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 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-21.6K- 1.95% |
$8.18M - $8.98M
|
1.08M
$659M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-21.8K- 46.13% |
$8.26M - $9.07M
|
25.4K
$15.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-21.8K- 39.55% |
$8.28M - $9.1M
|
33.4K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-22.1K- 57.83% |
$8.37M - $9.19M
|
16.1K
$9.81M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-22.4K- 53.72% |
$8.5M - $9.34M
|
19.3K
$11.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-22.7K- 85.57% |
$8.6M - $9.45M
|
3.82K
$2.33M
|
|
|
Aug 13, 2024
Q1 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-22.8K- 1.79% |
$8.66M - $9.51M
|
1.25M
$762M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-22.9K- 41.96% |
$8.68M - $9.53M
|
31.6K
$19.3M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-23.6K- 31.75% |
$8.96M - $9.84M
|
50.7K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-23.8K- 54.09% |
$9.03M - $9.92M
|
20.2K
$12.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.9K- 23.75% |
$9.07M - $9.96M
|
76.7K
$46.8M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-24K- 57.25% |
$9.11M - $10M
|
17.9K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-24.2K- 11.97% |
$9.18M - $10.1M
|
178K
$108M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-24.2K- 41.48% |
$9.18M - $10.1M
|
34.1K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.2K- 84.69% |
$9.2M - $10.1M
|
4.38K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-25K- 18.52% |
$9.49M - $10.4M
|
110K
$67.1M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-25.2K- 20.04% |
$9.55M - $10.5M
|
100K
$61.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.3K- 29.25% |
$9.59M - $10.5M
|
61.1K
$37.3M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-25.4K- 41.37% |
$9.64M - $10.6M
|
36K
$21.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-26K- 35.68% |
$9.87M - $10.8M
|
46.9K
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-26.1K- 2.83% |
$9.89M - $10.9M
|
895K
$546M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-26.7K- 39.6% |
$10.1M - $11.1M
|
40.7K
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.7K- 15.69% |
$10.1M - $11.1M
|
144K
$87.6M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-26.9K- 45.86% |
$10.2M - $11.2M
|
31.7K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-27.1K- 11.86% |
$10.3M - $11.3M
|
201K
$123M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-27.2K- 7.49% |
$10.3M - $11.3M
|
336K
$205M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.2K- 5.47% |
$10.3M - $11.3M
|
470K
$287M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-27.8K- 50.28% |
$10.6M - $11.6M
|
27.5K
$16.8M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-27.9K- 21.86% |
$10.6M - $11.6M
|
99.6K
$60.7M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-28K- 11.59% |
$10.6M - $11.7M
|
214K
$130M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-28.1K- 68.56% |
$10.7M - $11.7M
|
12.9K
$7.86M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29.4K- 6.88% |
$11.2M - $12.3M
|
398K
$243M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-29.6K- 11.49% |
$11.2M - $12.3M
|
228K
$139M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-29.7K- 33.35% |
$11.3M - $12.4M
|
59.4K
$36.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-30K- 0.31% |
$11.4M - $12.5M
|
9.62M
$5.87B
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-30K- 92.22% |
$11.4M - $12.5M
|
2.53K
$1.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-30.3K- 60.85% |
$11.5M - $12.6M
|
19.5K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-30.7K- 82.83% |
$11.6M - $12.8M
|
6.36K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Sachem Head Capital Management LP
New York, NY |
SELL
|
- |
-31.5K- 79.15% |
$12M - $13.1M
|
8.3K
$5.06M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-31.8K- 49.21% |
$12.1M - $13.2M
|
32.8K
$20M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-31.8K- 69.13% |
$12.1M - $13.3M
|
14.2K
$8.66M
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-32K- 90.22% |
$12.1M - $13.3M
|
3.47K
$2.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-32.2K- 36.29% |
$12.2M - $13.4M
|
56.5K
$34.5M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-32.9K- 92.36% |
$12.5M - $13.7M
|
2.72K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33K- 2.61% |
$12.5M - $13.8M
|
1.23M
$750M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-33K- 96.79% |
$12.5M - $13.8M
|
1.1K
$669K
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-35.3K- 78.14% |
$13.4M - $14.7M
|
9.88K
$6.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-35.5K- 92.94% |
$13.5M - $14.8M
|
2.7K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-36.4K- 53.46% |
$13.8M - $15.2M
|
31.7K
$19.3M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-37.7K- 18.17% |
$14.3M - $15.7M
|
170K
$104M
|