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 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.86K- 12.85% |
$1.09M - $1.19M
|
19.4K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.87K- 7.49% |
$1.09M - $1.19M
|
35.4K
$20.7M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.9K- 4.58% |
$1.1M - $1.21M
|
60.5K
$35.4M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 10.3% |
$1.1M - $1.21M
|
25.4K
$14.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.95K- 54.05% |
$1.12M - $1.23M
|
2.51K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-2.95K- 49.58% |
$1.12M - $1.23M
|
3K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.96K- 12.77% |
$1.12M - $1.23M
|
20.2K
$11.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.96K- 1.1% |
$1.12M - $1.23M
|
266K
$156M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3K- 8.22% |
$1.14M - $1.25M
|
33.5K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-3K- 2.82% |
$1.14M - $1.25M
|
103K
$60.5M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.03K- 32.88% |
$1.15M - $1.26M
|
6.18K
$3.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-3.06K- 48.69% |
$1.16M - $1.28M
|
3.23K
$1.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-3.09K- 7.51% |
$1.17M - $1.29M
|
38.1K
$22.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.13K- 53.83% |
$1.19M - $1.31M
|
2.69K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.18K- 3.82% |
$1.21M - $1.32M
|
80.1K
$46.9M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.19K- 1.66% |
$1.21M - $1.33M
|
188K
$110M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.19K- 0.88% |
$1.21M - $1.33M
|
359K
$210M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-3.2K- 25.36% |
$1.21M - $1.33M
|
9.41K
$5.51M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 13.26% |
$1.24M - $1.36M
|
21.4K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.31K- 58.75% |
$1.26M - $1.38M
|
2.32K
$1.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.33K- 25.0% |
$1.26M - $1.39M
|
9.99K
$5.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.35K- 79.47% |
$1.27M - $1.39M
|
864
$506K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.35K- 1.54% |
$1.27M - $1.4M
|
214K
$125M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.42K- 83.33% |
$1.3M - $1.42M
|
684
$401K
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-3.43K- 8.59% |
$1.3M - $1.43M
|
36.5K
$21.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-3.46K- 39.43% |
$1.31M - $1.44M
|
5.31K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.46K- 89.43% |
$1.31M - $1.44M
|
409
$240K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.47K- 37.02% |
$1.32M - $1.45M
|
5.9K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3.49K- 74.07% |
$1.32M - $1.45M
|
1.22K
$716K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-3.5K- 3.13% |
$1.33M - $1.46M
|
108K
$63.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.54K- 3.35% |
$1.34M - $1.48M
|
102K
$59.9M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.55K- 0.56% |
$1.35M - $1.48M
|
636K
$373M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.55K- 4.76% |
$1.35M - $1.48M
|
71.2K
$41.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-3.55K- 18.86% |
$1.35M - $1.48M
|
15.3K
$8.96M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 16.56% |
$1.37M - $1.5M
|
18.1K
$10.6M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-3.61K- 0.53% |
$1.37M - $1.5M
|
683K
$400M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-3.61K- 42.59% |
$1.37M - $1.51M
|
4.87K
$2.85M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.62K- 7.37% |
$1.37M - $1.51M
|
45.4K
$26.6M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-3.62K- 16.67% |
$1.37M - $1.51M
|
18.1K
$10.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.7K- 15.47% |
$1.4M - $1.54M
|
20.2K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.74K- 8.08% |
$1.42M - $1.56M
|
42.5K
$24.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.78K- 18.27% |
$1.43M - $1.57M
|
16.9K
$9.9M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.8K- 3.13% |
$1.44M - $1.59M
|
118K
$69M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.81K- 1.97% |
$1.44M - $1.59M
|
189K
$111M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.82K- 19.34% |
$1.45M - $1.59M
|
15.9K
$9.33M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.84K- 32.17% |
$1.46M - $1.6M
|
8.09K
$4.74M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.85K- 9.1% |
$1.46M - $1.6M
|
38.4K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.89K- 2.1% |
$1.48M - $1.62M
|
181K
$106M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.89K- 26.1% |
$1.48M - $1.62M
|
11K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-3.89K- 8.18% |
$1.48M - $1.62M
|
43.7K
$25.6M
|