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 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-25- 0.74% |
$9.49K - $10.4K
|
3.37K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 0.28% |
$9.49K - $10.4K
|
8.89K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-25- 1.18% |
$9.49K - $10.4K
|
2.1K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-25- 1.25% |
$9.49K - $10.4K
|
1.98K
$1.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-26- 1.77% |
$9.87K - $10.8K
|
1.44K
$853K
|
|
|
Apr 10, 2023
Q1 2023
|
Marshall & Sullivan Inc
|
SELL
|
- |
-26- 0.53% |
$9.87K - $10.8K
|
4.91K
$2.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-26- 0.62% |
$9.87K - $10.8K
|
4.18K
$2.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-26- 1.62% |
$9.87K - $10.8K
|
1.58K
$937K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-26- 1.0% |
$9.87K - $10.8K
|
2.57K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-26- 0.06% |
$9.87K - $10.8K
|
41.5K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-26- 4.01% |
$9.87K - $10.8K
|
623
$369K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-26- 0.06% |
$9.87K - $10.8K
|
43.7K
$25.9M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-26- 1.06% |
$9.87K - $10.8K
|
2.42K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-27- 3.56% |
$10.2K - $11.3K
|
731
$433K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-28- 0.11% |
$10.6K - $11.7K
|
25.6K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-28- 1.03% |
$10.6K - $11.7K
|
2.7K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-28- 1.13% |
$10.6K - $11.7K
|
2.45K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-28- 0.43% |
$10.6K - $11.7K
|
6.46K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-29- 1.21% |
$11K - $12.1K
|
2.37K
$1.4M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-29- 0.89% |
$11K - $12.1K
|
3.24K
$1.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-30- 1.45% |
$11.4K - $12.5K
|
2.04K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-30- 0.44% |
$11.4K - $12.5K
|
6.73K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-30- 2.21% |
$11.4K - $12.5K
|
1.33K
$785K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-30- 0.05% |
$11.4K - $12.5K
|
64.2K
$38M
|
|
|
May 10, 2023
Q1 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-30- 1.35% |
$11.4K - $12.5K
|
2.19K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-30- 0.44% |
$11.4K - $12.5K
|
6.81K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-30- 3.66% |
$11.4K - $12.5K
|
790
$468K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-30- 0.96% |
$11.4K - $12.5K
|
3.1K
$1.84M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-30- 0.27% |
$11.4K - $12.5K
|
11K
$6.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-31- 0.61% |
$11.8K - $12.9K
|
5.07K
$3M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-31- 1.32% |
$11.8K - $12.9K
|
2.33K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-31- 0.08% |
$11.8K - $12.9K
|
37.5K
$22.2M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-31- 1.12% |
$11.8K - $12.9K
|
2.73K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-32- 0.46% |
$12.1K - $13.3K
|
6.92K
$4.1M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-32- 2.86% |
$12.1K - $13.3K
|
1.09K
$643K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-33- 2.51% |
$12.5K - $13.8K
|
1.28K
$759K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.21% |
$12.5K - $13.8K
|
15.5K
$9.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 3.04% |
$12.5K - $13.8K
|
1.05K
$624K
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-33- 1.59% |
$12.5K - $13.8K
|
2.04K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-33- 6.23% |
$12.5K - $13.8K
|
497
$294K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-33- 0.76% |
$12.5K - $13.8K
|
4.32K
$2.56M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-34- 0.56% |
$12.9K - $14.2K
|
6.07K
$3.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-35- 1.13% |
$13.3K - $14.6K
|
3.07K
$1.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-35- 0.39% |
$13.3K - $14.6K
|
9.02K
$5.34M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-35- 1.04% |
$13.3K - $14.6K
|
3.33K
$1.97M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-36- 0.52% |
$13.7K - $15K
|
6.85K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-36- 1.74% |
$13.7K - $15K
|
2.04K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-37- 0.4% |
$14K - $15.4K
|
9.2K
$5.44M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-37- 11.31% |
$14K - $15.4K
|
290
$172K
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-38- 0.13% |
$14.4K - $15.8K
|
30.2K
$17.9M
|