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 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.46K+ 41.75% |
$1.8M - $1.98M
|
15.2K
$9.11M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
4.44KNew |
$1.8M - $1.97M
|
4.44K
$2.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.41K+ 24.37% |
$1.78M - $1.95M
|
22.5K
$13.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.39K+ 165.41% |
$1.78M - $1.95M
|
7.04K
$4.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
BUY
|
- |
4.39K+ 11.15% |
$1.77M - $1.94M
|
43.7K
$26.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.36KNew |
$1.76M - $1.93M
|
4.36K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.33K+ 1.19% |
$1.75M - $1.92M
|
368K
$221M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
4.32K+ 22.13% |
$1.75M - $1.92M
|
23.9K
$14.3M
|
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.32K+ 4.81% |
$1.75M - $1.91M
|
94K
$56.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4.25KNew |
$1.72M - $1.88M
|
4.25K
$2.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.23K+ 11.63% |
$1.71M - $1.87M
|
40.6K
$24.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$1.71M - $1.87M
|
4.22K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.16K+ 297.5% |
$1.68M - $1.84M
|
5.56K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.11K+ 12.29% |
$1.66M - $1.82M
|
37.6K
$22.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.1K+ 111.84% |
$1.66M - $1.82M
|
7.77K
$4.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.07K+ 44.55% |
$1.65M - $1.8M
|
13.2K
$7.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.05K+ 7.02% |
$1.64M - $1.8M
|
61.7K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.02K+ 7.23% |
$1.62M - $1.78M
|
59.6K
$35.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4K+ 159.64% |
$1.62M - $1.77M
|
6.5K
$3.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.99K+ 12.8% |
$1.61M - $1.77M
|
35.1K
$21.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.94K+ 23.1% |
$1.59M - $1.75M
|
21K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.93K+ 11.42% |
$1.59M - $1.74M
|
38.3K
$23.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.93K+ 47.74% |
$1.59M - $1.74M
|
12.1K
$7.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.88K+ 22.5% |
$1.57M - $1.72M
|
21.1K
$12.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.81K+ 184.7% |
$1.54M - $1.69M
|
5.88K
$3.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
3.76K+ 37.47% |
$1.52M - $1.67M
|
13.8K
$8.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.75KNew |
$1.52M - $1.66M
|
3.75K
$2.26M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.75K+ 14.48% |
$1.51M - $1.66M
|
29.6K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.69K+ 1.06% |
$1.49M - $1.63M
|
352K
$212M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.65K+ 2.55% |
$1.48M - $1.62M
|
147K
$88.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.6K+ 4.43% |
$1.45M - $1.59M
|
84.9K
$51M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.58K+ 4.03% |
$1.45M - $1.59M
|
92.4K
$55.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
3.57K+ 23.27% |
$1.44M - $1.58M
|
18.9K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.57K+ 9.27% |
$1.44M - $1.58M
|
42.1K
$25.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.55K+ 476.61% |
$1.43M - $1.57M
|
4.29K
$2.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.54K+ 2.37% |
$1.43M - $1.57M
|
153K
$91.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kim, LLC
Wichita, KS |
BUY
|
- |
3.5KNew |
$1.42M - $1.55M
|
3.5K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.5K+ 5.2% |
$1.41M - $1.55M
|
70.7K
$42.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
3.48K+ 1.15% |
$1.41M - $1.54M
|
307K
$184M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.48KNew |
$1.41M - $1.54M
|
3.48K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.46K+ 25.59% |
$1.4M - $1.54M
|
17K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.41K+ 43.69% |
$1.38M - $1.51M
|
11.2K
$6.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3.41KNew |
$1.38M - $1.51M
|
3.41K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.38K+ 7.94% |
$1.37M - $1.5M
|
46K
$27.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
3.38K+ 177.63% |
$1.36M - $1.5M
|
5.28K
$3.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
3.37K+ 3.68% |
$1.36M - $1.49M
|
95K
$57.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.36K+ 4.38% |
$1.36M - $1.49M
|
80.1K
$48.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.33K+ 16.49% |
$1.35M - $1.48M
|
23.5K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
3.3KNew |
$1.33M - $1.46M
|
3.3K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.29K+ 160.06% |
$1.33M - $1.46M
|
5.34K
$3.21M
|