Purchases and Sales Made in Q2 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 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 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
328+ 1.73% |
$133K - $145K
|
19.3K
$11.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
328+ 3.59% |
$133K - $145K
|
9.46K
$5.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
326+ 2.88% |
$132K - $145K
|
11.6K
$6.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
323+ 34.81% |
$131K - $143K
|
1.25K
$751K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
322+ 0.63% |
$130K - $143K
|
51.8K
$31.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
316+ 0.69% |
$128K - $140K
|
46.1K
$27.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
316+ 0.14% |
$128K - $140K
|
219K
$132M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
313+ 0.65% |
$127K - $139K
|
48.6K
$29.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
309+ 2.25% |
$125K - $137K
|
14K
$8.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
304New |
$123K - $135K
|
304
$182K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
302+ 0.43% |
$122K - $134K
|
71.1K
$42.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
301+ 2.24% |
$122K - $133K
|
13.7K
$8.24M
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
300+ 9.49% |
$121K - $133K
|
3.46K
$2.08M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
300+ 2.61% |
$121K - $133K
|
11.8K
$7.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
298+ 5.46% |
$120K - $132K
|
5.75K
$3.45M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
298+ 3.11% |
$120K - $132K
|
9.88K
$5.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
297+ 412.5% |
$120K - $132K
|
369
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
297+ 2.45% |
$120K - $132K
|
12.4K
$7.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
295+ 1.48% |
$119K - $131K
|
20.2K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
293+ 14.89% |
$118K - $130K
|
2.26K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
290+ 53.02% |
$117K - $129K
|
837
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
289+ 0.26% |
$117K - $128K
|
111K
$66.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
288+ 96.0% |
$116K - $128K
|
588
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
288+ 13.51% |
$116K - $128K
|
2.42K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
287+ 40.94% |
$116K - $127K
|
988
$593K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
285+ 2.17% |
$115K - $126K
|
13.4K
$8.04M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
285+ 0.29% |
$115K - $126K
|
97K
$58.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
283+ 0.49% |
$114K - $125K
|
57.5K
$34.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
283+ 1.65% |
$114K - $125K
|
17.4K
$10.4M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
283+ 51.64% |
$114K - $125K
|
831
$499K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
282+ 2.74% |
$114K - $125K
|
10.6K
$6.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
278+ 16.35% |
$112K - $123K
|
1.98K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
277+ 26.18% |
$112K - $123K
|
1.34K
$801K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
275+ 0.36% |
$111K - $122K
|
77.4K
$46.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
274+ 0.84% |
$111K - $121K
|
32.9K
$19.8M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
274+ 0.69% |
$111K - $121K
|
39.8K
$23.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
271+ 3.95% |
$110K - $120K
|
7.13K
$4.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
270+ 1.07% |
$109K - $120K
|
25.4K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
268+ 20.47% |
$108K - $119K
|
1.58K
$946K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
265+ 43.09% |
$107K - $117K
|
880
$528K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
265+ 8.83% |
$107K - $117K
|
3.27K
$1.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
265+ 1.69% |
$107K - $117K
|
15.9K
$9.56M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
260+ 28.08% |
$105K - $115K
|
1.19K
$712K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
256+ 11.88% |
$104K - $113K
|
2.41K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
254+ 8.15% |
$103K - $113K
|
3.37K
$2.02M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
253+ 1.36% |
$102K - $112K
|
18.9K
$11.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
252+ 1.59% |
$102K - $112K
|
16.1K
$9.65M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
251+ 0.63% |
$101K - $111K
|
39.8K
$23.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
250+ 13.63% |
$101K - $111K
|
2.08K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
249+ 0.39% |
$101K - $110K
|
63.9K
$38.3M
|