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 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-145- 6.85% |
$55K - $60.4K
|
1.97K
$1.13M
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-145- 1.04% |
$55K - $60.4K
|
13.9K
$7.91M
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-147- 14.57% |
$55.8K - $61.3K
|
862
$493K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-148- 0.91% |
$56.2K - $61.7K
|
16.1K
$9.19M
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-150- 18.4% |
$56.9K - $62.5K
|
665
$380K
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-150- 4.43% |
$56.9K - $62.5K
|
3.24K
$1.85M
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-150- 8.35% |
$56.9K - $62.5K
|
1.65K
$941K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-150- 30.0% |
$56.9K - $62.5K
|
350
$200K
|
|
May 15, 2023
Q1 2023
|
Metlife Inc
New York, NY |
SELL
|
- |
-150- 1.68% |
$56.9K - $62.5K
|
8.79K
$5.02M
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
SELL
|
- |
-151- 0.97% |
$57.3K - $62.9K
|
15.5K
$8.84M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-151- 4.13% |
$57.3K - $62.9K
|
3.5K
$2M
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-152- 0.45% |
$57.7K - $63.4K
|
33.4K
$19.1M
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-153- 0.76% |
$58.1K - $63.8K
|
19.9K
$11.4M
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-153- 0.89% |
$58.1K - $63.8K
|
17K
$9.74M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-155- 0.64% |
$58.8K - $64.6K
|
24.1K
$13.8M
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-155- 0.96% |
$58.8K - $64.6K
|
15.9K
$9.1M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-158- 14.08% |
$60K - $65.9K
|
964
$551K
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-159- 2.65% |
$60.3K - $66.3K
|
5.83K
$3.33M
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-160- 3.4% |
$60.7K - $66.7K
|
4.54K
$2.59M
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-162- 17.07% |
$61.5K - $67.5K
|
787
$450K
|
|
May 12, 2023
Q1 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-162- 2.19% |
$61.5K - $67.5K
|
7.24K
$4.14M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-162- 0.78% |
$61.5K - $67.5K
|
20.6K
$11.8M
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-163- 2.57% |
$61.9K - $67.9K
|
6.18K
$3.53M
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-164- 6.28% |
$62.2K - $68.4K
|
2.45K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-164- 0.63% |
$62.2K - $68.4K
|
25.9K
$14.8M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-165- 3.89% |
$62.6K - $68.8K
|
4.07K
$2.33M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-166- 0.79% |
$63K - $69.2K
|
20.9K
$11.9M
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-170- 1.0% |
$64.5K - $70.9K
|
16.8K
$9.61M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-170- 4.56% |
$64.5K - $70.9K
|
3.56K
$2.03M
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-170- 0.43% |
$64.5K - $70.9K
|
39.1K
$22.3M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-170- 2.24% |
$64.5K - $70.9K
|
7.4K
$4.23M
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-171- 11.13% |
$64.9K - $71.3K
|
1.37K
$780K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-171- 0.27% |
$64.9K - $71.3K
|
63.2K
$36.1M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-171- 4.13% |
$64.9K - $71.3K
|
3.97K
$2.27M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-172- 1.7% |
$65.3K - $71.7K
|
9.97K
$5.7M
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-173- 24.57% |
$65.7K - $72.1K
|
531
$303K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-174- 9.17% |
$66K - $72.5K
|
1.72K
$985K
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-174- 0.71% |
$66K - $72.5K
|
24.2K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-174- 0.6% |
$66K - $72.5K
|
28.6K
$16.4M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-175- 79.91% |
$66.4K - $72.9K
|
44
$25.1K
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-176- 1.96% |
$66.8K - $73.4K
|
8.78K
$5.02M
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-177- 18.69% |
$67.2K - $73.8K
|
770
$440K
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-177- 25.76% |
$67.2K - $73.8K
|
510
$291K
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-178- 17.93% |
$67.6K - $74.2K
|
815
$466K
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-179- 3.17% |
$67.9K - $74.6K
|
5.47K
$3.13M
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-179- 13.82% |
$67.9K - $74.6K
|
1.12K
$638K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-180- 2.77% |
$68.3K - $75K
|
6.31K
$3.61M
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-180- 6.71% |
$68.3K - $75K
|
2.5K
$1.43M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-183- 26.56% |
$69.4K - $76.3K
|
506
$289K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-185- 0.54% |
$70.2K - $77.1K
|
33.8K
$19.3M
|