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 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.61K- 56.79% |
$611K - $671K
|
1.22K
$699K
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.63K- 7.97% |
$617K - $677K
|
18.8K
$10.7M
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.63K- 8.22% |
$617K - $677K
|
18.1K
$10.4M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.64K- 1.76% |
$623K - $684K
|
91.8K
$52.5M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.68K- 9.91% |
$637K - $699K
|
15.3K
$8.72M
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.68K- 4.73% |
$639K - $701K
|
33.9K
$19.4M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.69K- 2.27% |
$639K - $702K
|
72.5K
$41.4M
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.69K- 2.14% |
$641K - $704K
|
77.4K
$44.2M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 49.49% |
$641K - $704K
|
1.73K
$986K
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.7K- 2.65% |
$644K - $707K
|
62.2K
$35.6M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.71K- 2.15% |
$649K - $713K
|
77.9K
$44.5M
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.73K- 55.85% |
$658K - $723K
|
1.37K
$783K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.74K- 5.74% |
$658K - $723K
|
28.5K
$16.3M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.74K- 1.28% |
$659K - $724K
|
134K
$76.7M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.74K- 24.6% |
$660K - $725K
|
5.33K
$3.05M
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.77K- 69.69% |
$670K - $736K
|
768
$439K
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.81K- 4.28% |
$688K - $755K
|
40.5K
$23.2M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-1.83K- 0.57% |
$694K - $763K
|
319K
$182M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 6.55% |
$702K - $771K
|
26.4K
$15.1M
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.87K- 15.91% |
$709K - $779K
|
9.88K
$5.65M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.87K- 32.67% |
$710K - $780K
|
3.86K
$2.2M
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 1.32% |
$713K - $784K
|
140K
$80.1M
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.88K- 16.71% |
$713K - $784K
|
9.37K
$5.35M
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.88K- 39.72% |
$714K - $784K
|
2.86K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.88K- 34.88% |
$715K - $785K
|
3.52K
$2.01M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.89K- 3.09% |
$718K - $789K
|
59.4K
$34M
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.92K- 3.1% |
$727K - $798K
|
59.8K
$34.2M
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.93K- 69.03% |
$731K - $803K
|
864
$494K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 34.23% |
$732K - $804K
|
3.7K
$2.12M
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 2.13% |
$742K - $814K
|
89.7K
$51.3M
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.95K- 26.39% |
$742K - $814K
|
5.45K
$3.12M
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.96K- 59.9% |
$742K - $815K
|
1.31K
$748K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.99K- 1.82% |
$754K - $829K
|
107K
$61.4M
|
|
Apr 18, 2023
Q1 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2K- 35.12% |
$759K - $834K
|
3.7K
$2.11M
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-2.03K- 7.91% |
$770K - $846K
|
23.6K
$13.5M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.04K- 5.74% |
$775K - $851K
|
33.5K
$19.2M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.04K- 1.53% |
$775K - $851K
|
131K
$75M
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.1K- 28.51% |
$795K - $874K
|
5.26K
$3M
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.1K- 9.91% |
$795K - $874K
|
19.1K
$10.9M
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.1K- 3.19% |
$797K - $875K
|
63.8K
$36.5M
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.11K- 4.71% |
$800K - $878K
|
42.6K
$24.3M
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.14K- 38.16% |
$811K - $891K
|
3.46K
$1.98M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.15K- 17.36% |
$817K - $897K
|
10.2K
$5.85M
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.17K- 8.56% |
$822K - $903K
|
23.1K
$13.2M
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.17K- 3.78% |
$823K - $904K
|
55.2K
$31.6M
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.2K- 12.18% |
$833K - $915K
|
15.8K
$9.05M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.21K- 16.58% |
$837K - $919K
|
11.1K
$6.34M
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 14.99% |
$841K - $924K
|
12.6K
$7.18M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.22K- 2.35% |
$843K - $926K
|
92.3K
$52.7M
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.23K- 1.59% |
$846K - $929K
|
138K
$79M
|