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 24, 2023 Q2 2023
Schrum Private Wealth Management LLC

BUY
 -
135
+ 0.7%
$54.6K - $59.8K
19.5K $11.5M
Aug 11, 2023 Q2 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
133
+ 0.14%
$53.8K - $59K
98.3K $57.6M
Jul 17, 2023 Q2 2023
Heritage Investment Group, Inc.

BUY
 -
132
+ 1.96%
$53.4K - $58.5K
6.86K $4.02M
Jul 31, 2023 Q2 2023
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
130
+ 2.39%
$52.6K - $57.6K
5.56K $3.26M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
130
+ 8.03%
$52.6K - $57.6K
1.75K $1.03M
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
130
+ 62.5%
$52.6K - $57.6K
338 $198K
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
129
+ 0.86%
$52.2K - $57.2K
15.2K $8.91M
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
127
+ 0.53%
$51.4K - $56.3K
24K $14.1M
Jul 13, 2023 Q2 2023
Walker Asset Management, LLC

BUY
 -
127
+ 18.17%
$51.4K - $56.3K
826 $484K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
126
+ 8.7%
$50.9K - $55.9K
1.58K $923K
Aug 16, 2023 Q2 2023
Goepper Burkhardt LLC

BUY
 -
126
+ 10.27%
$50.9K - $55.9K
1.35K $793K
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
125
+ 2.73%
$50.5K - $55.4K
4.71K $2.76M
Jul 25, 2023 Q2 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
123
+ 4.27%
$49.7K - $54.5K
3K $1.76M
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
123
+ 0.27%
$49.7K - $54.5K
45K $26.4M
Jul 17, 2023 Q2 2023
Claybrook Capital, LLC

BUY
 -
122
+ 0.32%
$49.3K - $54.1K
38.3K $22.4M
Aug 01, 2023 Q2 2023
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
120
+ 21.62%
$48.5K - $53.2K
675 $396K
Aug 09, 2023 Q2 2023
North Star Asset Management Inc

BUY
 -
120
+ 2.06%
$48.5K - $53.2K
5.95K $3.49M
Aug 11, 2023 Q2 2023
Hemenway Trust CO LLC

BUY
 -
120
+ 9.36%
$48.5K - $53.2K
1.4K $822K
Sep 18, 2023 Q2 2023
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
120
+ 5.63%
$48.5K - $53.2K
2.25K $1.32M
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
119
+ 1.94%
$48.1K - $52.8K
6.27K $3.67M
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
118
+ 2.11%
$47.7K - $52.3K
5.7K $3.34M
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
117
+ 5.42%
$47.3K - $51.9K
2.28K $1.33M
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
117
+ 5.42%
$47.3K - $51.9K
2.28K $1.33M
Jul 31, 2023 Q2 2023
Ellenbecker Investment Group

BUY
 -
117
+ 0.68%
$47.3K - $51.9K
17.3K $10.2M
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
117
+ 4.41%
$47.3K - $51.9K
2.77K $1.63M
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
116
+ 2.7%
$46.9K - $51.4K
4.41K $2.58M
Aug 03, 2023 Q2 2023
Wedgewood Investors Inc

BUY
 -
116
+ 2.55%
$46.9K - $51.4K
4.67K $2.74M
Aug 14, 2023 Q2 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
116
+ 0.02%
$46.9K - $51.4K
605K $355M
Jul 24, 2023 Q2 2023
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
115
+ 2.72%
$46.5K - $51K
4.34K $2.55M
Aug 11, 2023 Q2 2023
Capital Research Global Investors

Los Angeles, CA
BUY
 -
115
+ 13.17%
$46.5K - $51K
988 $579K
Jul 14, 2023 Q2 2023
Bcm Advisors, LLC

BUY
 -
112
+ 1.8%
$45.3K - $49.6K
6.34K $3.72M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
112
+ 1.0%
$45.3K - $49.6K
11.4K $6.65M
Jul 24, 2023 Q2 2023
Wealth Management Partners, LLC

BUY
 -
111
+ 2.0%
$44.9K - $49.2K
5.67K $3.33M
Jul 05, 2023 Q2 2023
Marotta Asset Management

BUY
 -
109
+ 9.84%
$44.1K - $48.3K
1.22K $714K
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
108
+ 2.38%
$43.7K - $47.9K
4.64K $2.72M
Jul 18, 2023 Q2 2023
Kfa Private Wealth Group, LLC

BUY
 -
108
+ 2.54%
$43.7K - $47.9K
4.37K $2.56M
Jul 21, 2023 Q2 2023
Busey Wealth Management

BUY
 -
108
+ 0.1%
$43.7K - $47.9K
107K $63M
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
108
+ 1.34%
$43.7K - $47.9K
8.19K $4.8M
Aug 02, 2023 Q2 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
108
+ 8.25%
$43.7K - $47.9K
1.42K $831K
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
105
+ 12.53%
$42.5K - $46.5K
943 $553K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
101
+ 1.98%
$40.8K - $44.8K
5.19K $3.04M
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
100
New
$40.4K - $44.3K
100 $58.6K
Aug 10, 2023 Q2 2023
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
100
+ 4.91%
$40.4K - $44.3K
2.14K $1.25M
Aug 14, 2023 Q2 2023
Caas Capital Management LP

New York, NY
BUY
 -
100
New
$40.4K - $44.3K
100 $58.6K
Jul 03, 2023 Q2 2023
Park National Corp

BUY
 -
99
+ 1.56%
$40K - $43.9K
6.45K $3.78M
Jul 18, 2023 Q2 2023
Bennett Selby Investments LP

BUY
 -
99
+ 2.31%
$40K - $43.9K
4.39K $2.57M
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
98
+ 2.96%
$39.6K - $43.4K
3.41K $2M
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

BUY
 -
97
+ 2.67%
$39.2K - $43K
3.73K $2.18M
Aug 14, 2023 Q2 2023
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
97
+ 6.6%
$39.2K - $43K
1.57K $918K

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