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
|
City Holding CO
|
SELL
|
- |
-220- 3.78% |
$83.5K - $91.7K
|
5.6K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-220- 82.71% |
$83.5K - $91.7K
|
46
$27.1K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-221- 1.45% |
$83.9K - $92.1K
|
15K
$8.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-222- 0.35% |
$84.2K - $92.5K
|
63K
$37.1M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-222- 24.86% |
$84.2K - $92.5K
|
671
$395K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-223- 16.93% |
$84.6K - $92.9K
|
1.09K
$644K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-224- 2.56% |
$85K - $93.4K
|
8.54K
$5.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-225- 12.2% |
$85.4K - $93.8K
|
1.62K
$953K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-225- 3.61% |
$85.4K - $93.8K
|
6K
$3.53M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-225- 10.8% |
$85.4K - $93.8K
|
1.86K
$1.09M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-226- 1.23% |
$85.8K - $94.2K
|
18.2K
$10.7M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-227- 1.83% |
$86.1K - $94.6K
|
12.2K
$7.15M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-229- 3.8% |
$86.9K - $95.4K
|
5.8K
$3.42M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-234- 0.29% |
$88.8K - $97.5K
|
79.8K
$46.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-235- 1.21% |
$89.2K - $97.9K
|
19.2K
$11.3M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-235- 1.08% |
$89.2K - $97.9K
|
21.6K
$12.7M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-237- 2.15% |
$89.9K - $98.8K
|
10.8K
$6.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-238- 3.73% |
$90.3K - $99.2K
|
6.14K
$3.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-239- 5.96% |
$90.7K - $99.6K
|
3.77K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-240- 1.11% |
$91.1K - $100K
|
21.3K
$12.5M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-240- 12.31% |
$91.1K - $100K
|
1.71K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-240- 1.23% |
$91.1K - $100K
|
19.3K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-246- 5.62% |
$93.4K - $103K
|
4.13K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-246- 0.53% |
$93.4K - $103K
|
46K
$27.1M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-246- 0.32% |
$93.4K - $103K
|
77.1K
$45.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-247- 0.58% |
$93.7K - $103K
|
42.5K
$25M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-247- 1.81% |
$93.7K - $103K
|
13.4K
$7.91M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-247- 4.62% |
$93.7K - $103K
|
5.1K
$3M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-247- 4.62% |
$93.7K - $103K
|
5.1K
$3M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-249- 2.13% |
$94.5K - $104K
|
11.5K
$6.74M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-249- 9.81% |
$94.5K - $104K
|
2.29K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-249- 20.85% |
$94.5K - $104K
|
945
$556K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 8.25% |
$94.9K - $104K
|
2.78K
$1.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-250- 20.31% |
$94.9K - $104K
|
981
$577K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-251- 29.99% |
$95.3K - $105K
|
586
$345K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-254- 11.81% |
$96.4K - $106K
|
1.9K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-256- 1.75% |
$97.2K - $107K
|
14.3K
$8.45M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-257- 4.91% |
$97.5K - $107K
|
4.98K
$2.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-259- 1.78% |
$98.3K - $108K
|
14.3K
$8.44M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-259- 3.05% |
$98.3K - $108K
|
8.24K
$4.85M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-260- 2.76% |
$98.7K - $108K
|
9.16K
$5.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-261- 19.97% |
$99K - $109K
|
1.05K
$616K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-261- 10.23% |
$99K - $109K
|
2.29K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-261- 12.21% |
$99K - $109K
|
1.88K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-262- 4.55% |
$99.4K - $109K
|
5.49K
$3.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-264- 15.63% |
$100K - $110K
|
1.43K
$839K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-264- 8.81% |
$100K - $110K
|
2.73K
$1.61M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-265- 30.11% |
$101K - $110K
|
615
$362K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-266- 1.91% |
$101K - $111K
|
13.6K
$8.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-267- 1.19% |
$101K - $111K
|
22.1K
$13M
|