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 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-35- 1.04% |
$13.3K - $14.6K
|
3.33K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-36- 0.52% |
$13.7K - $15K
|
6.85K
$4.11M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-36- 1.74% |
$13.7K - $15K
|
2.04K
$1.22M
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-36- 1.21% |
$13.7K - $15K
|
2.93K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-37- 0.4% |
$14K - $15.4K
|
9.2K
$5.52M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-37- 11.31% |
$14K - $15.4K
|
290
$174K
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-38- 0.13% |
$14.4K - $15.8K
|
30.2K
$18.1M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-38- 0.4% |
$14.4K - $15.8K
|
9.45K
$5.67M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 13.01% |
$14.4K - $15.8K
|
254
$152K
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-38- 2.58% |
$14.4K - $15.8K
|
1.44K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-39- 1.07% |
$14.8K - $16.3K
|
3.59K
$2.16M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.21% |
$15.2K - $16.7K
|
18.6K
$11.1M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 2.68% |
$15.6K - $17.1K
|
1.49K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-41- 0.16% |
$15.6K - $17.1K
|
26.2K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-41- 4.3% |
$15.6K - $17.1K
|
913
$548K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-42- 4.09% |
$15.9K - $17.5K
|
984
$590K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-42- 2.23% |
$15.9K - $17.5K
|
1.84K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-43- 3.53% |
$16.3K - $17.9K
|
1.18K
$705K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-44- 0.42% |
$16.7K - $18.3K
|
10.4K
$6.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-45- 1.14% |
$17.1K - $18.8K
|
3.9K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-45- 0.71% |
$17.1K - $18.8K
|
6.32K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-45- 0.19% |
$17.1K - $18.8K
|
23.6K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-45- 1.24% |
$17.1K - $18.8K
|
3.59K
$2.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-46- 7.01% |
$17.5K - $19.2K
|
610
$366K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-46- 0.37% |
$17.5K - $19.2K
|
12.2K
$7.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-46- 0.49% |
$17.5K - $19.2K
|
9.28K
$5.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-46- 35.66% |
$17.5K - $19.2K
|
83
$49.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 0.68% |
$17.8K - $19.6K
|
6.85K
$4.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-47- 5.22% |
$17.8K - $19.6K
|
854
$512K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-47- 1.04% |
$17.8K - $19.6K
|
4.47K
$2.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.69% |
$18.2K - $20K
|
795
$477K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-48- 3.66% |
$18.2K - $20K
|
1.27K
$759K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-48- 5.29% |
$18.2K - $20K
|
860
$516K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-48- 7.2% |
$18.2K - $20K
|
619
$371K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-49- 0.2% |
$18.6K - $20.4K
|
23.9K
$14.3M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-49- 0.42% |
$18.6K - $20.4K
|
11.7K
$7.02M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-49- 3.6% |
$18.6K - $20.4K
|
1.31K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-49- 2.47% |
$18.6K - $20.4K
|
1.93K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-50- 7.3% |
$19K - $20.8K
|
635
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-50- 2.42% |
$19K - $20.8K
|
2.02K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 7.62% |
$19K - $20.8K
|
606
$364K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 33.33% |
$19K - $20.8K
|
100
$60K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-50- 1.64% |
$19K - $20.8K
|
3K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-51- 0.76% |
$19.4K - $21.3K
|
6.64K
$3.98M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-52- 3.49% |
$19.7K - $21.7K
|
1.44K
$863K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-52- 0.96% |
$19.7K - $21.7K
|
5.39K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-52- 3.74% |
$19.7K - $21.7K
|
1.34K
$803K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-53- 0.26% |
$20.1K - $22.1K
|
20.4K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-53- 1.63% |
$20.1K - $22.1K
|
3.2K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-53- 2.79% |
$20.1K - $22.1K
|
1.85K
$1.11M
|