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 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
484
+ 0.24%
$196K - $215K
204K $121M
Jul 31, 2023 Q2 2023
New World Advisors LLC

Hingham, MA
BUY
 -
483
New
$195K - $214K
483 $287K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
482
+ 24.17%
$195K - $214K
2.48K $1.47M
Jul 10, 2024 Q2 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
481
New
$194K - $213K
481 $286K
Aug 09, 2023 Q2 2023
Camden National Bank

Camden, ME
BUY
 -
480
New
$194K - $213K
480 $286K
Aug 10, 2023 Q2 2023
Continental Investors Services, Inc.

Longview, WA
BUY
 -
480
New
$194K - $213K
480 $286K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
478
+ 7.06%
$193K - $212K
7.25K $4.31M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
477
+ 3.8%
$193K - $211K
13K $7.75M
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
477
New
$193K - $211K
477 $284K
Jul 21, 2023 Q2 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
475
New
$192K - $211K
475 $283K
Aug 07, 2023 Q2 2023
Orcam Financial Group

Encinitas, CA
BUY
 -
475
New
$192K - $211K
475 $283K
Aug 14, 2023 Q2 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
475
New
$192K - $211K
475 $283K
Jul 27, 2023 Q2 2023
Next Capital Management LLC

BUY
 -
473
+ 22.87%
$191K - $210K
2.54K $1.51M
Jul 24, 2023 Q2 2023
Country Club Bank

BUY
 -
471
+ 1.46%
$190K - $209K
32.6K $19.4M
Aug 15, 2023 Q2 2023
Menlo Advisors LLC

BUY
 -
470
New
$190K - $208K
470 $280K
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
469
+ 4.08%
$190K - $208K
12K $7.12M
Jul 25, 2023 Q2 2023
Jb Capital LLC

BUY
 -
467
New
$189K - $207K
467 $278K
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
466
New
$188K - $207K
466 $277K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
465
New
$188K - $206K
465 $277K
Aug 10, 2023 Q2 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
465
+ 22.28%
$188K - $206K
2.55K $1.52M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
465
New
$188K - $206K
465 $277K
Jul 25, 2023 Q2 2023
Canvas Wealth Advisors, LLC

BUY
 -
463
New
$187K - $205K
463 $275K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
462
+ 3.46%
$187K - $205K
13.8K $8.23M
Jul 13, 2023 Q2 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
461
New
$186K - $204K
461 $274K
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
458
+ 3.58%
$185K - $203K
13.3K $7.89M
Aug 07, 2023 Q2 2023
Schiavi & CO LLC

Wilmington, DE
BUY
 -
458
New
$185K - $203K
458 $273K
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
458
+ 17.9%
$185K - $203K
3.02K $1.79M
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
455
New
$184K - $202K
455 $271K
Jul 14, 2023 Q2 2023
Landmark Wealth Management, LLC

BUY
 -
454
New
$184K - $201K
454 $270K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
453
+ 1.18%
$183K - $201K
38.9K $23.2M
Jul 19, 2023 Q2 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
453
New
$183K - $201K
453 $270K
Jul 18, 2023 Q2 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
452
New
$183K - $200K
452 $269K
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
452
New
$183K - $200K
452 $269K
Jan 02, 2024 Q2 2023
Pecaut & Co.

BUY
 -
452
New
$183K - $200K
452 $269K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
450
+ 55.08%
$182K - $199K
1.27K $754K
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
450
+ 4.34%
$182K - $199K
10.8K $6.43M
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
446
+ 3.47%
$180K - $198K
13.3K $7.9M
Jul 25, 2023 Q2 2023
Atlas Wealth Partners, LLC

Wyomissing, PA
BUY
 -
444
New
$180K - $197K
444 $264K
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
443
+ 1.53%
$179K - $196K
29.4K $17.5M
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
439
+ 12.23%
$178K - $195K
4.03K $2.4M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
437
+ 2.44%
$177K - $194K
18.4K $10.9M
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
435
+ 1.96%
$176K - $193K
22.6K $13.5M
Aug 14, 2023 Q2 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
434
+ 2.43%
$175K - $192K
18.3K $10.9M
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
433
+ 6.3%
$175K - $192K
7.3K $4.34M
Jul 07, 2023 Q2 2023
Moody National Bank Trust Division

BUY
 -
423
+ 1.51%
$171K - $188K
28.4K $16.9M
Aug 14, 2023 Q2 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
423
+ 34.93%
$171K - $188K
1.63K $972K
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
416
+ 0.69%
$168K - $184K
60.4K $35.9M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
407
+ 4.19%
$165K - $180K
10.1K $6.03M
Jul 14, 2023 Q2 2023
Financial Council Asset Management Inc

BUY
 -
406
+ 17.22%
$164K - $180K
2.76K $1.64M

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