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 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-56- 1.2% |
$21.3K - $23.3K
|
4.61K
$2.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-57- 2.13% |
$21.6K - $23.8K
|
2.61K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-57- 3.0% |
$21.6K - $23.8K
|
1.84K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-58- 0.34% |
$22K - $24.2K
|
16.8K
$9.96M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-58- 1.39% |
$22K - $24.2K
|
4.11K
$2.43M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-58- 1.0% |
$22K - $24.2K
|
5.73K
$3.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-59- 39.33% |
$22.4K - $24.6K
|
91
$53.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-59- 0.19% |
$22.4K - $24.6K
|
30.6K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60- 2.21% |
$22.8K - $25K
|
2.66K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-61- 0.6% |
$23.1K - $25.4K
|
10K
$5.94M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-61- 0.57% |
$23.1K - $25.4K
|
10.5K
$6.24M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-61- 2.38% |
$23.1K - $25.4K
|
2.5K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-61- 3.25% |
$23.1K - $25.4K
|
1.81K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-63- 2.07% |
$23.9K - $26.3K
|
2.99K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-64- 1.85% |
$24.3K - $26.7K
|
3.39K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-64- 7.92% |
$24.3K - $26.7K
|
744
$440K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-65- 10.09% |
$24.7K - $27.1K
|
579
$343K
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-65- 0.97% |
$24.7K - $27.1K
|
6.6K
$3.91M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-65- 4.88% |
$24.7K - $27.1K
|
1.27K
$751K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-65- 2.23% |
$24.7K - $27.1K
|
2.85K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-68- 0.88% |
$25.8K - $28.3K
|
7.67K
$4.54M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-69- 1.16% |
$26.2K - $28.8K
|
5.89K
$3.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-71- 8.83% |
$26.9K - $29.6K
|
733
$434K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-72- 5.76% |
$27.3K - $30K
|
1.18K
$698K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-73- 12.33% |
$27.7K - $30.4K
|
519
$307K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-74- 11.38% |
$28.1K - $30.8K
|
576
$341K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-74- 97.37% |
$28.1K - $30.8K
|
2
$1.18K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-74- 0.47% |
$28.1K - $30.8K
|
15.8K
$9.37M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-74- 0.72% |
$28.1K - $30.8K
|
10.1K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-74- 13.14% |
$28.1K - $30.8K
|
489
$289K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-75- 9.0% |
$28.5K - $31.3K
|
758
$449K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-75- 1.16% |
$28.5K - $31.3K
|
6.39K
$3.78M
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-75- 0.89% |
$28.5K - $31.3K
|
8.32K
$4.92M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-76- 8.03% |
$28.8K - $31.7K
|
871
$516K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-76- 0.28% |
$28.8K - $31.7K
|
26.7K
$15.8M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-77- 2.65% |
$29.2K - $32.1K
|
2.83K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-77- 0.69% |
$29.2K - $32.1K
|
11K
$6.54M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-78- 1.5% |
$29.6K - $32.5K
|
5.12K
$3.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-79- 1.5% |
$30K - $32.9K
|
5.17K
$3.06M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-80- 1.44% |
$30.4K - $33.3K
|
5.48K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-80- 8.05% |
$30.4K - $33.3K
|
914
$541K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-81- 2.96% |
$30.7K - $33.8K
|
2.65K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-81- 7.38% |
$30.7K - $33.8K
|
1.02K
$601K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-81- 4.45% |
$30.7K - $33.8K
|
1.74K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-81- 0.13% |
$30.7K - $33.8K
|
59.9K
$35.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-81- 7.26% |
$30.7K - $33.8K
|
1.04K
$613K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-81- 7.49% |
$30.7K - $33.8K
|
1K
$592K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-82- 1.91% |
$31.1K - $34.2K
|
4.22K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-82- 6.97% |
$31.1K - $34.2K
|
1.09K
$648K
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-84- 9.41% |
$31.9K - $35K
|
809
$479K
|