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 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-321- 7.08% |
$122K - $134K
|
4.21K
$2.48M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-321- 21.66% |
$122K - $134K
|
1.16K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-322- 6.56% |
$122K - $134K
|
4.58K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-328- 14.49% |
$124K - $137K
|
1.94K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-329- 1.94% |
$125K - $137K
|
16.6K
$9.77M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-329- 15.61% |
$125K - $137K
|
1.78K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-331- 37.36% |
$126K - $138K
|
555
$327K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-331- 5.81% |
$126K - $138K
|
5.37K
$3.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-335- 2.41% |
$127K - $140K
|
13.6K
$7.99M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-336- 11.69% |
$128K - $140K
|
2.54K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-336- 1.54% |
$128K - $140K
|
21.6K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-337- 2.62% |
$128K - $140K
|
12.5K
$7.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-338- 4.77% |
$128K - $141K
|
6.75K
$3.97M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-339- 3.9% |
$129K - $141K
|
8.35K
$4.92M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-340- 52.88% |
$129K - $142K
|
303
$178K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-343- 8.31% |
$130K - $143K
|
3.79K
$2.23M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-343- 5.79% |
$130K - $143K
|
5.58K
$3.29M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-344- 3.48% |
$131K - $143K
|
9.54K
$5.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-346- 1.72% |
$131K - $144K
|
19.7K
$11.6M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-346- 6.95% |
$131K - $144K
|
4.63K
$2.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-348- 6.57% |
$132K - $145K
|
4.95K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-349- 2.71% |
$132K - $145K
|
12.5K
$7.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Barton Investment Management
|
SELL
|
- |
-350- 17.16% |
$133K - $146K
|
1.69K
$995K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-350- 4.97% |
$133K - $146K
|
6.7K
$3.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-353- 1.9% |
$134K - $147K
|
18.2K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-353- 2.13% |
$134K - $147K
|
16.2K
$9.54M
|
|
|
May 11, 2023
Q1 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-361- 0.16% |
$137K - $150K
|
228K
$134M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-366- 4.12% |
$139K - $153K
|
8.52K
$5.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-368- 32.86% |
$140K - $153K
|
752
$443K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-370- 1.23% |
$140K - $154K
|
29.7K
$17.5M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-370- 1.39% |
$140K - $154K
|
26.3K
$15.5M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-371- 7.67% |
$141K - $155K
|
4.47K
$2.63M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-372- 4.48% |
$141K - $155K
|
7.94K
$4.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-372- 0.39% |
$141K - $155K
|
95.6K
$56.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-373- 1.85% |
$142K - $155K
|
19.8K
$11.6M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-374- 6.18% |
$142K - $156K
|
5.68K
$3.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-375- 17.36% |
$142K - $156K
|
1.79K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-376- 1.21% |
$143K - $157K
|
30.6K
$18M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-378- 2.55% |
$143K - $158K
|
14.5K
$8.51M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-379- 0.29% |
$144K - $158K
|
130K
$76.4M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-379- 2.96% |
$144K - $158K
|
12.4K
$7.31M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-379- 5.47% |
$144K - $158K
|
6.55K
$3.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-380- 0.71% |
$144K - $158K
|
53.4K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-380- 4.1% |
$144K - $158K
|
8.88K
$5.23M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-381- 3.28% |
$145K - $159K
|
11.2K
$6.62M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-382- 21.92% |
$145K - $159K
|
1.36K
$801K
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-385- 3.95% |
$146K - $160K
|
9.36K
$5.51M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-386- 21.82% |
$146K - $161K
|
1.38K
$814K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-388- 14.59% |
$147K - $162K
|
2.27K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-389- 39.41% |
$148K - $162K
|
598
$352K
|