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 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-620- 8.91% |
$235K - $258K
|
6.34K
$3.73M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-624- 28.72% |
$237K - $260K
|
1.55K
$912K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-625- 8.39% |
$237K - $260K
|
6.82K
$4.02M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-630- 23.48% |
$239K - $263K
|
2.05K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-630- 40.13% |
$239K - $263K
|
940
$553K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-635- 5.83% |
$241K - $265K
|
10.3K
$6.03M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-635- 3.24% |
$241K - $265K
|
19K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-636- 1.1% |
$241K - $265K
|
57.3K
$33.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-637- 1.49% |
$242K - $265K
|
42K
$24.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-638- 41.56% |
$242K - $266K
|
897
$528K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-644- 3.19% |
$244K - $268K
|
19.5K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-647- 6.42% |
$246K - $270K
|
9.44K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-649- 1.56% |
$246K - $270K
|
41K
$24.1M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-651- 14.79% |
$247K - $271K
|
3.75K
$2.21M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-652- 2.61% |
$247K - $272K
|
24.3K
$14.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-660- 8.36% |
$250K - $275K
|
7.24K
$4.26M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-660- 3.68% |
$250K - $275K
|
17.3K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
SELL
|
- |
-662- 0.85% |
$251K - $276K
|
77.6K
$45.7M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-662- 7.85% |
$251K - $276K
|
7.77K
$4.57M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-665- 20.96% |
$252K - $277K
|
2.51K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-670- 21.62% |
$254K - $279K
|
2.43K
$1.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-670- 11.73% |
$254K - $279K
|
5.04K
$2.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-671- 1.88% |
$255K - $280K
|
35K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-676- 3.02% |
$257K - $282K
|
21.7K
$12.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-680- 36.44% |
$258K - $283K
|
1.19K
$698K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-686- 5.06% |
$260K - $286K
|
12.9K
$7.58M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-688- 32.86% |
$261K - $287K
|
1.41K
$828K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-698- 5.41% |
$265K - $291K
|
12.2K
$7.18M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-699- 8.15% |
$265K - $291K
|
7.88K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-702- 18.21% |
$266K - $293K
|
3.15K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-702- 11.65% |
$266K - $293K
|
5.33K
$3.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-711- 4.2% |
$270K - $296K
|
16.2K
$9.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-712- 18.86% |
$270K - $297K
|
3.06K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-714- 2.48% |
$271K - $298K
|
28.1K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-714- 1.82% |
$271K - $298K
|
38.5K
$22.7M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-716- 32.59% |
$272K - $298K
|
1.48K
$872K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-716- 2.02% |
$272K - $298K
|
34.7K
$20.4M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-721- 21.23% |
$274K - $300K
|
2.68K
$1.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-723- 0.76% |
$274K - $301K
|
94.9K
$55.9M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-726- 1.47% |
$276K - $303K
|
48.7K
$28.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-728- 15.44% |
$276K - $303K
|
3.99K
$2.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-729- 5.67% |
$277K - $304K
|
12.1K
$7.14M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-732- 5.85% |
$278K - $305K
|
11.8K
$6.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-735- 19.39% |
$279K - $306K
|
3.06K
$1.8M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-735- 19.39% |
$279K - $306K
|
3.06K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-736- 10.64% |
$279K - $307K
|
6.18K
$3.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-741- 12.58% |
$281K - $309K
|
5.15K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-741- 1.71% |
$281K - $309K
|
42.5K
$25M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-742- 4.06% |
$282K - $309K
|
17.5K
$10.3M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-743- 3.84% |
$282K - $310K
|
18.6K
$11M
|