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 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
7.9K+ 15.03% |
$3M - $3.29M
|
60.5K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
7.77K+ 17.93% |
$2.95M - $3.24M
|
51.1K
$30.7M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7.38KNew |
$2.8M - $3.08M
|
7.38K
$4.44M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.36K+ 26.58% |
$2.79M - $3.07M
|
35K
$21.1M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.34K+ 4.67% |
$2.79M - $3.06M
|
165K
$99M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
7.22K+ 3.46% |
$2.74M - $3.01M
|
216K
$130M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
7.21K+ 24.66% |
$2.74M - $3.01M
|
36.5K
$21.9M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.12K+ 2.4% |
$2.7M - $2.97M
|
303K
$182M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.07K+ 4.17% |
$2.68M - $2.95M
|
177K
$106M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
7K+ 110.19% |
$2.65M - $2.92M
|
13.3K
$8.02M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.93K+ 26.1% |
$2.63M - $2.89M
|
33.5K
$20.1M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
6.88K+ 72.03% |
$2.61M - $2.87M
|
16.4K
$9.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.87K+ 46.82% |
$2.61M - $2.86M
|
21.5K
$13M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.87KNew |
$2.61M - $2.86M
|
6.87K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.78K+ 11.45% |
$2.57M - $2.83M
|
66K
$39.7M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
6.59K+ 883.51% |
$2.5M - $2.75M
|
7.34K
$4.41M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.57K+ 53.54% |
$2.49M - $2.74M
|
18.9K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
6.56K+ 10.83% |
$2.49M - $2.73M
|
67.1K
$40.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.51KNew |
$2.47M - $2.71M
|
6.51K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
6.47KNew |
$2.45M - $2.69M
|
6.47K
$3.89M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.36K+ 22.21% |
$2.41M - $2.65M
|
35K
$21M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
6.33K+ 202.3% |
$2.4M - $2.64M
|
9.46K
$5.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.28K+ 19.05% |
$2.38M - $2.62M
|
39.2K
$23.6M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.11K+ 4.65% |
$2.32M - $2.55M
|
138K
$82.7M
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
6.1K+ 137.59% |
$2.32M - $2.54M
|
10.5K
$6.34M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.07K+ 9.25% |
$2.3M - $2.53M
|
71.8K
$43.2M
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
6.04KNew |
$2.29M - $2.52M
|
6.04K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.02K+ 26.83% |
$2.28M - $2.51M
|
28.5K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
5.99KNew |
$2.27M - $2.5M
|
5.99K
$3.6M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.98K+ 1634.15% |
$2.27M - $2.49M
|
6.35K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.95K+ 14.47% |
$2.26M - $2.48M
|
47.1K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
5.94K+ 10.61% |
$2.25M - $2.48M
|
61.9K
$37.2M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.89K+ 35.04% |
$2.24M - $2.46M
|
22.7K
$13.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
5.86K+ 1.97% |
$2.22M - $2.44M
|
303K
$182M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5.85KNew |
$2.22M - $2.44M
|
5.85K
$3.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.78KNew |
$2.19M - $2.41M
|
5.78K
$3.48M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
5.67K+ 37.11% |
$2.15M - $2.36M
|
20.9K
$12.6M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.66K+ 87.7% |
$2.15M - $2.36M
|
12.1K
$7.29M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.63K+ 47.6% |
$2.14M - $2.35M
|
17.5K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.59KNew |
$2.12M - $2.33M
|
5.59K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
5.5K+ 58.04% |
$2.09M - $2.29M
|
15K
$9.01M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.45K+ 5.18% |
$2.07M - $2.27M
|
111K
$66.5M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
5.44K+ 59.08% |
$2.07M - $2.27M
|
14.7K
$8.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5.44K+ 14.62% |
$2.06M - $2.27M
|
42.6K
$25.6M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
5.41KNew |
$2.05M - $2.26M
|
5.41K
$3.25M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.24K+ 8.25% |
$1.99M - $2.19M
|
68.8K
$41.4M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
5.23K+ 4.03% |
$1.99M - $2.18M
|
135K
$81.2M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.23K+ 20.13% |
$1.98M - $2.18M
|
31.2K
$18.8M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.2K+ 12.94% |
$1.97M - $2.17M
|
45.4K
$27.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 507.79% |
$1.95M - $2.15M
|
6.16K
$3.71M
|