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 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-85- 3.21% |
$32.3K - $35.4K
|
2.56K
$1.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-85- 3.37% |
$32.3K - $35.4K
|
2.44K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-85- 0.8% |
$32.3K - $35.4K
|
10.5K
$6.2M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-85- 0.72% |
$32.3K - $35.4K
|
11.7K
$6.91M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-85- 0.72% |
$32.3K - $35.4K
|
11.7K
$6.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-86- 1.06% |
$32.6K - $35.8K
|
8.01K
$4.74M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-86- 1.66% |
$32.6K - $35.8K
|
5.09K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-87- 2.06% |
$33K - $36.3K
|
4.14K
$2.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-88- 0.76% |
$33.4K - $36.7K
|
11.5K
$6.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-88- 3.12% |
$33.4K - $36.7K
|
2.73K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-88- 2.88% |
$33.4K - $36.7K
|
2.97K
$1.76M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-89- 0.69% |
$33.8K - $37.1K
|
12.8K
$7.56M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-89- 6.37% |
$33.8K - $37.1K
|
1.31K
$775K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-90- 0.85% |
$34.2K - $37.5K
|
10.5K
$6.2M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-90- 4.0% |
$34.2K - $37.5K
|
2.16K
$1.28M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-90- 4.0% |
$34.2K - $37.5K
|
2.16K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-90- 1.28% |
$34.2K - $37.5K
|
6.97K
$4.12M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-90- 5.18% |
$34.2K - $37.5K
|
1.65K
$976K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-91- 1.97% |
$34.5K - $37.9K
|
4.54K
$2.69M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-92- 0.79% |
$34.9K - $38.3K
|
11.5K
$6.82M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-92- 5.57% |
$34.9K - $38.3K
|
1.56K
$923K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-92- 1.59% |
$34.9K - $38.3K
|
5.68K
$3.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-93- 3.77% |
$35.3K - $38.8K
|
2.38K
$1.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-93- 1.11% |
$35.3K - $38.8K
|
8.32K
$4.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-93- 6.67% |
$35.3K - $38.8K
|
1.3K
$771K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-93- 3.3% |
$35.3K - $38.8K
|
2.73K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-95- 11.71% |
$36.1K - $39.6K
|
716
$424K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-95- 2.94% |
$36.1K - $39.6K
|
3.14K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-95- 2.3% |
$36.1K - $39.6K
|
4.03K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-95- 2.75% |
$36.1K - $39.6K
|
3.36K
$1.99M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-96- 0.59% |
$36.4K - $40K
|
16.3K
$9.63M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-97- 56.73% |
$36.8K - $40.4K
|
74
$43.8K
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-98- 0.25% |
$37.2K - $40.8K
|
39.3K
$23.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.84% |
$38K - $41.7K
|
2.5K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-100- 9.91% |
$38K - $41.7K
|
909
$538K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-100- 5.26% |
$38K - $41.7K
|
1.8K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-100- 11.11% |
$38K - $41.7K
|
800
$474K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 3.28% |
$38K - $41.7K
|
2.95K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 4.23% |
$38K - $41.7K
|
2.27K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-100- 9.79% |
$38K - $41.7K
|
921
$545K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 4.76% |
$38K - $41.7K
|
2K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-101- 1.99% |
$38.3K - $42.1K
|
4.96K
$2.94M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-101- 0.29% |
$38.3K - $42.1K
|
34.4K
$20.4M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-102- 0.37% |
$38.7K - $42.5K
|
27.6K
$16.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-103- 6.83% |
$39.1K - $42.9K
|
1.41K
$832K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-103- 10.84% |
$39.1K - $42.9K
|
847
$501K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-103- 1.8% |
$39.1K - $42.9K
|
5.63K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-103- 14.74% |
$39.1K - $42.9K
|
596
$353K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 6.0% |
$39.5K - $43.3K
|
1.63K
$964K
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-105- 2.06% |
$39.8K - $43.8K
|
4.98K
$2.95M
|