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 20, 2023 Q2 2023
Osborne Partners Capital Management, LLC

BUY
 -
313
+ 0.65%
$127K - $139K
48.6K $28.9M
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
309
+ 2.25%
$125K - $137K
14K $8.35M
Aug 02, 2023 Q2 2023
Financial Sense Advisors, Inc.

BUY
 -
304
New
$123K - $135K
304 $181K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
302
+ 0.43%
$122K - $134K
71.1K $42.3M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
301
+ 2.24%
$122K - $133K
13.7K $8.17M
Jul 06, 2023 Q2 2023
Renaissance Investment Group LLC

BUY
 -
300
+ 9.49%
$121K - $133K
3.46K $2.06M
Jul 09, 2024 Q2 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
300
+ 2.61%
$121K - $133K
11.8K $7.01M
Jul 20, 2023 Q2 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
298
+ 5.46%
$120K - $132K
5.75K $3.42M
Oct 23, 2024 Q2 2023
Convergence Financial, LLC

Columbia, MO
BUY
 -
298
+ 3.11%
$120K - $132K
9.88K $5.88M
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

BUY
 -
297
+ 412.5%
$120K - $132K
369 $220K
Aug 14, 2023 Q2 2023
Marco Investment Management LLC

BUY
 -
295
+ 1.48%
$119K - $131K
20.2K $12M
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
293
+ 14.89%
$118K - $130K
2.26K $1.35M
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
290
+ 53.02%
$117K - $129K
837 $498K
Aug 10, 2023 Q2 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
289
+ 0.26%
$117K - $128K
111K $66M
Jul 06, 2023 Q2 2023
Avondale Wealth Management

BUY
 -
288
+ 96.0%
$116K - $128K
588 $350K
Aug 08, 2023 Q2 2023
Vectors Research Management, LLC

New York, NY
BUY
 -
288
+ 13.51%
$116K - $128K
2.42K $1.44M
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
287
+ 40.94%
$116K - $127K
988 $588K
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
285
+ 2.17%
$115K - $126K
13.4K $7.97M
Sep 05, 2023 Q2 2023
Westshore Wealth, LLC

BUY
 -
285
+ 0.29%
$115K - $126K
97K $57.7M
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
283
+ 0.49%
$114K - $125K
57.5K $34.2M
Aug 11, 2023 Q2 2023
Lansing Street Advisors

BUY
 -
283
+ 1.65%
$114K - $125K
17.4K $10.4M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
283
+ 51.64%
$114K - $125K
831 $494K
Aug 01, 2023 Q2 2023
Pitti Group Wealth Management, LLC

BUY
 -
282
+ 2.74%
$114K - $125K
10.6K $6.3M
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
278
+ 16.35%
$112K - $123K
1.98K $1.18M
Jul 14, 2023 Q2 2023
3 Edge Asset Management, LP

BUY
 -
277
+ 26.18%
$112K - $123K
1.34K $794K
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
275
+ 0.36%
$111K - $122K
77.4K $46M
Jul 20, 2023 Q2 2023
Flagship Private Wealth, LLC

BUY
 -
274
+ 0.84%
$111K - $121K
32.9K $19.6M
Nov 26, 2024 Q2 2023
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
274
+ 0.69%
$111K - $121K
39.8K $23.7M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
271
+ 3.95%
$110K - $120K
7.13K $4.24M
Aug 01, 2023 Q2 2023
Schnieders Capital Management LLC

BUY
 -
270
+ 1.07%
$109K - $120K
25.4K $15.1M
Aug 11, 2023 Q2 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
268
+ 20.47%
$108K - $119K
1.58K $938K
Jul 31, 2023 Q2 2023
Strs Ohio

BUY
 -
265
+ 43.09%
$107K - $117K
880 $524K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
265
+ 8.83%
$107K - $117K
3.27K $1.94M
Aug 03, 2023 Q2 2023
Clifford Swan Investment Counsel LLC

BUY
 -
265
+ 1.69%
$107K - $117K
15.9K $9.48M
Aug 18, 2023 Q2 2023
Addison Capital CO

BUY
 -
260
+ 28.08%
$105K - $115K
1.19K $706K
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
256
+ 11.88%
$104K - $113K
2.41K $1.43M
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
254
+ 8.15%
$103K - $113K
3.37K $2.01M
Feb 06, 2024 Q2 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
253
+ 1.36%
$102K - $112K
18.9K $11.3M
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
252
+ 1.59%
$102K - $112K
16.1K $9.57M
Jul 12, 2023 Q2 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
251
+ 0.63%
$101K - $111K
39.8K $23.7M
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
250
+ 13.63%
$101K - $111K
2.08K $1.24M
Jul 14, 2023 Q2 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
249
+ 0.39%
$101K - $110K
63.9K $38M
Aug 14, 2023 Q2 2023
Spears Abacus Advisors LLC

BUY
 -
247
+ 1.83%
$99.9K - $109K
13.7K $8.16M
Jul 10, 2023 Q2 2023
Sanders Morris Harris LLC

BUY
 -
244
+ 34.51%
$98.7K - $108K
951 $566K
Jul 28, 2023 Q2 2023
Bray Capital Advisors

BUY
 -
239
+ 3.44%
$96.6K - $106K
7.19K $4.28M
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
239
+ 1.01%
$96.6K - $106K
23.8K $14.2M
Jul 28, 2023 Q2 2023
Rezny Wealth Management, Inc.

BUY
 -
237
+ 32.51%
$95.8K - $105K
966 $575K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
237
+ 1.49%
$95.8K - $105K
16.2K $9.64M
Jul 14, 2023 Q2 2023
Cfm Wealth Partners LLC

BUY
 -
235
+ 2.44%
$95K - $104K
9.88K $5.88M

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