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 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-102- 0.37% |
$38.7K - $42.5K
|
27.6K
$16.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-103- 6.83% |
$39.1K - $42.9K
|
1.41K
$843K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-103- 10.84% |
$39.1K - $42.9K
|
847
$508K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103- 1.8% |
$39.1K - $42.9K
|
5.63K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-103- 14.74% |
$39.1K - $42.9K
|
596
$358K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 6.0% |
$39.5K - $43.3K
|
1.63K
$977K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-105- 2.06% |
$39.8K - $43.8K
|
4.98K
$2.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-105- 0.22% |
$39.8K - $43.8K
|
46.9K
$28.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-105- 1.9% |
$39.8K - $43.8K
|
5.43K
$3.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-106- 2.31% |
$40.2K - $44.2K
|
4.48K
$2.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-107- 3.37% |
$40.6K - $44.6K
|
3.07K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-107- 5.27% |
$40.6K - $44.6K
|
1.92K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-107- 4.51% |
$40.6K - $44.6K
|
2.27K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-108- 1.04% |
$41K - $45K
|
10.3K
$6.18M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-109- 1.62% |
$41.4K - $45.4K
|
6.62K
$3.97M
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-109- 1.47% |
$41.4K - $45.4K
|
7.32K
$4.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-110- 3.04% |
$41.7K - $45.8K
|
3.51K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-110- 8.21% |
$41.7K - $45.8K
|
1.23K
$738K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-110- 2.68% |
$41.7K - $45.8K
|
3.99K
$2.39M
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-110- 5.37% |
$41.7K - $45.8K
|
1.94K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-111- 1.33% |
$42.1K - $46.3K
|
8.25K
$4.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-112- 1.24% |
$42.5K - $46.7K
|
8.9K
$5.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-113- 3.75% |
$42.9K - $47.1K
|
2.9K
$1.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-113- 1.52% |
$42.9K - $47.1K
|
7.3K
$4.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-115- 2.28% |
$43.6K - $47.9K
|
4.94K
$2.96M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-115- 1.86% |
$43.6K - $47.9K
|
6.06K
$3.64M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-115- 17.04% |
$43.6K - $47.9K
|
560
$336K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-117- 0.94% |
$44.4K - $48.8K
|
12.3K
$7.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-117- 11.98% |
$44.4K - $48.8K
|
860
$516K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-117- 1.88% |
$44.4K - $48.8K
|
6.11K
$3.66M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-118- 55.4% |
$44.8K - $49.2K
|
95
$57K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-119- 1.19% |
$45.2K - $49.6K
|
9.84K
$5.91M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-120- 1.67% |
$45.5K - $50K
|
7.06K
$4.24M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-120- 0.76% |
$45.5K - $50K
|
15.7K
$9.4M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-120- 2.29% |
$45.5K - $50K
|
5.11K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-120- 14.46% |
$45.5K - $50K
|
710
$426K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-121- 0.81% |
$45.9K - $50.4K
|
14.8K
$8.86M
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-123- 98.4% |
$46.7K - $51.3K
|
2
$1.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-124- 0.91% |
$47.1K - $51.7K
|
13.5K
$8.08M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-124- 9.52% |
$47.1K - $51.7K
|
1.18K
$707K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-125- 1.26% |
$47.4K - $52.1K
|
9.79K
$5.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-125- 1.85% |
$47.4K - $52.1K
|
6.62K
$3.97M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-125- 2.46% |
$47.4K - $52.1K
|
4.96K
$2.97M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-127- 2.18% |
$48.2K - $52.9K
|
5.71K
$3.43M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-129- 13.38% |
$49K - $53.8K
|
835
$501K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-130- 14.46% |
$49.3K - $54.2K
|
769
$461K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-131- 4.53% |
$49.7K - $54.6K
|
2.76K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-131- 0.52% |
$49.7K - $54.6K
|
25K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-131- 0.89% |
$49.7K - $54.6K
|
14.6K
$8.76M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-132- 1.0% |
$50.1K - $55K
|
13.1K
$7.87M
|