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 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-54- 0.91% |
$20.5K - $22.5K
|
5.87K
$3.52M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-54- 3.74% |
$20.5K - $22.5K
|
1.39K
$833K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-55- 1.08% |
$20.9K - $22.9K
|
5.05K
$3.03M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-55- 0.38% |
$20.9K - $22.9K
|
14.5K
$8.73M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-55- 0.25% |
$20.9K - $22.9K
|
22.2K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-55- 5.46% |
$20.9K - $22.9K
|
952
$571K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-55- 1.12% |
$20.9K - $22.9K
|
4.86K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-56- 1.2% |
$21.3K - $23.3K
|
4.61K
$2.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-57- 2.13% |
$21.6K - $23.8K
|
2.61K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-57- 3.0% |
$21.6K - $23.8K
|
1.84K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-58- 0.34% |
$22K - $24.2K
|
16.8K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-58- 1.39% |
$22K - $24.2K
|
4.11K
$2.47M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-58- 1.0% |
$22K - $24.2K
|
5.73K
$3.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-59- 39.33% |
$22.4K - $24.6K
|
91
$54.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-59- 0.19% |
$22.4K - $24.6K
|
30.6K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60- 2.21% |
$22.8K - $25K
|
2.66K
$1.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-61- 0.6% |
$23.1K - $25.4K
|
10K
$6.02M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-61- 0.57% |
$23.1K - $25.4K
|
10.5K
$6.33M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-61- 2.38% |
$23.1K - $25.4K
|
2.5K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-61- 3.25% |
$23.1K - $25.4K
|
1.81K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-63- 2.07% |
$23.9K - $26.3K
|
2.99K
$1.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-64- 1.85% |
$24.3K - $26.7K
|
3.39K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-64- 7.92% |
$24.3K - $26.7K
|
744
$446K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-65- 10.09% |
$24.7K - $27.1K
|
579
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-65- 0.97% |
$24.7K - $27.1K
|
6.6K
$3.96M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-65- 4.88% |
$24.7K - $27.1K
|
1.27K
$761K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.23% |
$24.7K - $27.1K
|
2.85K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-68- 0.88% |
$25.8K - $28.3K
|
7.67K
$4.6M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-69- 1.16% |
$26.2K - $28.8K
|
5.89K
$3.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-71- 8.83% |
$26.9K - $29.6K
|
733
$440K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-72- 5.76% |
$27.3K - $30K
|
1.18K
$707K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-73- 12.33% |
$27.7K - $30.4K
|
519
$311K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-74- 11.38% |
$28.1K - $30.8K
|
576
$346K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-74- 97.37% |
$28.1K - $30.8K
|
2
$1.2K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-74- 0.47% |
$28.1K - $30.8K
|
15.8K
$9.5M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-74- 0.72% |
$28.1K - $30.8K
|
10.1K
$6.09M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-74- 13.14% |
$28.1K - $30.8K
|
489
$293K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-75- 9.0% |
$28.5K - $31.3K
|
758
$455K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-75- 1.16% |
$28.5K - $31.3K
|
6.39K
$3.83M
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-75- 0.89% |
$28.5K - $31.3K
|
8.32K
$4.99M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-76- 8.03% |
$28.8K - $31.7K
|
871
$523K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-76- 0.28% |
$28.8K - $31.7K
|
26.7K
$16M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-77- 2.65% |
$29.2K - $32.1K
|
2.83K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-77- 0.69% |
$29.2K - $32.1K
|
11K
$6.62M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-78- 1.5% |
$29.6K - $32.5K
|
5.12K
$3.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-79- 1.5% |
$30K - $32.9K
|
5.17K
$3.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-80- 1.44% |
$30.4K - $33.3K
|
5.48K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-80- 8.05% |
$30.4K - $33.3K
|
914
$548K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 2.96% |
$30.7K - $33.8K
|
2.65K
$1.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-81- 7.38% |
$30.7K - $33.8K
|
1.02K
$610K
|