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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.5K+ 12.68% |
$605K - $663K
|
13.3K
$7.99M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.48K+ 24.75% |
$600K - $658K
|
7.48K
$4.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 15.15% |
$599K - $657K
|
11.3K
$6.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.48K+ 1.43% |
$597K - $655K
|
105K
$62.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 46.31% |
$596K - $653K
|
4.66K
$2.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47K+ 3.61% |
$596K - $653K
|
42.2K
$25.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.47KNew |
$594K - $652K
|
1.47K
$884K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.46K+ 2.03% |
$592K - $649K
|
73.7K
$44.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.46KNew |
$588K - $645K
|
1.46K
$875K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
1.45K+ 20.67% |
$588K - $644K
|
8.48K
$5.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.44K+ 2.09% |
$582K - $638K
|
70.4K
$42.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.43K+ 11.88% |
$579K - $635K
|
13.5K
$8.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.42K+ 1.29% |
$576K - $631K
|
112K
$67.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 9.91% |
$574K - $629K
|
15.7K
$9.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
1.4K+ 74.72% |
$565K - $620K
|
3.27K
$1.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 23.63% |
$563K - $617K
|
7.29K
$4.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.39K+ 16.43% |
$562K - $616K
|
9.85K
$5.92M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.38KNew |
$559K - $613K
|
1.38K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.38KNew |
$559K - $613K
|
1.38K
$831K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
1.38K+ 2.42% |
$558K - $611K
|
58.5K
$35.2M
|
|
|
Jul 18, 2023
Q2 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.37K+ 73.7% |
$555K - $609K
|
3.24K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.37K+ 73.7% |
$555K - $609K
|
3.24K
$1.95M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.36K+ 105.99% |
$551K - $604K
|
2.65K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
1.33K+ 6.33% |
$536K - $587K
|
22.3K
$13.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.32K+ 30.41% |
$534K - $586K
|
5.67K
$3.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.32K+ 2.97% |
$534K - $586K
|
45.8K
$27.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.32K+ 6.41% |
$532K - $583K
|
21.9K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.3K+ 8.07% |
$525K - $575K
|
17.4K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.29K+ 4.19% |
$522K - $573K
|
32.1K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.29K+ 4.41% |
$522K - $573K
|
30.6K
$18.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.28K+ 4.49% |
$518K - $568K
|
29.8K
$17.9M
|
|
|
Jul 18, 2023
Q2 2023
|
American Asset Management Inc.
|
BUY
|
- |
1.27K+ 1.64% |
$514K - $564K
|
78.8K
$47.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.26K+ 20.33% |
$508K - $557K
|
7.44K
$4.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$507K - $555K
|
1.25K
$753K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.25K+ 124.01% |
$505K - $554K
|
2.26K
$1.36M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 149.58% |
$501K - $550K
|
2.07K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2K+ 14.65% |
$485K - $531K
|
9.38K
$5.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.2K+ 6.83% |
$484K - $531K
|
18.7K
$11.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.19KNew |
$481K - $528K
|
1.19K
$716K
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.19K+ 200.0% |
$480K - $526K
|
1.78K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.19K+ 1.87% |
$480K - $526K
|
64.7K
$38.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.18K+ 2.92% |
$477K - $523K
|
41.6K
$25M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.17KNew |
$474K - $520K
|
1.17K
$705K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.17K+ 104.19% |
$473K - $519K
|
2.29K
$1.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.17K+ 1.84% |
$473K - $518K
|
64.8K
$39M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.16K+ 5.6% |
$470K - $516K
|
21.9K
$13.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.16K+ 17.88% |
$470K - $516K
|
7.67K
$4.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.16K+ 5.47% |
$469K - $514K
|
22.4K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.16KNew |
$469K - $514K
|
1.16K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.16K+ 13.01% |
$468K - $513K
|
10.1K
$6.04M
|