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 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.22K- 8.52% |
$2.74M - $3.01M
|
77.5K
$45.4M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.22K- 31.6% |
$2.74M - $3.01M
|
15.6K
$9.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-7.25K- 10.02% |
$2.75M - $3.02M
|
65.1K
$38.2M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-7.26K- 7.98% |
$2.76M - $3.03M
|
83.8K
$49.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.36K- 33.63% |
$2.79M - $3.07M
|
14.5K
$8.51M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7.39K- 35.31% |
$2.8M - $3.08M
|
13.5K
$7.93M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-7.44K- 57.13% |
$2.82M - $3.1M
|
5.58K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.46K- 56.63% |
$2.83M - $3.11M
|
5.71K
$3.35M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7.46K- 40.27% |
$2.83M - $3.11M
|
11.1K
$6.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Svenska Handelsbanken Ab (Publ)
|
SELL
|
- |
-7.5K- 47.1% |
$2.85M - $3.13M
|
8.43K
$4.94M
|
|
|
May 12, 2023
Q1 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-7.56K- 79.08% |
$2.87M - $3.15M
|
2K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7.59K- 8.0% |
$2.88M - $3.17M
|
87.4K
$51.2M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.74K- 0.98% |
$2.94M - $3.22M
|
782K
$458M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.77K- 9.88% |
$2.95M - $3.24M
|
70.8K
$41.5M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-7.78K- 93.61% |
$2.95M - $3.24M
|
531
$311K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-7.8K- 35.02% |
$2.96M - $3.25M
|
14.5K
$8.48M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-7.86K- 23.58% |
$2.98M - $3.28M
|
25.5K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-7.91K- 9.38% |
$3M - $3.3M
|
76.4K
$44.8M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-7.98K- 86.94% |
$3.03M - $3.32M
|
1.2K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-7.98K- 15.8% |
$3.03M - $3.33M
|
42.5K
$24.9M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-8K- 17.5% |
$3.04M - $3.34M
|
37.7K
$22.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-8.05K- 7.13% |
$3.05M - $3.35M
|
105K
$61.4M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.09K- 0.43% |
$3.07M - $3.37M
|
1.85M
$1.09B
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-8.22K- 3.49% |
$3.12M - $3.43M
|
228K
$133M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.25K- 22.89% |
$3.13M - $3.44M
|
27.8K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.45K- 65.25% |
$3.21M - $3.52M
|
4.5K
$2.64M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-8.53K- 4.49% |
$3.24M - $3.55M
|
181K
$106M
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.63K- 7.09% |
$3.28M - $3.6M
|
113K
$66.2M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.63K- 37.29% |
$3.28M - $3.6M
|
14.5K
$8.5M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-8.65K- 53.09% |
$3.28M - $3.61M
|
7.64K
$4.48M
|
|
|
May 01, 2023
Q1 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-8.67K- 80.1% |
$3.29M - $3.61M
|
2.15K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-8.82K- 27.81% |
$3.35M - $3.68M
|
22.9K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-8.87K- 51.28% |
$3.37M - $3.7M
|
8.43K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8.89K- 3.36% |
$3.37M - $3.7M
|
256K
$150M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.92K- 0.9% |
$3.39M - $3.72M
|
987K
$578M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-8.94K- 1.34% |
$3.39M - $3.72M
|
657K
$385M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9.7K- 4.6% |
$3.68M - $4.04M
|
201K
$118M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.75K- 4.74% |
$3.7M - $4.06M
|
196K
$115M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-9.95K- 21.24% |
$3.78M - $4.15M
|
36.9K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-10K- 50.0% |
$3.8M - $4.17M
|
10K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.3K- 84.57% |
$3.92M - $4.3M
|
1.88K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.4K- 42.98% |
$3.94M - $4.32M
|
13.8K
$8.06M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4K- 93.88% |
$3.94M - $4.33M
|
678
$397K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-10.4K- 82.42% |
$3.95M - $4.34M
|
2.22K
$1.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10.5K- 7.05% |
$3.97M - $4.37M
|
138K
$80.9M
|
|
|
May 15, 2023
Q1 2023
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-10.6K- 20.91% |
$4.02M - $4.42M
|
40.1K
$23.5M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.6K- 13.42% |
$4.02M - $4.42M
|
68.4K
$40.1M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.8K- 6.46% |
$4.1M - $4.5M
|
157K
$91.7M
|
|
|
May 15, 2023
Q1 2023
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 58.65% |
$4.11M - $4.51M
|
7.64K
$4.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11K- 7.88% |
$4.17M - $4.58M
|
129K
$75.3M
|