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 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-112- 2.07% |
$45.3K - $49.6K
|
5.31K
$3.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-113- 11.78% |
$45.7K - $50.1K
|
846
$512K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-113- 10.92% |
$45.7K - $50.1K
|
922
$558K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-113- 4.51% |
$45.7K - $50.1K
|
2.39K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-113- 3.47% |
$45.7K - $50.1K
|
3.14K
$1.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-114- 2.71% |
$46.1K - $50.5K
|
4.1K
$2.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-115- 18.7% |
$46.5K - $51K
|
500
$302K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-117- 5.15% |
$47.3K - $51.9K
|
2.15K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-117- 2.92% |
$47.3K - $51.9K
|
3.89K
$2.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-119- 4.97% |
$48.1K - $52.8K
|
2.27K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-120- 20.1% |
$48.5K - $53.2K
|
477
$289K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-120- 1.57% |
$48.5K - $53.2K
|
7.52K
$4.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-120- 1.96% |
$48.5K - $53.2K
|
6.02K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-122- 2.01% |
$49.3K - $54.1K
|
5.94K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-123- 0.29% |
$49.7K - $54.5K
|
42.2K
$25.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-124- 14.45% |
$50.1K - $55K
|
734
$444K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-125- 3.22% |
$50.5K - $55.4K
|
3.75K
$2.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-125- 4.81% |
$50.5K - $55.4K
|
2.47K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 4.51% |
$50.5K - $55.4K
|
2.65K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-126- 13.11% |
$50.9K - $55.9K
|
835
$505K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-127- 0.45% |
$51.4K - $56.3K
|
28K
$16.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-128- 11.35% |
$51.8K - $56.7K
|
1K
$605K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-129- 1.26% |
$52.2K - $57.2K
|
10.1K
$6.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-130- 1.63% |
$52.6K - $57.6K
|
7.87K
$4.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-130- 1.61% |
$52.6K - $57.6K
|
7.93K
$4.8M
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-130- 0.12% |
$52.6K - $57.6K
|
108K
$65M
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-131- 1.87% |
$53K - $58.1K
|
6.89K
$4.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-131- 0.91% |
$53K - $58.1K
|
14.3K
$8.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-131- 2.16% |
$53K - $58.1K
|
5.94K
$3.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-132- 1.46% |
$53.4K - $58.5K
|
8.89K
$5.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-132- 5.27% |
$53.4K - $58.5K
|
2.37K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-133- 4.22% |
$53.8K - $59K
|
3.02K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-134- 2.19% |
$54.2K - $59.4K
|
5.97K
$3.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-135- 9.61% |
$54.6K - $59.8K
|
1.27K
$768K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-135- 2.04% |
$54.6K - $59.8K
|
6.49K
$3.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-135- 1.29% |
$54.6K - $59.8K
|
10.3K
$6.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-136- 11.14% |
$55K - $60.3K
|
1.09K
$656K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-136- 1.62% |
$55K - $60.3K
|
8.27K
$5M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-138- 9.64% |
$55.8K - $61.2K
|
1.29K
$782K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-139- 15.92% |
$56.2K - $61.6K
|
734
$444K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-139- 1.92% |
$56.2K - $61.6K
|
7.11K
$4.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-139- 11.36% |
$56.2K - $61.6K
|
1.09K
$656K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-139- 0.56% |
$56.2K - $61.6K
|
24.7K
$15M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-139- 6.56% |
$56.2K - $61.6K
|
1.98K
$1.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-140- 2.6% |
$56.6K - $62.1K
|
5.24K
$3.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-142- 0.8% |
$57.4K - $62.9K
|
17.6K
$10.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-142- 4.65% |
$57.4K - $62.9K
|
2.91K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-143- 2.68% |
$57.8K - $63.4K
|
5.18K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 9.61% |
$57.8K - $63.4K
|
1.35K
$814K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-143- 2.07% |
$57.8K - $63.4K
|
6.78K
$4.1M
|