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 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.27K+ 4.68% |
$1.32M - $1.45M
|
73.1K
$44M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.24K+ 13.08% |
$1.31M - $1.44M
|
28K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.24K+ 4.02% |
$1.31M - $1.44M
|
83.7K
$50.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.23K+ 30.64% |
$1.31M - $1.43M
|
13.8K
$8.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.23K+ 121.73% |
$1.3M - $1.43M
|
5.88K
$3.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.12K+ 3.18% |
$1.26M - $1.38M
|
101K
$60.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.07K+ 112.29% |
$1.24M - $1.36M
|
5.81K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.04KNew |
$1.23M - $1.35M
|
3.04K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.04K+ 88.45% |
$1.23M - $1.35M
|
6.48K
$3.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.03K+ 23.81% |
$1.23M - $1.34M
|
15.8K
$9.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.03K+ 12.19% |
$1.23M - $1.34M
|
27.9K
$16.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.02KNew |
$1.22M - $1.34M
|
3.02K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 6.4% |
$1.22M - $1.34M
|
50.1K
$30.1M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.01K+ 7.64% |
$1.22M - $1.34M
|
42.5K
$25.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
2.99K+ 88.65% |
$1.21M - $1.33M
|
6.37K
$3.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.99K+ 13.7% |
$1.21M - $1.32M
|
24.8K
$14.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.96K+ 7.96% |
$1.2M - $1.31M
|
40.2K
$24.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.94K+ 1.01% |
$1.19M - $1.3M
|
294K
$177M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.92K+ 6.44% |
$1.18M - $1.3M
|
48.4K
$29.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.91K+ 41.64% |
$1.18M - $1.29M
|
9.9K
$5.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.89K+ 5.24% |
$1.17M - $1.28M
|
58.1K
$34.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.89K+ 2.3% |
$1.17M - $1.28M
|
128K
$77.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.88K+ 37.59% |
$1.17M - $1.28M
|
10.6K
$6.35M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.88KNew |
$1.16M - $1.28M
|
2.88K
$1.73M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.84K+ 880.19% |
$1.15M - $1.26M
|
3.17K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.8K+ 48.22% |
$1.13M - $1.24M
|
8.6K
$5.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.79KNew |
$1.13M - $1.24M
|
2.79K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
2.77K+ 1.09% |
$1.12M - $1.23M
|
256K
$154M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.77K+ 9.3% |
$1.12M - $1.23M
|
32.5K
$19.6M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.77K+ 6.16% |
$1.12M - $1.23M
|
47.7K
$28.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.76K+ 2.32% |
$1.12M - $1.22M
|
122K
$73.4M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.75K+ 19.62% |
$1.11M - $1.22M
|
16.8K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
2.73K+ 79.33% |
$1.11M - $1.21M
|
6.18K
$3.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.71K+ 27.08% |
$1.09M - $1.2M
|
12.7K
$7.63M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.7K+ 8.62% |
$1.09M - $1.2M
|
34K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.7K+ 11.38% |
$1.09M - $1.19M
|
26.4K
$15.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.68K+ 5.2% |
$1.08M - $1.19M
|
54.3K
$32.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.68K+ 1.71% |
$1.08M - $1.19M
|
159K
$95.7M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.63KNew |
$1.06M - $1.16M
|
2.63K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.61KNew |
$1.05M - $1.15M
|
2.61K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.6K+ 309.29% |
$1.05M - $1.15M
|
3.44K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.6K+ 6.89% |
$1.05M - $1.15M
|
40.3K
$24.2M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.57K+ 6.81% |
$1.04M - $1.14M
|
40.3K
$24.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 7.01% |
$1.03M - $1.13M
|
38.9K
$23.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.51K+ 10.52% |
$1.02M - $1.11M
|
26.4K
$15.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2.49KNew |
$1.01M - $1.1M
|
2.49K
$1.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 21.13% |
$997K - $1.09M
|
14.1K
$8.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.46K+ 144.86% |
$996K - $1.09M
|
4.17K
$2.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.46K+ 316.37% |
$993K - $1.09M
|
3.23K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.45K+ 24.17% |
$991K - $1.09M
|
12.6K
$7.57M
|