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 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.28K- 2.15% |
$485K - $533K
|
58.3K
$33.3M
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.28K- 8.36% |
$487K - $535K
|
14.1K
$8.04M
|
|
May 12, 2023
Q1 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.29K- 4.7% |
$488K - $536K
|
26.1K
$14.9M
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 6.21% |
$488K - $536K
|
19.4K
$11.1M
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 2.74% |
$489K - $537K
|
45.6K
$26.1M
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.29K- 1.95% |
$490K - $538K
|
64.9K
$37.1M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.29K- 7.51% |
$490K - $538K
|
15.9K
$9.09M
|
|
May 11, 2023
Q1 2023
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-1.3K- 11.5% |
$491K - $540K
|
9.97K
$5.7M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.3K- 22.41% |
$495K - $543K
|
4.52K
$2.58M
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.32K- 0.58% |
$502K - $551K
|
226K
$129M
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.32K- 1.11% |
$502K - $552K
|
118K
$67.2M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.34K- 9.92% |
$508K - $558K
|
12.2K
$6.95M
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.35K- 12.81% |
$512K - $562K
|
9.18K
$5.24M
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.36K- 9.26% |
$515K - $565K
|
13.3K
$7.59M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.37K- 0.54% |
$520K - $571K
|
253K
$145M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1.38K- 53.66% |
$523K - $574K
|
1.19K
$680K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 61.32% |
$531K - $583K
|
883
$505K
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.41K- 4.98% |
$533K - $586K
|
26.8K
$15.3M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.41K- 0.79% |
$536K - $589K
|
177K
$101M
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.42K- 42.1% |
$538K - $591K
|
1.95K
$1.11M
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.44K- 27.41% |
$545K - $599K
|
3.81K
$2.17M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.44K- 3.27% |
$545K - $599K
|
42.5K
$24.3M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.44K- 7.85% |
$547K - $601K
|
16.9K
$9.67M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.45K- 2.17% |
$550K - $604K
|
65.2K
$37.3M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.46K- 11.37% |
$552K - $606K
|
11.3K
$6.48M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.46K- 7.45% |
$554K - $608K
|
18.1K
$10.4M
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.47K- 10.59% |
$557K - $612K
|
12.4K
$7.09M
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.48K- 1.22% |
$560K - $615K
|
120K
$68.3M
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.48K- 40.99% |
$562K - $617K
|
2.13K
$1.22M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.48K- 40.99% |
$562K - $617K
|
2.13K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.49K- 52.67% |
$566K - $622K
|
1.34K
$766K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.49K- 50.75% |
$567K - $622K
|
1.45K
$828K
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.5K- 19.06% |
$569K - $625K
|
6.37K
$3.64M
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.5K- 55.89% |
$569K - $625K
|
1.18K
$677K
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 32.03% |
$569K - $625K
|
3.18K
$1.82M
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.51K- 35.8% |
$571K - $627K
|
2.7K
$1.54M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.51K- 0.52% |
$572K - $629K
|
291K
$166M
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.52K- 4.99% |
$576K - $633K
|
28.9K
$16.5M
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.52K- 0.61% |
$578K - $635K
|
246K
$141M
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.55K- 9.53% |
$590K - $648K
|
14.8K
$8.43M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.56K- 4.33% |
$591K - $649K
|
34.5K
$19.7M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 5.7% |
$591K - $649K
|
25.8K
$14.7M
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.56K- 5.8% |
$594K - $652K
|
25.4K
$14.5M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.57K- 49.79% |
$597K - $656K
|
1.59K
$907K
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.57K- 37.23% |
$597K - $656K
|
2.65K
$1.52M
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.58K- 1.9% |
$598K - $657K
|
81.3K
$46.4M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.58K- 16.85% |
$600K - $659K
|
7.81K
$4.46M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.58K- 44.24% |
$600K - $659K
|
1.99K
$1.14M
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.59K- 1.47% |
$603K - $662K
|
107K
$60.9M
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.61K- 17.98% |
$609K - $669K
|
7.32K
$4.18M
|