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 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.01% |
$380 - $417
|
6.76K
$4.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
1+ 0.02% |
$380 - $417
|
6.17K
$3.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.62K
$970K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.17% |
$380 - $417
|
585
$351K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1+ 0.06% |
$380 - $417
|
1.68K
$1.01M
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1+ 0.11% |
$380 - $417
|
876
$526K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$380 - $417
|
4.48K
$2.69M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.14% |
$380 - $417
|
717
$430K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$380 - $417
|
2.85K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$380 - $417
|
1.4K
$842K
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$380 - $417
|
6.32K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$380 - $417
|
3.59K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.29% |
$380 - $417
|
341
$205K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$380 - $417
|
789
$473K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.13% |
$380 - $417
|
800
$480K
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.18% |
$380 - $417
|
548
$329K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.31% |
$380 - $417
|
320
$192K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.09% |
$380 - $417
|
1.17K
$700K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1- 0.17% |
$380 - $417
|
571
$343K
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$380 - $417
|
18.6K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$380 - $417
|
47.8K
$28.7M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2- 0.17% |
$759 - $834
|
1.15K
$688K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2- 0.3% |
$759 - $834
|
656
$394K
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3- 0.09% |
$1.14K - $1.25K
|
3.16K
$1.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.21% |
$1.14K - $1.25K
|
1.4K
$839K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-3- 0.19% |
$1.14K - $1.25K
|
1.55K
$931K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3- 0.02% |
$1.14K - $1.25K
|
13.7K
$8.21M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3- 0.13% |
$1.14K - $1.25K
|
2.34K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 0.02% |
$1.14K - $1.25K
|
12.8K
$7.7M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3- 0.15% |
$1.14K - $1.25K
|
2.06K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3- 0.08% |
$1.14K - $1.25K
|
3.84K
$2.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-4- 0.13% |
$1.52K - $1.67K
|
2.99K
$1.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4- 0.72% |
$1.52K - $1.67K
|
548
$329K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4- 0.15% |
$1.52K - $1.67K
|
2.7K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4- 0.19% |
$1.52K - $1.67K
|
2.08K
$1.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-5- 1.14% |
$1.9K - $2.08K
|
432
$259K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.57% |
$1.9K - $2.08K
|
873
$524K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$1.9K - $2.08K
|
26.8K
$16.1M
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.65% |
$1.9K - $2.08K
|
765
$459K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-5- 0.39% |
$1.9K - $2.08K
|
1.29K
$775K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-5- 0.46% |
$1.9K - $2.08K
|
1.08K
$645K
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-5- 0.16% |
$1.9K - $2.08K
|
3.04K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5- 0.13% |
$1.9K - $2.08K
|
3.95K
$2.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-6- 0.06% |
$2.28K - $2.5K
|
10.5K
$6.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-6- 1.14% |
$2.28K - $2.5K
|
519
$311K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6- 0.42% |
$2.28K - $2.5K
|
1.42K
$852K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6- 0.57% |
$2.28K - $2.5K
|
1.04K
$623K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 0.11% |
$2.28K - $2.5K
|
5.42K
$3.25M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-6- 0.79% |
$2.28K - $2.5K
|
754
$452K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-7- 0.34% |
$2.66K - $2.92K
|
2.05K
$1.23M
|