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
Howe & Rusling Inc

Rochester, NY
BUY
 -
235
+ 1.07%
$95K - $104K
22.2K $13.2M
Jul 20, 2023 Q2 2023
Planning Center, Inc.

BUY
 -
231
+ 32.26%
$93.4K - $102K
947 $563K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
231
+ 1.08%
$93.4K - $102K
21.7K $12.9M
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
229
+ 40.97%
$92.6K - $102K
788 $469K
Jul 18, 2023 Q2 2023
Strategic Equity Management

BUY
 -
228
+ 0.32%
$92.2K - $101K
71.3K $42.4M
Jul 21, 2023 Q2 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
227
+ 0.89%
$91.8K - $101K
25.6K $15.3M
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
227
+ 2.5%
$91.8K - $101K
9.31K $5.54M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
226
+ 45.75%
$91.4K - $100K
720 $428K
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
225
+ 3.83%
$91K - $99.7K
6.09K $3.63M
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
225
+ 46.01%
$91K - $99.7K
714 $425K
Jul 10, 2023 Q2 2023
Stewardship Advisors, LLC

BUY
 -
223
+ 35.68%
$90.2K - $98.9K
848 $505K
Jul 19, 2023 Q2 2023
First City Capital Management, Inc.

BUY
 -
222
+ 1.94%
$89.8K - $98.4K
11.7K $6.95M
Aug 04, 2023 Q2 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
221
+ 2.02%
$89.4K - $98K
11.2K $6.64M
Jul 17, 2023 Q2 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
219
+ 29.12%
$88.6K - $97.1K
971 $578K
Jul 31, 2023 Q2 2023
Means Investment Co., Inc.

BUY
 -
219
+ 4.12%
$88.6K - $97.1K
5.54K $3.3M
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
216
+ 3.39%
$87.3K - $95.7K
6.6K $3.92M
Nov 14, 2024 Q2 2023
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
216
+ 7.02%
$87.3K - $95.7K
3.3K $1.96M
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
214
+ 9.07%
$86.5K - $94.9K
2.57K $1.53M
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
214
+ 0.83%
$86.5K - $94.9K
25.9K $15.4M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
214
+ 0.52%
$86.5K - $94.9K
41.2K $24.5M
Sep 13, 2023 Q2 2023
Ims Capital Management

BUY
 -
213
+ 16.33%
$86.1K - $94.4K
1.52K $903K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
212
+ 0.45%
$85.7K - $94K
46.8K $27.9M
Aug 11, 2023 Q2 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
210
+ 13.14%
$84.9K - $93.1K
1.81K $1.08M
Aug 10, 2023 Q2 2023
Youngs Advisory Group, Inc.

BUY
 -
208
+ 0.49%
$84.1K - $92.2K
42.9K $25.5M
Aug 08, 2023 Q2 2023
Main Street Research LLC

Sausalito, CA
BUY
 -
206
+ 9.2%
$83.3K - $91.3K
2.45K $1.46M
Aug 07, 2023 Q2 2023
American Investment Services, Inc.

BUY
 -
204
+ 0.73%
$82.5K - $90.4K
28K $16.7M
Jul 28, 2023 Q2 2023
Socha Financial Group, LLC

Corning, NY
BUY
 -
203
+ 21.06%
$82.1K - $90K
1.17K $694K
Aug 03, 2023 Q2 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
202
+ 1.6%
$81.7K - $89.5K
12.9K $7.65M
Jul 24, 2023 Q2 2023
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
200
New
$80.9K - $88.7K
200 $119K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
200
+ 1.04%
$80.9K - $88.7K
19.5K $11.6M
Aug 04, 2023 Q2 2023
Hemington Wealth Management

BUY
 -
199
+ 5.9%
$80.5K - $88.2K
3.57K $2.13M
Jul 13, 2023 Q2 2023
Bay Rivers Group

BUY
 -
198
+ 2.16%
$80.1K - $87.8K
9.38K $5.58M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
196
+ 2.63%
$79.3K - $86.9K
7.65K $4.55M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
196
+ 245.0%
$79.3K - $86.9K
276 $164K
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
196
+ 0.86%
$79.3K - $86.9K
22.9K $13.6M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
195
+ 0.08%
$78.9K - $86.4K
253K $151M
Apr 02, 2024 Q2 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
195
+ 2.01%
$78.9K - $86.4K
9.91K $5.89M
Aug 07, 2023 Q2 2023
Waddell & Associates, LLC

BUY
 -
193
+ 1.36%
$78K - $85.6K
14.4K $8.58M
Aug 03, 2023 Q2 2023
Retirement Solution Inc.

BUY
 -
192
+ 18.64%
$77.6K - $85.1K
1.22K $727K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
192
+ 1.64%
$77.6K - $85.1K
11.9K $7.1M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
192
+ 18.15%
$77.6K - $85.1K
1.25K $744K
Aug 11, 2023 Q2 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
190
+ 15.36%
$76.8K - $84.2K
1.43K $849K
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
188
+ 0.33%
$76K - $83.3K
57.5K $34.2M
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
188
New
$76K - $83.3K
188 $112K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
186
+ 10.27%
$75.2K - $82.5K
2K $1.19M
Jul 28, 2023 Q2 2023
Defined Wealth Management, LLC

BUY
 -
185
+ 1.92%
$74.8K - $82K
9.81K $5.84M
Aug 02, 2023 Q2 2023
Oak Family Advisors, LLC

BUY
 -
185
+ 37.22%
$74.8K - $82K
682 $406K
Aug 09, 2023 Q2 2023
Forte Capital LLC

BUY
 -
185
+ 7.19%
$74.8K - $82K
2.76K $1.64M
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
185
+ 6.28%
$74.8K - $82K
3.13K $1.86M

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