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 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.52K- 0.61% |
$578K - $635K
|
246K
$145M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.55K- 9.53% |
$590K - $648K
|
14.8K
$8.69M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.56K- 4.33% |
$591K - $649K
|
34.5K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 5.7% |
$591K - $649K
|
25.8K
$15.2M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.56K- 5.8% |
$594K - $652K
|
25.4K
$15M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.57K- 49.79% |
$597K - $656K
|
1.59K
$936K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.57K- 37.23% |
$597K - $656K
|
2.65K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.58K- 1.9% |
$598K - $657K
|
81.3K
$47.9M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.58K- 16.85% |
$600K - $659K
|
7.81K
$4.6M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.58K- 44.24% |
$600K - $659K
|
1.99K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.59K- 1.47% |
$603K - $662K
|
107K
$62.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.61K- 17.98% |
$609K - $669K
|
7.32K
$4.32M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.61K- 56.79% |
$611K - $671K
|
1.22K
$722K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.63K- 7.97% |
$617K - $677K
|
18.8K
$11.1M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.63K- 8.22% |
$617K - $677K
|
18.1K
$10.7M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.64K- 1.76% |
$623K - $684K
|
91.8K
$54.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.68K- 9.91% |
$637K - $699K
|
15.3K
$8.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.68K- 4.73% |
$639K - $701K
|
33.9K
$20M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.69K- 2.27% |
$639K - $702K
|
72.5K
$42.7M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.69K- 2.14% |
$641K - $704K
|
77.4K
$45.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 49.49% |
$641K - $704K
|
1.73K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.7K- 2.65% |
$644K - $707K
|
62.2K
$36.7M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.71K- 2.15% |
$649K - $713K
|
77.9K
$45.9M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.73K- 55.85% |
$658K - $723K
|
1.37K
$808K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.74K- 5.74% |
$658K - $723K
|
28.5K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.74K- 1.28% |
$659K - $724K
|
134K
$79.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.74K- 24.6% |
$660K - $725K
|
5.33K
$3.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.77K- 69.69% |
$670K - $736K
|
768
$453K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.81K- 4.28% |
$688K - $755K
|
40.5K
$23.9M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.83K- 0.57% |
$694K - $763K
|
319K
$188M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 6.55% |
$702K - $771K
|
26.4K
$15.6M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.87K- 15.91% |
$709K - $779K
|
9.88K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.87K- 32.67% |
$710K - $780K
|
3.86K
$2.27M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 1.32% |
$713K - $784K
|
140K
$82.7M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.88K- 16.71% |
$713K - $784K
|
9.37K
$5.52M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.88K- 39.72% |
$714K - $784K
|
2.86K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.88K- 34.88% |
$715K - $785K
|
3.52K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.89K- 3.09% |
$718K - $789K
|
59.4K
$35M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.92K- 3.1% |
$727K - $798K
|
59.8K
$35.3M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.93K- 69.03% |
$731K - $803K
|
864
$509K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 34.23% |
$732K - $804K
|
3.7K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 2.13% |
$742K - $814K
|
89.7K
$52.9M
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.95K- 26.39% |
$742K - $814K
|
5.45K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.96K- 59.9% |
$742K - $815K
|
1.31K
$772K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.99K- 1.82% |
$754K - $829K
|
107K
$63.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2K- 35.12% |
$759K - $834K
|
3.7K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-2.03K- 7.91% |
$770K - $846K
|
23.6K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.04K- 5.74% |
$775K - $851K
|
33.5K
$19.8M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.04K- 1.53% |
$775K - $851K
|
131K
$77.3M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.1K- 28.51% |
$795K - $874K
|
5.26K
$3.1M
|