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 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.11K- 6.34% |
$423K - $464K
|
16.5K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.12K- 4.87% |
$424K - $465K
|
21.8K
$13.4M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.12K- 4.97% |
$425K - $467K
|
21.4K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 5.43% |
$426K - $468K
|
19.6K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.15K- 3.31% |
$437K - $480K
|
33.7K
$20.6M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.15K- 4.34% |
$438K - $481K
|
25.4K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.16K- 1.19% |
$439K - $482K
|
95.8K
$58.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.16K- 6.02% |
$440K - $483K
|
18.1K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 18.91% |
$440K - $483K
|
4.97K
$3.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 33.52% |
$444K - $487K
|
2.32K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.18K- 0.83% |
$449K - $493K
|
141K
$86.2M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.2K- 9.28% |
$454K - $498K
|
11.7K
$7.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.21K- 4.46% |
$461K - $506K
|
26K
$15.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.23K- 28.75% |
$467K - $513K
|
3.05K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.23K- 2.72% |
$468K - $514K
|
44.2K
$27.1M
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-1.25K- 15.09% |
$474K - $521K
|
7.03K
$4.31M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.26K- 2.8% |
$478K - $525K
|
43.8K
$26.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.27K- 19.93% |
$482K - $529K
|
5.1K
$3.13M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 3.24% |
$483K - $530K
|
38K
$23.3M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.28K- 2.15% |
$485K - $533K
|
58.3K
$35.7M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.28K- 8.36% |
$487K - $535K
|
14.1K
$8.62M
|
|
|
May 12, 2023
Q1 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.29K- 4.7% |
$488K - $536K
|
26.1K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 6.21% |
$488K - $536K
|
19.4K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 2.74% |
$489K - $537K
|
45.6K
$28M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.29K- 1.95% |
$490K - $538K
|
64.9K
$39.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.29K- 7.51% |
$490K - $538K
|
15.9K
$9.75M
|
|
|
May 11, 2023
Q1 2023
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1.3K- 11.5% |
$491K - $540K
|
9.97K
$6.11M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.3K- 22.41% |
$495K - $543K
|
4.52K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.32K- 0.58% |
$502K - $551K
|
226K
$139M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.32K- 1.11% |
$502K - $552K
|
118K
$72.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.34K- 9.92% |
$508K - $558K
|
12.2K
$7.45M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.35K- 12.81% |
$512K - $562K
|
9.18K
$5.63M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.36K- 9.26% |
$515K - $565K
|
13.3K
$8.14M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.37K- 0.54% |
$520K - $571K
|
253K
$155M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1.38K- 53.66% |
$523K - $574K
|
1.19K
$729K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 61.32% |
$531K - $583K
|
883
$541K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.41K- 4.98% |
$533K - $586K
|
26.8K
$16.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.41K- 0.79% |
$536K - $589K
|
177K
$108M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.42K- 42.1% |
$538K - $591K
|
1.95K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.44K- 27.41% |
$545K - $599K
|
3.81K
$2.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.44K- 3.27% |
$545K - $599K
|
42.5K
$26.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.44K- 7.85% |
$547K - $601K
|
16.9K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.45K- 2.17% |
$550K - $604K
|
65.2K
$40M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.46K- 11.37% |
$552K - $606K
|
11.3K
$6.95M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.46K- 7.45% |
$554K - $608K
|
18.1K
$11.1M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.47K- 10.59% |
$557K - $612K
|
12.4K
$7.6M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.48K- 1.22% |
$560K - $615K
|
120K
$73.3M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.48K- 40.99% |
$562K - $617K
|
2.13K
$1.31M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.48K- 40.99% |
$562K - $617K
|
2.13K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.49K- 52.67% |
$566K - $622K
|
1.34K
$822K
|