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 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14- 0.6% |
$5.31K - $5.83K
|
2.33K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-14- 4.42% |
$5.31K - $5.83K
|
303
$182K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-14- 0.48% |
$5.31K - $5.83K
|
2.89K
$1.73M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-14- 0.35% |
$5.31K - $5.83K
|
3.99K
$2.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-15- 0.66% |
$5.69K - $6.25K
|
2.25K
$1.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-15- 1.61% |
$5.69K - $6.25K
|
917
$550K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-15- 0.91% |
$5.69K - $6.25K
|
1.63K
$977K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-15- 0.42% |
$5.69K - $6.25K
|
3.54K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-15- 0.57% |
$5.69K - $6.25K
|
2.6K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 2.12% |
$5.69K - $6.25K
|
694
$416K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15- 0.8% |
$5.69K - $6.25K
|
1.86K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-15- 0.7% |
$5.69K - $6.25K
|
2.12K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-15- 0.17% |
$5.69K - $6.25K
|
8.63K
$5.18M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15- 0.43% |
$5.69K - $6.25K
|
3.51K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-16- 0.55% |
$6.07K - $6.67K
|
2.87K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-16- 0.43% |
$6.07K - $6.67K
|
3.68K
$2.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-17- 3.03% |
$6.45K - $7.09K
|
544
$326K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-17- 2.88% |
$6.45K - $7.09K
|
573
$344K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-17- 1.59% |
$6.45K - $7.09K
|
1.05K
$632K
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-17- 1.58% |
$6.45K - $7.09K
|
1.06K
$635K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-18- 0.49% |
$6.83K - $7.5K
|
3.63K
$2.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-18- 1.68% |
$6.83K - $7.5K
|
1.05K
$631K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-18- 1.6% |
$6.83K - $7.5K
|
1.11K
$663K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-18- 0.37% |
$6.83K - $7.5K
|
4.88K
$2.93M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-18- 0.93% |
$6.83K - $7.5K
|
1.92K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-18- 0.31% |
$6.83K - $7.5K
|
5.74K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-18- 2.38% |
$6.83K - $7.5K
|
737
$442K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-19- 3.01% |
$7.21K - $7.92K
|
612
$367K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-20- 2.82% |
$7.59K - $8.34K
|
690
$414K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-20- 0.3% |
$7.59K - $8.34K
|
6.7K
$4.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-20- 0.47% |
$7.59K - $8.34K
|
4.21K
$2.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-20- 0.21% |
$7.59K - $8.34K
|
9.61K
$5.76M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.57% |
$7.59K - $8.34K
|
3.52K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-21- 0.95% |
$7.97K - $8.75K
|
2.18K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-21- 0.93% |
$7.97K - $8.75K
|
2.23K
$1.34M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-21- 2.45% |
$7.97K - $8.75K
|
835
$501K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-21- 2.45% |
$7.97K - $8.75K
|
835
$501K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-22- 0.13% |
$8.35K - $9.17K
|
16.8K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-22- 3.48% |
$8.35K - $9.17K
|
610
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-23- 2.55% |
$8.73K - $9.59K
|
879
$527K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-23- 3.32% |
$8.73K - $9.59K
|
670
$402K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-23- 0.79% |
$8.73K - $9.59K
|
2.91K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-23- 1.3% |
$8.73K - $9.59K
|
1.74K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-23- 3.27% |
$8.73K - $9.59K
|
680
$408K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-23- 2.36% |
$8.73K - $9.59K
|
952
$571K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-24- 0.46% |
$9.11K - $10K
|
5.14K
$3.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.46% |
$9.11K - $10K
|
5.24K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-24- 3.4% |
$9.11K - $10K
|
682
$409K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 17.39% |
$9.11K - $10K
|
114
$68.4K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-24- 1.65% |
$9.11K - $10K
|
1.43K
$856K
|