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
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
433
+ 6.3%
$175K - $192K
7.3K $4.38M
Jul 07, 2023 Q2 2023
Moody National Bank Trust Division

BUY
 -
423
+ 1.51%
$171K - $188K
28.4K $17M
Aug 14, 2023 Q2 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
423
+ 34.93%
$171K - $188K
1.63K $980K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
416
+ 0.69%
$168K - $184K
60.4K $36.2M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
407
+ 4.19%
$165K - $180K
10.1K $6.08M
Jul 14, 2023 Q2 2023
Financial Council Asset Management Inc

BUY
 -
406
+ 17.22%
$164K - $180K
2.76K $1.66M
Jul 27, 2023 Q2 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
404
+ 21.31%
$163K - $179K
2.3K $1.38M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
404
+ 1.56%
$163K - $179K
26.3K $15.8M
Aug 07, 2023 Q2 2023
Peddock Capital Advisors, LLC

BUY
 -
403
+ 3.43%
$163K - $179K
12.2K $7.29M
Jul 27, 2023 Q2 2023
Selway Asset Management

Boise, ID
BUY
 -
400
+ 6.84%
$162K - $177K
6.25K $3.75M
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
398
New
$161K - $176K
398 $239K
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
397
+ 4.1%
$161K - $176K
10.1K $6.05M
Jul 31, 2023 Q2 2023
West Bancorporation Inc

BUY
 -
396
+ 3.26%
$160K - $176K
12.5K $7.53M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
393
+ 0.23%
$159K - $174K
171K $103M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
391
New
$158K - $173K
391 $235K
Jul 25, 2023 Q2 2023
Straight Path Wealth Management

BUY
 -
390
+ 38.27%
$158K - $173K
1.41K $845K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
388
+ 4.37%
$157K - $172K
9.27K $5.56M
Jul 27, 2023 Q2 2023
Miller Wealth Advisors, LLC

BUY
 -
381
+ 141.64%
$154K - $169K
650 $390K
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
380
+ 1.78%
$154K - $168K
21.7K $13M
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
375
+ 22.01%
$152K - $166K
2.08K $1.25M
Jul 17, 2023 Q2 2023
Merrion Investment Management Co, LLC

BUY
 -
374
+ 5.87%
$151K - $166K
6.74K $4.05M
Jul 20, 2023 Q2 2023
Lockerman Financial Group, Inc.

BUY
 -
374
+ 5.06%
$151K - $166K
7.76K $4.66M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
372
+ 8.4%
$150K - $165K
4.8K $2.88M
Jul 26, 2023 Q2 2023
Financial Guidance Group, Inc.

BUY
 -
367
+ 2.19%
$148K - $163K
17.1K $10.3M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
367
+ 3.94%
$148K - $163K
9.69K $5.81M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
365
+ 0.19%
$148K - $162K
189K $113M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
360
+ 12.52%
$146K - $160K
3.24K $1.94M
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

BUY
 -
358
+ 17.4%
$145K - $159K
2.42K $1.45M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
356
+ 45.99%
$144K - $158K
1.13K $678K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
356
+ 2.19%
$144K - $158K
16.6K $9.97M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
355
+ 6.75%
$144K - $157K
5.61K $3.37M
Jul 20, 2023 Q2 2023
St. Johns Investment Management Company, LLC

BUY
 -
355
+ 1.87%
$144K - $157K
19.3K $11.6M
Jul 31, 2023 Q2 2023
5th Street Advisors, LLC

BUY
 -
355
+ 45.69%
$144K - $157K
1.13K $679K
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
352
+ 7.88%
$142K - $156K
4.82K $2.89M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
351
+ 0.17%
$142K - $156K
201K $121M
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
349
+ 5.54%
$141K - $155K
6.65K $3.99M
Jul 21, 2023 Q2 2023
Montz Harcus Wealth Management LLC

BUY
 -
349
+ 0.76%
$141K - $155K
46.1K $27.6M
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
345
+ 15.7%
$140K - $153K
2.54K $1.53M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
344
+ 22.01%
$139K - $152K
1.91K $1.14M
Jul 11, 2023 Q2 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
343
+ 50.29%
$139K - $152K
1.03K $615K
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
342
+ 17.6%
$138K - $152K
2.29K $1.37M
Aug 11, 2023 Q2 2023
Mmbg Investment Advisors Co.

BUY
 -
340
+ 1.04%
$137K - $151K
33.1K $19.9M
Jul 13, 2023 Q2 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
339
+ 3.06%
$137K - $150K
11.4K $6.85M
Aug 08, 2023 Q2 2023
Tmd Wealth Management, LLC

BUY
 -
335
+ 8.09%
$135K - $148K
4.48K $2.68M
Aug 14, 2023 Q2 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
335
+ 2.67%
$135K - $148K
12.9K $7.74M
Feb 07, 2025 Q2 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
335
+ 2.67%
$135K - $148K
12.9K $7.74M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
330
+ 40.89%
$133K - $146K
1.14K $682K
Jul 28, 2023 Q2 2023
Costello Asset Management, Inc

BUY
 -
329
+ 44.82%
$133K - $146K
1.06K $638K
Aug 02, 2023 Q2 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
329
+ 38.26%
$133K - $146K
1.19K $713K

Track Institutional and Insider Activities on SPY

Follow SPDR S&P 500 ETF TRUST and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SPY shares.

Notify only if

Insider Trading

Get notified when an Spdr S&P 500 ETF Trust insider buys or sells SPY shares.

Notify only if

News

Receive news related to SPDR S&P 500 ETF TRUST

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SPY