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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 42.42% |
$5.66K - $6.21K
|
47
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14+ 0.07% |
$5.66K - $6.21K
|
19.7K
$12.1M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.45% |
$5.26K - $5.76K
|
2.89K
$1.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
13+ 1.37% |
$5.26K - $5.76K
|
959
$588K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
13+ 0.35% |
$5.26K - $5.76K
|
3.68K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.33% |
$5.26K - $5.76K
|
4K
$2.45M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.9% |
$4.85K - $5.32K
|
1.35K
$824K
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12+ 0.21% |
$4.85K - $5.32K
|
5.75K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
12+ 0.07% |
$4.85K - $5.32K
|
16.1K
$9.87M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
12+ 0.29% |
$4.85K - $5.32K
|
4.12K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.06% |
$4.85K - $5.32K
|
20.6K
$12.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Professional Advisory Services Inc
|
BUY
|
- |
11+ 0.37% |
$4.45K - $4.88K
|
3K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 0.97% |
$4.45K - $4.88K
|
1.14K
$701K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
11+ 0.12% |
$4.45K - $4.88K
|
8.91K
$5.46M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11+ 0.96% |
$4.45K - $4.88K
|
1.16K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.17% |
$4.45K - $4.88K
|
6.4K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
11+ 1.43% |
$4.45K - $4.88K
|
780
$478K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10+ 4.93% |
$4.04K - $4.43K
|
213
$131K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.82% |
$4.04K - $4.43K
|
1.23K
$754K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
10+ 1.73% |
$4.04K - $4.43K
|
589
$361K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$4.04K - $4.43K
|
4.68K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
10+ 0.07% |
$4.04K - $4.43K
|
14.1K
$8.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10+ 2.39% |
$4.04K - $4.43K
|
429
$263K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$4.04K - $4.43K
|
3.96K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
10+ 0.28% |
$4.04K - $4.43K
|
3.6K
$2.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
9+ 0.27% |
$3.64K - $3.99K
|
3.35K
$2.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 2.22% |
$3.64K - $3.99K
|
415
$254K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
9+ 0.54% |
$3.64K - $3.99K
|
1.69K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 1.23% |
$3.64K - $3.99K
|
742
$455K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
9+ 0.08% |
$3.64K - $3.99K
|
11.5K
$7.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9+ 0.09% |
$3.64K - $3.99K
|
10.2K
$6.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.39% |
$3.64K - $3.99K
|
2.35K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.27% |
$3.64K - $3.99K
|
3.31K
$2.03M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
8+ 0.72% |
$3.23K - $3.55K
|
1.12K
$686K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
8+ 0.56% |
$3.23K - $3.55K
|
1.44K
$883K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
8+ 0.11% |
$3.23K - $3.55K
|
7.25K
$4.44M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.14% |
$3.23K - $3.55K
|
5.66K
$3.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 2.56% |
$3.23K - $3.55K
|
321
$197K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.12% |
$3.23K - $3.55K
|
6.63K
$4.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 0.16% |
$3.23K - $3.55K
|
5K
$3.07M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
8+ 0.04% |
$3.23K - $3.55K
|
18.6K
$11.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8+ 0.29% |
$3.23K - $3.55K
|
2.73K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
8+ 0.16% |
$3.23K - $3.55K
|
5.15K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
8+ 0.19% |
$3.23K - $3.55K
|
4.29K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.93% |
$3.23K - $3.55K
|
867
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.68% |
$3.23K - $3.55K
|
1.19K
$728K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
7+ 0.69% |
$2.83K - $3.1K
|
1.02K
$628K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
7+ 1.06% |
$2.83K - $3.1K
|
666
$408K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7+ 0.49% |
$2.83K - $3.1K
|
1.43K
$875K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$2.83K - $3.1K
|
8.48K
$5.19M
|