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
|
Wealthsource Partners, LLC
|
SELL
|
- |
-647- 6.42% |
$246K - $270K
|
9.44K
$5.39M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-649- 1.56% |
$246K - $270K
|
41K
$23.4M
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-651- 14.79% |
$247K - $271K
|
3.75K
$2.14M
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-652- 2.61% |
$247K - $272K
|
24.3K
$13.9M
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-660- 8.36% |
$250K - $275K
|
7.24K
$4.14M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-660- 3.68% |
$250K - $275K
|
17.3K
$9.88M
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
SELL
|
- |
-662- 0.85% |
$251K - $276K
|
77.6K
$44.3M
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-662- 7.85% |
$251K - $276K
|
7.77K
$4.44M
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-665- 20.96% |
$252K - $277K
|
2.51K
$1.43M
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-670- 21.62% |
$254K - $279K
|
2.43K
$1.39M
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-670- 11.73% |
$254K - $279K
|
5.04K
$2.88M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-671- 1.88% |
$255K - $280K
|
35K
$20M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-676- 3.02% |
$257K - $282K
|
21.7K
$12.4M
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-680- 36.44% |
$258K - $283K
|
1.19K
$678K
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-686- 5.06% |
$260K - $286K
|
12.9K
$7.36M
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-688- 32.86% |
$261K - $287K
|
1.41K
$803K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-698- 5.41% |
$265K - $291K
|
12.2K
$6.97M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-699- 8.15% |
$265K - $291K
|
7.88K
$4.5M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-702- 18.21% |
$266K - $293K
|
3.15K
$1.8M
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-702- 11.65% |
$266K - $293K
|
5.33K
$3.04M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-711- 4.2% |
$270K - $296K
|
16.2K
$9.26M
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-712- 18.86% |
$270K - $297K
|
3.06K
$1.75M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-714- 2.48% |
$271K - $298K
|
28.1K
$16M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-714- 1.82% |
$271K - $298K
|
38.5K
$22M
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-716- 32.59% |
$272K - $298K
|
1.48K
$846K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-716- 2.02% |
$272K - $298K
|
34.7K
$19.8M
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-721- 21.23% |
$274K - $300K
|
2.68K
$1.53M
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-723- 0.76% |
$274K - $301K
|
94.9K
$54.2M
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-726- 1.47% |
$276K - $303K
|
48.7K
$27.8M
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-728- 15.44% |
$276K - $303K
|
3.99K
$2.28M
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-729- 5.67% |
$277K - $304K
|
12.1K
$6.93M
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-732- 5.85% |
$278K - $305K
|
11.8K
$6.74M
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-735- 19.39% |
$279K - $306K
|
3.06K
$1.75M
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-735- 19.39% |
$279K - $306K
|
3.06K
$1.75M
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-736- 10.64% |
$279K - $307K
|
6.18K
$3.53M
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-741- 12.58% |
$281K - $309K
|
5.15K
$2.94M
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-741- 1.71% |
$281K - $309K
|
42.5K
$24.3M
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-742- 4.06% |
$282K - $309K
|
17.5K
$10M
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-743- 3.84% |
$282K - $310K
|
18.6K
$10.6M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-744- 8.08% |
$282K - $310K
|
8.46K
$4.84M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-745- 7.58% |
$283K - $311K
|
9.08K
$5.19M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-749- 2.27% |
$284K - $312K
|
32.2K
$18.4M
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-751- 4.06% |
$285K - $313K
|
17.7K
$10.1M
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-752- 6.98% |
$285K - $313K
|
10K
$5.72M
|
|
May 15, 2023
Q1 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-753- 37.67% |
$286K - $314K
|
1.25K
$712K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-754- 19.13% |
$286K - $314K
|
3.19K
$1.82M
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-755- 3.79% |
$287K - $315K
|
19.2K
$11M
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-761- 44.12% |
$289K - $317K
|
964
$551K
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-763- 5.05% |
$290K - $318K
|
14.3K
$8.2M
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-764- 28.5% |
$290K - $318K
|
1.92K
$1.1M
|