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 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-80- 8.05% |
$30.4K - $33.3K
|
914
$574K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 2.96% |
$30.7K - $33.8K
|
2.65K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-81- 7.38% |
$30.7K - $33.8K
|
1.02K
$638K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-81- 4.45% |
$30.7K - $33.8K
|
1.74K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-81- 0.13% |
$30.7K - $33.8K
|
59.9K
$37.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-81- 7.26% |
$30.7K - $33.8K
|
1.04K
$650K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-81- 7.49% |
$30.7K - $33.8K
|
1K
$628K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-82- 1.91% |
$31.1K - $34.2K
|
4.22K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-82- 6.97% |
$31.1K - $34.2K
|
1.09K
$687K
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-84- 9.41% |
$31.9K - $35K
|
809
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-85- 3.21% |
$32.3K - $35.4K
|
2.56K
$1.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-85- 3.37% |
$32.3K - $35.4K
|
2.44K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-85- 0.8% |
$32.3K - $35.4K
|
10.5K
$6.58M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-85- 0.72% |
$32.3K - $35.4K
|
11.7K
$7.34M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-85- 0.72% |
$32.3K - $35.4K
|
11.7K
$7.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-86- 1.06% |
$32.6K - $35.8K
|
8.01K
$5.03M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-86- 1.66% |
$32.6K - $35.8K
|
5.09K
$3.2M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-87- 2.06% |
$33K - $36.3K
|
4.14K
$2.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-88- 0.76% |
$33.4K - $36.7K
|
11.5K
$7.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-88- 3.12% |
$33.4K - $36.7K
|
2.73K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-88- 2.88% |
$33.4K - $36.7K
|
2.97K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-89- 0.69% |
$33.8K - $37.1K
|
12.8K
$8.02M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-89- 6.37% |
$33.8K - $37.1K
|
1.31K
$822K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-90- 0.85% |
$34.2K - $37.5K
|
10.5K
$6.57M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-90- 4.0% |
$34.2K - $37.5K
|
2.16K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-90- 4.0% |
$34.2K - $37.5K
|
2.16K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-90- 1.28% |
$34.2K - $37.5K
|
6.97K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 5.18% |
$34.2K - $37.5K
|
1.65K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-91- 1.97% |
$34.5K - $37.9K
|
4.54K
$2.85M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-92- 0.79% |
$34.9K - $38.3K
|
11.5K
$7.23M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-92- 5.57% |
$34.9K - $38.3K
|
1.56K
$979K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-92- 1.59% |
$34.9K - $38.3K
|
5.68K
$3.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-93- 3.77% |
$35.3K - $38.8K
|
2.38K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-93- 1.11% |
$35.3K - $38.8K
|
8.32K
$5.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-93- 6.67% |
$35.3K - $38.8K
|
1.3K
$818K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-93- 3.3% |
$35.3K - $38.8K
|
2.73K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-95- 11.71% |
$36.1K - $39.6K
|
716
$450K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-95- 2.94% |
$36.1K - $39.6K
|
3.14K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-95- 2.3% |
$36.1K - $39.6K
|
4.03K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-95- 2.75% |
$36.1K - $39.6K
|
3.36K
$2.11M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-96- 0.59% |
$36.4K - $40K
|
16.3K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-97- 56.73% |
$36.8K - $40.4K
|
74
$46.5K
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-98- 0.25% |
$37.2K - $40.8K
|
39.3K
$24.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.84% |
$38K - $41.7K
|
2.5K
$1.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-100- 9.91% |
$38K - $41.7K
|
909
$571K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-100- 5.26% |
$38K - $41.7K
|
1.8K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-100- 11.11% |
$38K - $41.7K
|
800
$502K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 3.28% |
$38K - $41.7K
|
2.95K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 4.23% |
$38K - $41.7K
|
2.27K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-100- 9.79% |
$38K - $41.7K
|
921
$578K
|