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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-268- 19.03% |
$102K - $112K
|
1.14K
$671K
|
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-268- 0.94% |
$102K - $112K
|
28.1K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-268- 16.79% |
$102K - $112K
|
1.33K
$782K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-268- 0.72% |
$102K - $112K
|
36.7K
$21.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-269- 9.17% |
$102K - $112K
|
2.66K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-270- 20.55% |
$102K - $113K
|
1.04K
$615K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-270- 4.38% |
$102K - $113K
|
5.89K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-275- 13.68% |
$104K - $115K
|
1.74K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-277- 1.05% |
$105K - $115K
|
26.2K
$15.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-278- 19.12% |
$106K - $116K
|
1.18K
$692K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-278- 3.86% |
$106K - $116K
|
6.92K
$4.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-279- 0.69% |
$106K - $116K
|
40K
$23.6M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-279- 4.15% |
$106K - $116K
|
6.44K
$3.79M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-280- 1.94% |
$106K - $117K
|
14.2K
$8.34M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-282- 0.55% |
$107K - $118K
|
50.7K
$29.9M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-284- 2.54% |
$108K - $118K
|
10.9K
$6.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-285- 8.93% |
$108K - $119K
|
2.91K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-286- 6.6% |
$109K - $119K
|
4.05K
$2.38M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-287- 0.77% |
$109K - $120K
|
37K
$21.8M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-288- 2.2% |
$109K - $120K
|
12.8K
$7.52M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-289- 3.62% |
$110K - $120K
|
7.69K
$4.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-290- 11.24% |
$110K - $121K
|
2.29K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-290- 10.2% |
$110K - $121K
|
2.55K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-290- 4.89% |
$110K - $121K
|
5.65K
$3.32M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-290- 3.15% |
$110K - $121K
|
8.93K
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-290- 4.57% |
$110K - $121K
|
6.05K
$3.56M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-294- 6.24% |
$112K - $123K
|
4.42K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-295- 10.82% |
$112K - $123K
|
2.43K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-296- 2.71% |
$112K - $123K
|
10.6K
$6.25M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-297- 2.3% |
$113K - $124K
|
12.6K
$7.41M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-298- 4.56% |
$113K - $124K
|
6.24K
$3.67M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-299- 1.14% |
$113K - $125K
|
25.9K
$15.2M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-300- 0.61% |
$114K - $125K
|
48.8K
$28.7M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-300- 17.76% |
$114K - $125K
|
1.39K
$818K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-300- 34.92% |
$114K - $125K
|
559
$329K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-303- 1.36% |
$115K - $126K
|
21.9K
$12.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-303- 1.01% |
$115K - $126K
|
29.8K
$17.5M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-303- 3.1% |
$115K - $126K
|
9.48K
$5.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-305- 49.43% |
$116K - $127K
|
312
$184K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-305- 1.08% |
$116K - $127K
|
27.9K
$16.4M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-305- 14.89% |
$116K - $127K
|
1.74K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-305- 2.5% |
$116K - $127K
|
11.9K
$7M
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-306- 6.85% |
$116K - $128K
|
4.16K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-309- 4.9% |
$117K - $129K
|
5.99K
$3.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-310- 1.11% |
$118K - $129K
|
27.5K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-311- 10.69% |
$118K - $130K
|
2.6K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-317- 0.5% |
$120K - $132K
|
62.7K
$36.9M
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-317- 2.73% |
$120K - $132K
|
11.3K
$6.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-320- 2.5% |
$121K - $133K
|
12.5K
$7.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-320- 3.72% |
$121K - $133K
|
8.28K
$4.88M
|