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 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5K+ 507.83% |
$2.02M - $2.22M
|
5.98K
$3.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
4.78K+ 3.62% |
$1.93M - $2.12M
|
137K
$87.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.72KNew |
$1.91M - $2.09M
|
4.72K
$3.03M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 2.0% |
$1.9M - $2.09M
|
239K
$154M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.59KNew |
$1.85M - $2.03M
|
4.59K
$2.95M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.46K+ 41.75% |
$1.8M - $1.98M
|
15.2K
$9.74M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
4.44KNew |
$1.8M - $1.97M
|
4.44K
$2.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.41K+ 24.37% |
$1.78M - $1.95M
|
22.5K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.39K+ 165.41% |
$1.78M - $1.95M
|
7.04K
$4.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
BUY
|
- |
4.39K+ 11.15% |
$1.77M - $1.94M
|
43.7K
$28.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.36KNew |
$1.76M - $1.93M
|
4.36K
$2.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.33K+ 1.19% |
$1.75M - $1.92M
|
368K
$237M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
4.32K+ 22.13% |
$1.75M - $1.92M
|
23.9K
$15.3M
|
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.32K+ 4.81% |
$1.75M - $1.91M
|
94K
$60.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.25KNew |
$1.72M - $1.88M
|
4.25K
$2.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.23K+ 11.63% |
$1.71M - $1.87M
|
40.6K
$26.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.23K+ 13.46% |
$1.71M - $1.87M
|
35.6K
$22.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$1.71M - $1.87M
|
4.22K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.16K+ 297.5% |
$1.68M - $1.84M
|
5.56K
$3.57M
|
|
|
Jul 31, 2025
Q2 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.13K+ 3.32% |
$1.67M - $1.83M
|
129K
$82.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.11K+ 12.29% |
$1.66M - $1.82M
|
37.6K
$24.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.1K+ 111.84% |
$1.66M - $1.82M
|
7.77K
$4.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.07K+ 44.55% |
$1.65M - $1.8M
|
13.2K
$8.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.05K+ 7.02% |
$1.64M - $1.8M
|
61.7K
$39.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.02K+ 7.23% |
$1.62M - $1.78M
|
59.6K
$38.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4K+ 159.64% |
$1.62M - $1.77M
|
6.5K
$4.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.99K+ 12.8% |
$1.61M - $1.77M
|
35.1K
$22.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.94K+ 23.1% |
$1.59M - $1.75M
|
21K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.93K+ 11.42% |
$1.59M - $1.74M
|
38.3K
$24.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.93K+ 47.74% |
$1.59M - $1.74M
|
12.1K
$7.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.88K+ 22.5% |
$1.57M - $1.72M
|
21.1K
$13.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.81K+ 184.7% |
$1.54M - $1.69M
|
5.88K
$3.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
3.76K+ 37.47% |
$1.52M - $1.67M
|
13.8K
$8.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.75KNew |
$1.52M - $1.66M
|
3.75K
$2.41M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.75K+ 14.48% |
$1.51M - $1.66M
|
29.6K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.69K+ 1.06% |
$1.49M - $1.63M
|
352K
$226M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.65K+ 2.55% |
$1.48M - $1.62M
|
147K
$94.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.6K+ 4.43% |
$1.45M - $1.59M
|
84.9K
$54.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.58K+ 4.03% |
$1.45M - $1.59M
|
92.4K
$59.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
3.57K+ 23.27% |
$1.44M - $1.58M
|
18.9K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.57K+ 9.27% |
$1.44M - $1.58M
|
42.1K
$27M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.55K+ 476.61% |
$1.43M - $1.57M
|
4.29K
$2.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.54K+ 2.37% |
$1.43M - $1.57M
|
153K
$98.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Kim, LLC
Wichita, KS |
BUY
|
- |
3.5KNew |
$1.42M - $1.55M
|
3.5K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.5K+ 5.2% |
$1.41M - $1.55M
|
70.7K
$45.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
3.48K+ 1.15% |
$1.41M - $1.54M
|
307K
$197M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.48KNew |
$1.41M - $1.54M
|
3.48K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.46K+ 25.59% |
$1.4M - $1.54M
|
17K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.41K+ 43.69% |
$1.38M - $1.51M
|
11.2K
$7.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3.41KNew |
$1.38M - $1.51M
|
3.41K
$2.19M
|