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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-973- 0.52% |
$369K - $406K
|
185K
$105M
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-977- 6.92% |
$371K - $407K
|
13.1K
$7.51M
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-982- 2.33% |
$373K - $409K
|
41.2K
$23.5M
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-985- 5.19% |
$374K - $411K
|
18K
$10.3M
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-986- 8.12% |
$374K - $411K
|
11.2K
$6.37M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-992- 14.46% |
$376K - $413K
|
5.87K
$3.35M
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-997- 56.71% |
$378K - $416K
|
761
$435K
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1K- 11.18% |
$380K - $417K
|
7.94K
$4.54M
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1K- 19.46% |
$380K - $417K
|
4.14K
$2.37M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.01K- 7.85% |
$383K - $420K
|
11.8K
$6.76M
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.01K- 13.49% |
$384K - $421K
|
6.48K
$3.7M
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 79.07% |
$386K - $423K
|
269
$154K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.46% |
$387K - $425K
|
40.4K
$23.1M
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.02K- 3.52% |
$387K - $425K
|
28K
$16M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.03K- 3.32% |
$390K - $428K
|
29.9K
$17.1M
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.03K- 0.49% |
$392K - $430K
|
208K
$119M
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.05K- 3.69% |
$398K - $438K
|
27.4K
$15.7M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.05K- 0.69% |
$399K - $438K
|
151K
$86.1M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.06K- 9.99% |
$401K - $441K
|
9.52K
$5.44M
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.06K- 11.33% |
$403K - $443K
|
8.32K
$4.76M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.07K- 1.61% |
$405K - $445K
|
65.1K
$37.2M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 59.27% |
$408K - $448K
|
738
$422K
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$410K - $450K
|
13.3K
$7.61M
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.08K- 54.07% |
$411K - $451K
|
919
$525K
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.08K- 67.75% |
$411K - $451K
|
515
$294K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.09K- 1.72% |
$414K - $455K
|
62.2K
$35.5M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.1K- 55.82% |
$417K - $458K
|
869
$497K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.1K- 55.93% |
$419K - $460K
|
870
$497K
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.1K- 18.12% |
$419K - $460K
|
4.99K
$2.85M
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.11K- 12.48% |
$422K - $464K
|
7.8K
$4.46M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.11K- 9.99% |
$422K - $464K
|
10K
$5.73M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.11K- 6.34% |
$423K - $464K
|
16.5K
$9.41M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.12K- 4.87% |
$424K - $465K
|
21.8K
$12.5M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.12K- 4.97% |
$425K - $467K
|
21.4K
$12.3M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 5.43% |
$426K - $468K
|
19.6K
$11.2M
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.15K- 3.31% |
$437K - $480K
|
33.7K
$19.2M
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.15K- 4.34% |
$438K - $481K
|
25.4K
$14.5M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.16K- 1.19% |
$439K - $482K
|
95.8K
$54.7M
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.16K- 6.02% |
$440K - $483K
|
18.1K
$10.3M
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 18.91% |
$440K - $483K
|
4.97K
$2.84M
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 33.52% |
$444K - $487K
|
2.32K
$1.32M
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.18K- 0.83% |
$449K - $493K
|
141K
$80.4M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.2K- 9.28% |
$454K - $498K
|
11.7K
$6.68M
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.21K- 4.46% |
$461K - $506K
|
26K
$14.9M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.23K- 28.75% |
$467K - $513K
|
3.05K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.23K- 2.72% |
$468K - $514K
|
44.2K
$25.2M
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-1.25K- 15.09% |
$474K - $521K
|
7.03K
$4.02M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.26K- 2.8% |
$478K - $525K
|
43.8K
$25M
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.27K- 19.93% |
$482K - $529K
|
5.1K
$2.92M
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 3.24% |
$483K - $530K
|
38K
$21.7M
|