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 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-888- 20.04% |
$337K - $370K
|
3.54K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-889- 3.82% |
$337K - $371K
|
22.4K
$13.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-895- 10.7% |
$340K - $373K
|
7.47K
$4.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-895- 4.87% |
$340K - $373K
|
17.5K
$10.7M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-896- 6.78% |
$340K - $373K
|
12.3K
$7.52M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-899- 2.83% |
$341K - $375K
|
30.8K
$18.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-906- 36.2% |
$344K - $378K
|
1.6K
$975K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-907- 2.57% |
$344K - $378K
|
34.4K
$21M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-910- 2.35% |
$345K - $379K
|
37.8K
$23.1M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-910- 3.99% |
$345K - $379K
|
21.9K
$13.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-911- 4.0% |
$346K - $380K
|
21.9K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-916- 3.6% |
$348K - $382K
|
24.5K
$15M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-921- 62.23% |
$350K - $384K
|
559
$341K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-923- 1.13% |
$350K - $385K
|
80.5K
$49.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-935- 8.48% |
$355K - $390K
|
10.1K
$6.16M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-943- 6.41% |
$358K - $393K
|
13.8K
$8.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-944- 2.52% |
$358K - $393K
|
36.5K
$22.3M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-944- 8.05% |
$358K - $393K
|
10.8K
$6.58M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-959- 40.95% |
$364K - $400K
|
1.38K
$844K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-965- 14.91% |
$366K - $402K
|
5.51K
$3.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-973- 0.52% |
$369K - $406K
|
185K
$113M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-977- 6.92% |
$371K - $407K
|
13.1K
$8.02M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-982- 2.33% |
$373K - $409K
|
41.2K
$25.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-985- 5.19% |
$374K - $411K
|
18K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-986- 8.12% |
$374K - $411K
|
11.2K
$6.81M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-992- 14.46% |
$376K - $413K
|
5.87K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-997- 56.71% |
$378K - $416K
|
761
$464K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1K- 11.18% |
$380K - $417K
|
7.94K
$4.85M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1K- 19.46% |
$380K - $417K
|
4.14K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.01K- 7.85% |
$383K - $420K
|
11.8K
$7.22M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.01K- 13.49% |
$384K - $421K
|
6.48K
$3.96M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 79.07% |
$386K - $423K
|
269
$164K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.46% |
$387K - $425K
|
40.4K
$24.7M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.02K- 3.52% |
$387K - $425K
|
28K
$17.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.03K- 3.32% |
$390K - $428K
|
29.9K
$18.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.03K- 0.49% |
$392K - $430K
|
208K
$127M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.05K- 3.69% |
$398K - $438K
|
27.4K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.05K- 0.69% |
$399K - $438K
|
151K
$91.9M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.06K- 9.99% |
$401K - $441K
|
9.52K
$5.81M
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.06K- 11.33% |
$403K - $443K
|
8.32K
$5.08M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.07K- 1.61% |
$405K - $445K
|
65.1K
$39.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 59.27% |
$408K - $448K
|
738
$450K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$410K - $450K
|
13.3K
$8.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.08K- 54.07% |
$411K - $451K
|
919
$561K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.08K- 67.75% |
$411K - $451K
|
515
$314K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.09K- 1.72% |
$414K - $455K
|
62.2K
$37.9M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.1K- 55.82% |
$417K - $458K
|
869
$530K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.1K- 55.93% |
$419K - $460K
|
870
$531K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.1K- 18.12% |
$419K - $460K
|
4.99K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.11K- 12.48% |
$422K - $464K
|
7.8K
$4.76M
|