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
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
404
+ 21.31%
$163K - $179K
2.3K $1.37M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
404
+ 1.56%
$163K - $179K
26.3K $15.6M
Aug 07, 2023 Q2 2023
Peddock Capital Advisors, LLC

BUY
 -
403
+ 3.43%
$163K - $179K
12.2K $7.23M
Jul 27, 2023 Q2 2023
Selway Asset Management

Boise, ID
BUY
 -
400
+ 6.84%
$162K - $177K
6.25K $3.72M
Aug 09, 2023 Q2 2023
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
399
+ 4.88%
$161K - $177K
8.58K $5.1M
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
398
New
$161K - $176K
398 $237K
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
397
+ 4.1%
$161K - $176K
10.1K $6M
Jul 31, 2023 Q2 2023
West Bancorporation Inc

BUY
 -
396
+ 3.26%
$160K - $176K
12.5K $7.47M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
393
+ 0.23%
$159K - $174K
171K $102M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
391
New
$158K - $173K
391 $233K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
388
+ 4.37%
$157K - $172K
9.27K $5.52M
Jul 27, 2023 Q2 2023
Miller Wealth Advisors, LLC

BUY
 -
381
+ 141.64%
$154K - $169K
650 $387K
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
380
+ 1.78%
$154K - $168K
21.7K $12.9M
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
375
+ 22.01%
$152K - $166K
2.08K $1.24M
Jul 17, 2023 Q2 2023
Merrion Investment Management Co, LLC

BUY
 -
374
+ 5.87%
$151K - $166K
6.74K $4.01M
Jul 20, 2023 Q2 2023
Lockerman Financial Group, Inc.

BUY
 -
374
+ 5.06%
$151K - $166K
7.76K $4.62M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
372
+ 8.4%
$150K - $165K
4.8K $2.86M
Jul 26, 2023 Q2 2023
Financial Guidance Group, Inc.

BUY
 -
367
+ 2.19%
$148K - $163K
17.1K $10.2M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
367
+ 3.94%
$148K - $163K
9.69K $5.76M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
365
+ 0.19%
$148K - $162K
189K $112M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
360
+ 12.52%
$146K - $160K
3.24K $1.92M
Aug 07, 2023 Q2 2023
Greenup Street Wealth Management LLC

BUY
 -
358
+ 17.4%
$145K - $159K
2.42K $1.44M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
356
+ 45.99%
$144K - $158K
1.13K $672K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
356
+ 2.19%
$144K - $158K
16.6K $9.89M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
355
+ 6.75%
$144K - $157K
5.61K $3.34M
Jul 20, 2023 Q2 2023
St. Johns Investment Management Company, LLC

BUY
 -
355
+ 1.87%
$144K - $157K
19.3K $11.5M
Jul 31, 2023 Q2 2023
5th Street Advisors, LLC

BUY
 -
355
+ 45.69%
$144K - $157K
1.13K $674K
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
352
+ 7.88%
$142K - $156K
4.82K $2.87M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
351
+ 0.17%
$142K - $156K
201K $120M
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
349
+ 5.54%
$141K - $155K
6.65K $3.96M
Jul 21, 2023 Q2 2023
Montz Harcus Wealth Management LLC

BUY
 -
349
+ 0.76%
$141K - $155K
46.1K $27.4M
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
345
+ 15.7%
$140K - $153K
2.54K $1.51M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
344
+ 22.01%
$139K - $152K
1.91K $1.13M
Jul 11, 2023 Q2 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
343
+ 50.29%
$139K - $152K
1.03K $610K
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
342
+ 17.6%
$138K - $152K
2.29K $1.36M
Aug 11, 2023 Q2 2023
Mmbg Investment Advisors Co.

BUY
 -
340
+ 1.04%
$137K - $151K
33.1K $19.7M
Jul 13, 2023 Q2 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
339
+ 3.06%
$137K - $150K
11.4K $6.8M
Aug 08, 2023 Q2 2023
Tmd Wealth Management, LLC

BUY
 -
335
+ 8.09%
$135K - $148K
4.48K $2.66M
Aug 14, 2023 Q2 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
335
+ 2.67%
$135K - $148K
12.9K $7.68M
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
330
+ 40.89%
$133K - $146K
1.14K $677K
Jul 28, 2023 Q2 2023
Costello Asset Management, Inc

BUY
 -
329
+ 44.82%
$133K - $146K
1.06K $632K
Aug 02, 2023 Q2 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
329
+ 38.26%
$133K - $146K
1.19K $707K
Jul 25, 2023 Q2 2023
First Merchants Corp

BUY
 -
328
+ 1.73%
$133K - $145K
19.3K $11.5M
Aug 09, 2023 Q2 2023
Ledyard National Bank

BUY
 -
328
+ 3.59%
$133K - $145K
9.46K $5.63M
Aug 14, 2023 Q2 2023
Port Capital LLC

Chicago, IL
BUY
 -
326
+ 2.88%
$132K - $145K
11.6K $6.92M
Aug 02, 2023 Q2 2023
Gables Capital Management Inc.

BUY
 -
323
+ 34.81%
$131K - $143K
1.25K $744K
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
322
+ 0.63%
$130K - $143K
51.8K $30.8M
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
316
+ 0.69%
$128K - $140K
46.1K $27.4M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
316
+ 0.14%
$128K - $140K
219K $130M

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