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 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8- 0.35% |
$3.04K - $3.33K
|
2.25K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 0.03% |
$3.04K - $3.33K
|
24.8K
$14.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-8- 0.92% |
$3.04K - $3.33K
|
862
$505K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8- 0.26% |
$3.04K - $3.33K
|
3.06K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-8- 0.43% |
$3.04K - $3.33K
|
1.87K
$1.1M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-8Closed |
$3.04K - $3.33K
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-9- 5.96% |
$3.42K - $3.75K
|
142
$83.2K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-9- 0.52% |
$3.42K - $3.75K
|
1.71K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9- 0.14% |
$3.42K - $3.75K
|
6.22K
$3.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-9- 0.52% |
$3.42K - $3.75K
|
1.72K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-9- 1.28% |
$3.42K - $3.75K
|
694
$407K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-9- 0.69% |
$3.42K - $3.75K
|
1.3K
$763K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-9- 0.45% |
$3.42K - $3.75K
|
2K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-9- 0.46% |
$3.42K - $3.75K
|
1.94K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-9- 0.5% |
$3.42K - $3.75K
|
1.78K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-9- 0.16% |
$3.42K - $3.75K
|
5.45K
$3.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-10- 0.2% |
$3.8K - $4.17K
|
5.03K
$2.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-10- 0.84% |
$3.8K - $4.17K
|
1.18K
$690K
|
|
|
Apr 13, 2023
Q1 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.31% |
$3.8K - $4.17K
|
3.24K
$1.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-10- 1.03% |
$3.8K - $4.17K
|
959
$562K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-10- 0.51% |
$3.8K - $4.17K
|
1.94K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-10- 0.08% |
$3.8K - $4.17K
|
12K
$7M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-10- 1.18% |
$3.8K - $4.17K
|
838
$491K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11- 0.55% |
$4.17K - $4.58K
|
2K
$1.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-11- 0.22% |
$4.17K - $4.58K
|
4.99K
$2.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-11- 0.45% |
$4.17K - $4.58K
|
2.43K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-11- 0.67% |
$4.17K - $4.58K
|
1.63K
$954K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-11- 5.79% |
$4.17K - $4.58K
|
179
$105K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-11- 0.26% |
$4.17K - $4.58K
|
4.26K
$2.5M
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-11- 0.54% |
$4.17K - $4.58K
|
2.04K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-11- 0.49% |
$4.17K - $4.58K
|
2.22K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-11- 0.84% |
$4.17K - $4.58K
|
1.29K
$758K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-11- 0.27% |
$4.17K - $4.58K
|
4.14K
$2.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-12- 1.05% |
$4.55K - $5K
|
1.13K
$661K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-12- 0.22% |
$4.55K - $5K
|
5.42K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-12- 0.05% |
$4.55K - $5K
|
23.1K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-12- 1.39% |
$4.55K - $5K
|
849
$498K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-13- 0.16% |
$4.93K - $5.42K
|
8.16K
$4.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-13- 1.46% |
$4.93K - $5.42K
|
878
$515K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-13- 0.52% |
$4.93K - $5.42K
|
2.47K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-13- 1.21% |
$4.93K - $5.42K
|
1.06K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13- 0.23% |
$4.93K - $5.42K
|
5.61K
$3.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14- 0.32% |
$5.31K - $5.83K
|
4.39K
$2.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 0.33% |
$5.31K - $5.83K
|
4.22K
$2.47M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14- 0.6% |
$5.31K - $5.83K
|
2.33K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-14- 4.42% |
$5.31K - $5.83K
|
303
$178K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-14- 0.48% |
$5.31K - $5.83K
|
2.89K
$1.69M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-14- 0.35% |
$5.31K - $5.83K
|
3.99K
$2.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-15- 0.66% |
$5.69K - $6.25K
|
2.25K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-15- 1.61% |
$5.69K - $6.25K
|
917
$537K
|