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 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-910- 2.35% |
$345K - $379K
|
37.8K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-910- 3.99% |
$345K - $379K
|
21.9K
$12.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-911- 4.0% |
$346K - $380K
|
21.9K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-916- 3.6% |
$348K - $382K
|
24.5K
$14.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-921- 62.23% |
$350K - $384K
|
559
$330K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-923- 1.13% |
$350K - $385K
|
80.5K
$47.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-935- 8.48% |
$355K - $390K
|
10.1K
$5.95M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-943- 6.41% |
$358K - $393K
|
13.8K
$8.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-944- 2.52% |
$358K - $393K
|
36.5K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-944- 8.05% |
$358K - $393K
|
10.8K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-959- 40.95% |
$364K - $400K
|
1.38K
$815K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-965- 14.91% |
$366K - $402K
|
5.51K
$3.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-973- 0.52% |
$369K - $406K
|
185K
$109M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-977- 6.92% |
$371K - $407K
|
13.1K
$7.75M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-982- 2.33% |
$373K - $409K
|
41.2K
$24.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-985- 5.19% |
$374K - $411K
|
18K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-986- 8.12% |
$374K - $411K
|
11.2K
$6.57M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-992- 14.46% |
$376K - $413K
|
5.87K
$3.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-997- 56.71% |
$378K - $416K
|
761
$449K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1K- 11.18% |
$380K - $417K
|
7.94K
$4.68M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1K- 19.46% |
$380K - $417K
|
4.14K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.01K- 7.85% |
$383K - $420K
|
11.8K
$6.98M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.01K- 13.49% |
$384K - $421K
|
6.48K
$3.82M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 79.07% |
$386K - $423K
|
269
$159K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.46% |
$387K - $425K
|
40.4K
$23.8M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.02K- 3.52% |
$387K - $425K
|
28K
$16.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.03K- 3.32% |
$390K - $428K
|
29.9K
$17.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.03K- 0.49% |
$392K - $430K
|
208K
$123M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.05K- 3.69% |
$398K - $438K
|
27.4K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.05K- 0.69% |
$399K - $438K
|
151K
$88.8M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.06K- 9.99% |
$401K - $441K
|
9.52K
$5.61M
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.06K- 11.33% |
$403K - $443K
|
8.32K
$4.91M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.07K- 1.61% |
$405K - $445K
|
65.1K
$38.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 59.27% |
$408K - $448K
|
738
$435K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 7.5% |
$410K - $450K
|
13.3K
$7.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.08K- 54.07% |
$411K - $451K
|
919
$542K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.08K- 67.75% |
$411K - $451K
|
515
$304K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.09K- 1.72% |
$414K - $455K
|
62.2K
$36.6M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.1K- 55.82% |
$417K - $458K
|
869
$512K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.1K- 55.93% |
$419K - $460K
|
870
$513K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.1K- 18.12% |
$419K - $460K
|
4.99K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.11K- 12.48% |
$422K - $464K
|
7.8K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.11K- 9.99% |
$422K - $464K
|
10K
$5.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.11K- 6.34% |
$423K - $464K
|
16.5K
$9.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.12K- 4.87% |
$424K - $465K
|
21.8K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.12K- 4.97% |
$425K - $467K
|
21.4K
$12.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 5.43% |
$426K - $468K
|
19.6K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.15K- 3.31% |
$437K - $480K
|
33.7K
$19.9M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.15K- 4.34% |
$438K - $481K
|
25.4K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.16K- 1.19% |
$439K - $482K
|
95.8K
$56.5M
|