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
Sep 12, 2023 Q1 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
215
+ 7.63%
$81.6K - $89.6K
3.03K $1.82M
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
213
+ 7.23%
$80.8K - $88.8K
3.16K $1.9M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
209
+ 42.31%
$79.3K - $87.1K
703 $422K
May 12, 2023 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
209
+ 1.38%
$79.3K - $87.1K
15.4K $9.24M
Sep 04, 2024 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
209
+ 1.38%
$79.3K - $87.1K
15.4K $9.24M
May 02, 2023 Q1 2023
Sym Financial Corp

BUY
 -
206
+ 10.68%
$78.2K - $85.9K
2.13K $1.28M
Apr 24, 2023 Q1 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
205
+ 2.15%
$77.8K - $85.4K
9.76K $5.86M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
204
+ 5.77%
$77.4K - $85K
3.74K $2.24M
May 15, 2023 Q1 2023
Whitford Management LLC

New York, NY
BUY
 -
202
+ 0.13%
$76.7K - $84.2K
161K $96.5M
Apr 26, 2023 Q1 2023
First American Trust, Fsb

BUY
 -
201
+ 5.28%
$76.3K - $83.8K
4.01K $2.4M
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
200
+ 9.51%
$75.9K - $83.4K
2.3K $1.38M
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
199
+ 1.48%
$75.5K - $82.9K
13.7K $8.21M
Apr 18, 2023 Q1 2023
Financial Services Advisory Inc

BUY
 -
197
+ 0.52%
$74.8K - $82.1K
38K $22.8M
May 12, 2023 Q1 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
191
+ 0.84%
$72.5K - $79.6K
23K $13.8M
Apr 26, 2023 Q1 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
190
+ 18.27%
$72.1K - $79.2K
1.23K $738K
May 08, 2023 Q1 2023
Sonata Capital Group Inc

BUY
 -
190
+ 4.84%
$72.1K - $79.2K
4.12K $2.47M
Oct 09, 2024 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
189
+ 12.82%
$71.7K - $78.8K
1.66K $998K
May 02, 2023 Q1 2023
Easterly Investment Partners LLC

BUY
 -
188
+ 18800.0%
$71.3K - $78.4K
189 $113K
May 12, 2023 Q1 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
188
+ 2.64%
$71.3K - $78.4K
7.3K $4.38M
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
188
+ 14.24%
$71.3K - $78.4K
1.51K $905K
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
187
+ 1.9%
$71K - $77.9K
10K $6.01M
May 02, 2023 Q1 2023
Prw Wealth Management LLC

BUY
 -
185
+ 7.03%
$70.2K - $77.1K
2.82K $1.69M
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
181
+ 0.86%
$68.7K - $75.4K
21.3K $12.8M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
181
+ 0.17%
$68.7K - $75.4K
107K $64.2M
May 15, 2023 Q1 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
181
+ 2.78%
$68.7K - $75.4K
6.68K $4.01M
May 15, 2023 Q1 2023
Garner Asset Management Corp

BUY
 -
180
+ 5.76%
$68.3K - $75K
3.31K $1.98M
Feb 13, 2025 Q1 2023
Ategra Capital Management, LLC

Vienna, VA
BUY
 -
180
+ 13.56%
$68.3K - $75K
1.51K $904K
May 05, 2023 Q1 2023
Wiser Wealth Management, Inc

BUY
 -
177
+ 11.17%
$67.2K - $73.8K
1.76K $1.06M
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
175
+ 4.76%
$66.4K - $72.9K
3.85K $2.31M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
175
+ 1.55%
$66.4K - $72.9K
11.5K $6.88M
May 03, 2023 Q1 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
174
+ 1.85%
$66K - $72.5K
9.6K $5.76M
May 15, 2023 Q1 2023
Washington Trust Bank

BUY
 -
170
+ 16.92%
$64.5K - $70.9K
1.18K $705K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
167
+ 25.69%
$63.4K - $69.6K
817 $490K
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
166
+ 0.12%
$63K - $69.2K
139K $83.5M
May 11, 2023 Q1 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
164
+ 7.36%
$62.2K - $68.4K
2.39K $1.44M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
163
+ 2.89%
$61.9K - $67.9K
5.8K $3.48M
May 05, 2023 Q1 2023
Wealth Advisors, Inc.

BUY
 -
162
+ 3.14%
$61.5K - $67.5K
5.33K $3.2M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
159
+ 22.75%
$60.3K - $66.3K
858 $515K
May 11, 2023 Q1 2023
Kensington Investment Counsel, LLC

BUY
 -
159
+ 21.09%
$60.3K - $66.3K
913 $548K
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
156
+ 0.85%
$59.2K - $65K
18.5K $11.1M
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
154
+ 2.01%
$58.4K - $64.2K
7.8K $4.68M
Apr 20, 2023 Q1 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
152
+ 11.54%
$57.7K - $63.4K
1.47K $881K
May 03, 2023 Q1 2023
America First Investment Advisors, LLC

BUY
 -
152
+ 16.15%
$57.7K - $63.4K
1.09K $656K
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
150
+ 2.68%
$56.9K - $62.5K
5.74K $3.44M
May 15, 2023 Q1 2023
Nsi Retail Advisors, LLC

Pittsburgh, PA
BUY
 -
150
+ 0.12%
$56.9K - $62.5K
130K $77.7M
May 15, 2023 Q1 2023
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
150
+ 0.12%
$56.9K - $62.5K
130K $77.7M
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
150
+ 0.3%
$56.9K - $62.5K
50.3K $30.2M
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
149
New
$56.5K - $62.1K
149 $89.4K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
149
+ 0.8%
$56.5K - $62.1K
18.8K $11.3M

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