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
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3+ 0.08% |
$1.14K - $1.25K
|
3.6K
$2.11M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$1.14K - $1.25K
|
3.34K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3+ 0.37% |
$1.14K - $1.25K
|
819
$480K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.12% |
$1.14K - $1.25K
|
2.56K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.57% |
$1.14K - $1.25K
|
532
$312K
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.14K - $1.25K
|
766
$449K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
3+ 0.13% |
$1.14K - $1.25K
|
2.36K
$1.38M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.52% |
$1.14K - $1.25K
|
578
$339K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.01% |
$1.14K - $1.25K
|
31.1K
$18.2M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
3+ 0.23% |
$1.14K - $1.25K
|
1.3K
$764K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.05% |
$1.14K - $1.25K
|
6K
$3.51M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2+ 0.05% |
$759 - $834
|
4.14K
$2.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
4.64K
$2.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.12% |
$759 - $834
|
1.67K
$978K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2+ 0.27% |
$759 - $834
|
748
$438K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.32% |
$759 - $834
|
624
$366K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.2% |
$759 - $834
|
987
$578K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.12% |
$759 - $834
|
1.7K
$996K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
2+ 0.21% |
$759 - $834
|
963
$564K
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
2+ 0.38% |
$759 - $834
|
535
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.05% |
$759 - $834
|
3.99K
$2.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.2% |
$759 - $834
|
1.03K
$601K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2+ 0.35% |
$759 - $834
|
580
$340K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.14% |
$759 - $834
|
1.47K
$861K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.19% |
$759 - $834
|
1.07K
$627K
|
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$759 - $834
|
2.57K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$759 - $834
|
7.86K
$4.61M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
5.29K
$3.1M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.29% |
$759 - $834
|
698
$409K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.04% |
$759 - $834
|
5.04K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.15% |
$759 - $834
|
1.32K
$776K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.1% |
$759 - $834
|
2.09K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.02% |
$759 - $834
|
9.11K
$5.34M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
2+ 0.09% |
$759 - $834
|
2.12K
$1.24M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
2+ 0.25% |
$759 - $834
|
808
$474K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 1.53% |
$759 - $834
|
133
$77.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.09% |
$380 - $417
|
1.11K
$652K
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.34K
$1.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1+ 0.5% |
$380 - $417
|
203
$119K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.85K
$2.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$380 - $417
|
1.13K
$663K
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
1+ 0.1% |
$380 - $417
|
1.03K
$604K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$380 - $417
|
364
$213K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.39K
$1.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$380 - $417
|
6.76K
$3.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
1+ 0.02% |
$380 - $417
|
6.17K
$3.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.62K
$947K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.17% |
$380 - $417
|
585
$343K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.68K
$985K
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1+ 0.11% |
$380 - $417
|
876
$513K
|