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 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.14K+ 5.9% |
$1.95M - $2.14M
|
92.1K
$55.4M
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$1.94M - $2.13M
|
5.1K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.06KNew |
$1.92M - $2.11M
|
5.06K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.02K+ 70.09% |
$1.91M - $2.09M
|
12.2K
$7.33M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.96K+ 5.3% |
$1.88M - $2.07M
|
98.5K
$59.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.95K+ 9.68% |
$1.88M - $2.06M
|
56K
$33.7M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.8K+ 14.02% |
$1.82M - $2M
|
39.1K
$23.5M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
4.77K+ 121.69% |
$1.81M - $1.99M
|
8.7K
$5.23M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.75KNew |
$1.8M - $1.98M
|
4.75K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.69K+ 0.66% |
$1.78M - $1.95M
|
713K
$429M
|
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
BUY
|
- |
4.64K+ 2.28% |
$1.76M - $1.93M
|
209K
$125M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.6KNew |
$1.75M - $1.92M
|
4.6K
$2.77M
|
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.6K+ 5.13% |
$1.75M - $1.92M
|
94.3K
$56.7M
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.54K+ 82.54% |
$1.72M - $1.89M
|
10K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.51K+ 2.26% |
$1.71M - $1.88M
|
204K
$122M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.43KNew |
$1.68M - $1.85M
|
4.43K
$2.66M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.35K+ 7.12% |
$1.65M - $1.81M
|
65.5K
$39.4M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.32KNew |
$1.64M - $1.8M
|
4.32K
$2.6M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.32K+ 58.99% |
$1.64M - $1.8M
|
11.6K
$7M
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.22KNew |
$1.6M - $1.76M
|
4.22K
$2.54M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.22KNew |
$1.6M - $1.76M
|
4.22K
$2.54M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.19K+ 5.49% |
$1.59M - $1.75M
|
80.5K
$48.4M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
4.18K+ 33.28% |
$1.59M - $1.74M
|
16.8K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.15K+ 74.62% |
$1.58M - $1.73M
|
9.72K
$5.85M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.14K+ 4.37% |
$1.57M - $1.73M
|
99K
$59.5M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
4.11K+ 2.48% |
$1.56M - $1.71M
|
170K
$102M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.08K+ 261.2% |
$1.55M - $1.7M
|
5.64K
$3.39M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.06K+ 5.74% |
$1.54M - $1.69M
|
74.9K
$45M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
4.05K+ 19.63% |
$1.54M - $1.69M
|
24.7K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.92KNew |
$1.49M - $1.63M
|
3.92K
$2.36M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.91KNew |
$1.48M - $1.63M
|
3.91K
$2.35M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.9KNew |
$1.48M - $1.63M
|
3.9K
$2.35M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.86K+ 9.04% |
$1.47M - $1.61M
|
46.6K
$28M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.85K+ 0.51% |
$1.46M - $1.6M
|
756K
$454M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.84K+ 49.65% |
$1.46M - $1.6M
|
11.6K
$6.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.84KNew |
$1.46M - $1.6M
|
3.84K
$2.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.8KNew |
$1.44M - $1.58M
|
3.8K
$2.28M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.7K+ 68.21% |
$1.41M - $1.54M
|
9.13K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.68K+ 13.01% |
$1.4M - $1.53M
|
31.9K
$19.2M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.61K+ 9.36% |
$1.37M - $1.5M
|
42.1K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.6K+ 65.45% |
$1.37M - $1.5M
|
9.1K
$5.47M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.58K+ 138.65% |
$1.36M - $1.49M
|
6.16K
$3.71M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.57K+ 9.67% |
$1.35M - $1.49M
|
40.4K
$24.3M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.55KNew |
$1.35M - $1.48M
|
3.55K
$2.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.55K+ 477.28% |
$1.35M - $1.48M
|
4.3K
$2.58M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.53K+ 864.06% |
$1.34M - $1.47M
|
3.94K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.51K+ 26.14% |
$1.33M - $1.46M
|
16.9K
$10.2M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.51KNew |
$1.33M - $1.46M
|
3.51K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Scoggin Management LP
New York, NY |
BUY
|
- |
3.5K+ 140.0% |
$1.33M - $1.46M
|
6K
$3.61M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.46K+ 137.78% |
$1.31M - $1.44M
|
5.97K
$3.59M
|