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 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-186- 1.52% |
$70.6K - $77.5K
|
12K
$6.88M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-186- 2.83% |
$70.6K - $77.5K
|
6.38K
$3.64M
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-187- 1.06% |
$71K - $77.9K
|
17.5K
$9.99M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-190- 0.41% |
$72.1K - $79.2K
|
45.8K
$26.1M
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-190- 13.27% |
$72.1K - $79.2K
|
1.24K
$710K
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-191- 1.22% |
$72.5K - $79.6K
|
15.5K
$8.85M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-191- 1.55% |
$72.5K - $79.6K
|
12.1K
$6.94M
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-192- 4.22% |
$72.9K - $80K
|
4.36K
$2.49M
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-193- 2.34% |
$73.2K - $80.4K
|
8.05K
$4.6M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-193- 2.76% |
$73.2K - $80.4K
|
6.79K
$3.88M
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-195- 3.15% |
$74K - $81.3K
|
5.99K
$3.42M
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-195- 9.96% |
$74K - $81.3K
|
1.76K
$1.01M
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-196- 7.27% |
$74.4K - $81.7K
|
2.5K
$1.43M
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-196- 10.36% |
$74.4K - $81.7K
|
1.7K
$969K
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-197- 3.98% |
$74.8K - $82.1K
|
4.75K
$2.71M
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-198- 14.4% |
$75.1K - $82.5K
|
1.18K
$673K
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-198- 43.9% |
$75.1K - $82.5K
|
253
$145K
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-199- 9.79% |
$75.5K - $82.9K
|
1.83K
$1.05M
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 3.45% |
$75.5K - $82.9K
|
5.57K
$3.18M
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-199- 2.23% |
$75.5K - $82.9K
|
8.73K
$4.99M
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-200- 7.81% |
$75.9K - $83.4K
|
2.36K
$1.35M
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-201- 6.06% |
$76.3K - $83.8K
|
3.12K
$1.78M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-202- 1.7% |
$76.7K - $84.2K
|
11.7K
$6.67M
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-206- 1.92% |
$78.2K - $85.9K
|
10.5K
$6.01M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-207- 8.59% |
$78.6K - $86.3K
|
2.2K
$1.26M
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-208- 1.71% |
$78.9K - $86.7K
|
12K
$6.83M
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-208- 18.34% |
$78.9K - $86.7K
|
926
$529K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-210- 1.12% |
$79.7K - $87.5K
|
18.6K
$10.6M
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-211- 63.94% |
$80.1K - $87.9K
|
119
$68K
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-211- 7.63% |
$80.1K - $87.9K
|
2.55K
$1.46M
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-214- 23.88% |
$81.2K - $89.2K
|
682
$390K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-214- 6.18% |
$81.2K - $89.2K
|
3.25K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-214- 2.23% |
$81.2K - $89.2K
|
9.39K
$5.36M
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-215- 4.78% |
$81.6K - $89.6K
|
4.28K
$2.45M
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-215- 7.31% |
$81.6K - $89.6K
|
2.73K
$1.56M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-215- 1.44% |
$81.6K - $89.6K
|
14.8K
$8.43M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-215- 0.48% |
$81.6K - $89.6K
|
45K
$25.7M
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-216- 2.72% |
$82K - $90K
|
7.71K
$4.41M
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-216- 9.16% |
$82K - $90K
|
2.14K
$1.22M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-220- 3.78% |
$83.5K - $91.7K
|
5.6K
$3.2M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-220- 82.71% |
$83.5K - $91.7K
|
46
$26.3K
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-221- 1.45% |
$83.9K - $92.1K
|
15K
$8.57M
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-222- 0.35% |
$84.2K - $92.5K
|
63K
$36M
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-222- 24.86% |
$84.2K - $92.5K
|
671
$383K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-223- 16.93% |
$84.6K - $92.9K
|
1.09K
$625K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-224- 2.56% |
$85K - $93.4K
|
8.54K
$4.88M
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-225- 12.2% |
$85.4K - $93.8K
|
1.62K
$925K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-225- 3.61% |
$85.4K - $93.8K
|
6K
$3.43M
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-225- 10.8% |
$85.4K - $93.8K
|
1.86K
$1.06M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-226- 1.23% |
$85.8K - $94.2K
|
18.2K
$10.4M
|