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 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
722+ 6.43% |
$292K - $320K
|
12K
$7.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
717+ 0.73% |
$290K - $318K
|
99.4K
$58.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
710+ 26.32% |
$287K - $315K
|
3.41K
$2M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
707New |
$286K - $313K
|
707
$414K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
706New |
$285K - $313K
|
706
$414K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
701+ 8.04% |
$283K - $311K
|
9.42K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
698+ 0.43% |
$282K - $309K
|
162K
$94.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
696+ 19.11% |
$281K - $309K
|
4.34K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
696New |
$281K - $309K
|
696
$408K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
683New |
$276K - $303K
|
683
$400K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
681+ 35.9% |
$275K - $302K
|
2.58K
$1.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
679+ 2.19% |
$275K - $301K
|
31.6K
$18.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
675+ 33.83% |
$273K - $299K
|
2.67K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
675+ 19.48% |
$273K - $299K
|
4.14K
$2.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
671+ 5.48% |
$271K - $297K
|
12.9K
$7.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
671+ 5.76% |
$271K - $297K
|
12.3K
$7.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
669+ 19.09% |
$271K - $297K
|
4.17K
$2.45M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
668New |
$270K - $296K
|
668
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
668+ 0.76% |
$270K - $296K
|
89.1K
$52.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
667+ 43.0% |
$270K - $296K
|
2.22K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
667+ 11.93% |
$270K - $296K
|
6.26K
$3.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
666+ 469.01% |
$269K - $295K
|
808
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
666New |
$269K - $295K
|
666
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
665+ 1.73% |
$269K - $295K
|
39.1K
$22.9M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
662+ 0.39% |
$268K - $293K
|
170K
$99.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
650New |
$263K - $288K
|
650
$381K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
648+ 4.4% |
$262K - $287K
|
15.4K
$9.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
647+ 2.38% |
$262K - $287K
|
27.8K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
645+ 0.53% |
$261K - $286K
|
122K
$71.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
644+ 20.1% |
$260K - $285K
|
3.85K
$2.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
644+ 2.46% |
$260K - $285K
|
26.8K
$15.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
633+ 5.14% |
$256K - $281K
|
12.9K
$7.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
630+ 1.61% |
$255K - $279K
|
39.7K
$23.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
629New |
$254K - $279K
|
629
$369K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
626+ 5.75% |
$253K - $277K
|
11.5K
$6.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
625+ 22.59% |
$253K - $277K
|
3.39K
$1.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
622+ 0.07% |
$252K - $276K
|
896K
$525M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
621+ 3.73% |
$251K - $275K
|
17.3K
$10.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
621+ 11.68% |
$251K - $275K
|
5.94K
$3.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
618+ 1.93% |
$250K - $274K
|
32.7K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
618+ 33.84% |
$250K - $274K
|
2.44K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
616New |
$249K - $273K
|
616
$361K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
616New |
$249K - $273K
|
616
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
611New |
$247K - $271K
|
611
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
608+ 0.35% |
$246K - $270K
|
174K
$102M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
606+ 5.77% |
$245K - $269K
|
11.1K
$6.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
605+ 1.07% |
$245K - $268K
|
57.1K
$33.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
603+ 119.17% |
$244K - $267K
|
1.11K
$650K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
601New |
$243K - $266K
|
601
$352K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
600+ 1.77% |
$243K - $266K
|
34.4K
$20.2M
|