Purchases and Sales Made in Q1 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
11.7K
+ 6.1%
$4.43M - $4.86M
203K $119M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
11.7K
+ 4.83%
$4.43M - $4.86M
253K $148M
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
11.6K
+ 120.33%
$4.41M - $4.84M
21.3K $12.5M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
11.6K
+ 17.57%
$4.41M - $4.84M
77.7K $45.5M
Apr 12, 2023 Q1 2023
Iron Bridge Private Wealth, LLC

BUY
 -
11.5K
+ 1494.66%
$4.36M - $4.78M
12.2K $7.17M
Apr 20, 2023 Q1 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
11.4K
+ 25.88%
$4.32M - $4.75M
55.4K $32.4M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
11.3K
+ 8.45%
$4.28M - $4.7M
145K $84.8M
May 04, 2023 Q1 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
11.1K
+ 43.81%
$4.2M - $4.62M
36.4K $21.3M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
11K
New
$4.18M - $4.59M
11K $6.45M
May 15, 2023 Q1 2023
Amundi

Paris, I0
BUY
 -
10.9K
+ 14.73%
$4.15M - $4.56M
85.2K $49.9M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
10.7K
New
$4.07M - $4.47M
10.7K $6.29M
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
10.7K
+ 755.86%
$4.04M - $4.44M
12.1K $7.06M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.6K
+ 143.69%
$4.02M - $4.41M
17.9K $10.5M
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
10.5K
+ 68.79%
$3.97M - $4.36M
25.7K $15M
May 03, 2023 Q1 2023
Compass Financial Group, Inc.

BUY
 -
10.4K
+ 14.95%
$3.94M - $4.33M
79.9K $46.8M
Apr 12, 2023 Q1 2023
Brave Asset Management Inc

BUY
 -
10.3K
+ 47.3%
$3.9M - $4.29M
32K $18.8M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
10.1K
New
$3.85M - $4.23M
10.1K $5.94M
May 12, 2023 Q1 2023
Brown Shipley& CO LTD

London, X0
BUY
 -
10K
New
$3.81M - $4.18M
10K $5.88M
May 11, 2023 Q1 2023
Teramo Advisors, LLC

Naples, FL
BUY
 -
10K
+ 4.35%
$3.8M - $4.17M
240K $141M
Aug 08, 2024 Q1 2023
Teilinger Capital Ltd.

Houston, TX
BUY
 -
10K
New
$3.8M - $4.17M
10K $5.86M
Apr 13, 2023 Q1 2023
Ewg Elevate Inc.

BUY
 -
9.7K
+ 138.81%
$3.68M - $4.04M
16.7K $9.77M
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
9.65K
New
$3.66M - $4.02M
9.65K $5.65M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
9.61K
+ 7.21%
$3.65M - $4.01M
143K $83.8M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
9.54K
+ 12.32%
$3.62M - $3.98M
87K $51M
May 09, 2023 Q1 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
9.53K
+ 17.67%
$3.62M - $3.97M
63.5K $37.2M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
9.41K
+ 6.62%
$3.57M - $3.92M
151K $88.7M
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
9.36K
+ 3.33%
$3.55M - $3.9M
291K $170M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
9.22K
+ 1.3%
$3.5M - $3.84M
720K $422M
May 12, 2023 Q1 2023
Sbb Research Group LLC

BUY
 -
9.17K
+ 46.15%
$3.48M - $3.82M
29K $17M
May 12, 2023 Q1 2023
Stevens Capital Management LP

Radnor, PA
BUY
 -
9.1K
New
$3.45M - $3.79M
9.1K $5.33M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
9.01K
+ 12.18%
$3.42M - $3.75M
82.9K $48.6M
Apr 24, 2023 Q1 2023
K.J. Harrison & Partners Inc

BUY
 -
8.99K
+ 73.14%
$3.41M - $3.75M
21.3K $12.5M
May 22, 2023 Q1 2023
Putnam Investments LLC

Boston, MA
BUY
 -
8.96K
+ 30.35%
$3.4M - $3.73M
38.5K $22.5M
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
8.89K
+ 2.16%
$3.37M - $3.7M
420K $246M
May 05, 2023 Q1 2023
Juncture Wealth Strategies, LLC

BUY
 -
8.86K
+ 206.46%
$3.36M - $3.69M
13.2K $7.7M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
8.84K
+ 2.79%
$3.35M - $3.68M
326K $191M
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
8.83K
+ 290.77%
$3.35M - $3.68M
11.9K $6.95M
Apr 28, 2023 Q1 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
8.58K
+ 31.39%
$3.25M - $3.57M
35.9K $21M
May 15, 2023 Q1 2023
Moelis Asset Management LP

New York, NY
BUY
 -
8.5K
+ 141.67%
$3.23M - $3.54M
14.5K $8.49M
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
8.47K
New
$3.21M - $3.53M
8.47K $4.96M
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
8.45K
+ 194.03%
$3.21M - $3.52M
12.8K $7.5M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
8.42K
+ 0.56%
$3.19M - $3.51M
1.52M $893M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
8.37K
New
$3.18M - $3.49M
8.37K $4.91M
Jul 18, 2023 Q1 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
8.37K
New
$3.18M - $3.49M
8.37K $4.9M
May 04, 2023 Q1 2023
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
8.36K
+ 47.43%
$3.17M - $3.49M
26K $15.2M
Jul 24, 2023 Q1 2023
Pvg Asset Management Corp

Golden, CO
BUY
 -
8.21K
+ 131.37%
$3.12M - $3.42M
14.5K $8.47M
Apr 11, 2023 Q1 2023
Sfg Wealth Management, Llc.

BUY
 -
8.18K
+ 13.61%
$3.1M - $3.41M
68.2K $40M
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
8.17K
+ 3.77%
$3.1M - $3.41M
225K $132M
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

BUY
 -
8K
New
$3.04M - $3.33M
8K $4.69M

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