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 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$404 - $443
|
8.9K
$5.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.06% |
$404 - $443
|
1.58K
$967K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1+ 0.1% |
$404 - $443
|
1K
$612K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$404 - $443
|
790
$483K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.09% |
$404 - $443
|
1.11K
$681K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$404 - $443
|
1.09K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1+ 0.03% |
$404 - $443
|
3.27K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.29% |
$404 - $443
|
342
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$404 - $443
|
5.12K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 1.35% |
$404 - $443
|
75
$45.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.19% |
$404 - $443
|
518
$317K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.17% |
$404 - $443
|
575
$352K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.31% |
$404 - $443
|
321
$196K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1- 0.06% |
$404 - $443
|
1.6K
$976K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 1.32% |
$404 - $443
|
75
$45.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-1- 0.01% |
$404 - $443
|
14.8K
$9.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.02% |
$404 - $443
|
4.88K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.06% |
$404 - $443
|
1.55K
$946K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.01% |
$404 - $443
|
7.61K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1- 0.04% |
$404 - $443
|
2.61K
$1.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.02% |
$404 - $443
|
4.88K
$2.99M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.09% |
$404 - $443
|
1.17K
$713K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1- 0.15% |
$404 - $443
|
677
$414K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2- 0.19% |
$809 - $887
|
1.05K
$641K
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-2- 0.08% |
$809 - $887
|
2.44K
$1.49M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2- 0.11% |
$809 - $887
|
1.87K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2- 0.09% |
$809 - $887
|
2.12K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2- 0.05% |
$809 - $887
|
3.85K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2- 0.07% |
$809 - $887
|
2.68K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 0.53% |
$809 - $887
|
376
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-2- 0.28% |
$809 - $887
|
700
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2- 0.09% |
$809 - $887
|
2.28K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 1.5% |
$809 - $887
|
131
$80.1K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 1.5% |
$809 - $887
|
131
$80.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-3- 0.09% |
$1.21K - $1.33K
|
3.24K
$1.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3- 0.15% |
$1.21K - $1.33K
|
2.06K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-3- 0.43% |
$1.21K - $1.33K
|
691
$423K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3- 1.4% |
$1.21K - $1.33K
|
212
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3- 0.37% |
$1.21K - $1.33K
|
816
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 0.11% |
$1.21K - $1.33K
|
2.7K
$1.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4- 0.05% |
$1.62K - $1.77K
|
8.34K
$5.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-4- 2.31% |
$1.62K - $1.77K
|
169
$103K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4- 0.13% |
$1.62K - $1.77K
|
3.05K
$1.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-4- 0.24% |
$1.62K - $1.77K
|
1.68K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4- 0.17% |
$1.62K - $1.77K
|
2.42K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-4- 0.2% |
$1.62K - $1.77K
|
2.03K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-4- -0.0% |
$1.62K - $1.77K
|
683K
$418M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4- 0.13% |
$1.62K - $1.77K
|
3.1K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5- 0.1% |
$2.02K - $2.22K
|
5.04K
$3.08M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-5- 0.52% |
$2.02K - $2.22K
|
951
$582K
|