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 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.15K- 5.21% |
$1.95M - $2.15M
|
93.6K
$55.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Eos Management, L.P.
|
SELL
|
- |
-5.21K- 5.79% |
$1.98M - $2.17M
|
84.7K
$50M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.22K- 76.77% |
$1.98M - $2.18M
|
1.58K
$931K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.27K- 14.57% |
$2M - $2.2M
|
30.9K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-5.28K- 1.65% |
$2M - $2.2M
|
314K
$185M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-5.29K- 32.78% |
$2.01M - $2.2M
|
10.9K
$6.4M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-5.29K- 7.66% |
$2.01M - $2.21M
|
63.8K
$37.6M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.32K- 7.28% |
$2.02M - $2.22M
|
67.8K
$40M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.36K- 68.37% |
$2.03M - $2.23M
|
2.48K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-5.37K- 74.61% |
$2.04M - $2.24M
|
1.83K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.38K- 6.41% |
$2.04M - $2.24M
|
78.5K
$46.3M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-5.39K- 61.0% |
$2.05M - $2.25M
|
3.45K
$2.03M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.4K- 20.62% |
$2.05M - $2.25M
|
20.8K
$12.3M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.42K- 59.75% |
$2.06M - $2.26M
|
3.65K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.52K- 36.99% |
$2.1M - $2.3M
|
9.41K
$5.55M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.56K- 16.73% |
$2.11M - $2.32M
|
27.7K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.59K- 34.23% |
$2.12M - $2.33M
|
10.7K
$6.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-5.64K- 4.82% |
$2.14M - $2.35M
|
111K
$65.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-5.64K- 12.73% |
$2.14M - $2.35M
|
38.7K
$22.8M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.73K- 9.2% |
$2.17M - $2.39M
|
56.5K
$33.3M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.74K- 34.5% |
$2.18M - $2.39M
|
10.9K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-5.85K- 72.78% |
$2.22M - $2.44M
|
2.19K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.85K- 3.28% |
$2.22M - $2.44M
|
173K
$102M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.87K- 88.32% |
$2.23M - $2.45M
|
776
$457K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-5.88K- 5.18% |
$2.23M - $2.45M
|
108K
$63.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.88K- 6.52% |
$2.23M - $2.45M
|
84.4K
$49.7M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-5.89K- 14.11% |
$2.23M - $2.45M
|
35.9K
$21.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.89K- 12.43% |
$2.23M - $2.45M
|
41.5K
$24.4M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.92K- 23.28% |
$2.25M - $2.47M
|
19.5K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.95K- 14.86% |
$2.26M - $2.48M
|
34.1K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-5.96K- 32.83% |
$2.26M - $2.48M
|
12.2K
$7.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Passaic Partners LLC
|
SELL
|
- |
-6K- 0.97% |
$2.28M - $2.5M
|
614K
$362M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-6.09K- 8.75% |
$2.31M - $2.54M
|
63.5K
$37.4M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-6.09K- 21.53% |
$2.31M - $2.54M
|
22.2K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-6.13K- 2.07% |
$2.33M - $2.56M
|
291K
$171M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-6.27K- 3.42% |
$2.38M - $2.61M
|
177K
$104M
|
|
|
May 12, 2023
Q1 2023
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-6.3K- 1.72% |
$2.39M - $2.63M
|
360K
$212M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.33K- 2.73% |
$2.4M - $2.64M
|
226K
$133M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-6.37K- 30.15% |
$2.42M - $2.66M
|
14.8K
$8.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.54K- 12.69% |
$2.48M - $2.73M
|
45K
$26.5M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-6.59K- 64.22% |
$2.5M - $2.74M
|
3.67K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.59K- 8.69% |
$2.5M - $2.74M
|
69.2K
$40.8M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.62K- 83.74% |
$2.51M - $2.76M
|
1.29K
$757K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.64K- 5.05% |
$2.52M - $2.77M
|
125K
$73.6M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-6.64K- 41.96% |
$2.52M - $2.77M
|
9.18K
$5.41M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.65K- 14.11% |
$2.52M - $2.77M
|
40.5K
$23.9M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6.65K- 74.57% |
$2.52M - $2.77M
|
2.27K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.67K- 10.84% |
$2.53M - $2.78M
|
54.8K
$32.3M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6.67K- 35.4% |
$2.53M - $2.78M
|
12.2K
$7.18M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-6.74K- 78.03% |
$2.56M - $2.81M
|
1.9K
$1.12M
|