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 28, 2023 Q2 2023
Kanawha Capital Management LLC

SELL
 -
-514
- 4.39%
$208K - $228K
11.2K $6.66M
Aug 07, 2023 Q2 2023
Lutz Financial Services LLC

SELL
 -
-517
- 0.65%
$209K - $229K
79.2K $47.1M
Aug 01, 2023 Q2 2023
Community Bank, N.A.

SELL
 -
-519
- 2.8%
$210K - $230K
18K $10.7M
Aug 09, 2023 Q2 2023
Trillium Asset Management, LLC

Boston, MA
SELL
 -
-519
- 11.89%
$210K - $230K
3.85K $2.29M
Jul 12, 2023 Q2 2023
Ameraudi Asset Management, Inc.

SELL
 -
-520
- 4.07%
$210K - $231K
12.3K $7.29M
Aug 11, 2023 Q2 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-522
- 1.43%
$211K - $231K
36K $21.4M
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-523
- 5.24%
$211K - $232K
9.46K $5.63M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

SELL
 -
-531
- 4.25%
$215K - $235K
12K $7.12M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

SELL
 -
-534
- 2.04%
$216K - $237K
25.6K $15.2M
Jul 13, 2023 Q2 2023
Thompson Davis & Co., Inc.

SELL
 -
-535
- 34.32%
$216K - $237K
1.02K $609K
Aug 04, 2023 Q2 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
SELL
 -
-542
- 0.53%
$219K - $240K
101K $60.2M
Aug 24, 2023 Q2 2023
Harvest Investment Advisors, LLC

Tallahassee, FL
SELL
 -
-542
- 49.72%
$219K - $240K
548 $326K
Jul 13, 2023 Q2 2023
Patton Albertson Miller Group, LLC

SELL
 -
-543
- 10.54%
$220K - $241K
4.61K $2.74M
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

SELL
 -
-543
- 10.77%
$220K - $241K
4.5K $2.68M
Jul 21, 2023 Q2 2023
Private Ocean, LLC

SELL
 -
-547
- 5.59%
$221K - $242K
9.24K $5.5M
Sep 15, 2023 Q2 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
SELL
 -
-548
Closed
$222K - $243K
0 $0
Jul 24, 2023 Q2 2023
Charles Schwab Trust CO

SELL
 -
-549
- 49.82%
$222K - $243K
553 $329K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-551
- 0.98%
$223K - $244K
55.7K $33.2M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

SELL
 -
-552
- 19.54%
$223K - $245K
2.27K $1.35M
Jul 31, 2023 Q2 2023
Evergreen Advisors, LLC

SELL
 -
-553
- 6.65%
$224K - $245K
7.77K $4.62M
Aug 14, 2023 Q2 2023
Chilton Capital Management LLC

Houston, TX
SELL
 -
-553
- 1.3%
$224K - $245K
42K $25M
Jul 18, 2023 Q2 2023
First County Bank /Ct/

Stamford, CT
SELL
 -
-554
- 5.71%
$224K - $246K
9.15K $5.44M
Aug 08, 2023 Q2 2023
Palouse Capital Management, Inc.

SELL
 -
-554
- 12.37%
$224K - $246K
3.92K $2.33M
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

SELL
 -
-556
- 10.12%
$225K - $246K
4.94K $2.94M
Jul 19, 2023 Q2 2023
Ahl Investment Management, Inc.

SELL
 -
-562
- 42.35%
$227K - $249K
765 $455K
Jul 26, 2023 Q2 2023
Aaron Wealth Advisors LLC

SELL
 -
-564
- 2.26%
$228K - $250K
24.4K $14.5M
Aug 01, 2023 Q2 2023
Heritage Investors Management Corp

SELL
 -
-567
- 17.57%
$229K - $251K
2.66K $1.58M
Aug 09, 2023 Q2 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
SELL
 -
-569
- 2.76%
$230K - $252K
20.1K $11.9M
Aug 07, 2023 Q2 2023
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-572
- 11.85%
$231K - $254K
4.25K $2.53M
Jul 26, 2023 Q2 2023
Am Investment Strategies LLC

SELL
 -
-576
- 36.92%
$233K - $255K
984 $585K
Aug 09, 2023 Q2 2023
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-581
- 5.95%
$235K - $258K
9.18K $5.46M
Aug 08, 2023 Q2 2023
Taurus Asset Management, LLC

New York, NY
SELL
 -
-584
- 1.83%
$236K - $259K
31.3K $18.6M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

SELL
 -
-585
- 0.3%
$237K - $259K
195K $116M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

SELL
 -
-585
- 0.48%
$237K - $259K
120K $71.6M
Jul 31, 2023 Q2 2023
Dividend Assets Capital, LLC

SELL
 -
-600
- 67.49%
$243K - $266K
289 $172K
Aug 24, 2023 Q2 2023
Invictus Private Wealth, LLC

Denver, CO
SELL
 -
-607
- 1.97%
$245K - $269K
30.2K $18M
Aug 07, 2023 Q2 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

SELL
 -
-608
- 2.31%
$246K - $270K
25.7K $15.3M
Aug 09, 2023 Q2 2023
Meridian Investment Counsel Inc.

Lafayette, CA
SELL
 -
-610
- 7.34%
$247K - $270K
7.71K $4.59M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

SELL
 -
-615
- 2.63%
$249K - $273K
22.7K $13.5M
Jul 25, 2023 Q2 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-617
- 13.4%
$249K - $274K
3.99K $2.37M
Jul 19, 2023 Q2 2023
Essex Savings Bank

SELL
 -
-619
- 11.49%
$250K - $274K
4.77K $2.84M
Jul 14, 2023 Q2 2023
Roth Financial Partners LLC

SELL
 -
-620
- 0.97%
$251K - $275K
63.1K $37.6M
Aug 02, 2023 Q2 2023
Stack Financial Management, Inc

SELL
 -
-620
- 27.26%
$251K - $275K
1.65K $984K
Aug 07, 2023 Q2 2023
Philadelphia Trust CO

Philadelphia, PA
SELL
 -
-620
- 15.38%
$251K - $275K
3.41K $2.03M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-623
- 12.82%
$252K - $276K
4.24K $2.52M
Jul 26, 2023 Q2 2023
Amplius Wealth Advisors, LLC

SELL
 -
-624
- 5.05%
$252K - $277K
11.7K $6.98M
Jul 11, 2023 Q2 2023
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-625
- 8.41%
$253K - $277K
6.81K $4.05M
Jul 26, 2023 Q2 2023
Diversified, LLC

SELL
 -
-627
- 36.73%
$254K - $278K
1.08K $643K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-627
- 1.82%
$254K - $278K
33.8K $20.1M

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