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 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
599
+ 1.01%
$242K - $266K
59.8K $35.6M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
592
+ 5.19%
$239K - $262K
12K $7.14M
Jul 28, 2023 Q2 2023
Jackson Square Capital, LLC

BUY
 -
592
+ 12.15%
$239K - $262K
5.46K $3.25M
Jul 27, 2023 Q2 2023
Capital City Trust CO

BUY
 -
589
+ 12.59%
$238K - $261K
5.27K $3.13M
Jul 07, 2023 Q2 2023
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
579
+ 2.09%
$234K - $257K
28.2K $16.8M
Jul 17, 2023 Q2 2023
D. Scott Neal, Inc.

BUY
 -
579
New
$234K - $257K
579 $345K
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
576
+ 43.74%
$233K - $255K
1.89K $1.13M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
576
+ 6.05%
$233K - $255K
10.1K $6.01M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
576
+ 14.77%
$233K - $255K
4.48K $2.66M
Aug 14, 2023 Q2 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
574
+ 6.96%
$232K - $254K
8.82K $5.25M
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
573
+ 4.48%
$232K - $254K
13.4K $7.95M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
570
+ 4.26%
$230K - $253K
14K $8.31M
Jul 17, 2023 Q2 2023
Guyasuta Investment Advisors Inc

BUY
 -
569
+ 6.44%
$230K - $252K
9.4K $5.6M
Jul 17, 2023 Q2 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
565
New
$228K - $250K
565 $336K
Jul 12, 2023 Q2 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
561
+ 10.57%
$227K - $249K
5.87K $3.49M
Jul 18, 2023 Q2 2023
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
561
+ 0.87%
$227K - $249K
64.8K $38.6M
Jul 06, 2023 Q2 2023
Hoffman, Alan N Investment Management

BUY
 -
560
New
$226K - $248K
560 $333K
Jul 28, 2023 Q2 2023
Zions Bancorporation, N.A.

BUY
 -
560
+ 6.12%
$226K - $248K
9.72K $5.78M
Aug 10, 2023 Q2 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
559
+ 42.57%
$226K - $248K
1.87K $1.11M
Jul 12, 2023 Q2 2023
Professional Financial Advisors, LLC

BUY
 -
555
New
$224K - $246K
555 $330K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
551
+ 0.96%
$223K - $244K
57.9K $34.4M
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
547
+ 2.09%
$221K - $242K
26.7K $15.9M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
544
+ 2.14%
$220K - $241K
25.9K $15.4M
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
544
+ 1.75%
$220K - $241K
31.6K $18.8M
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
541
+ 4.9%
$219K - $240K
11.6K $6.89M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
539
New
$218K - $239K
539 $321K
Aug 11, 2023 Q2 2023
Greytown Advisors Inc.

Miami, FL
BUY
 -
539
New
$218K - $239K
539 $321K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
537
+ 2.74%
$217K - $238K
20.1K $12M
Jul 31, 2023 Q2 2023
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
527
+ 13.61%
$213K - $234K
4.4K $2.62M
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
527
+ 29.71%
$213K - $234K
2.3K $1.37M
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
525
New
$212K - $233K
525 $312K
Jul 13, 2023 Q2 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
522
+ 13.31%
$211K - $231K
4.44K $2.64M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
521
+ 1.67%
$211K - $231K
31.7K $18.9M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
520
+ 2.57%
$210K - $231K
20.7K $12.3M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
520
+ 3.21%
$210K - $231K
16.7K $9.96M
Jul 21, 2023 Q2 2023
Insight Folios Inc

BUY
 -
519
New
$210K - $230K
519 $309K
Aug 02, 2023 Q2 2023
Ddd Partners, LLC

BUY
 -
517
+ 3.87%
$209K - $229K
13.9K $8.25M
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
516
+ 9.75%
$209K - $229K
5.81K $3.46M
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

BUY
 -
513
+ 17.94%
$207K - $227K
3.37K $2.01M
Aug 08, 2023 Q2 2023
Ml & R Wealth Management LLC

BUY
 -
502
+ 10.21%
$203K - $223K
5.42K $3.23M
Aug 14, 2023 Q2 2023
Shay Capital LLC

New York, NY
BUY
 -
500
New
$202K - $222K
500 $298K
Aug 11, 2023 Q2 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
499
+ 1.38%
$202K - $221K
36.5K $21.7M
Jul 17, 2023 Q2 2023
Wealth Advisors, Inc.

BUY
 -
496
+ 9.31%
$201K - $220K
5.82K $3.46M
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
490
New
$198K - $217K
490 $292K
Jul 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

BUY
 -
487
New
$197K - $216K
487 $290K
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
487
+ 13.07%
$197K - $216K
4.21K $2.51M
Jul 27, 2023 Q2 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
487
+ 11.86%
$197K - $216K
4.59K $2.73M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
486
+ 19.06%
$197K - $215K
3.04K $1.81M
Jul 26, 2023 Q2 2023
West Wealth Group, LLC

BUY
 -
484
New
$196K - $215K
484 $288K

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