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 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-337- 2.62% |
$128K - $140K
|
12.5K
$7.16M
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-338- 4.77% |
$128K - $141K
|
6.75K
$3.86M
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-339- 3.9% |
$129K - $141K
|
8.35K
$4.77M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-340- 52.88% |
$129K - $142K
|
303
$173K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-343- 8.31% |
$130K - $143K
|
3.79K
$2.16M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-343- 5.79% |
$130K - $143K
|
5.58K
$3.19M
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-344- 3.48% |
$131K - $143K
|
9.54K
$5.45M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-346- 1.72% |
$131K - $144K
|
19.7K
$11.3M
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-346- 6.95% |
$131K - $144K
|
4.63K
$2.65M
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-348- 6.57% |
$132K - $145K
|
4.95K
$2.83M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-349- 2.71% |
$132K - $145K
|
12.5K
$7.17M
|
|
Apr 18, 2023
Q1 2023
|
Barton Investment Management
|
SELL
|
- |
-350- 17.16% |
$133K - $146K
|
1.69K
$966K
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-350- 4.97% |
$133K - $146K
|
6.7K
$3.83M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-353- 1.9% |
$134K - $147K
|
18.2K
$10.4M
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-353- 2.13% |
$134K - $147K
|
16.2K
$9.26M
|
|
May 11, 2023
Q1 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-361- 0.16% |
$137K - $150K
|
228K
$130M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-366- 4.12% |
$139K - $153K
|
8.52K
$4.87M
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-368- 32.86% |
$140K - $153K
|
752
$430K
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-370- 1.23% |
$140K - $154K
|
29.7K
$17M
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-370- 1.39% |
$140K - $154K
|
26.3K
$15M
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-371- 7.67% |
$141K - $155K
|
4.47K
$2.55M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-372- 4.48% |
$141K - $155K
|
7.94K
$4.53M
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-372- 0.39% |
$141K - $155K
|
95.6K
$54.6M
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-373- 1.85% |
$142K - $155K
|
19.8K
$11.3M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-374- 6.18% |
$142K - $156K
|
5.68K
$3.24M
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-375- 17.36% |
$142K - $156K
|
1.79K
$1.02M
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-376- 1.21% |
$143K - $157K
|
30.6K
$17.5M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-378- 2.55% |
$143K - $158K
|
14.5K
$8.26M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-379- 0.29% |
$144K - $158K
|
130K
$74.2M
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-379- 2.96% |
$144K - $158K
|
12.4K
$7.1M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-379- 5.47% |
$144K - $158K
|
6.55K
$3.74M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-380- 0.71% |
$144K - $158K
|
53.4K
$30.5M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-380- 4.1% |
$144K - $158K
|
8.88K
$5.08M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-381- 3.28% |
$145K - $159K
|
11.2K
$6.42M
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-382- 21.92% |
$145K - $159K
|
1.36K
$778K
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-385- 3.95% |
$146K - $160K
|
9.36K
$5.35M
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-386- 21.82% |
$146K - $161K
|
1.38K
$790K
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-388- 14.59% |
$147K - $162K
|
2.27K
$1.3M
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-389- 39.41% |
$148K - $162K
|
598
$342K
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-389- 4.34% |
$148K - $162K
|
8.57K
$4.9M
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-390- 8.05% |
$148K - $163K
|
4.45K
$2.55M
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-393- 13.58% |
$149K - $164K
|
2.5K
$1.43M
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-394- 3.93% |
$150K - $164K
|
9.62K
$5.5M
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-396- 4.15% |
$150K - $165K
|
9.14K
$5.22M
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-398- 3.84% |
$151K - $166K
|
9.98K
$5.7M
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-400- 9.11% |
$152K - $167K
|
3.99K
$2.28M
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-400- 0.32% |
$152K - $167K
|
123K
$70.1M
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-400- 1.19% |
$152K - $167K
|
33.2K
$19M
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-402- 0.9% |
$153K - $168K
|
44.5K
$25.4M
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-406- 0.88% |
$154K - $169K
|
45.7K
$26.1M
|