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 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-227- 1.83% |
$86.1K - $94.6K
|
12.2K
$6.95M
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-229- 3.8% |
$86.9K - $95.4K
|
5.8K
$3.32M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-234- 0.29% |
$88.8K - $97.5K
|
79.8K
$45.6M
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-235- 1.21% |
$89.2K - $97.9K
|
19.2K
$10.9M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-235- 1.08% |
$89.2K - $97.9K
|
21.6K
$12.3M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-237- 2.15% |
$89.9K - $98.8K
|
10.8K
$6.17M
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-238- 3.73% |
$90.3K - $99.2K
|
6.14K
$3.51M
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-239- 5.96% |
$90.7K - $99.6K
|
3.77K
$2.15M
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-240- 1.11% |
$91.1K - $100K
|
21.3K
$12.2M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-240- 12.31% |
$91.1K - $100K
|
1.71K
$977K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-240- 1.23% |
$91.1K - $100K
|
19.3K
$11M
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-246- 5.62% |
$93.4K - $103K
|
4.13K
$2.36M
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-246- 0.53% |
$93.4K - $103K
|
46K
$26.3M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-246- 0.32% |
$93.4K - $103K
|
77.1K
$44.1M
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-247- 0.58% |
$93.7K - $103K
|
42.5K
$24.3M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-247- 1.81% |
$93.7K - $103K
|
13.4K
$7.68M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-247- 4.62% |
$93.7K - $103K
|
5.1K
$2.92M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-247- 4.62% |
$93.7K - $103K
|
5.1K
$2.92M
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-249- 2.13% |
$94.5K - $104K
|
11.5K
$6.54M
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-249- 9.81% |
$94.5K - $104K
|
2.29K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-249- 20.85% |
$94.5K - $104K
|
945
$540K
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 8.25% |
$94.9K - $104K
|
2.78K
$1.59M
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-250- 20.31% |
$94.9K - $104K
|
981
$561K
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-251- 29.99% |
$95.3K - $105K
|
586
$335K
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-254- 11.81% |
$96.4K - $106K
|
1.9K
$1.08M
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-256- 1.75% |
$97.2K - $107K
|
14.3K
$8.2M
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-257- 4.91% |
$97.5K - $107K
|
4.98K
$2.85M
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-259- 1.78% |
$98.3K - $108K
|
14.3K
$8.19M
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-259- 3.05% |
$98.3K - $108K
|
8.24K
$4.71M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-260- 2.76% |
$98.7K - $108K
|
9.16K
$5.23M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-261- 19.97% |
$99K - $109K
|
1.05K
$598K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-261- 10.23% |
$99K - $109K
|
2.29K
$1.31M
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-261- 12.21% |
$99K - $109K
|
1.88K
$1.07M
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-262- 4.55% |
$99.4K - $109K
|
5.49K
$3.14M
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-264- 15.63% |
$100K - $110K
|
1.43K
$814K
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-264- 8.81% |
$100K - $110K
|
2.73K
$1.56M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-265- 30.11% |
$101K - $110K
|
615
$351K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-266- 1.91% |
$101K - $111K
|
13.6K
$7.79M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-267- 1.19% |
$101K - $111K
|
22.1K
$12.6M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-268- 19.03% |
$102K - $112K
|
1.14K
$651K
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-268- 0.94% |
$102K - $112K
|
28.1K
$16.1M
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-268- 16.79% |
$102K - $112K
|
1.33K
$759K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-268- 0.72% |
$102K - $112K
|
36.7K
$21M
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-269- 9.17% |
$102K - $112K
|
2.66K
$1.52M
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-270- 20.55% |
$102K - $113K
|
1.04K
$597K
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-270- 4.38% |
$102K - $113K
|
5.89K
$3.37M
|
|
May 15, 2023
Q1 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-275- 13.68% |
$104K - $115K
|
1.74K
$992K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-277- 1.05% |
$105K - $115K
|
26.2K
$15M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-278- 19.12% |
$106K - $116K
|
1.18K
$672K
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-278- 3.86% |
$106K - $116K
|
6.92K
$3.96M
|