Purchases and Sales Made in Q2 2023 in Spdr S&P 500 ETF Trust (SPY)
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 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
142+ 17.82% |
$57.4K - $62.9K
|
939
$494K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
142+ 0.53% |
$57.4K - $62.9K
|
26.8K
$14.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
140+ 6.17% |
$56.6K - $62.1K
|
2.41K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
140+ 2.48% |
$56.6K - $62.1K
|
5.8K
$3.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
140+ 8.85% |
$56.6K - $62.1K
|
1.72K
$906K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
140+ 1.49% |
$56.6K - $62.1K
|
9.51K
$5.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
137+ 1.45% |
$55.4K - $60.7K
|
9.57K
$5.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
136+ 26.46% |
$55K - $60.3K
|
650
$342K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
135+ 0.7% |
$54.6K - $59.8K
|
19.5K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
133+ 0.14% |
$53.8K - $59K
|
98.3K
$51.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
132+ 1.96% |
$53.4K - $58.5K
|
6.86K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
130+ 2.39% |
$52.6K - $57.6K
|
5.56K
$2.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
130+ 8.03% |
$52.6K - $57.6K
|
1.75K
$921K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
130+ 62.5% |
$52.6K - $57.6K
|
338
$178K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
129+ 0.86% |
$52.2K - $57.2K
|
15.2K
$8M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
127+ 0.53% |
$51.4K - $56.3K
|
24K
$12.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
127+ 18.17% |
$51.4K - $56.3K
|
826
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
126+ 8.7% |
$50.9K - $55.9K
|
1.58K
$829K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
126+ 2.25% |
$50.9K - $55.9K
|
5.74K
$3.02M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
126+ 10.27% |
$50.9K - $55.9K
|
1.35K
$712K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
125+ 2.73% |
$50.5K - $55.4K
|
4.71K
$2.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
123+ 4.27% |
$49.7K - $54.5K
|
3K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
123+ 0.27% |
$49.7K - $54.5K
|
45K
$23.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
122+ 0.32% |
$49.3K - $54.1K
|
38.3K
$20.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
120+ 21.62% |
$48.5K - $53.2K
|
675
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
120+ 2.06% |
$48.5K - $53.2K
|
5.95K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
120+ 9.36% |
$48.5K - $53.2K
|
1.4K
$738K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
120+ 5.63% |
$48.5K - $53.2K
|
2.25K
$1.18M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
119+ 1.94% |
$48.1K - $52.8K
|
6.27K
$3.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
118+ 2.11% |
$47.7K - $52.3K
|
5.7K
$3M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
117+ 5.42% |
$47.3K - $51.9K
|
2.28K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
117+ 5.42% |
$47.3K - $51.9K
|
2.28K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
117+ 0.68% |
$47.3K - $51.9K
|
17.3K
$9.13M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
117+ 4.41% |
$47.3K - $51.9K
|
2.77K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
116+ 2.7% |
$46.9K - $51.4K
|
4.41K
$2.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
116+ 2.55% |
$46.9K - $51.4K
|
4.67K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
116+ 0.02% |
$46.9K - $51.4K
|
605K
$318M
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
115+ 2.72% |
$46.5K - $51K
|
4.34K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
115+ 13.17% |
$46.5K - $51K
|
988
$520K
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
112+ 1.8% |
$45.3K - $49.6K
|
6.34K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
112+ 1.0% |
$45.3K - $49.6K
|
11.4K
$5.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
111+ 2.0% |
$44.9K - $49.2K
|
5.67K
$2.99M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
109+ 9.84% |
$44.1K - $48.3K
|
1.22K
$641K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
108+ 2.38% |
$43.7K - $47.9K
|
4.64K
$2.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
108+ 2.54% |
$43.7K - $47.9K
|
4.37K
$2.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
108+ 0.1% |
$43.7K - $47.9K
|
107K
$56.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
108+ 1.34% |
$43.7K - $47.9K
|
8.19K
$4.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
108+ 8.25% |
$43.7K - $47.9K
|
1.42K
$746K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
105+ 12.53% |
$42.5K - $46.5K
|
943
$496K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
101+ 1.98% |
$40.8K - $44.8K
|
5.19K
$2.73M
|