Purchases and Sales Made in Q2 2023 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

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 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

SELL
 -
-217
- 9.65%
$87.7K - $96.2K
2.03K $1.24M
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-217
- 3.42%
$87.7K - $96.2K
6.13K $3.73M
Dec 08, 2023 Q2 2023
Palladiem, LLC

SELL
 -
-220
- 6.38%
$89K - $97.5K
3.23K $1.97M
Jul 11, 2023 Q2 2023
Cypress Financial Planning LLC

SELL
 -
-221
- 2.14%
$89.4K - $98K
10.1K $6.16M
Jul 13, 2023 Q2 2023
Zwj Investment Counsel Inc

SELL
 -
-221
- 2.43%
$89.4K - $98K
8.89K $5.42M
Aug 02, 2023 Q2 2023
Fountainhead Am, LLC

Warren, NJ
SELL
 -
-222
- 11.81%
$89.8K - $98.4K
1.66K $1.01M
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-223
- 5.51%
$90.2K - $98.9K
3.82K $2.33M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

SELL
 -
-224
- 1.36%
$90.6K - $99.3K
16.2K $9.9M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

SELL
 -
-226
- 7.89%
$91.4K - $100K
2.64K $1.61M
Jul 28, 2023 Q2 2023
Fort Pitt Capital Group, LLC

SELL
 -
-227
- 16.34%
$91.8K - $101K
1.16K $709K
Nov 13, 2023 Q2 2023
Security National Bank Of Sioux City Iowa

Sioux City, IA
SELL
 -
-230
- 30.26%
$93K - $102K
530 $323K
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-231
- 1.52%
$93.4K - $102K
15K $9.13M
Jul 31, 2023 Q2 2023
Waterford Advisors, LLC

Orchard Park, NY
SELL
 -
-234
- 20.38%
$94.6K - $104K
914 $557K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-234
- 0.22%
$94.6K - $104K
108K $66.1M
Aug 18, 2023 Q2 2023
Arq Wealth Advisors, LLC

SELL
 -
-234
- 9.62%
$94.6K - $104K
2.2K $1.34M
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

SELL
 -
-235
- 0.65%
$95K - $104K
35.7K $21.8M
Aug 10, 2023 Q2 2023
King Wealth

Saratoga Springs, NY
SELL
 -
-235
- 0.45%
$95K - $104K
52.5K $32M
Jul 12, 2023 Q2 2023
Platform Technology Partners

SELL
 -
-238
- 3.37%
$96.2K - $106K
6.82K $4.16M
Jul 20, 2023 Q2 2023
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-238
- 1.2%
$96.2K - $106K
19.6K $12M
Aug 14, 2023 Q2 2023
London CO Of Virginia

Richmond, VA
SELL
 -
-238
- 10.88%
$96.2K - $106K
1.95K $1.19M
Aug 09, 2023 Q2 2023
Intrepid Financial Planning Group LLC

Carmel, IN
SELL
 -
-239
- 0.63%
$96.6K - $106K
37.6K $22.9M
Aug 11, 2023 Q2 2023
Granger Management LLC

SELL
 -
-239
- 0.21%
$96.6K - $106K
114K $69.5M
Jul 18, 2023 Q2 2023
Marietta Wealth Management, LLC

SELL
 -
-240
- 2.98%
$97K - $106K
7.81K $4.76M
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-240
- 12.51%
$97K - $106K
1.68K $1.02M
Jul 20, 2023 Q2 2023
Round Rock Advisors, LLC

SELL
 -
-243
- 2.42%
$98.3K - $108K
9.81K $5.98M
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-243
- 1.25%
$98.3K - $108K
19.1K $11.7M
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

SELL
 -
-244
- 0.84%
$98.7K - $108K
28.7K $17.5M
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

SELL
 -
-244
- 0.34%
$98.7K - $108K
71.5K $43.6M
Aug 02, 2023 Q2 2023
Poplar Forest Capital LLC

SELL
 -
-245
- 11.67%
$99.1K - $109K
1.86K $1.13M
Jul 12, 2023 Q2 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-250
- 1.47%
$101K - $111K
16.8K $10.2M
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

SELL
 -
-250
- 3.7%
$101K - $111K
6.5K $3.96M
Aug 08, 2023 Q2 2023
Western Pacific Wealth Management, LP

SELL
 -
-250
- 13.52%
$101K - $111K
1.6K $975K
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-250
- 1.85%
$101K - $111K
13.2K $8.07M
Jul 19, 2023 Q2 2023
Heartwood Wealth Advisors LLC

SELL
 -
-254
- 11.02%
$103K - $113K
2.05K $1.25M
Jul 28, 2023 Q2 2023
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-255
- 2.77%
$103K - $113K
8.94K $5.45M
Aug 02, 2023 Q2 2023
Gw Henssler & Associates LTD

SELL
 -
-256
- 7.23%
$104K - $113K
3.29K $2M
Aug 10, 2023 Q2 2023
Moran Wealth Management, LLC

Naples, FL
SELL
 -
-256
- 0.61%
$104K - $113K
41.9K $25.5M
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

SELL
 -
-261
- 4.5%
$106K - $116K
5.54K $3.37M
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

SELL
 -
-263
- 8.11%
$106K - $117K
2.98K $1.82M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-263
- 3.27%
$106K - $117K
7.79K $4.75M
Jul 07, 2023 Q2 2023
Founders Capital Management

SELL
 -
-264
- 2.52%
$107K - $117K
10.2K $6.22M
Jul 13, 2023 Q2 2023
Summit Financial Group, Inc.

SELL
 -
-264
- 1.34%
$107K - $117K
19.5K $11.9M
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-264
- 7.13%
$107K - $117K
3.44K $2.1M
Jul 11, 2023 Q2 2023
Trust CO Of Oklahoma

SELL
 -
-265
- 0.96%
$107K - $117K
27.3K $16.6M
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-266
- 1.11%
$108K - $118K
23.7K $14.4M
Jul 14, 2023 Q2 2023
Patten & Patten Inc

SELL
 -
-268
- 1.03%
$108K - $119K
25.7K $15.7M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-269
- 8.78%
$109K - $119K
2.8K $1.7M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-272
- 12.67%
$110K - $121K
1.87K $1.14M
Jul 26, 2023 Q2 2023
Palumbo Wealth Management LLC

Great Neck, NY
SELL
 -
-273
- 1.05%
$110K - $121K
25.7K $15.7M

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