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 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-485- 11.62% |
$184K - $202K
|
3.69K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-487- 4.12% |
$185K - $203K
|
11.3K
$6.67M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-489- 4.51% |
$186K - $204K
|
10.4K
$6.1M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-499- 39.2% |
$189K - $208K
|
774
$456K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-499- 0.63% |
$189K - $208K
|
78.6K
$46.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-500- 33.99% |
$190K - $208K
|
971
$572K
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-500- 50.0% |
$190K - $208K
|
500
$294K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-501- 13.4% |
$190K - $209K
|
3.24K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-501- 37.3% |
$190K - $209K
|
842
$496K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-502- 13.11% |
$191K - $209K
|
3.33K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-506- 6.21% |
$192K - $211K
|
7.64K
$4.5M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-508- 18.97% |
$193K - $212K
|
2.17K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-509- 5.53% |
$193K - $212K
|
8.69K
$5.12M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-510- 10.22% |
$194K - $213K
|
4.48K
$2.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-513- 11.25% |
$195K - $214K
|
4.05K
$2.38M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-513- 50.94% |
$195K - $214K
|
494
$291K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-518- 8.44% |
$197K - $216K
|
5.62K
$3.31M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-519- 1.05% |
$197K - $216K
|
48.7K
$28.7M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-521- 9.89% |
$198K - $217K
|
4.75K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-521- 10.65% |
$198K - $217K
|
4.37K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-521- 7.46% |
$198K - $217K
|
6.47K
$3.81M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-522- 0.89% |
$198K - $218K
|
58.3K
$34.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-530- 4.07% |
$201K - $221K
|
12.5K
$7.35M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-533- 0.61% |
$202K - $222K
|
86.3K
$50.8M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-535- 3.77% |
$203K - $223K
|
13.6K
$8.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-538- 12.61% |
$204K - $224K
|
3.73K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-542- 6.59% |
$206K - $226K
|
7.68K
$4.52M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-543- 35.65% |
$206K - $226K
|
980
$577K
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-545- 0.85% |
$207K - $227K
|
63.8K
$37.5M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-550- 19.1% |
$209K - $229K
|
2.33K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-557- 3.1% |
$211K - $232K
|
17.4K
$10.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-561- 2.91% |
$213K - $234K
|
18.7K
$11M
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-574- 21.75% |
$218K - $239K
|
2.07K
$1.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-578- 9.73% |
$219K - $241K
|
5.36K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-578- 15.01% |
$219K - $241K
|
3.27K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-583- 32.94% |
$221K - $243K
|
1.19K
$699K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-585- 0.31% |
$222K - $244K
|
190K
$112M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-588- 5.83% |
$223K - $245K
|
9.5K
$5.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-590- 54.38% |
$224K - $246K
|
495
$291K
|
|
|
May 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-591- 20.63% |
$224K - $246K
|
2.27K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-592- 13.26% |
$225K - $247K
|
3.87K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-593- 38.53% |
$225K - $247K
|
946
$557K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-594- 33.92% |
$225K - $248K
|
1.16K
$681K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-598- 52.36% |
$227K - $249K
|
544
$320K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-599- 1.25% |
$227K - $250K
|
47.3K
$27.9M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-611- 1.76% |
$232K - $255K
|
34.2K
$20.1M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-613- 2.21% |
$233K - $255K
|
27.2K
$16M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-617- 13.27% |
$234K - $257K
|
4.03K
$2.37M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-619- 0.96% |
$235K - $258K
|
63.7K
$37.5M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-619- 0.83% |
$235K - $258K
|
74.3K
$43.7M
|