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 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-389- 39.41% |
$148K - $162K
|
598
$357K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-389- 4.34% |
$148K - $162K
|
8.57K
$5.12M
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-390- 8.05% |
$148K - $163K
|
4.45K
$2.66M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-393- 13.58% |
$149K - $164K
|
2.5K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-394- 3.93% |
$150K - $164K
|
9.62K
$5.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-396- 4.15% |
$150K - $165K
|
9.14K
$5.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-398- 3.84% |
$151K - $166K
|
9.98K
$5.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-400- 9.11% |
$152K - $167K
|
3.99K
$2.39M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 0.32% |
$152K - $167K
|
123K
$73.3M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-400- 1.19% |
$152K - $167K
|
33.2K
$19.9M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-402- 0.9% |
$153K - $168K
|
44.5K
$26.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-406- 0.88% |
$154K - $169K
|
45.7K
$27.3M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-406- 0.18% |
$154K - $169K
|
226K
$135M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-406- 32.09% |
$154K - $169K
|
859
$513K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-410- 2.68% |
$156K - $171K
|
14.9K
$8.9M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-411- 11.16% |
$156K - $171K
|
3.27K
$1.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-413- 18.41% |
$157K - $172K
|
1.83K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-414- 7.91% |
$157K - $173K
|
4.82K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-415- 12.95% |
$157K - $173K
|
2.79K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-425- 32.92% |
$161K - $177K
|
866
$518K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-426- 10.82% |
$162K - $178K
|
3.51K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-430- 3.8% |
$163K - $179K
|
10.9K
$6.51M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-431- 11.46% |
$164K - $180K
|
3.33K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-435- 3.29% |
$165K - $181K
|
12.8K
$7.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-437- 7.28% |
$166K - $182K
|
5.56K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-438- 9.63% |
$166K - $183K
|
4.11K
$2.45M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-438- 12.07% |
$166K - $183K
|
3.19K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-440- 8.26% |
$167K - $183K
|
4.89K
$2.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-442- 3.0% |
$168K - $184K
|
14.3K
$8.53M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-442- 3.7% |
$168K - $184K
|
11.5K
$6.88M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-444- 0.3% |
$168K - $185K
|
147K
$88.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-445- 2.64% |
$169K - $185K
|
16.4K
$9.81M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-448- 1.39% |
$170K - $187K
|
31.8K
$19M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-449- 28.95% |
$170K - $187K
|
1.1K
$659K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-452- 1.22% |
$172K - $188K
|
36.6K
$21.8M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-452- 21.17% |
$172K - $188K
|
1.68K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-453- 26.14% |
$172K - $189K
|
1.28K
$765K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-456- 4.64% |
$173K - $190K
|
9.37K
$5.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-462- 6.41% |
$175K - $193K
|
6.75K
$4.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-465- 2.63% |
$176K - $194K
|
17.2K
$10.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-467- 5.84% |
$177K - $195K
|
7.52K
$4.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-470- 6.67% |
$178K - $196K
|
6.58K
$3.93M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-473- 5.0% |
$180K - $197K
|
8.98K
$5.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-476- 20.22% |
$181K - $198K
|
1.88K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-480- 25.37% |
$182K - $200K
|
1.41K
$844K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-481- 2.02% |
$183K - $200K
|
23.3K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-481- 7.73% |
$183K - $200K
|
5.74K
$3.43M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-483- 33.47% |
$183K - $201K
|
960
$574K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-484- 1.07% |
$184K - $202K
|
44.9K
$26.8M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-485- 23.64% |
$184K - $202K
|
1.57K
$936K
|