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 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-38- 0.4% |
$14.4K - $15.8K
|
9.45K
$5.59M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 13.01% |
$14.4K - $15.8K
|
254
$150K
|
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-38- 2.58% |
$14.4K - $15.8K
|
1.44K
$849K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-39- 1.07% |
$14.8K - $16.3K
|
3.59K
$2.13M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.21% |
$15.2K - $16.7K
|
18.6K
$11M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 2.68% |
$15.6K - $17.1K
|
1.49K
$881K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-41- 0.16% |
$15.6K - $17.1K
|
26.2K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-41- 4.3% |
$15.6K - $17.1K
|
913
$540K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-42- 4.09% |
$15.9K - $17.5K
|
984
$582K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-42- 2.23% |
$15.9K - $17.5K
|
1.84K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-43- 3.53% |
$16.3K - $17.9K
|
1.18K
$696K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-44- 0.42% |
$16.7K - $18.3K
|
10.4K
$6.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-45- 1.14% |
$17.1K - $18.8K
|
3.9K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-45- 0.71% |
$17.1K - $18.8K
|
6.32K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-45- 0.19% |
$17.1K - $18.8K
|
23.6K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-45- 1.24% |
$17.1K - $18.8K
|
3.59K
$2.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-46- 7.01% |
$17.5K - $19.2K
|
610
$361K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-46- 0.37% |
$17.5K - $19.2K
|
12.2K
$7.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-46- 0.49% |
$17.5K - $19.2K
|
9.28K
$5.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-46- 35.66% |
$17.5K - $19.2K
|
83
$49.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 0.68% |
$17.8K - $19.6K
|
6.85K
$4.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-47- 5.22% |
$17.8K - $19.6K
|
854
$506K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-47- 1.04% |
$17.8K - $19.6K
|
4.47K
$2.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.69% |
$18.2K - $20K
|
795
$471K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-48- 3.66% |
$18.2K - $20K
|
1.27K
$749K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-48- 5.29% |
$18.2K - $20K
|
860
$509K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-48- 7.2% |
$18.2K - $20K
|
619
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-49- 0.2% |
$18.6K - $20.4K
|
23.9K
$14.1M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-49- 0.42% |
$18.6K - $20.4K
|
11.7K
$6.93M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-49- 3.6% |
$18.6K - $20.4K
|
1.31K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-49- 2.47% |
$18.6K - $20.4K
|
1.93K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-50- 7.3% |
$19K - $20.8K
|
635
$376K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-50- 2.42% |
$19K - $20.8K
|
2.02K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 7.62% |
$19K - $20.8K
|
606
$359K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 33.33% |
$19K - $20.8K
|
100
$59.2K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-50- 1.64% |
$19K - $20.8K
|
3K
$1.78M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-51- 0.76% |
$19.4K - $21.3K
|
6.64K
$3.93M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-52- 3.49% |
$19.7K - $21.7K
|
1.44K
$851K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-52- 0.96% |
$19.7K - $21.7K
|
5.39K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-52- 3.74% |
$19.7K - $21.7K
|
1.34K
$792K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-53- 0.26% |
$20.1K - $22.1K
|
20.4K
$12.1M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-53- 1.63% |
$20.1K - $22.1K
|
3.2K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-53- 2.79% |
$20.1K - $22.1K
|
1.85K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-54- 0.91% |
$20.5K - $22.5K
|
5.87K
$3.47M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-54- 3.74% |
$20.5K - $22.5K
|
1.39K
$822K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-55- 1.08% |
$20.9K - $22.9K
|
5.05K
$2.99M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-55- 0.38% |
$20.9K - $22.9K
|
14.5K
$8.61M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-55- 0.25% |
$20.9K - $22.9K
|
22.2K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-55- 5.46% |
$20.9K - $22.9K
|
952
$564K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-55- 1.12% |
$20.9K - $22.9K
|
4.86K
$2.88M
|