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 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-10- 0.75% |
$4.04K - $4.43K
|
1.32K
$805K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-10- 1.37% |
$4.04K - $4.43K
|
721
$441K
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-11- 1.51% |
$4.45K - $4.88K
|
719
$440K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-11- 1.0% |
$4.45K - $4.88K
|
1.09K
$668K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-11- 0.04% |
$4.45K - $4.88K
|
27.8K
$17M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-11- 1.27% |
$4.45K - $4.88K
|
853
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-11- -0.0% |
$4.45K - $4.88K
|
228K
$139M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-11- 0.08% |
$4.45K - $4.88K
|
14.4K
$8.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-12- 0.09% |
$4.85K - $5.32K
|
12.9K
$7.88M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-12- 0.19% |
$4.85K - $5.32K
|
6.41K
$3.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 0.74% |
$4.85K - $5.32K
|
1.62K
$989K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-12- 0.78% |
$4.85K - $5.32K
|
1.53K
$933K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-12- 0.3% |
$4.85K - $5.32K
|
3.93K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12- 0.94% |
$4.85K - $5.32K
|
1.27K
$774K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-12- 0.1% |
$4.85K - $5.32K
|
11.6K
$7.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-13- 0.24% |
$5.26K - $5.76K
|
5.41K
$3.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.63% |
$5.26K - $5.76K
|
2.04K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-14- 2.46% |
$5.66K - $6.21K
|
556
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-14- 0.69% |
$5.66K - $6.21K
|
2.01K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.18% |
$5.66K - $6.21K
|
7.88K
$4.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-14- 1.9% |
$5.66K - $6.21K
|
722
$441K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-14- 0.22% |
$5.66K - $6.21K
|
6.37K
$3.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-14- -0.0% |
$5.66K - $6.21K
|
326K
$199M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-14- 0.28% |
$5.66K - $6.21K
|
5.03K
$3.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-14- 0.17% |
$5.66K - $6.21K
|
8.36K
$5.11M
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-14- 0.37% |
$5.66K - $6.21K
|
3.76K
$2.3M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-14- 2.46% |
$5.66K - $6.21K
|
556
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-15- 0.34% |
$6.07K - $6.65K
|
4.44K
$2.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.52% |
$6.07K - $6.65K
|
2.89K
$1.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-15- 0.49% |
$6.07K - $6.65K
|
3.05K
$1.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-15- 0.85% |
$6.07K - $6.65K
|
1.75K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-15- 0.27% |
$6.07K - $6.65K
|
5.44K
$3.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-15- 0.74% |
$6.07K - $6.65K
|
2.01K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-15- 2.45% |
$6.07K - $6.65K
|
597
$365K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15- 0.22% |
$6.07K - $6.65K
|
6.69K
$4.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-15- 2.61% |
$6.07K - $6.65K
|
560
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-15- 0.55% |
$6.07K - $6.65K
|
2.72K
$1.66M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-15- 0.1% |
$6.07K - $6.65K
|
14.3K
$8.76M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-16- 1.53% |
$6.47K - $7.09K
|
1.03K
$630K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-16- 0.33% |
$6.47K - $7.09K
|
4.84K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-16- 1.52% |
$6.47K - $7.09K
|
1.04K
$634K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-16- 2.04% |
$6.47K - $7.09K
|
768
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-16- 0.19% |
$6.47K - $7.09K
|
8.42K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-16- 1.09% |
$6.47K - $7.09K
|
1.45K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16- 0.07% |
$6.47K - $7.09K
|
23.7K
$14.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 1.55% |
$6.87K - $7.54K
|
1.08K
$659K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-17- 0.57% |
$6.87K - $7.54K
|
2.95K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-18- 1.03% |
$7.28K - $7.98K
|
1.74K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-18- 0.12% |
$7.28K - $7.98K
|
15K
$9.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-19- 0.46% |
$7.68K - $8.42K
|
4.15K
$2.54M
|