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
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.9K- 23.75% |
$9.07M - $9.96M
|
76.7K
$45.2M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-24K- 57.25% |
$9.11M - $10M
|
17.9K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-24.2K- 11.97% |
$9.18M - $10.1M
|
178K
$105M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-24.2K- 41.48% |
$9.18M - $10.1M
|
34.1K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.2K- 84.69% |
$9.2M - $10.1M
|
4.38K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-25K- 18.52% |
$9.49M - $10.4M
|
110K
$64.8M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-25.2K- 20.04% |
$9.55M - $10.5M
|
100K
$59.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.3K- 29.25% |
$9.59M - $10.5M
|
61.1K
$36M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-25.4K- 41.37% |
$9.64M - $10.6M
|
36K
$21.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-26K- 35.68% |
$9.87M - $10.8M
|
46.9K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-26.1K- 2.83% |
$9.89M - $10.9M
|
895K
$527M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-26.7K- 39.6% |
$10.1M - $11.1M
|
40.7K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.7K- 15.69% |
$10.1M - $11.1M
|
144K
$84.7M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-26.9K- 45.86% |
$10.2M - $11.2M
|
31.7K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-27.1K- 11.86% |
$10.3M - $11.3M
|
201K
$119M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-27.2K- 7.49% |
$10.3M - $11.3M
|
336K
$198M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.2K- 5.47% |
$10.3M - $11.3M
|
470K
$277M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-27.8K- 50.28% |
$10.6M - $11.6M
|
27.5K
$16.2M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-27.9K- 21.86% |
$10.6M - $11.6M
|
99.6K
$58.7M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-28K- 11.59% |
$10.6M - $11.7M
|
214K
$126M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-28.1K- 68.56% |
$10.7M - $11.7M
|
12.9K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29.4K- 6.88% |
$11.2M - $12.3M
|
398K
$235M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-29.6K- 11.49% |
$11.2M - $12.3M
|
228K
$134M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-29.7K- 33.35% |
$11.3M - $12.4M
|
59.4K
$35M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-30K- 0.31% |
$11.4M - $12.5M
|
9.62M
$5.67B
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-30K- 92.22% |
$11.4M - $12.5M
|
2.53K
$1.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-30.3K- 60.85% |
$11.5M - $12.6M
|
19.5K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-30.7K- 82.83% |
$11.6M - $12.8M
|
6.36K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Sachem Head Capital Management LP
New York, NY |
SELL
|
- |
-31.5K- 79.15% |
$12M - $13.1M
|
8.3K
$4.89M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-31.8K- 49.21% |
$12.1M - $13.2M
|
32.8K
$19.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-31.8K- 69.13% |
$12.1M - $13.3M
|
14.2K
$8.37M
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-32K- 90.22% |
$12.1M - $13.3M
|
3.47K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-32.2K- 36.29% |
$12.2M - $13.4M
|
56.5K
$33.3M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-32.9K- 92.36% |
$12.5M - $13.7M
|
2.72K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33K- 2.61% |
$12.5M - $13.8M
|
1.23M
$726M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-33K- 96.79% |
$12.5M - $13.8M
|
1.1K
$647K
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-35.3K- 78.14% |
$13.4M - $14.7M
|
9.88K
$5.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-35.5K- 92.94% |
$13.5M - $14.8M
|
2.7K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-36.4K- 53.46% |
$13.8M - $15.2M
|
31.7K
$18.7M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-37.7K- 18.17% |
$14.3M - $15.7M
|
170K
$100M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-38.1K- 39.17% |
$14.5M - $15.9M
|
59.2K
$34.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-38.4K- 47.24% |
$14.6M - $16M
|
42.8K
$25.3M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38.5K- 52.75% |
$14.6M - $16M
|
34.5K
$20.3M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-38.5K- 50.64% |
$14.6M - $16.1M
|
37.6K
$22.1M
|
|
|
May 08, 2023
Q1 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-39K- 3.33% |
$14.8M - $16.3M
|
1.13M
$667M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.8K- 2.87% |
$15.1M - $16.6M
|
1.35M
$794M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-39.9K- 5.25% |
$15.1M - $16.6M
|
720K
$424M
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-40.1K- 63.47% |
$15.2M - $16.7M
|
23.1K
$13.6M
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-41.2K- 26.51% |
$15.6M - $17.2M
|
114K
$67.3M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41.5K- 48.04% |
$15.8M - $17.3M
|
44.9K
$26.5M
|