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 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.84K- 32.17% |
$1.46M - $1.6M
|
8.09K
$4.83M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.85K- 9.1% |
$1.46M - $1.6M
|
38.4K
$23M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.89K- 2.1% |
$1.48M - $1.62M
|
181K
$108M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.89K- 26.1% |
$1.48M - $1.62M
|
11K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-3.89K- 8.18% |
$1.48M - $1.62M
|
43.7K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3.91K- 81.76% |
$1.49M - $1.63M
|
873
$522K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.93K- 2.57% |
$1.49M - $1.64M
|
149K
$89.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.97K- 2.25% |
$1.51M - $1.66M
|
173K
$103M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.1K- 11.66% |
$1.56M - $1.71M
|
31K
$18.6M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.1K- 2.83% |
$1.56M - $1.71M
|
141K
$84.2M
|
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.12K- 5.78% |
$1.56M - $1.72M
|
67.1K
$40.1M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.12K- 5.78% |
$1.56M - $1.72M
|
67.1K
$40.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 50.98% |
$1.57M - $1.72M
|
3.97K
$2.37M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.13K- 3.21% |
$1.57M - $1.72M
|
125K
$74.4M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-4.14K- 6.31% |
$1.57M - $1.72M
|
61.4K
$36.7M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.16K- 86.54% |
$1.58M - $1.73M
|
647
$387K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.18K- 12.87% |
$1.59M - $1.74M
|
28.3K
$16.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.2K- 44.78% |
$1.59M - $1.75M
|
5.18K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.21K- 24.95% |
$1.6M - $1.75M
|
12.7K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.24K- 9.79% |
$1.61M - $1.77M
|
39.1K
$23.3M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.24K- 7.44% |
$1.61M - $1.77M
|
52.8K
$31.5M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-4.24K- 47.84% |
$1.61M - $1.77M
|
4.63K
$2.76M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.29K- 24.26% |
$1.63M - $1.79M
|
13.4K
$8.01M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.31K- 8.04% |
$1.64M - $1.8M
|
49.3K
$29.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.32K- 2.26% |
$1.64M - $1.8M
|
187K
$112M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.34K- 4.03% |
$1.65M - $1.81M
|
103K
$61.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.36K- 16.8% |
$1.66M - $1.82M
|
21.6K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.41K- 13.09% |
$1.67M - $1.84M
|
29.3K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4.44K- 24.8% |
$1.69M - $1.85M
|
13.5K
$8.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.5K- 28.88% |
$1.71M - $1.88M
|
11.1K
$6.63M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.55K- 0.83% |
$1.73M - $1.9M
|
547K
$327M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.57K- 71.63% |
$1.74M - $1.91M
|
1.81K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.61K- 9.97% |
$1.75M - $1.92M
|
41.6K
$24.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.62K- 13.44% |
$1.75M - $1.93M
|
29.8K
$17.8M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.67K- 11.01% |
$1.77M - $1.94M
|
37.7K
$22.5M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.72K- 3.91% |
$1.79M - $1.97M
|
116K
$69.3M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4.72K- 71.3% |
$1.79M - $1.97M
|
1.9K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.73K- 11.55% |
$1.79M - $1.97M
|
36.2K
$21.6M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.76K- 8.09% |
$1.81M - $1.98M
|
54K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-4.86K- 30.23% |
$1.85M - $2.03M
|
11.2K
$6.71M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.88K- 11.58% |
$1.85M - $2.03M
|
37.2K
$22.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.88K- 89.92% |
$1.85M - $2.03M
|
547
$327K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4.89K- 37.84% |
$1.86M - $2.04M
|
8.04K
$4.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-4.92K- 4.01% |
$1.87M - $2.05M
|
118K
$70.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.97K- 1.3% |
$1.89M - $2.07M
|
377K
$226M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.98K- 18.45% |
$1.89M - $2.07M
|
22K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.03K- 3.25% |
$1.91M - $2.1M
|
150K
$89.5M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-5.09K- 19.13% |
$1.93M - $2.12M
|
21.5K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.09K- 1.16% |
$1.93M - $2.12M
|
435K
$260M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5.1K- 41.62% |
$1.93M - $2.12M
|
7.15K
$4.27M
|