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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-744- 8.08% |
$282K - $310K
|
8.46K
$4.98M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-745- 7.58% |
$283K - $311K
|
9.08K
$5.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-749- 2.27% |
$284K - $312K
|
32.2K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-751- 4.06% |
$285K - $313K
|
17.7K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-752- 6.98% |
$285K - $313K
|
10K
$5.89M
|
|
|
May 15, 2023
Q1 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-753- 37.67% |
$286K - $314K
|
1.25K
$733K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-754- 19.13% |
$286K - $314K
|
3.19K
$1.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-755- 3.79% |
$287K - $315K
|
19.2K
$11.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-761- 44.12% |
$289K - $317K
|
964
$567K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-763- 5.05% |
$290K - $318K
|
14.3K
$8.45M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-764- 28.5% |
$290K - $318K
|
1.92K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-767- 8.77% |
$291K - $320K
|
7.98K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-774- 1.37% |
$294K - $323K
|
55.6K
$32.7M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-774Closed |
$294K - $323K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-779- 3.38% |
$296K - $325K
|
22.3K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-791- 10.74% |
$300K - $330K
|
6.57K
$3.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-798- 6.49% |
$303K - $333K
|
11.5K
$6.77M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-802- 2.14% |
$304K - $334K
|
36.7K
$21.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-806- 5.76% |
$306K - $336K
|
13.2K
$7.76M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-807- 3.38% |
$306K - $336K
|
23.1K
$13.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-813- 1.6% |
$309K - $339K
|
50K
$29.5M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-813- 2.83% |
$309K - $339K
|
28K
$16.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-823- 2.22% |
$312K - $343K
|
36.3K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-830- 1.18% |
$315K - $346K
|
69.6K
$40.9M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-831- 7.72% |
$315K - $346K
|
9.93K
$5.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-842- 8.46% |
$320K - $351K
|
9.11K
$5.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-849- 23.48% |
$322K - $354K
|
2.77K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-849- 4.14% |
$322K - $354K
|
19.7K
$11.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-850- 15.9% |
$323K - $354K
|
4.5K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-856- 1.8% |
$325K - $357K
|
46.6K
$27.4M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-857- 61.61% |
$325K - $357K
|
534
$314K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-862- 3.02% |
$327K - $359K
|
27.6K
$16.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-868- 24.76% |
$329K - $362K
|
2.64K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-870- 11.75% |
$330K - $363K
|
6.54K
$3.85M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-871- 1.9% |
$331K - $363K
|
44.9K
$26.4M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-872- 16.65% |
$331K - $363K
|
4.36K
$2.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-874- 3.1% |
$332K - $364K
|
27.3K
$16.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-877- 1.71% |
$333K - $366K
|
50.5K
$29.7M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-878- 9.9% |
$333K - $366K
|
8K
$4.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-879- 10.54% |
$334K - $366K
|
7.46K
$4.39M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-882- 1.95% |
$335K - $368K
|
44.3K
$26.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-885- 42.3% |
$336K - $369K
|
1.21K
$710K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-888- 20.04% |
$337K - $370K
|
3.54K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-889- 3.82% |
$337K - $371K
|
22.4K
$13.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-895- 10.7% |
$340K - $373K
|
7.47K
$4.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-895- 4.87% |
$340K - $373K
|
17.5K
$10.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-896- 6.78% |
$340K - $373K
|
12.3K
$7.25M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-899- 2.83% |
$341K - $375K
|
30.8K
$18.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-906- 36.2% |
$344K - $378K
|
1.6K
$940K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-907- 2.57% |
$344K - $378K
|
34.4K
$20.3M
|