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 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
96+ 6.39% |
$38.8K - $42.6K
|
1.6K
$937K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
94New |
$38K - $41.7K
|
94
$55.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
93+ 2.22% |
$37.6K - $41.2K
|
4.29K
$2.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
93+ 11.6% |
$37.6K - $41.2K
|
895
$525K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
92+ 2.41% |
$37.2K - $40.8K
|
3.91K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
91New |
$36.8K - $40.3K
|
91
$53.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
90+ 1.64% |
$36.4K - $39.9K
|
5.56K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
90+ 10.63% |
$36.4K - $39.9K
|
937
$549K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
90+ 2.55% |
$36.4K - $39.9K
|
3.62K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
89+ 5.18% |
$36K - $39.5K
|
1.81K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
87New |
$35.2K - $38.6K
|
87
$51K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
86+ 0.31% |
$34.8K - $38.1K
|
28K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
86+ 16.38% |
$34.8K - $38.1K
|
611
$358K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
85+ 8.09% |
$34.4K - $37.7K
|
1.14K
$666K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85+ 0.69% |
$34.4K - $37.7K
|
12.5K
$7.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
82+ 0.94% |
$33.2K - $36.3K
|
8.81K
$5.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
81+ 4.74% |
$32.8K - $35.9K
|
1.79K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
81+ 3.33% |
$32.8K - $35.9K
|
2.51K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
81+ 0.36% |
$32.8K - $35.9K
|
22.4K
$13.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
80+ 9.28% |
$32.3K - $35.5K
|
942
$552K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
80+ 1.2% |
$32.3K - $35.5K
|
6.77K
$3.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
80+ 1.77% |
$32.3K - $35.5K
|
4.6K
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
80+ 2.25% |
$32.3K - $35.5K
|
3.63K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
76+ 2.39% |
$30.7K - $33.7K
|
3.26K
$1.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
76+ 0.51% |
$30.7K - $33.7K
|
15K
$8.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
76+ 1.5% |
$30.7K - $33.7K
|
5.13K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
75+ 2.02% |
$30.3K - $33.2K
|
3.8K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
75+ 0.3% |
$30.3K - $33.2K
|
24.7K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
74+ 0.69% |
$29.9K - $32.8K
|
10.8K
$6.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
73+ 14.31% |
$29.5K - $32.4K
|
583
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
73+ 2.03% |
$29.5K - $32.4K
|
3.66K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
73+ 0.37% |
$29.5K - $32.4K
|
19.8K
$11.6M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
69+ 0.02% |
$27.9K - $30.6K
|
349K
$205M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
69+ 5.39% |
$27.9K - $30.6K
|
1.35K
$790K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
68+ 0.55% |
$27.5K - $30.1K
|
12.4K
$7.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
68+ 0.36% |
$27.5K - $30.1K
|
18.9K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
68+ 4.96% |
$27.5K - $30.1K
|
1.44K
$844K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
67+ 8.96% |
$27.1K - $29.7K
|
815
$478K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
66+ 5.7% |
$26.7K - $29.3K
|
1.22K
$717K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
65+ 10.25% |
$26.3K - $28.8K
|
699
$410K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
65+ 0.41% |
$26.3K - $28.8K
|
15.9K
$9.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
65+ 1.09% |
$26.3K - $28.8K
|
6.02K
$3.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
64+ 0.3% |
$25.9K - $28.4K
|
21.6K
$12.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
63+ 6.14% |
$25.5K - $27.9K
|
1.09K
$638K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
63+ 1.6% |
$25.5K - $27.9K
|
4K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
63+ 0.86% |
$25.5K - $27.9K
|
7.37K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
61+ 0.55% |
$24.7K - $27K
|
11.1K
$6.49M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
60New |
$24.3K - $26.6K
|
60
$35.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
58+ 0.61% |
$23.5K - $25.7K
|
9.59K
$5.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
58+ 1.12% |
$23.5K - $25.7K
|
5.24K
$3.07M
|