Purchases and Sales Made in Q2 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q2 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
Jul 27, 2023 Q2 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
1.52K
New
$616K - $676K
1.52K $914K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.5K
+ 1.52%
$607K - $665K
100K $60.2M
Jul 28, 2023 Q2 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
1.5K
+ 6.51%
$605K - $663K
24.5K $14.7M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
1.5K
+ 12.68%
$605K - $663K
13.3K $7.97M
Nov 14, 2024 Q2 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
1.48K
+ 24.75%
$600K - $658K
7.48K $4.49M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.48K
+ 15.15%
$599K - $657K
11.3K $6.76M
Aug 14, 2023 Q2 2023
Cambridge Associates LLC

Boston, MA
BUY
 -
1.48K
+ 1.43%
$597K - $655K
105K $62.7M
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
1.47K
+ 46.31%
$596K - $653K
4.66K $2.79M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.47K
+ 3.61%
$596K - $653K
42.2K $25.3M
Aug 03, 2023 Q2 2023
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
1.47K
New
$594K - $652K
1.47K $882K
Aug 10, 2023 Q2 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
1.46K
New
$588K - $645K
1.46K $873K
Jul 06, 2023 Q2 2023
Spence Asset Management

BUY
 -
1.45K
+ 20.67%
$588K - $644K
8.48K $5.09M
Aug 08, 2023 Q2 2023
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
1.44K
+ 2.09%
$582K - $638K
70.4K $42.2M
Jul 17, 2023 Q2 2023
Smith & Howard Wealth Management, LLC

BUY
 -
1.43K
+ 11.88%
$579K - $635K
13.5K $8.09M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
1.42K
+ 1.29%
$576K - $631K
112K $66.9M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.42K
+ 9.91%
$574K - $629K
15.7K $9.44M
Aug 11, 2023 Q2 2023
Esl Trust Services, LLC

BUY
 -
1.4K
+ 74.72%
$565K - $620K
3.27K $1.96M
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
BUY
 -
1.39K
+ 23.63%
$563K - $617K
7.29K $4.37M
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
1.39K
+ 16.43%
$562K - $616K
9.85K $5.91M
Aug 08, 2023 Q2 2023
J. L. Bainbridge & Co., Inc.

BUY
 -
1.38K
New
$559K - $613K
1.38K $830K
Aug 14, 2023 Q2 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
1.38K
New
$559K - $613K
1.38K $829K
Jul 06, 2023 Q2 2023
Solitude Financial Services

BUY
 -
1.38K
+ 2.42%
$558K - $611K
58.5K $35.1M
Jul 18, 2023 Q2 2023
E Fund Management (Hong Kong) Co., Ltd.

BUY
 -
1.37K
+ 73.7%
$555K - $609K
3.24K $1.94M
Aug 11, 2023 Q2 2023
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
1.37K
+ 73.7%
$555K - $609K
3.24K $1.94M
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
1.36K
+ 105.99%
$551K - $604K
2.65K $1.59M
Jul 25, 2023 Q2 2023
Privium Fund Management B.V.

BUY
 -
1.33K
+ 6.33%
$536K - $587K
22.3K $13.4M
Jul 12, 2023 Q2 2023
Herbst Group, LLC

Westport, CT
BUY
 -
1.32K
+ 30.41%
$534K - $586K
5.67K $3.4M
Jul 25, 2023 Q2 2023
Eagle Capital Management, LLC

BUY
 -
1.32K
+ 2.97%
$534K - $586K
45.8K $27.5M
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
1.32K
+ 6.41%
$532K - $583K
21.9K $13.1M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.3K
+ 8.07%
$525K - $575K
17.4K $10.4M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.29K
+ 4.19%
$522K - $573K
32.1K $19.3M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.29K
+ 4.41%
$522K - $573K
30.6K $18.3M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.28K
+ 4.49%
$518K - $568K
29.8K $17.9M
Jul 18, 2023 Q2 2023
American Asset Management Inc.

BUY
 -
1.27K
+ 1.64%
$514K - $564K
78.8K $47.3M
Jul 18, 2023 Q2 2023
Catalyst Private Wealth, LLC

BUY
 -
1.26K
+ 20.33%
$508K - $557K
7.44K $4.46M
Aug 03, 2023 Q2 2023
Quaker Wealth Management, LLC

BUY
 -
1.25K
New
$507K - $555K
1.25K $752K
Aug 01, 2023 Q2 2023
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
1.25K
+ 124.01%
$505K - $554K
2.26K $1.35M
Aug 21, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
1.24K
+ 149.58%
$501K - $550K
2.07K $1.24M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
1.2K
+ 14.65%
$485K - $531K
9.38K $5.63M
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
1.2K
+ 6.83%
$484K - $531K
18.7K $11.2M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
1.19K
New
$481K - $528K
1.19K $714K
Jul 20, 2023 Q2 2023
O'Brien Greene & Co. Inc

Media, PA
BUY
 -
1.19K
+ 200.0%
$480K - $526K
1.78K $1.07M
Aug 07, 2023 Q2 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
1.19K
+ 1.87%
$480K - $526K
64.7K $38.8M
Aug 08, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.18K
+ 2.92%
$477K - $523K
41.6K $25M
Jul 10, 2023 Q2 2023
Buttonwood Financial Advisors Inc.

BUY
 -
1.17K
New
$474K - $520K
1.17K $704K
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
1.17K
+ 104.19%
$473K - $519K
2.29K $1.38M
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1.17K
+ 1.84%
$473K - $518K
64.8K $38.9M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.16K
+ 5.6%
$470K - $516K
21.9K $13.2M
Jul 21, 2023 Q2 2023
Capital Insight Partners, LLC

BUY
 -
1.16K
+ 17.88%
$470K - $516K
7.67K $4.6M

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