
|
1.03K
$589K
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$380 - $417
|
364
$208K
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.39K
$1.93M
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$380 - $417
|
6.76K
$3.86M
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
1+ 0.02% |
$380 - $417
|
6.17K
$3.53M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.62K
$923K
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.17% |
$380 - $417
|
585
$334K
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.68K
$961K
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1+ 0.11% |
$380 - $417
|
876
$501K
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$380 - $417
|
4.48K
$2.56M
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.14% |
$380 - $417
|
717
$410K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$380 - $417
|
2.85K
$1.63M
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$380 - $417
|
1.4K
$802K
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$380 - $417
|
6.32K
$3.61M
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.59K
$2.05M
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.29% |
$380 - $417
|
341
$195K
|