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
Aug 02, 2023 Q2 2023
Sitrin Capital Management LLC

BUY
 -
722
+ 6.43%
$292K - $320K
12K $7.11M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
717
+ 0.73%
$290K - $318K
99.4K $59.1M
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
710
+ 26.32%
$287K - $315K
3.41K $2.03M
Jul 17, 2023 Q2 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
707
New
$286K - $313K
707 $421K
Apr 01, 2024 Q2 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
BUY
 -
706
New
$285K - $313K
706 $420K
Jul 31, 2023 Q2 2023
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
701
+ 8.04%
$283K - $311K
9.42K $5.61M
Aug 14, 2023 Q2 2023
Whitford Management LLC

New York, NY
BUY
 -
698
+ 0.43%
$282K - $309K
162K $96.1M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
696
+ 19.11%
$281K - $309K
4.34K $2.58M
Aug 14, 2023 Q2 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
696
New
$281K - $309K
696 $414K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
683
New
$276K - $303K
683 $406K
Aug 01, 2023 Q2 2023
Sanchez Wealth Management Group

BUY
 -
679
+ 2.19%
$275K - $301K
31.6K $18.8M
Aug 08, 2023 Q2 2023
Cnb Bank

Clearfield, PA
BUY
 -
675
+ 33.83%
$273K - $299K
2.67K $1.59M
Aug 08, 2023 Q2 2023
Donald Yacktman Yacktman Asset Management LP
BUY
 -
675
+ 19.48%
$273K - $299K
4.14K $2.46M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
671
+ 5.48%
$271K - $297K
12.9K $7.68M
Jul 19, 2023 Q2 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
671
+ 5.76%
$271K - $297K
12.3K $7.33M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
669
+ 19.09%
$271K - $297K
4.17K $2.48M
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
668
New
$270K - $296K
668 $397K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
668
+ 0.76%
$270K - $296K
89.1K $53M
Aug 07, 2023 Q2 2023
Suncoast Equity Management

BUY
 -
667
+ 43.0%
$270K - $296K
2.22K $1.32M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
667
+ 11.93%
$270K - $296K
6.26K $3.72M
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
666
+ 469.01%
$269K - $295K
808 $481K
Aug 04, 2023 Q2 2023
Investidor Profissional Gestao De Recursos Ltda.

Rio De Janeiro, D5
BUY
 -
666
New
$269K - $295K
666 $396K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
665
+ 1.73%
$269K - $295K
39.1K $23.3M
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
662
+ 0.39%
$268K - $293K
170K $101M
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
650
New
$263K - $288K
650 $387K
Jul 20, 2023 Q2 2023
Nvest Financial, LLC

BUY
 -
648
+ 4.4%
$262K - $287K
15.4K $9.15M
Aug 10, 2023 Q2 2023
Neumann Capital Management, LLC

BUY
 -
647
+ 2.38%
$262K - $287K
27.8K $16.5M
Aug 14, 2023 Q2 2023
Tcw Group Inc

BUY
 -
645
+ 0.53%
$261K - $286K
122K $72.8M
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
644
+ 20.1%
$260K - $285K
3.85K $2.29M
Aug 01, 2023 Q2 2023
Spinnaker Trust

BUY
 -
644
+ 2.46%
$260K - $285K
26.8K $15.9M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
633
+ 5.14%
$256K - $281K
12.9K $7.7M
Aug 03, 2023 Q2 2023
Magnolia Capital Management LTD

BUY
 -
630
+ 1.61%
$255K - $279K
39.7K $23.6M
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
629
New
$254K - $279K
629 $374K
Jul 11, 2023 Q2 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
626
+ 5.75%
$253K - $277K
11.5K $6.86M
Jul 20, 2023 Q2 2023
Birch Hill Investment Advisors LLC

BUY
 -
625
+ 22.59%
$253K - $277K
3.39K $2.02M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
622
+ 0.07%
$252K - $276K
896K $533M
Jul 12, 2023 Q2 2023
Sage Capital Advisors,Llc

BUY
 -
621
+ 3.73%
$251K - $275K
17.3K $10.3M
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

BUY
 -
621
+ 11.68%
$251K - $275K
5.94K $3.53M
Jul 24, 2023 Q2 2023
Brave Asset Management Inc

BUY
 -
618
+ 1.93%
$250K - $274K
32.7K $19.4M
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
618
+ 33.84%
$250K - $274K
2.44K $1.45M
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
616
New
$249K - $273K
616 $367K
Aug 29, 2023 Q2 2023
Efg Asset Management (Americas) Corp.

BUY
 -
616
New
$249K - $273K
616 $367K
Aug 02, 2023 Q2 2023
Mastrapasqua Asset Management Inc

BUY
 -
611
New
$247K - $271K
611 $364K
Jul 21, 2023 Q2 2023
Conning Inc.

BUY
 -
608
+ 0.35%
$246K - $270K
174K $104M
Jul 20, 2023 Q2 2023
Veracity Capital LLC

BUY
 -
606
+ 5.77%
$245K - $269K
11.1K $6.61M
Aug 02, 2023 Q2 2023
Cornerstone Wealth Group, LLC

BUY
 -
605
+ 1.07%
$245K - $268K
57.1K $34M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
603
+ 119.17%
$244K - $267K
1.11K $660K
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
601
New
$243K - $266K
601 $358K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
600
+ 1.77%
$243K - $266K
34.4K $20.5M

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