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 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.15K+ 37.79% |
$465K - $510K
|
4.19K
$2.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1.13K+ 21.07% |
$457K - $501K
|
6.5K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 4.24% |
$457K - $501K
|
27.8K
$16.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.12K+ 36.91% |
$453K - $497K
|
4.16K
$2.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.12K+ 5.21% |
$452K - $496K
|
22.6K
$13.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.11K+ 9.23% |
$450K - $494K
|
13.2K
$7.93M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.11K+ 4.89% |
$450K - $493K
|
23.8K
$14.3M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.1K+ 17.36% |
$446K - $489K
|
7.46K
$4.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 4.59% |
$445K - $488K
|
25.1K
$15.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.1K+ 3.94% |
$444K - $487K
|
29K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$442K - $485K
|
1.09K
$657K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.09K+ 37.29% |
$440K - $482K
|
4.01K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.09K+ 33.42% |
$439K - $481K
|
4.34K
$2.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.08K+ 2.39% |
$435K - $477K
|
46.1K
$27.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.07K+ 94.96% |
$434K - $476K
|
2.2K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.07K+ 24.57% |
$433K - $474K
|
5.43K
$3.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.07K+ 11.34% |
$431K - $473K
|
10.5K
$6.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.05K+ 7.42% |
$425K - $466K
|
15.2K
$9.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.05K+ 53.56% |
$423K - $463K
|
3K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.04K+ 0.09% |
$421K - $461K
|
1.22M
$735M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
1.03K+ 6.22% |
$418K - $458K
|
17.6K
$10.6M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.03K+ 11.09% |
$416K - $456K
|
10.3K
$6.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.01K+ 18.03% |
$410K - $449K
|
6.63K
$3.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.01K+ 37.66% |
$409K - $449K
|
3.7K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.01K+ 2.75% |
$407K - $446K
|
37.6K
$22.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.01K+ 1.15% |
$406K - $445K
|
88.4K
$53.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1K+ 35.21% |
$405K - $444K
|
3.85K
$2.31M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1K+ 6.75% |
$405K - $444K
|
15.8K
$9.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
BUY
|
- |
1K+ 4.53% |
$404K - $443K
|
23.1K
$13.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
998+ 1.65% |
$404K - $442K
|
61.3K
$36.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
996+ 0.9% |
$403K - $442K
|
112K
$67.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
988+ 6.85% |
$400K - $438K
|
15.4K
$9.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
977+ 4.14% |
$395K - $433K
|
24.6K
$14.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
972+ 24.01% |
$393K - $431K
|
5.02K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
972+ 4.57% |
$393K - $431K
|
22.3K
$13.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
971+ 60.27% |
$393K - $430K
|
2.58K
$1.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
963+ 194.15% |
$389K - $427K
|
1.46K
$877K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
960+ 4.44% |
$388K - $426K
|
22.6K
$13.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
953+ 14.75% |
$385K - $422K
|
7.41K
$4.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
952+ 4.92% |
$385K - $422K
|
20.3K
$12.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
950+ 41.48% |
$384K - $421K
|
3.24K
$1.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
944New |
$382K - $418K
|
944
$568K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
943+ 0.52% |
$381K - $418K
|
181K
$109M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
942+ 3.74% |
$381K - $418K
|
26.1K
$15.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
942+ 8.45% |
$381K - $418K
|
12.1K
$7.27M
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
940New |
$380K - $417K
|
940
$565K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
939+ 0.29% |
$380K - $416K
|
322K
$193M
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
939+ 22.32% |
$380K - $416K
|
5.15K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
938+ 24.74% |
$379K - $416K
|
4.73K
$2.84M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
937+ 6.03% |
$379K - $415K
|
16.5K
$9.9M
|