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 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.16K- 6.02% |
$440K - $483K
|
18.1K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 18.91% |
$440K - $483K
|
4.97K
$2.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 33.52% |
$444K - $487K
|
2.32K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.18K- 0.83% |
$449K - $493K
|
141K
$82.9M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.2K- 9.28% |
$454K - $498K
|
11.7K
$6.89M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.21K- 4.46% |
$461K - $506K
|
26K
$15.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.23K- 28.75% |
$467K - $513K
|
3.05K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.23K- 2.72% |
$468K - $514K
|
44.2K
$26M
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
SELL
|
- |
-1.25K- 15.09% |
$474K - $521K
|
7.03K
$4.14M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.26K- 2.8% |
$478K - $525K
|
43.8K
$25.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.27K- 19.93% |
$482K - $529K
|
5.1K
$3.01M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.27K- 3.24% |
$483K - $530K
|
38K
$22.4M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.28K- 2.15% |
$485K - $533K
|
58.3K
$34.4M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.28K- 8.36% |
$487K - $535K
|
14.1K
$8.29M
|
|
|
May 12, 2023
Q1 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.29K- 4.7% |
$488K - $536K
|
26.1K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 6.21% |
$488K - $536K
|
19.4K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 2.74% |
$489K - $537K
|
45.6K
$26.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.29K- 1.95% |
$490K - $538K
|
64.9K
$38.2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.29K- 7.51% |
$490K - $538K
|
15.9K
$9.38M
|
|
|
May 11, 2023
Q1 2023
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1.3K- 11.5% |
$491K - $540K
|
9.97K
$5.87M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.3K- 22.41% |
$495K - $543K
|
4.52K
$2.66M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.32K- 0.58% |
$502K - $551K
|
226K
$133M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.32K- 1.11% |
$502K - $552K
|
118K
$69.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.34K- 9.92% |
$508K - $558K
|
12.2K
$7.17M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.35K- 12.81% |
$512K - $562K
|
9.18K
$5.41M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.36K- 9.26% |
$515K - $565K
|
13.3K
$7.83M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.37K- 0.54% |
$520K - $571K
|
253K
$149M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1.38K- 53.66% |
$523K - $574K
|
1.19K
$701K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 61.32% |
$531K - $583K
|
883
$521K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.41K- 4.98% |
$533K - $586K
|
26.8K
$15.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.41K- 0.79% |
$536K - $589K
|
177K
$104M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.42K- 42.1% |
$538K - $591K
|
1.95K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.44K- 27.41% |
$545K - $599K
|
3.81K
$2.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.44K- 3.27% |
$545K - $599K
|
42.5K
$25.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.44K- 7.85% |
$547K - $601K
|
16.9K
$9.97M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.45K- 2.17% |
$550K - $604K
|
65.2K
$38.4M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.46K- 11.37% |
$552K - $606K
|
11.3K
$6.68M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.46K- 7.45% |
$554K - $608K
|
18.1K
$10.7M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.47K- 10.59% |
$557K - $612K
|
12.4K
$7.31M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.48K- 1.22% |
$560K - $615K
|
120K
$70.5M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.48K- 40.99% |
$562K - $617K
|
2.13K
$1.26M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.48K- 40.99% |
$562K - $617K
|
2.13K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.49K- 52.67% |
$566K - $622K
|
1.34K
$791K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.49K- 50.75% |
$567K - $622K
|
1.45K
$854K
|
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.5K- 19.06% |
$569K - $625K
|
6.37K
$3.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.5K- 55.89% |
$569K - $625K
|
1.18K
$698K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 32.03% |
$569K - $625K
|
3.18K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.51K- 35.8% |
$571K - $627K
|
2.7K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.51K- 0.52% |
$572K - $629K
|
291K
$171M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.52K- 4.99% |
$576K - $633K
|
28.9K
$17.1M
|