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 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
57+ 1.13% |
$23K - $25.3K
|
5.11K
$2.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
57+ 0.64% |
$23K - $25.3K
|
8.98K
$5.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56+ 0.22% |
$22.6K - $24.8K
|
25.7K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
56+ 0.02% |
$22.6K - $24.8K
|
266K
$156M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
55+ 4.56% |
$22.2K - $24.4K
|
1.26K
$740K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
55+ 0.88% |
$22.2K - $24.4K
|
6.29K
$3.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
55+ 0.26% |
$22.2K - $24.4K
|
21.6K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
54+ 4.43% |
$21.8K - $23.9K
|
1.27K
$747K
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
54+ 3.33% |
$21.8K - $23.9K
|
1.68K
$983K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.82% |
$21.4K - $23.5K
|
6.48K
$3.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
53+ 7.03% |
$21.4K - $23.5K
|
807
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
52+ 1.31% |
$21K - $23.1K
|
4.03K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
52+ 0.72% |
$21K - $23.1K
|
7.29K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
52+ 2.26% |
$21K - $23.1K
|
2.35K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
BUY
|
- |
51+ 3.64% |
$20.6K - $22.6K
|
1.45K
$852K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
51+ 0.66% |
$20.6K - $22.6K
|
7.76K
$4.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
50+ 0.5% |
$20.2K - $22.2K
|
10.1K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
50+ 1.53% |
$20.2K - $22.2K
|
3.31K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
49+ 0.88% |
$19.8K - $21.7K
|
5.6K
$3.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
49+ 2.4% |
$19.8K - $21.7K
|
2.09K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
49+ 6.65% |
$19.8K - $21.7K
|
786
$461K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
48+ 0.95% |
$19.4K - $21.3K
|
5.12K
$3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
48+ 3.19% |
$19.4K - $21.3K
|
1.56K
$912K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
48+ 4.47% |
$19.4K - $21.3K
|
1.12K
$658K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
47+ 1.29% |
$19K - $20.8K
|
3.7K
$2.17M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
46+ 8.85% |
$18.6K - $20.4K
|
566
$332K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
46+ 2.25% |
$18.6K - $20.4K
|
2.09K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
46+ 0.26% |
$18.6K - $20.4K
|
17.4K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
46+ 0.84% |
$18.6K - $20.4K
|
5.52K
$3.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
45+ 1.09% |
$18.2K - $19.9K
|
4.19K
$2.46M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
45+ 0.21% |
$18.2K - $19.9K
|
21.4K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
45+ 8.05% |
$18.2K - $19.9K
|
604
$354K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
44+ 4.81% |
$17.8K - $19.5K
|
958
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
44+ 0.18% |
$17.8K - $19.5K
|
24.6K
$14.4M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
43+ 2.05% |
$17.4K - $19.1K
|
2.14K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
43+ 1.27% |
$17.4K - $19.1K
|
3.44K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.83% |
$16.6K - $18.2K
|
2.28K
$1.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
41+ 18.22% |
$16.6K - $18.2K
|
266
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
41+ 6.58% |
$16.6K - $18.2K
|
664
$389K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
40+ 0.25% |
$16.2K - $17.7K
|
15.9K
$9.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
40+ 1.0% |
$16.2K - $17.7K
|
4.03K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
40+ 6.99% |
$16.2K - $17.7K
|
612
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
40New |
$16.2K - $17.7K
|
40
$23.5K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
40+ 2.15% |
$16.2K - $17.7K
|
1.9K
$1.11M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
39+ 0.45% |
$15.8K - $17.3K
|
8.64K
$5.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
39+ 0.13% |
$15.8K - $17.3K
|
30.9K
$18.1M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
38+ 3.02% |
$15.4K - $16.8K
|
1.3K
$761K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
38+ 0.06% |
$15.4K - $16.8K
|
64.6K
$37.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
38+ 0.06% |
$15.4K - $16.8K
|
65.1K
$38.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
38+ 6.92% |
$15.4K - $16.8K
|
587
$344K
|