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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-146- 10.17% |
$59K - $64.7K
|
1.29K
$767K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-146- 12.4% |
$59K - $64.7K
|
1.03K
$613K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-147- 0.53% |
$59.4K - $65.2K
|
27.7K
$16.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-148- 16.61% |
$59.8K - $65.6K
|
743
$442K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-148- 2.44% |
$59.8K - $65.6K
|
5.93K
$3.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-148- 11.14% |
$59.8K - $65.6K
|
1.18K
$702K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-150- 15.76% |
$60.7K - $66.5K
|
802
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-150- 0.12% |
$60.7K - $66.5K
|
129K
$77M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-150- 0.12% |
$60.7K - $66.5K
|
129K
$77M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-152- 23.71% |
$61.5K - $67.4K
|
489
$291K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-152- 8.61% |
$61.5K - $67.4K
|
1.61K
$960K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-153- 4.05% |
$61.9K - $67.8K
|
3.63K
$2.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-154- 1.72% |
$62.3K - $68.3K
|
8.82K
$5.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-155- 0.74% |
$62.7K - $68.7K
|
20.9K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-156- 3.7% |
$63.1K - $69.2K
|
4.06K
$2.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-156- 8.86% |
$63.1K - $69.2K
|
1.61K
$955K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-156- 23.78% |
$63.1K - $69.2K
|
500
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-157- 1.5% |
$63.5K - $69.6K
|
10.3K
$6.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-158- 0.99% |
$63.9K - $70K
|
15.8K
$9.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-160- 13.49% |
$64.7K - $70.9K
|
1.03K
$610K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-160- 17.6% |
$64.7K - $70.9K
|
749
$446K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-161- 2.48% |
$65.1K - $71.4K
|
6.34K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-161- 2.55% |
$65.1K - $71.4K
|
6.16K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-161- 32.92% |
$65.1K - $71.4K
|
328
$195K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-162- 8.64% |
$65.5K - $71.8K
|
1.71K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-162- 18.64% |
$65.5K - $71.8K
|
707
$421K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-163- 1.98% |
$65.9K - $72.3K
|
8.08K
$4.81M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-164- 4.67% |
$66.3K - $72.7K
|
3.35K
$1.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-167- 1.37% |
$67.5K - $74K
|
12.1K
$7.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-167- 9.11% |
$67.5K - $74K
|
1.67K
$992K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-167- 6.13% |
$67.5K - $74K
|
2.56K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-170- 6.22% |
$68.7K - $75.4K
|
2.56K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-171- 7.33% |
$69.1K - $75.8K
|
2.16K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-171- 25.0% |
$69.1K - $75.8K
|
513
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-171- 12.91% |
$69.1K - $75.8K
|
1.15K
$687K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-173- 0.25% |
$70K - $76.7K
|
69K
$41.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-176- 0.58% |
$71.2K - $78K
|
30.4K
$18.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-176- 15.13% |
$71.2K - $78K
|
987
$587K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-177- 1.08% |
$71.6K - $78.5K
|
16.2K
$9.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-178- 3.57% |
$72K - $78.9K
|
4.81K
$2.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-178- 2.42% |
$72K - $78.9K
|
7.18K
$4.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-178- 3.12% |
$72K - $78.9K
|
5.54K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-178- 5.48% |
$72K - $78.9K
|
3.07K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-178- 22.19% |
$72K - $78.9K
|
624
$371K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.02% |
$72.4K - $79.3K
|
17.3K
$10.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-180- 20.83% |
$72.8K - $79.8K
|
684
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-180- 4.2% |
$72.8K - $79.8K
|
4.11K
$2.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-183- 4.52% |
$74K - $81.1K
|
3.87K
$2.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-183- 2.06% |
$74K - $81.1K
|
8.7K
$5.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Barton Investment Management
|
SELL
|
- |
-184- 10.89% |
$74.4K - $81.6K
|
1.51K
$896K
|