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 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
483New |
$195K - $214K
|
483
$283K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
482+ 24.17% |
$195K - $214K
|
2.48K
$1.45M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
481New |
$194K - $213K
|
481
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
480New |
$194K - $213K
|
480
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
480New |
$194K - $213K
|
480
$281K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
478+ 7.06% |
$193K - $212K
|
7.25K
$4.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
477+ 3.8% |
$193K - $211K
|
13K
$7.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
477New |
$193K - $211K
|
477
$280K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
475New |
$192K - $211K
|
475
$278K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
475New |
$192K - $211K
|
475
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
475New |
$192K - $211K
|
475
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
475New |
$192K - $211K
|
475
$278K
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
473+ 22.87% |
$191K - $210K
|
2.54K
$1.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
471+ 1.46% |
$190K - $209K
|
32.6K
$19.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
BUY
|
- |
470New |
$190K - $208K
|
470
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
469+ 4.08% |
$190K - $208K
|
12K
$7.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
467New |
$189K - $207K
|
467
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
466New |
$188K - $207K
|
466
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
465New |
$188K - $206K
|
465
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
465+ 22.28% |
$188K - $206K
|
2.55K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
465New |
$188K - $206K
|
465
$273K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
463New |
$187K - $205K
|
463
$271K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
462+ 3.46% |
$187K - $205K
|
13.8K
$8.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
461New |
$186K - $204K
|
461
$270K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
458+ 3.58% |
$185K - $203K
|
13.3K
$7.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
458New |
$185K - $203K
|
458
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
458+ 17.9% |
$185K - $203K
|
3.02K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
455New |
$184K - $202K
|
455
$267K
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
454New |
$184K - $201K
|
454
$266K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
453+ 1.18% |
$183K - $201K
|
38.9K
$22.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
453New |
$183K - $201K
|
453
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
452New |
$183K - $200K
|
452
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
452New |
$183K - $200K
|
452
$265K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
452New |
$183K - $200K
|
452
$265K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
450+ 55.08% |
$182K - $199K
|
1.27K
$743K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
450+ 4.34% |
$182K - $199K
|
10.8K
$6.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
446+ 3.47% |
$180K - $198K
|
13.3K
$7.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
444New |
$180K - $197K
|
444
$260K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
443+ 1.53% |
$179K - $196K
|
29.4K
$17.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
439+ 12.23% |
$178K - $195K
|
4.03K
$2.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
437+ 2.44% |
$177K - $194K
|
18.4K
$10.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
435+ 1.96% |
$176K - $193K
|
22.6K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
434+ 2.43% |
$175K - $192K
|
18.3K
$10.7M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
433+ 6.3% |
$175K - $192K
|
7.3K
$4.28M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
423+ 1.51% |
$171K - $188K
|
28.4K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
423+ 34.93% |
$171K - $188K
|
1.63K
$958K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
416+ 0.69% |
$168K - $184K
|
60.4K
$35.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
407+ 4.19% |
$165K - $180K
|
10.1K
$5.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
406+ 17.22% |
$164K - $180K
|
2.76K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
404+ 21.31% |
$163K - $179K
|
2.3K
$1.35M
|