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 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
752
+ 0.91%
$304K - $333K
83K $53.5M
Jul 20, 2023 Q2 2023
Kg&L Capital Management,Llc

BUY
 -
749
+ 4.46%
$303K - $332K
17.5K $11.3M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
743
+ 18.84%
$300K - $329K
4.69K $3.02M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
741
New
$300K - $328K
741 $478K
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
738
+ 9.37%
$298K - $327K
8.62K $5.56M
Jul 19, 2023 Q2 2023
Eastern Bank

BUY
 -
731
+ 0.4%
$296K - $324K
186K $120M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
728
New
$294K - $323K
728 $470K
Jul 13, 2023 Q2 2023
Financial Strategies Group, Inc.

BUY
 -
722
New
$292K - $320K
722 $466K
Aug 02, 2023 Q2 2023
Sitrin Capital Management LLC

BUY
 -
722
+ 6.43%
$292K - $320K
12K $7.71M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
717
+ 0.73%
$290K - $318K
99.4K $64.1M
Jul 17, 2023 Q2 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
707
New
$286K - $313K
707 $456K
Apr 01, 2024 Q2 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
BUY
 -
706
New
$285K - $313K
706 $455K
Jul 31, 2023 Q2 2023
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
701
+ 8.04%
$283K - $311K
9.42K $6.08M
Aug 14, 2023 Q2 2023
Whitford Management LLC

New York, NY
BUY
 -
698
+ 0.43%
$282K - $309K
162K $104M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
696
+ 19.11%
$281K - $309K
4.34K $2.8M
Aug 14, 2023 Q2 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
696
New
$281K - $309K
696 $449K
Feb 20, 2025 Q2 2023
Clare Market Investments LLC

Dallas, TX
BUY
 -
687
+ 6.07%
$278K - $305K
12K $7.75M
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
683
New
$276K - $303K
683 $441K
Dec 13, 2024 Q2 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
681
+ 35.9%
$275K - $302K
2.58K $1.66M
Aug 01, 2023 Q2 2023
Sanchez Wealth Management Group

BUY
 -
679
+ 2.19%
$275K - $301K
31.6K $20.4M
Aug 08, 2023 Q2 2023
Cnb Bank

Clearfield, PA
BUY
 -
675
+ 33.83%
$273K - $299K
2.67K $1.72M
Aug 08, 2023 Q2 2023
Donald Yacktman Yacktman Asset Management LP
BUY
 -
675
+ 19.48%
$273K - $299K
4.14K $2.67M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
671
+ 5.48%
$271K - $297K
12.9K $8.32M
Jul 19, 2023 Q2 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
671
+ 5.76%
$271K - $297K
12.3K $7.94M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
669
+ 19.09%
$271K - $297K
4.17K $2.69M
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
668
New
$270K - $296K
668 $431K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
668
+ 0.76%
$270K - $296K
89.1K $57.5M
Aug 07, 2023 Q2 2023
Suncoast Equity Management

BUY
 -
667
+ 43.0%
$270K - $296K
2.22K $1.43M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
667
+ 11.93%
$270K - $296K
6.26K $4.04M
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
666
+ 469.01%
$269K - $295K
808 $521K
Aug 04, 2023 Q2 2023
Investidor Profissional Gestao De Recursos Ltda.

Rio De Janeiro, D5
BUY
 -
666
New
$269K - $295K
666 $430K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
665
+ 1.73%
$269K - $295K
39.1K $25.2M
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
662
+ 0.39%
$268K - $293K
170K $110M
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
650
New
$263K - $288K
650 $419K
Jul 20, 2023 Q2 2023
Nvest Financial, LLC

BUY
 -
648
+ 4.4%
$262K - $287K
15.4K $9.92M
Aug 10, 2023 Q2 2023
Neumann Capital Management, LLC

BUY
 -
647
+ 2.38%
$262K - $287K
27.8K $17.9M
Aug 14, 2023 Q2 2023
Tcw Group Inc

BUY
 -
645
+ 0.53%
$261K - $286K
122K $78.9M
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
644
+ 20.1%
$260K - $285K
3.85K $2.48M
Aug 01, 2023 Q2 2023
Spinnaker Trust

BUY
 -
644
+ 2.46%
$260K - $285K
26.8K $17.3M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
633
+ 5.14%
$256K - $281K
12.9K $8.35M
Aug 03, 2023 Q2 2023
Magnolia Capital Management LTD

BUY
 -
630
+ 1.61%
$255K - $279K
39.7K $25.6M
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
629
New
$254K - $279K
629 $406K
Jul 11, 2023 Q2 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
626
+ 5.75%
$253K - $277K
11.5K $7.43M
Jul 20, 2023 Q2 2023
Birch Hill Investment Advisors LLC

BUY
 -
625
+ 22.59%
$253K - $277K
3.39K $2.19M
Feb 13, 2025 Q2 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
623
+ 21.28%
$252K - $276K
3.55K $2.29M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
622
+ 0.07%
$252K - $276K
896K $578M
Jul 12, 2023 Q2 2023
Sage Capital Advisors,Llc

BUY
 -
621
+ 3.73%
$251K - $275K
17.3K $11.1M
Jul 18, 2023 Q2 2023
Atlas Brown,Inc.

BUY
 -
621
+ 11.68%
$251K - $275K
5.94K $3.83M
Jul 24, 2023 Q2 2023
Brave Asset Management Inc

BUY
 -
618
+ 1.93%
$250K - $274K
32.7K $21.1M

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