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 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
38+ 0.56% |
$15.4K - $16.8K
|
6.8K
$3.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
37+ 1.03% |
$15K - $16.4K
|
3.62K
$2.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
37+ 30.08% |
$15K - $16.4K
|
160
$93.8K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37+ 25.87% |
$15K - $16.4K
|
180
$106K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
36+ 0.97% |
$14.6K - $16K
|
3.74K
$2.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
36+ 1.08% |
$14.6K - $16K
|
3.38K
$1.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
35+ 6.47% |
$14.2K - $15.5K
|
576
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
35+ 0.85% |
$14.2K - $15.5K
|
4.15K
$2.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
34+ 0.22% |
$13.7K - $15.1K
|
15.3K
$8.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
34+ 1.77% |
$13.7K - $15.1K
|
1.96K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
34+ 10.9% |
$13.7K - $15.1K
|
346
$203K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
33+ 0.24% |
$13.3K - $14.6K
|
13.7K
$8.04M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
33+ 0.83% |
$13.3K - $14.6K
|
4.02K
$2.36M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33+ 1.0% |
$13.3K - $14.6K
|
3.32K
$1.95M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
33+ 4.3% |
$13.3K - $14.6K
|
801
$470K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
32+ 2.94% |
$12.9K - $14.2K
|
1.12K
$658K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
31+ 3.63% |
$12.5K - $13.7K
|
885
$519K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 0.79% |
$12.5K - $13.7K
|
3.94K
$2.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
30+ 0.37% |
$12.1K - $13.3K
|
8.07K
$4.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
30+ 0.89% |
$12.1K - $13.3K
|
3.4K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30+ 2.2% |
$12.1K - $13.3K
|
1.4K
$818K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
30+ 1.29% |
$12.1K - $13.3K
|
2.36K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
30+ 1.55% |
$12.1K - $13.3K
|
1.97K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
30+ 0.1% |
$12.1K - $13.3K
|
29.7K
$17.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
30+ 0.32% |
$12.1K - $13.3K
|
9.39K
$5.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30+ 7.26% |
$12.1K - $13.3K
|
443
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
30+ 5.48% |
$12.1K - $13.3K
|
577
$338K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
29+ 0.36% |
$11.7K - $12.9K
|
7.98K
$4.68M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
29+ 0.23% |
$11.7K - $12.9K
|
12.4K
$7.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
29+ 1.36% |
$11.7K - $12.9K
|
2.17K
$1.27M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
28+ 0.63% |
$11.3K - $12.4K
|
4.45K
$2.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28+ 1.72% |
$11.3K - $12.4K
|
1.66K
$970K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
27+ 4.96% |
$10.9K - $12K
|
571
$335K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
27+ 1.22% |
$10.9K - $12K
|
2.24K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
27+ 0.4% |
$10.9K - $12K
|
6.83K
$4.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
27+ 23.68% |
$10.9K - $12K
|
141
$82.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
27New |
$10.9K - $12K
|
27
$15.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
26+ 3.99% |
$10.5K - $11.5K
|
677
$397K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26+ 0.78% |
$10.5K - $11.5K
|
3.36K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
26+ 1.36% |
$10.5K - $11.5K
|
1.94K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
26+ 0.18% |
$10.5K - $11.5K
|
14.5K
$8.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
25+ 3.33% |
$10.1K - $11.1K
|
776
$455K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
25+ 0.11% |
$10.1K - $11.1K
|
23.1K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
25+ 0.56% |
$10.1K - $11.1K
|
4.47K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
25+ 1.89% |
$10.1K - $11.1K
|
1.35K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25+ 4.73% |
$10.1K - $11.1K
|
554
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
24+ 0.96% |
$9.7K - $10.6K
|
2.53K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
24+ 2.45% |
$9.7K - $10.6K
|
1K
$589K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
24+ 1.41% |
$9.7K - $10.6K
|
1.72K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
23+ 0.35% |
$9.3K - $10.2K
|
6.67K
$3.91M
|