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 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
933
+ 10.59%
$377K - $414K
9.75K $5.71M
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
931
+ 14.67%
$376K - $413K
7.28K $4.27M
Jul 11, 2023 Q2 2023
Pioneer Trust Bank N A

Salem, OR
BUY
 -
895
+ 13.55%
$362K - $397K
7.5K $4.4M
Aug 11, 2023 Q2 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
892
+ 3.89%
$361K - $395K
23.8K $14M
Jul 17, 2023 Q2 2023
One Plus One Wealth Management, LLC

BUY
 -
883
New
$357K - $391K
883 $518K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
880
+ 2.55%
$356K - $390K
35.3K $20.7M
Sep 07, 2023 Q2 2023
Academy Capital Management Inc

Waco, TX
BUY
 -
877
New
$355K - $389K
877 $514K
Jul 21, 2023 Q2 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
875
+ 4.68%
$354K - $388K
19.6K $11.5M
Aug 14, 2023 Q2 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
872
+ 2.92%
$353K - $387K
30.7K $18M
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
871
+ 31.31%
$352K - $386K
3.65K $2.14M
Aug 14, 2023 Q2 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
865
New
$350K - $383K
865 $507K
Aug 15, 2023 Q2 2023
Fishman Jay A LTD

Troy, MI
BUY
 -
855
New
$346K - $379K
855 $501K
Jul 18, 2023 Q2 2023
Arcus Capital Partners, LLC

BUY
 -
854
+ 17.57%
$345K - $379K
5.72K $3.35M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
854
+ 16.74%
$345K - $379K
5.96K $3.49M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
854
+ 16.74%
$345K - $379K
5.96K $3.49M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
853
+ 107.3%
$345K - $378K
1.65K $966K
Aug 14, 2023 Q2 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
847
New
$342K - $375K
847 $497K
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
837
+ 52.87%
$338K - $371K
2.42K $1.42M
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
835
+ 10.93%
$338K - $370K
8.47K $4.97M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
825
+ 5.68%
$334K - $366K
15.3K $8.99M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
820
+ 19.35%
$332K - $363K
5.06K $2.97M
Aug 31, 2023 Q2 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
820
+ 27.47%
$332K - $363K
3.81K $2.23M
Aug 10, 2023 Q2 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
817
+ 800.98%
$330K - $362K
919 $539K
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
806
New
$326K - $357K
806 $473K
Aug 01, 2023 Q2 2023
Kornitzer Capital Management Inc

BUY
 -
800
+ 24.5%
$323K - $355K
4.07K $2.38M
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
797
+ 0.78%
$322K - $353K
103K $60.4M
Jul 26, 2023 Q2 2023
Kesler, Norman & Wride, LLC

BUY
 -
796
+ 4.71%
$322K - $353K
17.7K $10.4M
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
794
+ 0.35%
$321K - $352K
226K $132M
Aug 08, 2023 Q2 2023
Ironwood Investment Counsel, LLC

BUY
 -
786
+ 14.54%
$318K - $348K
6.19K $3.63M
Sep 28, 2023 Q2 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
782
New
$316K - $347K
782 $458K
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
781
+ 3.94%
$316K - $346K
20.6K $12.1M
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
779
+ 19.81%
$315K - $345K
4.71K $2.76M
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

BUY
 -
777
+ 22.14%
$314K - $344K
4.29K $2.51M
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
774
+ 11.94%
$313K - $343K
7.26K $4.25M
Jul 19, 2023 Q2 2023
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
771
+ 4.07%
$312K - $342K
19.7K $11.6M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
769
+ 4.34%
$311K - $341K
18.5K $10.8M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
768
+ 44.52%
$311K - $340K
2.49K $1.46M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
768
+ 44.52%
$311K - $340K
2.49K $1.46M
Jul 25, 2023 Q2 2023
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD

BUY
 -
765
+ 1.2%
$309K - $339K
64.6K $37.9M
Sep 12, 2023 Q2 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
761
+ 25.11%
$308K - $337K
3.79K $2.22M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
754
+ 1.85%
$305K - $334K
41.5K $24.3M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
752
+ 0.91%
$304K - $333K
83K $48.7M
Jul 20, 2023 Q2 2023
Kg&L Capital Management,Llc

BUY
 -
749
+ 4.46%
$303K - $332K
17.5K $10.3M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
743
+ 18.84%
$300K - $329K
4.69K $2.75M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
741
New
$300K - $328K
741 $434K
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
738
+ 9.37%
$298K - $327K
8.62K $5.05M
Jul 19, 2023 Q2 2023
Eastern Bank

BUY
 -
731
+ 0.4%
$296K - $324K
186K $109M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
728
New
$294K - $323K
728 $427K
Jul 13, 2023 Q2 2023
Financial Strategies Group, Inc.

BUY
 -
722
New
$292K - $320K
722 $423K

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