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 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-170- 2.24% |
$64.5K - $70.9K
|
7.4K
$4.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-171- 11.13% |
$64.9K - $71.3K
|
1.37K
$811K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-171- 0.27% |
$64.9K - $71.3K
|
63.2K
$37.5M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-171- 4.13% |
$64.9K - $71.3K
|
3.97K
$2.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-172- 1.7% |
$65.3K - $71.7K
|
9.97K
$5.92M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-173- 24.57% |
$65.7K - $72.1K
|
531
$316K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-174- 9.17% |
$66K - $72.5K
|
1.72K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-174- 0.71% |
$66K - $72.5K
|
24.2K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-174- 0.6% |
$66K - $72.5K
|
28.6K
$17M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-175- 79.91% |
$66.4K - $72.9K
|
44
$26.1K
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-176- 1.96% |
$66.8K - $73.4K
|
8.78K
$5.22M
|
|
|
Feb 11, 2025
Q1 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-176- 1.34% |
$66.8K - $73.4K
|
12.9K
$7.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-177- 18.69% |
$67.2K - $73.8K
|
770
$458K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-177- 25.76% |
$67.2K - $73.8K
|
510
$303K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-178- 17.93% |
$67.6K - $74.2K
|
815
$484K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-179- 3.17% |
$67.9K - $74.6K
|
5.47K
$3.25M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-179- 13.82% |
$67.9K - $74.6K
|
1.12K
$663K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-180- 2.77% |
$68.3K - $75K
|
6.31K
$3.75M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-180- 6.71% |
$68.3K - $75K
|
2.5K
$1.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-183- 26.56% |
$69.4K - $76.3K
|
506
$301K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-185- 0.54% |
$70.2K - $77.1K
|
33.8K
$20.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-186- 1.52% |
$70.6K - $77.5K
|
12K
$7.16M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-186- 2.83% |
$70.6K - $77.5K
|
6.38K
$3.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-187- 1.06% |
$71K - $77.9K
|
17.5K
$10.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-190- 0.41% |
$72.1K - $79.2K
|
45.8K
$27.2M
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-190- 13.27% |
$72.1K - $79.2K
|
1.24K
$738K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-191- 1.22% |
$72.5K - $79.6K
|
15.5K
$9.21M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-191- 1.55% |
$72.5K - $79.6K
|
12.1K
$7.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-192- 4.22% |
$72.9K - $80K
|
4.36K
$2.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-193- 2.34% |
$73.2K - $80.4K
|
8.05K
$4.78M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-193- 2.76% |
$73.2K - $80.4K
|
6.79K
$4.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-195- 3.15% |
$74K - $81.3K
|
5.99K
$3.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-195- 9.96% |
$74K - $81.3K
|
1.76K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-196- 7.27% |
$74.4K - $81.7K
|
2.5K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-196- 10.36% |
$74.4K - $81.7K
|
1.7K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-197- 3.98% |
$74.8K - $82.1K
|
4.75K
$2.82M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-198- 14.4% |
$75.1K - $82.5K
|
1.18K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-198- 43.9% |
$75.1K - $82.5K
|
253
$150K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-199- 9.79% |
$75.5K - $82.9K
|
1.83K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 3.45% |
$75.5K - $82.9K
|
5.57K
$3.31M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-199- 2.23% |
$75.5K - $82.9K
|
8.73K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 7.81% |
$75.9K - $83.4K
|
2.36K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-201- 6.06% |
$76.3K - $83.8K
|
3.12K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-202- 1.7% |
$76.7K - $84.2K
|
11.7K
$6.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-206- 1.92% |
$78.2K - $85.9K
|
10.5K
$6.25M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-207- 8.59% |
$78.6K - $86.3K
|
2.2K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-208- 1.71% |
$78.9K - $86.7K
|
12K
$7.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-208- 18.34% |
$78.9K - $86.7K
|
926
$550K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-210- 1.12% |
$79.7K - $87.5K
|
18.6K
$11.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-211- 63.94% |
$80.1K - $87.9K
|
119
$70.7K
|