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 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
28.4KNew |
$11.5M - $12.6M
|
28.4K
$17.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28.4K+ 3262.18% |
$11.5M - $12.6M
|
29.3K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
28.4K+ 17.04% |
$11.5M - $12.6M
|
195K
$117M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
28.2KNew |
$11.4M - $12.5M
|
28.2K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
27.3K+ 169.77% |
$11M - $12.1M
|
43.4K
$26.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
27.2K+ 21.54% |
$11M - $12.1M
|
154K
$92.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
26.9KNew |
$10.9M - $11.9M
|
26.9K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
26.8KNew |
$10.8M - $11.9M
|
26.8K
$16.1M
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
26.5K+ 562.35% |
$10.7M - $11.7M
|
31.2K
$18.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
25.7KNew |
$10.4M - $11.4M
|
25.7K
$15.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
25.5K+ 1176.66% |
$10.3M - $11.3M
|
27.6K
$16.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.4K+ 6.47% |
$9.87M - $10.8M
|
402K
$242M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
24.4K+ 4.5% |
$9.86M - $10.8M
|
566K
$340M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.3K+ 12.1% |
$9.85M - $10.8M
|
226K
$136M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24.1K+ 24.48% |
$9.75M - $10.7M
|
123K
$73.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
24.1K+ 803.83% |
$9.75M - $10.7M
|
27.1K
$16.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
23.5KNew |
$9.51M - $10.4M
|
23.5K
$14.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
23.1K+ 1084.53% |
$9.35M - $10.3M
|
25.3K
$15.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
22.6K+ 3.17% |
$9.14M - $10M
|
736K
$442M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
22.5K+ 15.55% |
$9.08M - $9.96M
|
167K
$100M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.4K+ 20.72% |
$9.08M - $9.95M
|
131K
$78.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
21.9K+ 166.43% |
$8.87M - $9.72M
|
35.1K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$8.85M - $9.7M
|
21.9K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
21.7KNew |
$8.76M - $9.6M
|
21.7K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
21.6K+ 109.3% |
$8.74M - $9.58M
|
41.4K
$24.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
21.6K+ 1.99% |
$8.72M - $9.55M
|
1.1M
$663M
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
21.5K+ 2114.57% |
$8.69M - $9.52M
|
22.5K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
21.3K+ 90.45% |
$8.6M - $9.42M
|
44.8K
$26.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.9K+ 59.59% |
$8.44M - $9.25M
|
55.9K
$33.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20.7K+ 61.85% |
$8.38M - $9.19M
|
54.2K
$32.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20.6K+ 6.74% |
$8.32M - $9.12M
|
326K
$196M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
20.6KNew |
$8.32M - $9.12M
|
20.6K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 57.78% |
$8.18M - $8.96M
|
55.2K
$33.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
20.1K+ 14.29% |
$8.13M - $8.91M
|
161K
$96.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
20.1K+ 199.8% |
$8.11M - $8.89M
|
30.1K
$18.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.3KNew |
$7.79M - $8.54M
|
19.3K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
18.9K+ 101.89% |
$7.65M - $8.38M
|
37.5K
$22.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
18.4K+ 9.72% |
$7.45M - $8.16M
|
208K
$125M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Asset Advisors, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$7.31M - $8.02M
|
18.1K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
17.8K+ 21.61% |
$7.2M - $7.9M
|
100K
$60.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 4.62% |
$7.18M - $7.87M
|
403K
$242M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.7K+ 4.28% |
$7.14M - $7.83M
|
430K
$259M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.5K+ 79.49% |
$7.07M - $7.75M
|
39.5K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
17.4KNew |
$7.05M - $7.73M
|
17.4K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
BUY
|
- |
17.4K+ 28.73% |
$7.03M - $7.7M
|
77.9K
$46.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
17.2K+ 114.9% |
$6.94M - $7.61M
|
32.1K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
17.1K+ 5.63% |
$6.91M - $7.57M
|
321K
$193M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
16.6K+ 349.99% |
$6.7M - $7.34M
|
21.3K
$12.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
16.2K+ 69.9% |
$6.54M - $7.17M
|
39.3K
$23.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16K+ 36.12% |
$6.45M - $7.07M
|
60.1K
$36.2M
|